Dedicating nearly 30 years to serving the credit union industry, Dean is a trusted industry leader providing a range of audit, internal audit and advisory services to institutions across the nation.
A seasoned pro and past credit union internal auditor, Dean thrives on assisting clients face challenges of all types to position their financial institution for success. He focuses his time on providing risk management solutions related to financial statements, internal controls, business lending, regulatory compliance, unrelated business income tax, and asset and liability oversight. He also works with several large credit unions on strategic issues such as board governance, product pricing and enterprise risk management.
Combining Dean’s extensive credit union industry with his deep understanding of the financial and regulatory intricacies of operating a financial institution allows him to transform technical and complex situations into actionable roadmaps to position his clients for success and future growth.
- Certified Public Account (CPA)
- Certified Internal Auditor (CIA)
- Credit Unions
- Banks
- Internal Audit
- Audit Services
- Tax Compliance
I enjoy helping clients with issues related to accounting, governance or operations they may encounter to ultimately meet their strategic objectives.