The laid-back vibe clients get from C.J. is by design, not accident. While he takes his role as a tax adviser in a complex industry very seriously, he brings a more casual, open feel to client relationships. Often known for telling jokes and making people smile, C.J. aims to be as approachable as possible so clients, or colleagues, never hesitate to ask him anything.
C.J. provides tax compliance and planning services for funds containing a variety of complex investments. Specifically, he works closely with equity, fixed income and alternative fund clients, while also spending a significant amount of time with cryptocurrency clients and hedge funds.
- Actively involved in scheduling and staff development for the firm's Tax Practice
- Maryland Association of CPAs
- American Institute of CPAs
A resident of Carroll County, Maryland, C.J. loves spending time with his wife, their two children and their dog. An enthusiastic sports spectator, C.J. takes his interest in sports to a whole new level, serving as a sports performance coach and Olympic weightlifting coach at his nearby CrossFit gym.