I help real estate and construction companies reduce their tax burden and stay on top of industry regulations, trends, and financial best practices. Many of my clients are general contractors or involved with heavy/highway, specialty trade, and multientity commercial real estate. I’m also deeply involved with our employee benefit plan group as a firmwide technical leader in plan accounting and reporting. I specialize in multiple plan audits with complex benefit structures and hard-to-value investments for defined contribution, defined benefit, 11-K, health and welfare, and leveraged employee stock ownership plans.
With nearly 15 years at the firm, my greatest accomplishment has been mentoring amazing individuals. Seeing others grow and advance in their careers is something I’m proud to be a part of. I’m humbled by those I’ve learned from and honored to help others with that knowledge.
I received my B.S. and M.S. in accountancy from Walsh College. I belong to the AICPA, the Michigan Association of CPAs, the Association of General Contractors (AGC), the Construction Financial Management Association (CFMA), the Construction Association of Michigan, and the Michigan Infrastructure and Transportation Association (MITA).
Because of my experience, I’ve presented at the national employee benefit plan conference for several years on topics such as ethics, changing service providers, common financial statement errors, and what to expect with mergers and terminations. I’ve also frequently spoken at the MITA annual conference on topics such as corporate succession planning, strategies for successful growth, and how to attract, develop, and retain talent in the construction industry.
I love spending time with my family (especially my husband Jason), reading, and occasionally pretending to golf! Jason and I honored our Scottish heritage when we were married by having him wear a kilt from his family’s tartan and participating in a handfasting ceremony before exchanging our vows.
