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At a glance

Works on
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Background

Career
Government experience
Sen. Lindsey Graham - Staff Assistant; Sen. Richard Shelby - Press Assistant/Assistant to the Chief of Staff
Assistant to the Chief of Staff/Legislative Correspondent; Rep. Dale Strong - Deputy Chief of Staff
Covered official positions, as disclosed on federal filings

The past 12 months

Clients
1
past 12 months
Filings
2
past 12 months
Agencies contacted
HOUSE OF REPRESENTATIVESOffice of Management & Budget (OMB)SENATETreasury, Dept ofWhite House Office

Specific issues

Artificial Intelligence and data privacy policies De minimis threshold in cryptocurrency and digital asset transactions
Computer Industry · 2026 Q2
Issues pertaining to financial products including mobile banking Issues pertaining to cyber security standards Issues pertaining to financial inclusion Issues pertaining to access to credit Issues pertaining to debit and prepaid payment cards Issues pertaining to overdraft fees Issues pertaining to the cost of card acceptance Issues pertaining to bank partnerships
Financial Institutions/Investments/Securities · 2026 Q2
Issues pertaining to government populated returns Issues pertaining to the employee retention credit Issues pertaining to the administration of financial information reporting requirements and small business tax administration Issues pertaining to cyber security standards Issues pertaining to the child tax credit Issues pertaining to the earned income tax credit Issues pertaining to the Internal Revenue Service funding Issues pertaining to tax administration Issues pertaining to 1099K's The Tax Cuts and Jobs Act Issues related to Sec. 70607 of H.R. 1 increased identity verification for filers
Taxation/Internal Revenue Code · 2026 Q2

Clients

Sources

This profile is built from the public record: filings in the U.S. Senate Lobbying Disclosure Act system. lda.senate.gov ↗

Recent filings2
2026 Q2
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Q2lda.gov →
2026 Q1
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Q1lda.gov →