Background

Anne joined Geffen Mesher in 2008, and has over 10 years’ 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 throughout its administration by recommending best practices.

Anne also provides financial statement auditing and accounting services to our clients with a particular emphasis on hospitality, real estate and investment companies.

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