Bio
Credentials
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Certified Public Accountant
Maryland State Board of Public AccountancyMay, 2014- May, 2026
Experience
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Senior Director Of Financial Planning And Analysis
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United States
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Hospitals and Health Care
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500 - 600 Employee
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Director of Financial Planning and Analysis
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Jun 2021 - Present
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Senior Financial Analyst
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Feb 2017 - Jun 2021
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University of Maryland Baltimore County
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Baltimore, Maryland
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Adjunct Professor
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Jan 2017 - May 2017
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Baltimore, Maryland
UMBC Aging - Research and Presenting Information
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Maryland Department of Aging
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Baltimore, Maryland
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Division Chief, Continuing Care
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Nov 2016 - Feb 2017
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Baltimore, Maryland
The Maryland Department of Aging is the agency charged with administering the continuing care laws. Currently there are 38 operating continuing care retirement communities in Maryland, which are known as CCRCs.
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United States
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Accounting
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700 & Above Employee
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Senior Health Care Consultant
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Nov 2012 - Nov 2016
CLA's 3,600 people are dedicated to helping businesses, governments, nonprofits, and the individuals who own and lead them. From offices coast to coast, our professionals practice in specific industries to deliver audit, tax, consulting, and outsourcing capabilities best aligned with our clients' needs. Integrated wealth advisory services address their personal financial goals, and our international resources help organizations successfully enter and compete in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC.
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Associate Health Care Consultant
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Jan 2011 - Oct 2012
Clifton Gunderson and LarsonAllen have merged to form CliftonLarsonAllen. CliftonLarsonAllen is one of the nation’s top 10 certified public accounting and consulting firms. Structured to provide clients with highly specialized industry insight, the firm delivers its audit, accounting, tax, consulting, and advisory capabilities from industry-specific perspectives. CliftonLarsonAllen offers unprecedented emphasis on serving privately held businesses and their owners, as well as nonprofits and governmental entities. The firm has a staff of more than 3,600 professionals, operating from more than 90 offices across the country. For more information about CliftonLarsonAllen, visit www.cliftonlarsonallen.com.
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Continuing Care Actuaries
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Reisterstown, Maryland
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Actuarial Consultant
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Jun 2003 - Dec 2010
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Reisterstown, Maryland
Continuing Care Actuaries (formerly CCRC Actuaries) assists our clients in managing the risks associated with health insurance and long-term care. We enable our clients to anticipate and adequately prepare for financial obligations undertaken through residential contracts.Continuing Care Actuaries’ experience is both broad and deep. Our actuaries have provided actuarial services to over 450 Life Plan Communities (CCRCs) and been the primary consultants for the State of West Virginia’s self-funded health insurance plan for state employees, the high risk pool and CHIP for over twenty-six years.Additionally, Continuing Care Actuaries has worked with numerous commercial insurance companies as well as engagements with Federal and State entities. Our experience includes Life Plan Communities (CCRCs), Life-Care At Home programs, public self-insured programs, Medicare, Medicaid, CHIP and commercial insurance. Continuing Care Actuaries has provided expert testimony in court as well as legislative hearings.
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Education
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2015 - 2016University of Maryland Baltimore County
Master’s Degree, Erickson School - Management of Aging Services -
2011 - 2012Carroll Community College
Accounting Certificate, 4.0 -
2000 - 2003University of Maryland Baltimore County
BS; Cum Laude, Mathematics -
Franklin High School
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Industry Focus. “Accounting and Auditing”
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References
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