Over 27 years of public accounting experience working on audit and consulting engagements. Over the last 30 years I have focused working with credit union industry clientele. Serve as FI GN leader for both Mountain and PacWest and also oversee CLA's Western region credit union and credit union employee benefit plan audit practices. Background includes overseeing and managing audits of credit unions, credit union service organizations, profit sharing plans, 401(k) plans, defined benefit plans, employee and group health plans. Oversees the credit union internal audit and consulting services practice in the West.
University of Wisconsin - Milwaukee, WI
In the community
Member of the AICPA National Credit Union Steering Committeee
Resources and events
Event 5/21/2023 – 5/24/2023CUNA Finance Council Conference 2023
Event 10/24/2022 – 10/26/2022AICPA & CIMA Conference on Credit Unions
Media coverage 9/26/2022Look Beyond CECL Model Selection
Event 5/22/2022 – 5/25/2022CUNA Finance Council Conference 2022
Media coverage 10/4/2021CECL Is Coming: Are You Prepared?
Media coverage 7/27/2020When Remote Work Becomes Routine