Our People

• Specialization in Employee Benefit Plan Audits and Advisory services including defined contributions, 401(k) and 403(b) plan audits; employee stock ownership plan (ESOP) audits; internal controls; and efficiency consulting.
• Audit and assurance services for retirement plans, for-profit companies and nonprofit organizations

• Certified Public Accountant
• Saginaw Valley State University, Bachelor of Business Administration in Accounting
• AICPA Advanced Defined Contribution Plans Audit Certificate

• Michigan Association of Certified Public Accountants
• American Institute of Certified Public Accountants

• Internal Controls in Small and Medium-Size Businesses at the MICPA CPEconomy Event
• Applying COSO Standards in Small to Medium-sized Enterprises at the MICPA Spring Accounting & Auditing Conference
• Presented various internal trainings related to employee benefit plans

Articles:

• Does Your Employee Benefit Plan Need an Audit?
• Three Key Areas to Review in Your Employee Benefit Document

• Saginaw County Business & Education Partnership, past treasurer (2015-2019)
• Mid-Michigan Children’s Museum, treasurer
• St. Lorenz Church, assistant treasurer