Overview
I have been serving clients in public acounting since November 2016, previously with a large public accounting firm and a small community public accounting firm. I specialize in financial services - primarily in audits of credit unions, banks, and registered investment advisors and internal audits for credit unions. I have additional experience in auditing broker dealers, private equity funds, SBA funds, venture capital funds, employee benefit plans (401k, 403b, defined benefit, health & welfare, etc.), retail entities, and not-for-profit entities (including single audits).
Education
Salisbury University Class of 2016, BS in Accounting
Registered CPA in Maryland, New Jersey, and North Carolina
In the community
AICPA Member
NCACPA Member