Graduated, with honors, from University of Montana in June 1978 with a BS degree accounting and a minor in finance
Member Montana Society of CPA’s (MSCPA) and the American Institute of CPA’s (AICPA). Conduct pre-issuance reviews of financial statements being reported on by other CPA’s under the direction of the Montana Board of Public Accountants (BOA). Serve on the Professional Monitoring Program Review Committee of the MSCPA which reviews the standards under which the Montana BOA conducts its profession monitoring program. Previously served as a member of the MSCPA’s Financial Statement Review, Profession Monitoring Support, and Information Technology committees.
Contrary to popular belief, public accountants do not sit and “crunch numbers” all day long. If that was true, I would not be in the profession of public accounting. I love relationships involved in my work. Obviously and most importantly, there are the relationships that we have with clients as well as their boards of directors, personnel, and other advisors. The internal relationships are a key to our success as well. We have been blessed to be able to attract and retain an outstanding team of individuals at Summers McNea. They share the same ideals of quality client service that have been key to our success and they make this a great place to work. And finally, I love working with numbers and the relationships those numbers have to our clients and their financial situation.
31 years in public accounting of which 29 have been with Summers, McNea.
Audit and accounting, and technology
The most important things in my life are my wife and an active, teenage son. Need I say more! When I do get some free time, I enjoy working with my hands around the house, we love to travel, I keep trying to learn how to golf, and, much to DeAnn’s chagrin, Jordan and I enjoy sports.
