Samantha joined Windes in 2017 and is Partner in the firm’s Audit & Assurance Services department. She has over 20 years of experience with audit procedures for ERISA plans, privately held companies, and nonprofit organizations.
Her practice focus includes all stages of the audit process, including planning, risk assessment, evaluation of internal controls, and financial statement reporting. Samantha specializes in audit and consulting services to employee benefit plans of private, public, and nonprofit plan sponsors, including 401(k), 403(b), profit-sharing, health and welfare, defined benefit, and ESOPs.
Samantha services a wide range of industries, including construction, manufacturing and distribution, real estate, professional service firms, and not-for-profit organizations.
Education
Bachelor of Science, Business Administration – Accounting
California State University, San Diego
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA), Member
- AICPA Audit Quality Center of Employee Benefit Plans, Member
- California Society of Certified Public Accountants, Member
- ProVisors Southern California, Member
- Western Pension & Benefit Council, President, Orange County Chapter