Back To Top

Community Banks

Audit & Tax Solutions for Banks

When your Community Bank needs audit, tax or advisory services, you want an accounting firm that’s thoroughly familiar with the banking industry and can deliver everything you need efficiently, expertly and in a way that advances your success. You also want a firm that audits both public and private companies. In other words, you want to call on YHB.

Our large Community Bank Team, which includes dozens of dedicated professionals, focuses exclusively on serving financial institutions of all sizes. In addition to more than 70 years of experience in serving banks throughout the region, we have an exceptionally deep knowledge of industry regulations and issues acquired through continuing professional education and active involvement in many associations.

Not Your Typical CPA Firm

Flexible Scheduling Site Work
Target

We come out when it’s convenient for you and your staff, not just when it’s good for us. We also keep up with the latest in technology, meaning we can cut down onsite time. You can get back to focusing on your business!

Quick in Resolving Issues
Handshake

Because we’re organized on a community basis, our engagement managers have a lot of decision-making authority. If they encounter an issue they can’t handle, they can quickly consult our practice leaders for an answer.

Engagement Team Continuity
Business Consulting

Because our turnover is low, you’ll be served by many of the same professionals throughout an engagement and over the years. This means you won’t have to explain what your organization does to new staff each year.

Known for Our Audit Quality

YHB is registered with the Public Company Accounting Oversight Board (PCAOB) and have been examined multiple times by the PCAOB. We are proud to say that all reports received an unqualified report with no public findings, including our most current report.

Processes Designed for You

Community Banks are unique. That is why we customize the audit process to meet your banks needs and provide the highest standards for delivering audit services through strong planning and coordination between your team and YHB staff.   Our audit approach is risk-based and consists of four distinct phases:  planning, interim fieldwork, year-end fieldwork and completion. 

discover more

YHB has been committed to serving community banks in the region for over 70 years.  Our bank team, which consists of dozens of professionals, dedicates their entire practice to banking.  The team’s singular focus is to meet the audit, tax and consulting needs of the industry we serve.  We have always recognized the need to respond in a timely manner to all of our banking clients.

Expertise You Can Bank On


Because of our bank industry expertise, we have become the area’s leading accounting firm for community banks, with more than 70 as clients. We also have strong relationships with regulators at the SEC, FRB, FDIC, and OCC, as well as with many law firms and investment bankers that work with community banks.

As a result, we excel in meeting the service needs of institutions like yours in these and other areas:

  • Audits, including internal audits
  • Sarbanes-Oxley 404 compliance
  • SEC filings, including Forms 10-K, 10-Q, 8-K, S-1, S-2, S-4 and S-8
  • Tax planning and preparation, including trust tax returns
  • New financial institution formation
  • Mergers and acquisitions
  • Regulatory assistance, including ACH audits
  • Trust department examinations
  • Information technology audits

 

Ready to talk?

 

Our team is proud to support and be actively involved in the below banking associations across our region:

Let's Talk

Contact us when it’s time to move forward.

Jeff Mathias
X
Jeff Mathias
CPA
Connect:
Specialties
Industries
ABOUT JEFF

Jeff is an Audit Manager in our Richmond office. He has a Bachelor’s Degree in Accounting and a Master’s Degree in Accounting both from James Madison University. He became a Certified Public Accountant in 2011 and joined YHB in 2014. Jeff works exclusively with our community bank team performing internal and external audits.

 

 

Kimberly P. Belcher
X
Kimberly P. Belcher
CPA
Connect:
Industries
About Kim

In addition to over 25 years of experience in public accounting, Kim has five years of experience as a CFO of a financial institution.  She has a B.S. degree in accounting from Virginia Tech and is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants as well as the Institute of Internal Auditors. She is the proud mother of one daughter, one dog, and one cat.

Experience

Kim provides accounting, auditing, tax and advisory services to community banks and has been named a Super CPA in auditing by Virginia Business magazine. A key member of our Bank Services Team, Kim leads the Community Bank teams quarterly CFO Peer Exchange in conjunction with the Virginia Bankers Association.  She is a frequent speaker at various banking association conferences including the Virginia Bankers Association, the Virginia Association of Community Banks and the Maryland Bankers Association and has taught classes on internal auditing and led workshops on recent accounting pronouncements pertinent to the banking industry.

