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Experience

I lead the employee benefit plan audit practice for our Rocky Mountain region, overseeing a team of roughly 100 professionals responsible for completing hundreds of retirement plan audits for clients in a wide variety of industries. Most of these projects involve auditing different types of defined contribution and defined benefit plans.
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Specializes In

I served as a medic in the U.S. Army for seven years at Fort Sam Houston in San Antonio. I retooled myself around the age of 25 and used my GI Bill to become a CPA.

Additional Thoughts

2019 retirement plan limitations summary
Laura Taylor
Article November 6, 2018 2 min read
GASB Statement 84: The changing landscape of fiduciary activities
Michelle Lewis
Article December 11, 2018 6 min read
Public Act 57: New reporting requirements for tax increment authorities
David Helisek
Article November 28, 2018 3 min read
GASB 87, Leases: Four steps to a successful implementation
Keith Szymanski
Article November 28, 2018 2 min read