Trista Westhafer

Education

Master’s of science in accounting, Bradley University

Bachelor’s of business, accounting, Bradley University

Overview

Trista is responsible for coordinating and performing audit services to clients in the financial institution and employee benefit plan (EBP) industries. She has been employed as a public accountant for over ten years specializing as a full-time bank and EBP auditor. As part of the financial institution and EBP teams, she serves as the manager for financial institutions ranging in asset size from $50 million up to $5 billion in multiple states and for EBPs ranging in asset size from $5 million up to $85 million. Her experience includes performing audits of various banks and EBPs in Illinois. She also has experience in performing internal audit functions, loan review, HUD compliance and FDICIA compliance services for banks. She also has experience in pension, 401(k), and 403(b) audits.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants

Illinois CPA Society