This seasoned audit and advisory leader brings extensive experience across credit unions, mortgage companies, wholesale, retail, health care, chemical processing, oilfield services and manufacturing. They oversaw 79 projects totalling 12,000 billable hours in 2025 and managed the full financial performance of their book of business, including proposals, fee negotiations, budgeting, scheduling, billing and collections. They have built long-standing client relationships, some spanning 15 years, and supported consistent departmental growth averaging 11% annually from 2021 to 2025.
Their technical scope includes supervising financial statement audits, employee benefit plan audits, internal control evaluations, compliance audits and a wide range of advisory projects from internal audit to profitability analysis and merger due diligence. They are a regular speaker at industry events, lead training and CPE programs and have recruited and developed teams up to senior manager level.
