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Experience

As the firm’s financial services practice leader, I work closely with community banks, financial institutions, investment groups, insurance services, and other financial services organizations to provide accounting, auditing, and financial analysis. I assist clients with strategic planning alternatives, business reviews, financial forecasts, troubled asset consulting, due diligence, capital planning, and raising equity. 

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Specializes In

Besides golf, I enjoy catching fish (not to be confused with fishing) like bass, muskie, and especially saltwater fish. The largest fish I ever reeled in was a 160-lb. tarpon.

Additional Thoughts

Assembling an effective board of directors: A checklist for community banks
Brian Pollice
Article February 22, 2016 3 min read
Huron Capital capitalizes on the fragmented specialty services market
Michele E. McHale
Article October 9, 2018 5 minutes watch
Franchise guide: Best practices to propel your business forward
Mark Fleischer
Whitepaper September 27, 2018 15 minutes read
AICPA releases new SOC 2 reporting standards
Sarah Pavelek
Article September 25, 2018 2 min read