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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
CECL: Full application of the WARM method
Ryan Abdoo
Webinar April 17, 2019 60 minute watch
AICPA releases new guidelines for SOC 2 reports: What you need to know
Sarah Pavelek
Article April 17, 2019 2 min read