Kathleen began her career in public accounting over 14 years ago and is a member of the firm’s Employee Benefit Plan Audit and Advisory services practice. She has extensive experience auditing 401(k) plans, defined benefit plans, and ESOPs. Kathleen manages over 60 employee benefit plans. Kathleen also has experience serving clients in the affordable housing industry.
Kathleen received a bachelor’s degree in business economics, with honors, as well as a master’s degree in economics from the University of California, Santa Barbara. She is a Certified Public Accountant in California. Kathleen began her career in public accounting at HCVT.
Professional and Community Involvement
American Institute of Certified Public Accountants
California Society of Certified Public Accountants