At CLA, I work with clients from many industries performing compilation, review, and audit engagements. While a client may see only a financial statement or tax return as the end product, I strive to understand the businesses of my clients in order to provide excellent service in any way possible.
I work with clients in sectors such as construction and real estate, manufacturing and distribution, telecommunications, and employee benefit plans.
Over the past 18 years, I have become specialized in employee benefit plan audits covering defined contribution plans (401ks), 403b plans, and defined benefit or pension plans. On a regular basis I attend various seminars(including past national AICPA employee benefit plan conferences) on current issues impacting employee benefit plan audits and will update the firm for any significant accounting/auditing issues related to employee benefit plan audits.
Bryant University - Smithfield, RI
Bachelor of Science in Accounting, 2004
Masters in Business Administration, 2007
In the community
Animal Rescue Rhode Island (ARRI) - Peace Dale, RI - Finance Committee member; Past Board Member