Overview
At CLA, my leadership as the Managing Principal of the Maryland office encompasses fostering a dynamic office culture while driving strategic industry specialized growth in the local market. In collaboration with senior leadership, my role is instrumental in shaping the firm's direction and elevating our service offerings, ensuring we consistently meet the evolving needs of our clients, our family members and our community.
Leading the Mid-Atlantic employee benefit plan practice, I am focusing on providing assurance and consulting services, and the development of best in class employee benefit plan practices. This includes leading over 100 retirement plan engagements, cultivating regional growth, and spearheading strategic initiatives to advance our services, expecially in multiple employer plans (MEPs) and pooled employer plans (PEPs). Our teams committment to excellence is evident in our collaborative efforts to enhance financial reporting and the audit process within the industry.
Education
Bachelors of science in accounting Villa Julie College (Currently Stevenson University)
In the community
MACPA
AICPA