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.
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
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.