Overview
Adam has more than nine years of experience providing audit, accounting, consulting, and overall client relationship services to a wide variety of businesses. He is an experienced auditor of financial statements and employee benefit plans. As a Principal, he works as an engagement leader providing overall engagement oversight. Primary responsibilities also include maintaining the client relationship, technical review of engagement work performed, review of the financial reports and all related deliverables, and billing of the engagement. Adam also performs real estate consulting services including opportunity zone consulting, proformas, etc. Adam is a member of the firm’s Construction team and Real Estate team.
Technical experience
- Private industries (Construction, Real Estate, Logistics)
- Commercial audits, reviews, compilations, and projected financial statements
- Employee benefit plans
- Opportunity Zone Compliance and Consulting
- Internal Inspection Team - Construction
Education
- Bachelor’s of business administration in accounting with a minor in Spanish from the University of Wisconsin-Green Bay
- American Institute of Certified Public Accountants
- Certified Public Accountant in the state of Wisconsin
- Wisconsin Institute of Certified Public Accountants
In the community
- Hands on Deck Green Bay, Non-profit, Board of Directors - Treasurer