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Experience

As an audit partner in the financial services group, I primarily work with financial institutions, credit unions, and insurance companies. I have a deep understanding of SEC reporting and regulations, SOX compliance, as well as internal controls surrounding financial reporting. I also provide risk management services to several clients in the areas of internal audit, information technology, loan review, and regulatory compliance. Besides a positive attitude, I bring my clients nearly 20 years of experience with tax planning strategies, strategic planning, and merger and acquisition accounting services.
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My brother and I have hiked to the bottom of the Grand Canyon and back, and we did it all in one day.

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