My Professional Background
I manage all aspects of our day-to-day accounting activities, oversee internal controls, and generate financial reporting. My previous experience includes three years as a senior accountant at Moss Adams, supervising a team of field auditors to review financials for companies in such industries as technology, manufacturing and distribution, financial services, and the nonprofit sector. I began my career as an accounting intern at Tommy Bahama, where I audited monthly retail reports and prepared analyses, among many other duties.
My Wealth Management “Why”
I partner with our client service and operations teams to manage the portfolio reporting process, ensuring our quality and accuracy standards are met.
My Personal “Living Fully”
In my spare time, I enjoy spending time with friends and family, skiing, fishing, wine tasting, and reading cat memes.