Expertise

Kim’s experience as a bank CFO has given her a deep, hands-on knowledge of bank operations. She also is skilled at conducting external audits of private banks and public companies, and in advising clients about accounting for mergers and acquisitions and capital raises. Kim leads the firm’s internal audit practice and pioneered our audit approach and programs.

Approach

Kim finds that spending time with clients is the best way to learn how they operate, what their needs are, and how to best serve them. To this end, she analyzes key processes to find out how bank employees perform their tasks, and looks at ways to improve control structure while also improving efficiency.  She then helps clients develop any needed remediation plans.

Stephen M. Weber
X
Stephen M. Weber
MBA, CISA
Connect:
Industries
About Stephen

Stephen joined YHB in 2018 with extensive experience in IT Audit and Advisory Services.  His background includes internal and external IT Audit services for state and federal agencies and  Fortune 500 companies in retail, manufacturing and financial lending. Most recently, he was an instructor at Virginia Commonwealth University focusing on technology-related courses in the Accounting Department’s graduate and undergraduate programs.

 

Expertise

His expertise spans financial statement audits, SOX, project management, legal and compliance and data analytics.  Stephen earned his Masters of Business Administration from the University of Richmond and Bachelors in Business Information Technology from Virginia Tech.  He is actively involved in ISACA.

Stephen also completed ISACA®’s Cybersecurity Audit Certificate Program.

cybersecurityaudit-logo

ISACA’s Cybersecurity Audit Certificate Program provides security professionals with an understanding of the audit process, and IT risk professionals with an understanding of cyber-related risk and mitigating controls.

Darlene D. Gerstmyer
X
Darlene D. Gerstmyer
CPA
Connect:
Specialties
About Darlene

Darlene is an industry leader with over 35 years of experience. She manages independent audit engagements for credit unions and community banks. and also serves as the engagement quality reviewer on many of the Firm’s audits. She is a graduate of Loyola University Maryland with a Bachelor of Business Administration degree in accounting.

She is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants where she served on the Cooperation with Financial Institutions Committee and served and chaired the Women’s Career Issues Committee, the Association of Certified Fraud Examiners, and the Risk Management Association (RMA).

Expertise

With her vast expertise, Darlene has become a leader in the area of internal auditing and regulatory compliance.  Her services are designed for maximum flexibility, allowing you to utilize her specialties for one specific project or on an ongoing basis. Darlene enjoys teaching and has developed and presented various accounting educational programs for financial institutions.  In addition, she conducts specialized training sessions on various topics including oversight/governance, lending, and internal controls.  She has appeared as a speaker at a national conference discussing the importance of internal controls.  She frequently speaks at Career Days for students.

Her specialties include: 

  • Internal Auditing Services
  • ACH Compliance Examinations
  • BSA/AML Compliance Examinations
  • Regulatory Compliance Consulting
  • Financial Statement Audits
  • Supervisory Committee and Director Training
  • Public Company Audits
  • Fraud Audits
  • Verification of Accounts
  • Temporary CFO Services
Other Interests & Awards

A fan of musical theater, Darlene has appeared in a number of productions with various community theater groups. She is an active supporter and volunteer for the Blackfriars Theatre program with Archbishop Curley High School.

Darlene and her husband have chaired and remain actively involved with the annual galas for The Catholic High School of Baltimore and Archbishop Curley High School, their alma maters. Darlene is a current member of the Finance Committee for St. Isaac Jogues Parish and is the past treasurer for the Immaculate Heart of Mary School’s Home and School Association.

Darlene was awarded the Mother Generosa McCafferty Distinguished Alumna Award from The Catholic High School of Baltimore in 2015. 

Darlene and her husband, David, were awarded the Archbishop Curley Cornerstone Award in 2019 for their dedicated volunteerism to the school.

Brad Brosig
X
About Brad

A Western Pennsylvania native, Brad graduated from Indiana University of Pennsylvania in 2014 with Bachelor’s Degrees in Accounting and Management Information Systems. He joined YHB that same year and has since split his time between both the Bank team and the Risk Advisory Services team completing external and internal financial audits, SOX consulting services, and IT related audit and consulting services. Brad became a Certified Information Systems Auditor in early 2019.

