A self-employed commodity trader for over thirty-five years. Seasoned tax preparer, thrive on client interaction, solving problems and making suggestions to assist in tax and estate planning. Year over year increase in return count and billings.
Chairman of the Board of the Kansas City Board of Trade, 1998
Enrolled Agent, 1999
Managed own trading account and filled customer orders on KCBOT trading floor for 35 years
Served on numerous committees; including Finance, Budget and Marketing
Served on five-person committee that negotiated sale of the
Board of Trade to the Chicago Mercantile Exchange
Deal with complex individual and business tax returns, including
partnerships, Sub-S corporations, and trusts
Managed trading desk on floor of Kansas City Board of Trade
for DBL; oversaw the hiring of staff, reconciled trading positions and monies after every trading session
Communicated with clients on a daily basis regarding market activities
Established CIS floor operations in Kansas City
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