Education

Bachelor of Business Administration in Accounting and Finance, University of Iowa, December 2010

Overview

As a member of CLA’s valuation team, I perform business and intangible asset valuations for many purposes, including gift and estate tax, dissolution of marriage, purchase price allocations, sales of businesses, and stock-based compensation (IRC 409A and ASC 718). I also perform a variety of litigation support and forensic accounting services including alimony computations, asset allocations, and analysis of financial records for fraud.

The focus of my passion and experience is in financial institutions, but I regularly work with other industries.

Upcoming speaking engagements

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Resources and event materials

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In the community

Certified Public Accountant, November 2012
Accredited in Business Valuation, July 2014
Iowa Society of Certified Public Accountants
American Institute of Certified Public Accountants