Skip Navigation or Skip to Content

The Windes ERISA Team

Our team is focused on ERISA audits. We have dedicated partners and staff who focus their practice on Employee Benefit Plan Audits. Our team is experienced in working with the key contacts at the client and outside service providers to facilitate an efficient and value-added quality audit. Our team serves clients in the following industries: automotive, construction, energy, hospitality and leisure, manufacturing, medical practices, nonprofit, professional services, real estate, retail and consumer products, technology and telecom, transportation, trade and maritime, and wholesale distribution.

AICPA GAQC Member

Lisa D. Carrick
Lisa D. Carrick, CPA

Partner, Audit & Assurance Services, ERISA Practice Leader

[email protected]
Samantha Graboff
Samantha Graboff, CPA

Partner, Audit & Assurance Services

[email protected]
Jessica Kober
Jessica Kober, CPA, CFE

Senior Manager, Audit & Assurance Services

[email protected]
Shaelyn Rumley
Shaelyn Rumley, CPA

Senior Manager, Audit & Assurance Services

[email protected]
Taryn Hoffmann-Torres
Taryn Hoffmann-Torres, CPA

Manager, Audit & Assurance Services

[email protected]
Delaney McBirney
Delaney McBirney

Manager, Audit & Assurance Services

[email protected]
Veronica Shultz
Veronica Shultz, CPA, MAcc

Manager, Audit & Assurance Services

[email protected]
Daniel Tran
Daniel Tran, CPA

Manager, Audit & Assurance Services

[email protected]
Windes.com
Payments OnlineTaxCaddy
Secure File TransferWindes Portal