As the industry technical leader for financial institutions, mortgage, and consumer finance companies, I serve both public and private institutions, perform quality control reviews, and advise our team so that they stay on the forefront of industry and regulatory developments. I have extensive experience managing audits of SEC registrants and the related review of required SEC filings.
I was in the first Plante Moran Chicago hiring class in 2004, and was fortunate to be one of the first financial institutions team members focused on building and serving a practice. After experiencing tremendous growth, I’m proud to have been here since the beginning.
Designated as a “top-rated speaker” for the Financial Managers Society, I speak regularly for several different associations on topics such as new accounting standards, regulatory changes, and industry developments. Additionally, I sit on the national board of directors of the Financial Managers Society where I’m also the chairperson of the accounting council. I belong to the Illinois CPA Society (former chairman of the FI Conference) and the AICPA. I received my B.S. in accounting from Michigan State University.
In my free time, I enjoy being with my wife, daughter, and other family members and friends. In addition to that, I love getting outside. I find opportunities to get to the Rocky Mountains for skiing and hiking, and I like playing golf, even if I don’t always have a great game.
