Deborah’s direct approach and determination to work toward a common goal with clients help facilitate open communication and personal relationships. Her attention to detail, organization and concern for client satisfaction combine to provide a positive engagement experience.
Since joining the firm in 2014, Deborah has focused exclusively on the investment industry and is responsible for the overall coordination and execution of audits from start to finish. She specializes in assurance services for exchange-traded funds and mutual funds, in addition to an emphasis on closed-end funds and collective investment trusts. Deborah’s background covers a variety of investment strategies including foreign equity, funds-of-funds, complex derivatives and controlled foreign corporation audits.
- Geographic lead of the firm’s Milwaukee office; involved in scheduling and staff development; contributes to the management and oversight of efficiency and data analytics initiatives for the firm’s Registered Funds Group
- Wisconsin Institute of CPAs
- American Institute of CPAs
Deborah lives in Whitefish Bay, Wisconsin, with her husband and their son. In a previous life she was a bartender and will never turn down a request to make someone a true Wisconsin old fashioned.