Shelley Lewis
X
Shelley Lewis
CPA
Connect:
Industries
About Shelley

Shelley has worked exclusively on the bank team since joining YHB.  Shelley’s experience includes all aspects of bank taxation compliance and consulting.  Shelley’s unique combination of bank audit and tax experience is an asset to the team.  Shelley is a graduate of Shepherd University and regularly leads bank tax training for our staff and clients.

Jesse Meadows
X
Jesse Meadows
CPA
Connect:
ABOUT JESSE

Jesse began his professional career at YHB in 2005.  He graduated from Marshall University in 2003 and received a Master’s Degree in Professional Accounting from West Virginia University in 2004. Jesse is a member of our Community Bank Services team and leads our Roanoke office.

Experience

Jesse has been working with community banks since 2005 and helped open and lead our Roanoke office, which opened in 2014. Jesse has extensive experience in SOX/FDICIA consulting as well as outsourced internal audit engagements.  He has been instrumental in leading YHB’s compliance efforts and stays abreast of compliance developments, trains our teams and develops our compliance audit programs. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).

Expertise

Jesse has worked with community banks for over 10 years providing reliable and quality solutions. He regularly conducts internal, external, SOX 404 and compliance audits. Jesse also has extensive experience with mergers, acquisitions and strategic planning.

Approach

Understanding that building relationships with clients is an important aspect of providing strong client service, Jesse takes the time to develop an understanding of clients’ needs while helping them prepare for future industry changes. As important, Jesse enjoys working with younger staff to develop their expertise so that they are better able to serve client’s needs.

EDUCATION
  • Bachelors Degree from Marshall University in 2003
  • Master’s Degree in Professional Accounting from West Virginia University in 2004
What Clients Are Saying

[testimonial_rotator id=”6960″]

Justin Crowder
X
ABOUT JUSTIN

Justin began his career at Yount, Hyde & Barbour in 2007, where he has worked exclusively for our Community Bank Services Team since graduating from Old Dominion University with a degree in Business Administration, focusing in Accounting. Justin is based in our Richmond office, and is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.

Experience

Justin is an audit leader for the firm, performing external audits, internal audits, bank tax services and SOX consulting for public and non-public financial institutions, and has been working with community banks in Virginia and throughout the region for over ten years.

Expertise

Justin’s background has been exclusively with financial institutions since joining the firm, giving him valuable insights and significant experience in providing his clients with quality, value-added services. He has expertise in providing internal, external, and SOX 404 audits, as well as SEC and financial reporting assistance and significant experience with mergers and acquisition transactions.

Approach

Justin’s focus is on providing quality service and adding value for his clients by being a trusted advisor and resource. He believes that accessibility and open, timely communication are key to developing strong relationships with clients and providing them the highest quality services that meet their needs in a changing, challenging environment.

EDUCATION
  • Bachelor’s Degree from Old Dominion University in 2007
Thomas L. Milburn
X
About Tom

Tom began his professional career at YHB in 1997, with a Bachelor’s degree in liberal arts and sciences as well as a Master of Accountancy degree, both from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.

Experience

For years, Tom has dedicated his practice to providing accounting, auditing, advisory and tax services to financial institutions throughout Virginia, West Virginia, Maryland and Pennsylvania. A leader of our Financial Institutions Team, Tom also serves on our IT Steering Committee and Organizational Development Steering Committee and conducts annual audit training for new hires.

Expertise

Because Tom has worked with financial institutions for more than 10 years, he excels in conducting internal, external and SOX 404 audits, assisting with SEC and financial reporting, and providing tax compliance services to financial institutions. While he has expertise in consulting about internal controls and SOX implementation, Tom’s comprehensive knowledge of the financial institutions industry enables him to meet the full range of a client’s accounting service needs.

