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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

Senior Living Market Snapshots: Chicago, Columbus, San Antonio & Youngstown MSAs
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Article Q3 2018 10 min read
For U.S. senior care facilities, preparing as best as you can is the best merger plan
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Article October 4, 2018 4 minute read
Experts discuss senior living development costs and other barriers to market entry
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Article September 28, 2018 4 min read
PDPM: Project the financial impact on your organization
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Article September 28, 2018 1 min read