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01/30/2026
11:00am - 1:30pm
Omni Boston Hotel at the Seaport
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Welcome to our Member Spotlight Q&A series, where we turn the spotlight on the vibrant individuals and businesses that drive innovation and excellence in our Greater Boston region. Join us as we delve into the journeys, inspirations, and impact of our diverse members, highlighting the unique contributions they make to our thriving community.
I’m a financial audit partner, 20 years into my career, with experience leading audit and advisory services, and I specialize in two very dynamic sectors – the higher education and the private equity sectors.
Funny enough, I attended the firm’s recruiting day my senior year in college, and they didn’t hire me. After three years of working at a university instead, I reapplied to Forvis Mazars because I had such a great experience at that recruiting day back in college. The people I met that day as a senior in college were genuine, and I still call many of them friends to this day.
Before going into public accounting, I was a business manager at a Big Ten university. This really developed my passion for serving and supporting higher education, but part of me desired more corporate structure and a career path that I could own – to be my own boss someday but within the confines of a successful accounting firm. This desire led me to Forvis Mazars, which, back then and now, has a significant presence and specialization in higher education audit and advisory.
One moment that really stuck with me was receiving a hug from a client at the end of a particularly complex and technically challenging audit. It was unexpected—but incredibly meaningful. Audits are often seen as necessary evils, but when approached with the right mindset and partnership, they can be consultative, insightful, and even empowering. I try to make every audit of mine more than just a ‘check-the-box’ exercise—something that truly adds value and builds trust with my clients.
The most recent challenge I’ve faced in my role has been relocating to Boston from Nashville. It’s the age-old question of how do you “make friends” as an adult—especially in a professional context where relationships are foundational
to success. I’ve been going to events and reaching out through Linked In to simply get to know people. I find building trust and meaningful relationships takes time and being pleasantly persistent.
I hope to bring a fresh perspective to client institutions in Boston and across New England, and to help them navigate today’s financial sustainability challenges with confidence. Boston is widely regarded as the birthplace of higher education in America. As someone deeply invested in the future of our institutions, I believe it’s critical that we protect and strengthen that legacy rather than risk seeing it fade. I can’t think of a better place to accomplish that goal than here in Boston.
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Forvis Mazars
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