Approach

Tom believes that building a strong relationship with clients is one of the keys to maximizing the benefits of the services he provides. In working with clients, he listens carefully to what their needs are. Because of his bank audit expertise, Tom is able to minimize disruption of the client’s staff while optimizing communication and achieving the desired results. Tom also believes that all members of our Financial Institutions Team are instrumental in building successful client relationships and performing engagements. Our focus on attracting, developing and retaining top professionals makes YHB a leader in providing services to community banks and credit unions.

Other Interests

In his free time, Tom enjoys traveling and camping with his wife and two children and watching the kids play sports. His hobbies include running marathons and playing basketball.

Chris Allshouse
X
Chris Allshouse
CPA
Connect:
Specialties
Industries
ABOUT CHRIS

Chris is a graduate of Radford University and joined YHB’s bank team in 2017.  Chris became a CPA in 2019 and leads external audit, internal audit, and SOX/FDICIA engagement teams. 

Prior to his time at Radford and YHB, Chris served for five years in the United States Marine Corps stationed in North Carolina.  During his service, Chris was deployed to Afghanistan and Northern Africa.  He was an infantry squad leader and earned the rank of Sergeant.

Brandon Driver
X
Brandon Driver
CPA
Connect:
About Brandon

Brandon is an audit leader for the bank team.  He regularly prepares audit and accounting updates for the team.  Brandon has worked exclusively for the bank team since graduating from Virginia Tech performing external audits, internal audits, bank tax services and SOX consulting.

Hannah Scates
X
Hannah Scates
CPA
Connect:
Specialties
Industries
ABOUT HANNAH

Hannah graduated from James Madison University in 2013 with a Master’s Degree in Accounting and Information Systems. She joined YHB in 2014 and has worked exclusively on YHB’s Bank team performing external audits, internal audits, and SOX consulting services. Hannah became a Certified Public Accountant in 2015.

Bryan Newlin
X
About Bryan

Bryan began his career with YHB in 2005, and has been a key leader in YHB’s respected Risk Advisory Services practice since 2007. Focusing attention on two of the most well-known technology internal control frameworks –the AICPA’s Trust Services Categories and ISACA’s COBIT® framework —Bryan works across industries to help clients identify and mitigate information & technology risk.

Expertise

Bryan leads the Firm’s SOC Examination Practice with specialty niches in business process outsourcing companies, contact centers, media and communications companies, and cloud-native applications. SOC Examination specialties include:

  • SOC 1 for Service Organizations: ICFR
  • SOC 2 for Service Organizations: TSC
  • SOC 3 for Service Organizations: TSC for General Use
  • SOC for Cybersecurity

Bryan also leads the IT Audit, ACH Audit and Vulnerability Assessment segments of YHB’s Financial Services Industry team, regularly speaking at banking conferences in the mid-Atlantic region about IT and cybersecurity risk in the financial services industry.

Certifications
Josh Byrum
X
Josh Byrum
CPA
Connect:
Specialties
Industries
ABOUT JOSH

Josh received his Bachelor’s Degree in Accounting & Information Systems from Virginia Tech in 2014, graduating Magna Cum Laude. Josh began his career with Yount, Hyde & Barbour in 2015 and has been a licensed CPA upon joining the firm.  He is a member of the Community Bank Services Team and performs external audit, internal audit, BSA and compliance audit services for YHB’s community bank clients.

Josh is a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).

Jacob W. Kinnear
X
Jacob W. Kinnear
CPA
Connect:
Specialties
About Jacob

Jake joined the firm in 2021 with over 13 years of previous accounting experience primarily auditing private and public sector financial institutions. He has a bachelor’s degree in Accounting from Towson University as well as a Master of Business Administration degree with a concentration in Finance from the University of Baltimore. 

He is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. 

Expertise

Jake is responsible for managing the Firm’s credit union audit engagements and the supervision of audits, reviews, compilations, and agreed‑upon procedure engagements in the financial institutions sector.

His specialties include:

  • Financial Statement Audits
  • Internal Audits of Financial Institutions
  • Review and Compilation Engagements
  • Supervisory Committee Agreed‑Upon Procedures
  • HUD Audits
  • Public Company Audits
  • SEC Financial Reporting
Other Interests

Jake enjoys spending time with his wife and family and is an avid sports fan, especially of the Baltimore Ravens and the Washington Capitals. He also plays on several local recreation hockey teams.

