Overview
Over 27 years of public accounting experience working on audit and consulting engagements. Over the last 30 years I have focused working with credit union industry clientele. Serve as FI GN leader for both Mountain and PacWest and also oversee CLA's Western region credit union and credit union employee benefit plan audit practices. Background includes overseeing and managing audits of credit unions, credit union service organizations, profit sharing plans, 401(k) plans, defined benefit plans, employee and group health plans. Oversees the credit union internal audit and consulting services practice in the West.
Education
University of Wisconsin - Milwaukee, WI
In the community
AICPA
ASCPA
Member of the AICPA National Credit Union Steering Committeee