As a leader in the firm’s insurance industry, I specialize in providing audit, tax, and consulting services to health insurance companies, property and casualty insurance companies, and public entity risk pools to ensure they meet various regulatory reporting and governance requirements. Throughout my career, I have helped numerous clients work through accounting, operational, and strategy problems. Providing value beyond compliance is critical in a trusted relationship and I believe that my practical approach and dedication to my clients creates trust and longevity.
One of the best aspects of being a leader at Plante Moran is mentoring and coaching our insurance team. Watching them grow and succeed is extremely rewarding; the energy and commitment they have to our practice, clients, culture, and each other is second to none. I can’t wait for you to be a part of it!
Corporate governance and various conferences, such as the Insurance Accounting & Systems Association (IASA), often ask me to speak on topics such as financial responsibility, controls, internal audit leverage, auditing/accounting standards, statutory reporting, and soft skill topics. I belong to the AICPA, MICPA, NAMIC, and IASA (where I’m the Michigan chapter board secretary). I received my B.B.A. and my M.S. in accounting from Western Michigan University.