Bachelor’s of science, accounting and finance, Minnesota State University - Mankato
Over 25 years serving Plan Sponsors and their employee benefit plans. Audit and consulting for single, multiple-, and multiemployer (Taft-Hartley) employee benefit plans, including defined benefit and defined contribution pension plans, health and welfare plans, training funds, 11K filers and other tax-exempt organizations.
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
American Institute of Certified Public Accountants AICPA Employee Benefit Plan Audit Quality Center Executive Committee, current member; AICPA Employee Benefit Plan Expert Panel, former member; International Foundation of Employee Benefit Plans member; International Society of Certified Employee Benefit Specialists and local chapter member; Minnesota Society of Certified Public Accountants