When you work with a privately held business owner, you know that their business is a significant part of their life. As a result, not everything is solely a business decision. Sometimes the path forward might have two correct answers, with the right decision being the one that’s more closely aligned with the owner’s personal goals. I provide ownership groups and management teams with advice around many types of decisions, including those related to business investments, succession plans, and buy-side and sell-side transactions.
At Plante Moran, I’ve spent the last 20+ years of my career working with manufacturing and construction companies. During that time I’ve developed perspective that allows me to provide insight and advice to clients in those industries. In addition, I had the privilege of assisting with the roll-out of Plante Moran’s audit methodology. I was also part of the professional standards group for several years (of which I was one of the first fellows). And, as office managing partner, I have the opportunity to contribute both to the growth of the office and the growth of our staff by providing our team with opportunities that put them on a path to partner.
Outside of work, I coach my kids in sports. We spend time at our cottage in Northern Michigan. When there’s time leftover to mountain bike, SCUBA dive, travel, and wakeboard, all the better.
I’m a member of the AICPA, the Michigan Association of CPAs, the Construction Financial Management Association, the Association of Builders and Contractors, the School of Accounting Advisory board for Grand Valley State University, and the board of directors of the Grand Rapids Chapter of the Ruffed Grouse Society. Recently I was interviewed for WGVU’s “From the Corner Office” where I talked about my career at Plante Moran and our dedication to and involvement with the Grand Rapids community.
I have a bachelor's degree in accounting from Grand Valley State University, and I was inducted into its accounting hall of fame in 2012.