With more than 25 years of experience working with financial institutions, I take pride in helping our firm’s credit union clients with audits, mergers and acquisitions, strategic planning, and more. Regardless of the industry, accurate accounting is the platform that steers organizations’ business decisions. That’s why I went into this career — it allows me to leave a positive impact on my clients’ businesses.
Clients appreciate that I’m innovative. I pride myself on anticipating their needs, challenging their current way of thinking, and offering a fresh perspective on their accounting and general business issues. A good day is one where I meet with a client and collaborate with them to develop a forward-thinking solution.
I agree to a handful of speaking engagements each year that cover a broad array of topics related to accounting and overall business best practices. I’m a member of the AICPA, the MICPA, and serve as the Treasurer of the St. Joseph Public Schools Foundation. I graduated first in my class at Union University where I received a bachelor's degree in business administration with a double major in accounting and management.