I serve as an audit partner within the firm’s employee benefit plan audit (EBPA) and not-for-profit (NFP) practices. Beyond auditing, I have significant experience working with NFP organizations and religious institutes on accounting and business office operations, processes, and structure.
My clients appreciate that I always have time for them. When they examine their current financial status and want to know how that will impact their future decision-making, they turn to me for help understanding the big picture. It shouldn’t surprise many people that I chose this career because I genuinely want to serve clients and help them understand financial statements.
Every day I strive to create an environment that supports the firm’s culture. As partner, I ensure we have the appropriate focus on staff development. I try to match people with the right assignments to provide the best learning opportunities. Young staff members should never be overlooked. They often offer a fresh perspective that we can all benefit from.
I’m a member of the AICPA, the Michigan Association of CPAs, and the International Foundation of Employee Benefit Plans.
