I represent developers, investors, and other participants in tax credit financing and syndication transactions. My experience includes assisting with the structuring and closing of Low-Income Housing Tax Credit (LIHTC) transactions for affordable housing developments, including drafting and reviewing transaction documents, conducting due diligence, and analyzing organizational and financing agreements. Before entering the legal profession, I managed two branch locations for a regional bank, overseeing banking operations, regulatory compliance, and relationships with business and individual clients. Drawing on this background, I approach transactions with an understanding of the financial, operational, and regulatory considerations that influence clients’ decisions.
My Approach
Before becoming an attorney, I spent several years in the banking industry, where I gained firsthand insight into how financial institutions operate, manage risk, and build client relationships. As a bank manager overseeing multiple locations, I worked closely with lenders, business owners, and individuals navigating important financial decisions. That experience gave me an appreciation for the business considerations behind financing transactions and shapes how I approach my practice today: providing responsive, business-minded counsel that helps clients get deals done.
I’ve always believed that hard work and a willingness to learn make all the difference. From managing a team of bankers to working through the intricacies of tax credit transactions, I enjoy rolling up my sleeves, digging into the details, and finding practical solutions to complex problems.
Outside of work, I enjoy staying active, especially snowboarding. I also spend plenty of time trying to convince my bulldog to join me for a walk.
Practice Areas
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Tax Credit Financing & Syndication