Background

Experience:

• Over 15 years’ experience in public accounting
• Co-Chair of the employee benefit plan audit practice group
• Experience with audits, reviews and other attest engagements for clients across a wide range of industries including employee benefit plans, manufacturing and distribution, professional services, and retail.
• Proficiency in Rhode Island Tax Incentive reporting requirements

Education:

• Bachelor of Science in Accounting, University of Massachusetts
• Master in Business Administration, Salve Regina University

Professional

• Rhode Island Society of Certified Public Accountants (RISCPA)
• American Institute of Certified Public Accountants (AICPA)
• Leadership Rhode Island Pi II Class 2020

Community

• Stoico/FIRSTFED YMCA Swansea, Board Treasurer
• St. Dominic’s Federal Credit Union, former Board Secretary

Recent Articles

• IRS Expands Qualified Plan Determination Letter Program to 403(b)s
• IRS Extends Plan Amendment Deadlines under the SECURE Act and CARES Act
• IRS Launches New 90 Day Retirement Plan Compliance Pilot Program
• Record Retention Guidelines for Employee Benefit Plan Sponsors
• Are You Prepared to Implement the New Standard for Employee Benefit Plans?