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Experience

I work diligently to help my insurance, charter schools, and not-for-profit clients achieve financial success through innovative ideas, active planning, and deep industry knowledge. I’m a member of the insurance services leadership team, and many of my clients are regulated insurance companies and governmental insurance pools. 

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Specializes In

I’m a sports junkie. For our bucket list, my husband and I want to attend a Michigan State football game at every Big Ten football stadium. Current tally: five down, and nine more to go! Go Green!

Additional Thoughts

IRS offers limited relief from the once-in-always-in condition for 403(b) plans
Christina Dork
Article February 13, 2019 3 min read
Tax-exempt organizations: How will the “Parking Tax” impact you?
Dori Eggett
Webinar February 12, 2019; 11:00 a.m. - 12:00 p.m. EST 60 min watch
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
Whitepaper February 6, 2019 15 min read