As leader of our Ohio financial institutions practice, I’m responsible for the delivery of best-in-class service and providing financial statement audit and risk management services to our clients in the financial services industry. I work exclusively with publicly traded and privately held financial institutions and other financial services entities. Many of my clients, are subject to an audit of their internal controls over financial reporting, whether under Sarbanes-Oxley Section 404 or FDICIA Part 363 requirements. In recent years, I have assisted several banks with implementation of a control framework to support their ICFR opinions under Sarbanes-Oxley Section 404(b) or FDICIA Part 363. In addition to my client-facing responsibilities, I serve as an engagement quality reviewer for a number of our firm’s financial institution audit clients.
The personal and professional relationships with our staff, clients, and prospects attracted me to this career. I enjoy nurturing these relationships and watching our clients — and staff — succeed. When one of our staff are promoted or we complete a challenging project with our clients, it’s the most rewarding part of my career. My team knows I’m happy to catch up over a quick lunch or a phone call because I take a keen interest in their personal and professional development.
With over 18 years of experience, I often speak to our clients and their audit committees on current topics in the financial institutions industry and the impact on their organization. I belong to the AICPA, the Ohio Society of CPAs, and the Institute of Internal Auditors. I’m the board treasurer for the Values in Action Foundation. I received a B.A. in management from Wittenberg University and an M.S. in accountancy from The Ohio State University.
