Biography

Jeff has been in public accounting and working with financial institutions since 1988. He is the firm’s national practice leader for financial institutions. He is recognized for his expertise in accounting, auditing, and strategic issues facing SEC-reporting banks, community banks, mortgage banking companies, thrifts, and credit unions.

Jeff has extensive experience with HUD reporting, FDIC-assisted transactions, recapitalizations, SEC filings and registration statements (S-1, S-3, and S-4, among others), mutual to stock conversions, start-up banks, merger and acquisition consulting, and stock-based compensation. He is also proficient in all phases of audits, including HUD reporting, Sarbanes-Oxley and FDICIA control testing, fieldwork, and report preparation. For credit union engagements, he is responsible for opinion audits and supervisory committee agreed-upon procedures.

Jeff has given many presentations for industry associations including the Financial Managers Society as well as Moss Adams-hosted conferences and webcasts, and has authored many articles for trade publications.

Selected Publications

  • "Why Financial Institutions Need to Report on Social Impact" (Puget Sound Business Journal, January 2013)

Professional Affiliations

  • Associate Member, Community Bankers of Washington
  • Associate Member, Washington Bankers Association
  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BS, business administration (accounting emphasis), Washington State University