, CPA, CFE, AIE, AIRC, ARA
Partner
- More than 19 years of insurance audit experience.
- Served as Regulatory Chief Examiner for the State of Maine for eight years, including both financial and market conduct issues.
- Insurance Receiver for 15 defunct insurers.
- Develops and reports on Model Audit Rule and Enterprise Risk Management for insurance entities.
- Proficient in Codification, Statutory and GAAP principles related to insurance.
- Frequent speaker for IASA and NAMIC, as well as other regional and local insurance forums.
- Conducted audits of more than 75 insurance companies.
- Experience with self-funded mechanisms, including reciprocals, insurance trusts, captives and government risk pools.
- Society of Financial Examiners, past president
- Insurance Regulatory Examiner Society
- American Institute of Certified Public Accountants
- Life Office Management Association
- Association of Governmental Risk Pools, partner member
- Certified Public Accountant
- Certified Financial Examiner
- Accredited Insurance Examiner
- Accredited Insurance Regulatory Compliance
- Accredited Reinsurance Administration
- Bachelor of Accountancy - University of North Dakota, Grand Forks
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