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Experience

I lead the employee benefit plan audit practice for our Rocky Mountain region, overseeing a team of roughly 100 professionals responsible for completing hundreds of retirement plan audits for clients in a wide variety of industries. Most of these projects involve auditing different types of defined contribution and defined benefit plans.
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Specializes In

I served as a medic in the U.S. Army for seven years at Fort Sam Houston in San Antonio. I retooled myself around the age of 25 and used my GI Bill to become a CPA.

Additional Thoughts

2019 retirement plan limitations summary
Laura Taylor
Article November 6, 2018 2 min read
Practical application of the new FASB financial reporting model
Webinar Wednesday, January 16, 2019; 2-3 p.m. EST 1 min read
Implications of the new lease standard for benefit plans
Lindy Beldyga
Article January 9, 2019 1 min read