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Experience

I specialize in serving clients in the manufacturing and distribution, service, and higher education industries. 
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Specializes In

I’m always up for an adventure, including sky diving and whitewater rafting. After my daughters were born, I scaled back slightly. Our family mini-van now includes a sticker that says, “I used to be cool.”

Additional Thoughts

IRS offers limited relief from the once-in-always-in condition for 403(b) plans
Christina Dork
Article February 13, 2019 3 min read
Vienna Beef CEO Jim Bodman on the cost of compromise
Jim Proppe
Blog February 12, 2019 4 min read
Tax-exempt organizations: How will the “Parking Tax” impact you?
Dori Eggett
Webinar February 12, 2019; 11:00 a.m. - 12:00 p.m. EST 60 min watch
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
Whitepaper February 6, 2019 15 min read