With over 14 years of experience, I provide assurance and consulting services to middle-market privately owned businesses with a focus on private equity-owned businesses. Many of my clients are in the service and manufacturing and distribution space, particularly in for-profit healthcare, including healthcare roll-ups.
My goal is client service where I oversee financial statement audits and assist with compliance matters. As a member of our healthcare private equity leadership team, I help with internal initiatives to grow the practice and educate colleagues on all things relevant to our clients.
I’m also involved in our employee benefit plan audit practice where I serve as a senior reviewer for a significant amount of defined contribution plans.
As part of our Texas private equity team, I attend a significant number of Texas-based events to broaden connections with clients and prospects within the region. My previous experience includes heavy food and beverage experience where I regularly attended a handful of conferences and interviewed as an industry expert within the craft beverage industry.
I received a B.S. in accountancy and M.S. in finance from the University of Michigan-Dearborn. I belong to the AICPA and Michigan Association of CPAs.