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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

Nonprofit senior living providers consider unconventional ideas to differentiate
Dana Wollschlager Plante Moran Living Forward
Article April 12, 2019 4 min read
How will Sec. 4960 excise tax impact your tax-exempt organization?
David Lowenthal
Webinar April 4, 2019 1 min read
Employee benefit plans: Accounting update, 5500 update, and IRS/DOL hot topics
Webinar March 28, 2019; 3 - 4 p.m. EST 1 min read