Anne joined Geffen Mesher in 2008, and has over 10 years of experience auditing a variety of employee benefit plans, including 401(k), pension, employee stock ownership, and health and welfare plans. Anne has provided plan auditing services to a wide range of clients, including professional service firms and manufacturing companies. She partners with her clients to help navigate plan regulation compliance and supports them by recommending best practices throughout its administration.
Anne also provides financial statement assurance and accounting services to our clients, emphasizing hospitality, real estate, and investment companies.
American Institute of Certified Public Accountants
Oregon Society of Certified Public Accountants
Commercial Real Estate Women (CREW), Member, 2018
American Society of Pension Professionals and Actuaries, Treasurer, 2016
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
Employee Benefit Plans