Missy offers public and private companies plan audit knowledge combined with a strong ERISA and plan operations background. During her career, Missy has performed plan audits and consulting for over 850 different plans with plan bases ranging from 120-50,000 participants and assets from $500 thousand to $9.5 billion. She also has extensive experience auditing plans that are required to file an annual 11-K with the Securities and Exchange Commission (SEC). Missy authored an audit guide on how to audit employee benefit plans, entitled “Knowledge-based Audits of Employee Benefit Plans”. Speaking engagements for Missy include the AICPA Employee Benefit Plan Annual Conference, Georgia Society Employee Benefit Plan Annual Conference and several regional state society employee benefit plan training conferences. Missy and her family reside in Canton.

Education

  • Bachelor of Science in Accounting
  • University of New Orleans, New Orleans, LA

Professional Affiliations

  • Employee Benefit Plans Audit Quality Center, Executive Committee Member
  • State of Georgia, Employee Benefit Plan Task Force
  • Georgia Society of Certified Public Accountants, Review and Advisory Board
  • Women in Pensions
  • American Institute of Certified Public Accountants
  • 2020 Georgia Society EBP Conference, Vice Chair

Community Involvement

  • Cherokee County High School Cross Country Team Treasurer
  • St. Michael the Archangel, PSR Teacher

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