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Experience

As leader of the firm’s employee benefit plan audit practice for the state of Ohio, I provide pain-free audit and consulting work for more than 200 clients. While I focus on the senior care and living sector, I serve clients across all industries. With nearly 20 years of experience, I specialize in defined contribution plans, defined benefit plans, employee stock ownership plans, and health and welfare benefit plans.
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Specializes In

In fourth grade, I won the Young Author Award for a book I wrote about a jewel heist. I would like to say it had to do with the illustrations, but I’m a terrible artist, so I must have a knack for writing.

Additional Thoughts

New unrelated business income rules: Go beyond the surface
Lynne Huismann
Article August 16, 2018 2 min read
Tax reform creates basketing for unrelated business activity
David Lowenthal
Article August 15, 2018 2 min read
Senior Living Market Snapshots: Ann Arbor, Atlanta, Chicago, & Orlando MSAs
Sally Heffernan Plante Moran Living Forward
Article Q2 2018 10 min read