Overview
Jeanette brings more than 20 years of experience to her role and spends 100% of her time dedicated to ERISA plan auditing, compliance matters, and government reporting. She manages more than 125 audits of employee benefit plans including 401(k), 403(b), 401(a), profit sharing, money purchase pension, employee stock ownership, defined benefit, and health and welfare plans. Jeanette is a dedicated member of the EBP team, and she assists with quality control review over EBP audits. She is also an office diversity, equity, and inclusion leader and is a proud active member of the Board of Directors for the CLA Foundation.
Education
- Bachelor of arts in accounting from Towson University, Towson, Maryland
- American Institute of Certified Public Accountants
In the community
- Maryland Association of Certified Public Accountants and currently on the committee for the MACPA Employee Benefit Conference and has presented several times
- AICPA Defined Contribution Plan Expert
- Member of Board of Directors for the CLA Foundation