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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

A behind-the-scenes look at your senior living occupancy rate
Jamie Timoteo Plante Moran Living Forward
Article February 13, 2019 5 min read
Tax-exempt organizations: How will the “Parking Tax” impact you?
Dori Eggett
Webinar February 12, 2019; 11:00 a.m. - 12:00 p.m. EST 60 min watch
Fair value measurement disclosures have been amended
Lindy Beldyga
Article February 4, 2019 20 min read
Top three metros ripe for new senior living development
Sally Heffernan Plante Moran Living Forward
Article January 30, 2019 6 min read