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Experience

As a partner with Plante Moran’s financial services group, I specialize in auditing private equity funds, venture capital funds, and other alternative investment funds. I also assist clients with audit compliance needs and provide guidance on investment company accounting best practices and internal controls improvement.
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Specializes In

I grew up near South Bend, Indiana, so I’m a lifelong Notre Dame football and basketball fan. I’m also a formerly-tortured Chicago Cubs fan.

Additional Thoughts

Why many companies should terminate defined benefit plans
Joseph Rankin
Article June 25, 2018 1 min read
Split what? A guide to split-interest agreements under GASB 81
Katie Thornton
Article June 19, 2018 4 minutes read
Tax reform: Six months in, what should businesses do now?
Kurt Piwko
Webinar Tuesday, June 19, 10-11 a.m. EDT 60 min watch
Welfare benefit plan Form 5500 filing requirements
Laura Taylor
Article June 19, 2018 1 min read