I work with individuals and business owners across our lines of service which include financial planning, investment management, and tax planning. Straight Path integrates these services for our clients resulting in a simple, comprehensive experience. If you have questions or would like to discuss any of these services please reach out!

Responsible for direction and oversight of the administrative operations of the organization including the finance department and related reporting, human resources and staffing, Medicare and Medicaid compliance, and the IT/EMR department.PACE of Southwest Michigan is a managed healthcare model that provides all-inclusive care to seniors in Southwest Michigan. The program aims to keep seniors needing nursing home level of care in their homes.

Responsible for managing the financial operations of the organization including oversight of the finance department, reporting, provider contract management, budgeting and forecasting, and strategic planning.PACE of Southwest Michigan is a managed healthcare model that provides all-inclusive care to seniors in Southwest Michigan. The program aims to keep seniors needing nursing home level of care in their homes.

Audit in-charge serving clients in the healthcare, manufacturing, and higher education industries. Responsible for:- Managing the audit engagement through planning, fieldwork, wrap-up, and issuance of deliverables-Communicating audit status, issues, and findings to both managers/partners and client management- Training less experienced auditors as they work through new audit sections- Reviewing workpapers to ensure that the audit process has been properly addressed and work is adequately documented- Managing client relations and fielding client questions during the audit and throughout the year as accounting issues/questions emerge-Researching accounting regulations to ensure proper presentation and disclosure of financial information

Held separate summer internships in audit and enterprise risk services. Audit internship included exposure to nonprofit and employee benefit plan engagements. I had exposure to corporate insurance consulting and researched captive insurance domiciles during my enterprise risk services internship.

Held separate summer internships at Whirlpool in the internal audit and cross products solutions groups. Internal audit experience included a distribution center audit and various public company control walkthroughs, sample testing, and documentation reviews. In the cross products solutions group I performed preliminary product/patent research, undercover mystery shopping, and various other departmental projects.