I specialize in assurance engagements for private equity, venture capital, and real estate investment funds, as well as their related management companies. I’m also a leader on the firm’s independence team, specifically related to SEC and PCAOB compliance, and I’m involved in the firm’s continuing professional education program.
Clients appreciate that I provide proactive communication and develop a thorough understanding of their operations, key accounting processes, and technical issues. This allows me to consult with my clients on matters related to internal control and accounting best practices.
At the office, I’m known for being a personable advisor who’s dedicated to working together throughout the audit process. I was attracted to this career because of the opportunity to work with individuals who are intelligent, driven, and who I could learn from. I appreciate the opportunity to help clients achieve their goals by being an important part of their compliance process.
My greatest accomplishments are seeing the staff I’ve helped develop grow in their careers and witness their personal and professional successes, as well as being able to participate in the growth of the investment company practice during my time at the firm.
I’m often asked to speak to clients, prospects, and at industry conferences about the topic of compliance with the SEC Custody Rule and how it impacts independence in relation to investment funds. I graduated from Indiana University with a double major in accounting and finance. I’m a member of the AICPA and Illinois Venture Capital Association.
I love golf, being outdoors, and spending time with family and friends. I’m also a huge football fan (Go Bears) and can’t resist a good TV show — “Breaking Bad,” “The Sopranos,” and “Game of Thrones” are a few favorites.
