Background

Anne completed her bachelor’s degree in economics and French studies. For the first few years of her career, Anne worked for a small family-owned construction company. During that time, she found her love for accounting and decided to move into public accounting to get exposure to a variety of industries and clients. Anne started with Geffen Mesher in 2008 and worked in both tax and assurance departments until finally deciding to focus on the assurance practice. Over the last 15 years, she has worked with a variety of clients, primarily focusing on real estate, hospitality, investment companies and employee benefit plans (EBPs).

She found her passion in auditing EBPs. Anne enjoys working with clients to navigate the complex regulatory environment and being part of our client’s benefit process by helping plan sponsors meet their fiduciary responsibilities, providing guidance on best practices for operating a plan and knowing at the end of the day, participants are able to retire.

Professional Organizations

American Institute of Certified Public Accountants

Oregon Society of Certified Public Accountants

COMMUNITY INVOLVEMENT

Commercial Real Estate Women (CREW), Member, 2018

American Society of Pension Professionals and Actuaries, Treasurer, 2016

EDUCATION

Bachelor of Science in Economics, Lewis & Clark College, 2005
Bachelor of Arts in French Studies, Lewis & Clark College, 2005
Post-Baccalaureate Accounting Certificate, Portland State University, 2008
Advanced Defined Contribution Plans Audit Certificate
Certified Public Accountant, Oregon

SPECIALIZATIONS

Employee Benefit Plans
Investment Companies

Industry Expertise

Real Estate