I perform and supervise accounting, audit, and consulting engagements for credit unions, banks, and mortgage companies. My experience includes purchase accounting, internal control risk assessments and testing, and mortgage banking activities, including FHA and HUD requirements. In addition to overseeing multiple external audits for financial institutions, I also have experience in risk management services including internal audit, information technology, loan review, and regulatory compliance.
I’ve had the pleasure of working at Plante Moran for more than 20 years and serving many valued clients. They appreciate that I care. I care about their goals, their concerns, and their vision. I like to think that my upbeat personality and my optimistic attitude are positive traits when trying to develop relationships with my clients — and with colleagues.
I’m often asked to speak to clients, their boards, audit committees, and at industry conferences. Most recently, I presented at the CUNA Councils CFO Conference on the current expected credit losses (CECL). I received my B.S. in accounting from Walsh College. I belong to the AICPA and the MICPA.