Experience
Michelle is a Vice President in Meaden & Moore’s Assurance Services Group with over 30 years of public accounting experience serving middle market companies focused on manufacturing, distribution and service industries.
Michelle’s primary responsibility is to ensure that each of her clients receive high-quality, timely service. She continually looks for ways to reduce the costs of the engagement while finding ways to add value to the relationship.
Michelle maintains close contact with clients to develop long-term relationships and earn their confidence. Through sound business judgment and prior experience, she makes effective suggestions and recommendations to maximize efficiencies and to help a company meet its long-term goals.
As a practice leader of the firm’s employee benefits and consulting practice, Michelle has had extensive experience with qualified benefit plan audits, operational reviews, tax issues and the unique complexities of these engagements. She understands the risks to plan sponsors and continuously offers suggestions for improvement to minimize any potential fiduciary liability.
As an Accredited Investment Fiduciary Analyst TM (AIFA®), Michelle also assists in consulting retirement plan sponsors and investment advisors in fiduciary best practices and prudent investment process.
Areas Of Specialization
- Manufacturing and Distribution
- SEC Reporting for corporations and benefit plans
- Defined Contribution and 403(b) Plan Audits
- Defined Benefit Plan Audits
- Health and Welfare Audits
- ESOP
- Reporting
- Fiduciary Assessments
Education
John Carroll University, Bachelor of Science degree in accounting
Professional Development
- Ohio Society of Certified Public Accountants
- Accredited Investment Fiduciary Analyst TM(AIFA®), professional designation from Fiduciary360 (fi360)
- American Institute of Public Accountants
- WEB Network of Benefits Professionals, Steering Committee
- Author of several articles to Compensation and Benefits Review
- Designated Audit Partner for Employee Benefit Audit Quality
- Member of the AICPA Employee Benefit Expert Panel and AICPA Employee Benefit Conference planning committee
