For my entire career I’ve serviced clients in the financial services sector, developing a specialty in credit unions. As a partner serving credit unions, my 35 years of experience include financial statement audits, internal audits, merger transactions, operations assessments, and assessments of a broad range of credit union growth, transition, and transaction opportunities. I enjoy working with my clients as they focus on proving outstanding service to their members.
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I believe in providing my clients with attentive services, focused on fostering an environment for growth and expansion within the increasingly complex credit union marketplace. I enjoy partnering with clients to plan strategically for the future.
I’m also a partner and part of the firm’s leadership team within our single audit practice working with public education, municipalities, higher education, not-for-profits, real estate, hospitals, and for-profit companies receiving federal assistance. My clients appreciate the personal attention they receive from me. Because I deeply understand this unique service area, I really come to know the individuals involved in the entities I serve. I love that every day I get to work with highly motivated individuals and provide a broad level of services in a continually changing client environment.
I’m frequently asked to speak to clients, organizations, and conferences regarding financial and regulatory matters affecting credit unions. I’m active in Michigan Credit Union League regional and statewide events and a regular exhibitor at the League’s annual conference. In addition to being the lead partner on credit union engagements I serve directly, I also serve as a colleague partner for several other Plante Moran credit union client relationships. I received my accounting degree from Michigan State University.
