I lead the firm’s technology and software group and oversee our technical audit and accounting group in the Rocky Mountain region. My clients span many industries, including software and SaaS, medical device, biotech, clean-tech, insurance, investment funds, mortgage banking, and energy. I also specialize in SEC reporting and assist companies with public and private offerings, as well as revenue recognition, complex financial transactions, and compensation strategies.
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With over 20 years of experience, I’ve continued to build my technical expertise and operational business knowledge every year. I also believe it’s important to take a collaborative and practical approach when addressing business issues and challenges and am happy to bring in the diverse and extensive skills of our team members to work on behalf of my clients. I always try to put myself in the clients’ position when providing them advice and counsel.
I received my B.A. in business administration, with an accounting and marketing emphasis, from the University of Colorado. I tutored my fellow marketing majors in accounting and finance and immediately found a passion for financial accounting and have never looked back. I love the challenge of solving complex problems and the interaction with people that this career offers.
I’m a member of the AICPA, Colorado Society of CPAs, SOFTWARE Colorado, Blackstone Entrepreneurs Network, Colorado Technology Association, and Financial Executives International.
Away from work, I enjoy skiing, fly fishing, off-road motorcycle riding, and traveling.