“My goal is to continually do right by my clients, not only by providing them with solutions and services that they can trust, but through encouragement and leadership."
Jeff is a Managing Director with PKF Advisory. Jeff has over 20 years of experience in the areas of assurance, corporate governance, accounting, tax, audit, and business consulting. His effective problem solving, leadership, and communication skills strengthen his ability to perform, review, and supervise client engagements. He takes a very client-centric approach when advising individuals or owners of closely held family businesses ranging in size from start-ups to large private companies.
His areas of focus are in the manufacturing and distribution industries, not-for-profit sector and the construction industry. His areas of expertise also include defined contribution employee benefit plan audits as well as regulatory and tax compliance. This experience is supported by a solid understanding of ERISA, DOL, and IRS requirements. He works closely with the Firm's representative of the Employee Benefit Audit Quality Center to ensure a quality and efficient audit approach.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Illinois CPA Society (ICPAS)
- University of Illinois Alumni Association
- Holy Trinity High School, Advisory Council
- Certified Public Accountant (Illinois)
- University of Illinois, Urbana-Campaign, Bachelor’s in Agriculture