Jeff is a Partner in our Assurance Division, focused on serving credit unions and tax-exempt charitable organizations. He started his career at Bonadio and spent five years at a multi-billion-dollar credit union before returning to our firm’s audit practice in 2006. This experience informs Jeff’s approach to client service; he sees the service plan from the client’s perspective and expresses financial results in an understandable and meaningful manner to both management personnel and Board volunteers.
Jeff’s experience has included serving on the Boards of several charitable organizations and volunteering with organizations serving youth, seniors, and families. Jeff approaches each client service opportunity with an awareness of the impact each organization has on those they serve and communicates regarding the organization’s finances in a manner that connects to the organization’s service mission.
