Who I work with
I work with the CEOs and CFOs of small- and medium-sized construction contractors, mortgage bankers, distributors, manufacturers and nonprofit organizations seeking audit and other assurance services. I have considerable experience with employee benefit plan audits and HUD-related audits.
I am an assurance quality control specialist. Though my primary role is to supervise Aprio audit and other assurance engagements, I also provide outsourced technical consulting and outsourced Engagement Quality Control Review (EQCR) services to smaller firms. I leverage my technical expertise and experience to build strong relationships by keeping clients informed, advising on new accounting standard implementations and surfacing strategic insights from assurance deliverables.
Results I have delivered
I regularly identify accruals and overstated assets, which directly benefit third-party users of my financial statements. My clients rest easy knowing that my work gives creditors and surety providers the detail and accuracy they need for assurance.
Unique things about me
I am a history buff and my interests include touring battlefields and historical sites. Our honeymoon even included tours of Gettysburg, Fort McHenry, Jamestown and Yorktown! I knew I showed up to the right wedding when my wife actually enjoyed and remained alert throughout the 4 ½ hour movie, Gettysburg.
When I am not at work
I spend my time traveling, hiking and reading on the beach with my family. I also enjoy dining out, drinking wine and eating dark chocolate.
People say I am
I am team-oriented, collaborative, knowledgeable and reliable.
Passionate about the pursuit of personal excellence.
I graduated from Rutgers University with a Bachelor of Arts degree in Business Administration. I am a certified public accountant (CPA) in both New Jersey and New York. Additionally, I am a Certified Financial Planner™ professional and a member of the Financial Planning Association (FPA). I am also a member of the AICPA, the New Jersey Society of Certified Public Accountants (NJSCPA) and the New York State Society of Certified Public Accountants (NYSSCPA).