Experience
As Partner, Jeff has 14 years of experience in the areas of assurance, corporate governance, accounting, tax, audit, and business consulting. His effective problem solving, leadership, and communication skills strengthen his ability to perform, review, and supervise client engagements. He takes a very client-centric approach when advising individuals or owners of closely held family businesses ranging in size from start-ups to large private companies.
Jeff is the partner-in-charge of the Firm's Employee Benefit Services Group. His areas of expertise include defined contribution employee benefit plan audits as well as regulatory and tax compliance. This experience is supported by a solid understanding of ERISA, DOL, and IRS requirements. He works closely with the Firm's representative of the Employee Benefit Audit Quality Center to ensure a quality and efficient audit approach.
Education
B.S., Agriculture, University of Illinois, Urbana-Champaign, 1995
Registered Certified Public Accountant, State of Illinois, 1999
Series 66 - Uniform Combined State Law, 1999
Series 7 - General Securities Representative, 2000
Illinois Life Insurance License, 2010
Professional and Civic Organizations
American Institute of Certified Public Accountants (AICPA)
Illinois CPA Society (ICPAS)
University of Illinois Alumni Association
Fundraiser for the Larkin Center and the United Way of Elgin
