Leveraging more than 16 years of experience, I plan, control, review, and evaluate fieldwork, resolving any related accounting and control issues. By reviewing and analyzing my clients’ internal controls, I help reduce risk in your organization.
In addition to my knowledge of employee benefit plans and pensions, I have cultivated a special interest in investments, fair value and valuation and actuarial topics and issues. I also create and lead firm training on pensions, GASB 67/68, GASB 74/75, CCH Engagement implementation, and IDEA.