Who I work with
The core of my practice is providing audit and financial reporting for property and casualty insurance companies. I serve companies with premiums ranging from $1 million to $300 million+, and my insurance industry experience includes life insurance, captives and state insurance guaranty associations. I also have significant audit experience in real estate, construction, restaurant groups and nonprofits.
I lead a team of 10+ insurance industry CPAs and audit subject matter experts, and facilitate Aprio’s stringent quality assurance processes to ensure timely delivery and consistently excellent customer service. We continually research insurance industry and economic trends that can help our clients maximize profitability and provide consulting to improve the efficiency and accuracy of financial operations.
Results I have delivered
Approximately 50% of the audits Aprio conducts identify additional tax saving opportunities. My team and I move beyond the expected statutory and GAAP reporting expertise to provide strategic insights and fast access to other Aprio experts that can help clients capitalize on opportunities.
People say I am
Deliberate, intentional, calm, level-headed and loyal