Theresa has more than 18 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, Board/Committee Member
- LEA Employee Benefit Plan Committee
Metropolitan State University of Denver
- Castle Pines Storm Swim Team, President
- Veteran’s Passport for Hope, Treasurer
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