Industry Expertise

Practice Focus


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, defined benefit, and health and welfare plans.

Theresa audits over 50 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

  • Benefits Compliance Round Up Panel
    (USI Panel, January 2024)
  • What’s New for Benefit Plan Audits
    (WP&BC Seattle Spring Seminar, April 2022)
  • 2021 Outlook: Considerations for Employee Benefit Plans
    (Moss Adams Webcast, December 2020)
  • Preparing Employee Benefit Plans for 2020
    (Moss Adams Webcast, November 2019)

Professional Affiliations

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


  • BA, business administration: accounting, University of Washington