Who I work with
I help companies required to file a Form 5500 for a large employee benefit plan (120+ participants). My services are industry-agnostic, and a typical client would have at least 250 employees. I can work with small companies with 150 employees and large companies with up to 10,000 employees.
I specialize in employee benefit plan audit and financial reporting as well as plan compliance with Internal Revenue Service (IRS) and Department of Labor (DOL) regulations.
Unique things about me
I am a champion for animals. Since getting my first puppy weeks before graduating college, my household has always included a beloved pet. I also proudly support a variety of organizations focused on animals or wildlife care.
When I am not at work
I love to travel and especially enjoy visiting Disney World. Over the years, I’ve learned some great tips for travel planning and am always happy to help others prepare for a trip.
People say I am
A team player, focused on practical solutions with deep field expertise.
I earned a Bachelor of Art in Accounting from Washington and Jefferson College. My affiliations currently include the Society for Human Resource Management, the National Center for Employee Ownership, the American Institute of Certified Public Accountants, the Greater Washington Society of Certified Public Accountants and the Maryland Association of Certified Public Accountants.