About

I’ve spent the better part of my life immersed in commercial real estate – as a student, analyst, executive, entrepreneur and elected official. I have personally owned, managed and leased commercial buildings. I’ve even redeveloped a few. But my specialty is property tax advisory.

I’ve spent two decades working at local, regional and global property tax firms, leading highly successful consulting and advisory teams. My focus has always been creating value for owners, developers and investors of commercial real estate by reducing, forecasting and managing property taxes – saving my clients hundreds of millions of dollars in the process.

Throughout that time and experience, I’ve observed three key gaps in commercial real estate tax service: a lack of comprehensive, useful, and accessible data; failure to leverage modern technology to create a better and more affordable customer experience; and few resources to help independent commercial real estate owners and managers navigate the complexities of property tax.

Those gaps were the impetus for creating Taxonics – a self-service, one-stop-shop where every customer has access to the information they need to effectively manage their tax portfolio and reduce their tax burden.

Outside of the real estate world, I enjoy life with my wife and 3 daughters. I served as an elected member of the Falls Church City Council, currently serve on our Economic Development Authority and have held numerous positions on a variety of boards and commissions, including the city’s Board of Zoning Appeals, as well as other regional elected bodies like the Metropolitan Washington Council of Governments and the Northern Virginia Regional Commission.

I received my Bachelor of Arts in Political Science and History from Birmingham-Southern College with a Distinction in Leadership Studies and hold an MBA with a specialization in Real Estate and Urban Development from the Kogod School of Business at American University.

I have more than a decade of experience analyzing and valuing commercial real estate. As an MAI appraiser I’ve valued thousands of properties, from rural gas stations to hyperscale data centers and everything in between.

My experience as a high-volume appraiser has given me a deep understanding of the real estate valuation process, which is at the heart of our products at Taxonics. In addition, the knowledge I’ve gained from quickly and accurately developing and communicating thousands of opinions of value has transferred directly to our products.

I’ve also used just about every major commercial real estate software or service out there (some for thousands of hours), and I’ve experienced firsthand what worked and what didn’t. At Taxonics, I have the privilege of combining my experience in valuation, property tax, and tax technology to create products that simplify real estate taxes for owners and real estate professionals.

When I’m not working, I spend time with my wife Atsumi, our three daughters, and our Corgipoo, Dino (as in dinosaur, a topic of great interest to our eldest daughter when she persuasively suggested the name). We love taking the whole circus camping, hiking, and to visit with our family nearby in Georgia and abroad in Japan.

I received both my Bachelor of Science in Business Administration and Master of Science-Real Estate from the University of Florida.

While I have spent the last 15 years in the legal field, I am excited to begin a new journey in the commercial real estate space. Prior to joining the Cavalry and Taxonics team, my focus was in law firm management and operations, where I assisted clients in a wide variety of practice areas such as business formation and compliance, international trade, and litigation.

Most recently, I served as the Chief Operating Officer of a mid-size law firm in the Washington, D.C., area. There, I oversaw day-to-day operations and implemented policies, procedures, and new technologies to grow the firm. Before that, I worked in an Am Law 200 law firm focusing on international trade, mergers and acquisition, and national security.

I have a Bachelor of Arts in Spanish from Washington College and a Master of Science in Justice, Law, & Society from American University.

I live in Alexandria, Va., with my husband, two cats, and labradoodle. In my spare time, I enjoy cooking, drinking wine, Philadelphia Flyers hockey, and searching for the perfect cup of coffee.

I have spent more than 20 years specializing in commercial real estate appraisal and property tax management. My journey began as a real estate appraiser for Davis County, Utah, and, later, Summit County, Utah, where I was responsible for appraising residential and commercial properties for ad valorem assessment. This role involved creating compliant mass appraisal models and representing the county assessor in property tax appeal hearings, laying the groundwork for my expertise in real estate valuation and taxation.

In April 2020, I transitioned to a property tax analyst/manager role for Property Reserve Inc. and its affiliates in Salt Lake City, Utah. There, I managed property tax operations for a diverse portfolio of over 600 properties spanning 30 states, including office, industrial, warehouse, retail, farm/ranch, multi-family developments, and vacant land. My responsibilities included ensuring the accuracy of assessments and tax payments, hiring property tax consultants and appraisers, and representing the organizations in property tax appeals, negotiations, mediations, and hearings across the United States.

Parallel to my primary career, I’ve served part-time as a Board of Equalization hearing officer for multiple counties in Utah, further deepening my understanding and expertise in property taxation laws and processes. I’ve also taken part-time assignments as an appraiser pre-licensing and continuing education instructor for the IAAO and Utah Tax Commission.

I hold a Bachelor of Science in History from Weber State University and am a Certified General Appraiser with active certifications in both Utah and Virginia. My commitment to the field is also demonstrated through my active involvement with professional organizations, including the International Association of Assessing Officers (IAAO), where I’ve served as Utah Chapter president, board member, webmaster, and other roles. I’ve also tried to stay active in my community, serving as a member of my city planning commission and as a trained member of our FEMA Community Emergency Response Team (CERT).

Now, I leverage all this experience and knowledge in real estate assessment and property tax management to provide informed and effective consultancy services for Taxonics.

I recently relocated to Springfield, Va., with my wife, Lisa, and our kids. As a family, we spend as much time as possible traveling locally to explore our new home in the mid-Atlantic, improving our photography skills along the way. I also love cooking, gardening, and 3D printing and design.

Since graduating Summa Cum Laude from the Robert H. Smith School of Business I have built a career in commercial real estate, advising asset managers and investors on the most effective property tax strategies to maximize portfolio value and minimize tax liability.

During that time, I helped lead the expansion of SC&H Group’s real estate tax service offerings into the Washington, D.C., area. We were successful in building one of the fastest growing state and local tax practices on the East Coast, ultimately being acquired in 2014 by Altus Group, a global real estate software and data company. I led teams responsible for managing institutional-level accounts, and built relationships across our industry – from investors, developers, and owners of commercial real estate to the state and local officials whose input is critical to delivering results.

I’m a numbers person, and I’ve found my passion helping investors with complicated assets reduce their single largest operating expense – property tax. I also have deep experience in due diligence, underwriting, and transactional matters involving diverse and complex national portfolios and entity structures. As a co-founder of Taxonics’ sister company Cavalry Real Estate Advisors, I put those skills to work in a client-first model where technology and relationships drive the bottom line. I look forward to applying those same skills and approach in my expanded role at Taxonics.

In my free time I enjoy working in my home garden and caring for my free-range chickens. I like to be active, whether it be working out at the local cross-fit gym with my husband or spending time outdoors hiking and backpacking with our dogs Ozzy and Shorty.

I thrive on positivity and I’ve always liked creating a positive and memorable experience for those I encounter. I’ve carried that with me through my college summers as a counselor for Montgomery County Recreation, for my families and coworkers, and through community volunteer work. I look forward to doing the same thing for our clients at Taxonics.

I graduated from Mount St. Mary’s University with a Bachelor of Arts in Political Science and a minor in Spanish. I had the opportunity to participate in study abroad programs in both Ecuador and Spain. During my undergraduate years, I was involved in various clubs and projects, having also run on the Track and Field/Cross Country team.

I interned my senior year with the Coalition on Human Needs, a non-profit organization in Washington, D.C., where I collected and monitored data for the Census, Child Tax Credit, and U.S. public education systems.

I love running on trails and training for races in the DMV area. I also enjoy cycling, traveling, and visiting new cafes and restaurants. I’m always willing to take a strong recommendation (points for great seafood).