Theresa has more than 15 years of public accounting experience and leads the Employee Benefit Plan practice for the firm. She works exclusively with clients to bring their employee benefit plans into compliance with plan documents and U.S. Department of Labor (DOL) ERISA requirements. She works with clients through their compliance audits with the IRS and DOL. Theresa assists more than 100 client groups to address benefit plan compliance and business issues.
- Western Pension Benefits Plan Council
Metropolitan State University of Denver
- Children and Adults with Attention Deficit/Hyperactivity Disorder, Finance Committee
- Castle Pines Storm Swim Team, President
- Mountain High Swim Leagues, Awards
- Veteran’s Passport for Hope, Treasurer
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