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Experience

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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My family and Woodside Student Ministries take up my time outside of work. I enjoy ministry work with teens because I believe high school is a formative time when we can impact kids as they make their way in the world.

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