Tyler Meharg
X
Tyler Meharg
CPA, CISA, MBA
Connect:
Specialties
Industries
ABOUT TYLER

Tyler is a graduate of Georgia Southern University where he earned his Bachelor of Business Administration in Marketing and Master of Accounting degrees, as well as his MBA. Tyler is a member of the Virginia Society of Certified Public Accountants (VSCPA), the American Institute of Certified Public Accountants (AICPA) as well as the Information Systems Audit and Control Association (ISACA).

He is a member of both the Financial Institution Services and Risk Advisory Services teams and performs external, internal, IT, and SOC audits as well as various consulting engagements. He joined YHB in 2020 and is based out of the Falls Church office.

EXPERIENCE

Tyler has worked in the public accounting sector since graduating from college serving primarily financial institutions and private businesses in the manufacturing, construction and IT services industries. Services provided have ranged from audit and attestation services, data and business analytics, and management consulting and assistance with due diligence for mergers and acquisitions.

APPROACH

Tyler considers the most important aspect of being a public accountant is maintaining the role of a trusted advisor with his clients. Identifying problems and providing valuable solutions to assist clients in reaching their strategic goals and objectives is what impassions Tyler to go above and beyond expectations.

Drew Throckmorton
X
Drew Throckmorton
CPA
Connect:
Industries
About Drew

Drew is a 2008 graduate of the University of Lynchburg (previously Lynchburg College) and has a Bachelor’s Degree in Business Administration (concentration in Accounting). He joined YHB in 2009 and became a Certified Public Accountant in 2010. Since joining the firm, Drew has worked exclusively for YHB’s bank team. Because of this industry expertise, Drew excels in conducting internal, external, and SOX 404 audits to financial institutions throughout the Mid-Atlantic. He also has extensive experience working with SEC and financial reporting and SOX/FDICIA implementation and consulting. Drew’s extensive knowledge of the community banking industry enables him to meet the full range of a client’s accounting service needs.

Approach

Drew’s approach begins with building a strong relationship with his clients in order to understand their needs and maximize the services he provides. He maintains open, timely communication and provides quality, value-added services to limit disruptions to his client’s staff during the engagement’s timeline.

Expertise

Drew is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accounts, and the Institute of Internal Auditors. He is also a member of YHB’s Marketing Committee, leads annual staff trainings, is a leader on our audit team in keeping up with and implementing changes in generally accepted auditing practices and assists our HR team in recruiting, retaining and developing top accounting professionals. Drew currently resides in Midlothian, Virginia with his wife and two boys and enjoys any opportunity he gets to golf, hunt and spend time with his family and friends.

Steven D. Halpern
X
Steven D. Halpern
CPA
Connect:
About Steven

Steve has over 25 years of professional experience and has dedicated his practice to providing accounting, auditing, advisory and consulting services to financial institutions throughout the region. He is a graduate of University of Delaware and has a Bachelor of Science Degree in Accounting.

Steve is a member of the American Institute of Certified Public Accountants, Maryland Association of Certified Public Accountants, and the Financial Managers Society.

Expertise

Steve is a leader on YHB’s community bank and employee benefit plans practices.  In this role, Steve is responsible for assuring the highest quality service to clients served in these industries.  Steve also serves as technical reviewer for the Firm’s FAR overhead audits performed for engineering firms as well as the Firm’s internal audit engagements.

His specialties include: 

  • Financial Statement Audits
  • Public Company Audits
  • Employee Benefit Plan Audits
  • SEC Financial Reporting
  • Temporary CFO Services
Other Interests

Steve has completed Maryland Bankers School and was President of the 1997 graduating class. He also served on the Board of Directors for Federal Hill South Neighborhood Association and Glenwood Life Counseling Center. 

David Henning
X
About David

David joined Yount Hyde and Barbour in 1999 after graduating from West Virginia University with a B.S.B.A. degree.  A tax specialist who works in depth with his clients, his focus is on banks and closely held businesses of any size. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. David is a designated Chartered Global Management Accountant. He has served on the board as both president and treasurer for many local non-profits and civic organizations including, Boys and Girls Club of Northern Shenandoah Valley, Millbrook High School Band Boosters, and Kiwanis Club of Old Town. 

