Bio
Credentials
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CPA (Certified Public Accountant)
AICPAOct, 1990- May, 2026
Experience
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United States
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Accounting
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400 - 500 Employee
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Principal
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Oct 1998 - Present
I consult with qualified retirement plan clients and their investment advisors. Consulting projects are generally related to improving plan design, reducing fiduciary risk and plan costs of 401k plans, improving investment decision making processes and increasing overall 401k plan effectiveness through improved participant communication.I manage the qualified retirement plan administration practice for the firm which serves over 400 retirement plans.I provide technical knowledge and assistance to the qualified plan audit practice for the firm which provides audit services to about 125 plans.I currently serve on the firm's Board of Directors and on the firm's 401k plan advisory committee.
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Staff Accountant
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Jun 1989 - Oct 1998
Staff accountant providing tax compliance services and audit and accounting services for small business clients and retirement plans.
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Staff Accountant
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Dec 1986 - Aug 1988
Staff Accountant - Audit Dept
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Education
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1990 - 1995The University of Akron
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1982 - 1986The Ohio State University Fisher College of Business
Suggested Services
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Industry Focus. “Accounting and Auditing”
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