Overview
Currently serving as a principal in the employee benefit plan group at CLA. More than eight years of auditing experience specializing in employee benefit plan audits (defined contribution plans, defined benefit plans and health and welfare plans) and well versed in ACA reporting requirements. More than 15 years of business experience utilized to help facilitate an effective and efficient audit. Member of the Arizona Society of Certified Public Accountants, American Institute of Certificate Public Accountants, and Western Pension and Benefits Council - Phoenix Chapter.
Education
- Bachelor of science, accountancy, Arizona State University, Tempe, AZ
- Masters of business administration, Keller Graduate School of Management, Mesa, AZ
In the community
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
- Arizona State Board of Accountancy - CPE Advisory Committee Member
- Western Pension and Benefits Council - Phoenix Chapter
- Board Member
- Conference Committee Co-Chair