As a CPA in public practice for 10 years, I spent most of that time as an auditor, including an emphasis on auditing 401(k) plans with our sister company, Anderson ZurMuehlen and Co., P.C. in their Bozeman and Great Falls locations. My focus now is preparing retirement plan documents for EBR's clients.
EBR offers a broad array of plan design, consulting, and administration services to clients across the nation. Our highly motivated staff of Certified Public Accountants (CPA), Certified Pension Consultants (CPC), Qualified Pension Administrators (QPA), Qualified 401(k) Administrators (QKA) brings a wealth of experience (an average of 25 years) and technical expertise to bear in meeting your particular needs. Our team approach to client service ensures that someone will always be available to answer your question or promptly return a phone call.
Let me and the team at EBR put our expertise to work for you.
Areas of Expertise
- Employee Benefit Plan Audits
- Qualified Retirement Planning