Experience

Offering an extensive array of services, he is a trained business mentor and coach, providing advanced levels of strategic planning for owners and managers, consulting with management on a variety of critical business decisions including accounting systems implementation, changes in business operations, mergers and acquisitions, and developing growth and exit strategies. David also specializes in winery and vineyard operations, auto dealerships, agribusiness, and franchises.

Expertise

As someone who is not afraid to get his hands dirty by getting involved in the day to day operations of a business, David takes that internal working knowledge and applies best practices from across all sectors to help each client develop and achieve their goals. He has extensive knowledge of the challenges that business owners and financial operators face and will work side by side his clients to ensure they are informed and making the best choices possible to advance their companies.

He is proficient in numerous software packages. David excels at developing personalized financial strategies for each business he works to help them reach their goals of improved profitability, growth, and long term stability.  Because he takes such a vested personal interest in all of his clients, David is most dedicated to minimizing the tax impact for all of the clients he serves.

Approach

David values the personal relationships that are formed with clients and works hard to maintain the lines of communication year-round. By taking the time to find out what makes people tick, he is able to effectively apply business and tax solutions to meet client needs and long term goals. Because the rules of the trade are ever-changing, David carefully advises clients from all angles, oftentimes thinking out of the box, but well within regulations, to provide the best possible answer and ensure client satisfaction.

Other Interests

David enjoys weekend vineyard tours with his wife, playing and coaching soccer with his daughters and outdoors activities such as biking, camping and hiking. In his free time, he likes to watch WVU sports and root for his alma mater.

What Clients Are Saying

[testimonial_rotator id=”6928″]

Jenny Piasecki
X
About Jennifer

Jennifer is a 2001 graduate of Old Dominion University where she earned her bachelor’s in both Accounting and Finance. She later became a Certified Public Accountant in 2004. Jennifer joined the YHB Community Bank Team in October of 2017. Prior to joining YHB, her career spanned from working with non-profits to her current specialty in working with Community Banks.

Jennifer is an active member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). She also serves on the Board of Directors of United Way of the Northern Shenandoah Valley.

Expertise

Jennifer’s experience includes all aspects of bank taxation compliance and consulting.  Her unique combination of bank tax experience is an asset to the team.

Involvement & Memberships
  • Virginia Bankers Association (VBA)
  • Virginia Association of Community Bankers (VACB)
  • American Institute of Certified Public Accountants (AICPA)
  • Virginia Society of Certified Public Accountants (VSCPA)

 

Education
  • Old Dominion University (2001)
Luke Gore
X
Luke Gore
CPA
Connect:
About Luke

Luke joined YHB in 2009 after graduating from Virginia Tech. He is an audit leader for YHB’s Financial Institutions Team specializing in auditing, taxation and consulting. He is actively involved in providing audit and accounting updates, training for the team, and maintaining audit programs and policy.  Luke has worked exclusively for the financial institutions team since joining YHB, performing external audits, internal audits, bank tax services and FDICIA/SOX consulting.

Georgia Ross
X
Georgia Ross
CPA
Connect:
Industries
ABOUT GEORGIA

Georgia joined YHB in 2006 with a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Business Administration from Shepherd University. She became a Certified Public Accountant in 2012. Georgia is a member of our Community Bank Team and her experience includes all aspects of bank taxation compliance and consulting. She currently works in our Winchester office.

Georgia is a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).

 

 

Jeff Virga
X
Jeff Virga
CPA
Connect:
Specialties
Industries
ABOUT JEFF

Jeff joined YHB in 2013 after graduating from Virginia Tech with a master’s degree in Accounting and Information Systems. He became a licensed CPA in 2014. As a Manager on our Community Banking Service Team, he leads external audit, internal audit, and SOX/FDICIA engagement teams. Jeff’s background has been exclusively with financial institutions since joining the firm, giving him valuable insights and significant experience in providing his clients with quality, value-added services. Because of his exclusive expertise and industry knowledge in the community banking practice, he can meet the full range of a client’s accounting service needs. 

 

Jeff is based in our Richmond office and is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Jeff also helps with YHB’s Internship program and new staff trainings.