May 29, 2015 ,


  • Manager

Years of Experience:

  • Five
  • Five years of experience auditing Local Educational Agencies


  • California State University, Fresno, B.S., Business Administration (Accountancy), Magna Cum Laude


  • Manager on variety of audits including nonprofit, employee benefit plans, governmental entities, and privately held businesses.
  • Manages and supervises staff on each engagement, with varying degrees of experience. Responsible for financial statement presentation, footnotes, management letters, and other required communications.
  • Assist in the daily progress of audit fieldwork
  • Assists clients with preparation of financial statements in accordance with GASB 34 and 35.
  • Conducts audits of federal financial assistance programs pursuant to OMB Circular A-133/Uniform Guidance and Government Auditing Standards.
  • Conducts audits in accordance with Guide for Annual Audits of K-12 Local Education Agencies and State Compliance Planning.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Beta Gamma Sigma National Honor Society

Recent Continuing Education:

  • AICPA, Audit Quality Discussion 2015
  • AICPA, Auditing Employee Benefit Plans 2015
  • CPAAI, Accounting & Auditing Update for Employee Benefit Plans 2014
  • AICPA, Foundations in Governmental Accounting 2012
  • AICPA, Applying A-133 to Nonprofit and Governmental Organizations 2013
  • CalCPA, 2015 Governmental Accounting and Auditing Conference
  • AICPA, 2015 OMB Compliance Supplement, and Single Audit Update
  • AICPA, Governmental Accounting and Reporting 2016
  • Upstream, Career Development Series – Business Development 2015
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, Single Audit Act, GASB Updates, Nonprofit.
  • AICPA, Avoiding Common Deficiencies in Yellow Book Audits
  • AICPA, 2016 OMB Compliance Supplement, and Single Audit Update
  • AICPA, 2016 State and Local Government Audit planning Considerations
  • CalCPA, 2016 Governmental Accounting and Auditing Conference
  • AICPA, The Schedule of Expenditures of Federal Awards and Major Program Determination
  • AICPA, Auditing Defined Contribution Plans
  • CalCPA, 2017 Governmental Accounting and Auditing Conference
  • Allinial, Training: LP1 Leading Engagements