Industry Expertise

Practice Focus

Biography

Theresa has practiced public accounting since 1996. She has extensive experience working on a variety of benefit plan audits and SOC 1 review engagements. Her expertise includes defined contribution (401(k) and 403(b)), defined benefit, ESOP, and health and welfare plans.

Theresa audits over 40 employee benefit plans annually, including 11-K filings. She oversees firmwide benefit plan education and is the Seattle office Employee Benefit Plan Practice leader.

Selected Speaking Engagements

  • Changes to Employee Benefit Plan Audits
    (WP&BC Portland Webcast, January 2022)
  • Preparing Employee Benefit Plans for 2020
    (Moss Adams Webcast, November 2019)

Professional Affiliations

  • Board Member, Western Pension & Benefits Council
  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BA, business administration: accounting, University of Washington