Education

University of Wisconsin - Milwaukee, WI

Overview

Over 25 years of public accounting experience working on audit and consulting engagements. Over the last 28 years specifically working with credit union industry clientele. Serve as the leader of 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. 

Upcoming speaking engagements

View More

Resources and event materials

View More

In the community

AICPA

ASCPA

Member of the AICPA National Credit Union Steering Committeee