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Professional Experience

Jeremy Smith is a Shareholder in the firm’s Financial Institutions Group. As a leader and credit union auditor in the group, he focuses on providing risk management services to credit unions and community banks with total assets ranging from $1 million to $4 billion.

Levering more than 12 years’ experience, Jeremy plans, conducts and supervises engagements related to financial statement audits, reviews, compilations and internal control systems design evaluations.

Jeremy began his career at KPMG, where he worked on a variety of audits, specializing in qualified plans. These included pension, 401(k), profit sharing, ESOPs, and health and welfare plans ranging from $1 million to $1 billion in managed assets.

Education and Certifications

  • Bachelor of Business Administration, Finance – Texas A&M University
  • Masters in Accounting – Texas A&M University
  • Certified Public Accountant (CPA)

Memberships and Affiliations

  • Texas Society of Certified Public Accountants
  • American Institute of Certified Public Accountant

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