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.
Bachelor’s of science, accounting and finance, Minnesota State University - Mankato
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
Resources and events
Article 12/1/2021Changes Coming to Your ERISA Employee Benefit Plan Audit
Article 1/28/2019Changes Coming to Your ERISA Employee Benefit Plan Audit