Our Team

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Our team of dedicated, conscientious, detail-oriented professionals can help you with your most complex needs. Our team members have degrees in finance, actuarial science, economics, risk management, mathematics and accounting.

Senior Team

Douglas M. Winn

President and Co-founder

Mr. Winn is a nationally recognized expert regarding accounting and regulatory reporting for financial institutions.

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Frank J. Wilary

Principal and Co-founder

Mr. Wilary ensures that client deliverables are of superior quality and that best practices are used across the firm's lines of business.

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Eric J. Nokken

Director

Mr. Nokken is an expert in the accounting and regulatory reporting related to mortgage banking activities.

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Cheryl Cronkhite, CPA

Controller

Ms. Cronkhite plays a key role in the firm's financial reporting, planning and budgeting.

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Anneliese Ramin

Director

Ms. Ramin co-manages the firm’s loan servicing business line.

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Cole Schulte

Director

Mr. Schulte focuses on Wilary Winn's fair value engagements, including mergers and acquisitions, goodwill impairment testing, fair value footnotes, and CECL.

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Michael Tessier

Director

Mr. Tessier leads Wilary Winn's ALM and CECL business lines.

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Julian Ritsema, CEFA

Senior Manager

Mr. Ritsema specializes in Asset Liability Management (ALM) and Current Expected Credit Loss (CECL) calculations.

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Kyle Staudt, CPA

Manager

Mr. Staudt helps manage Wilary Winn's fair value engagements, as well as its ALM and CECL business lines.

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Zachary Garvis

Manager

Mr. Garvis helps manage the firm’s ALM and CECL lines of business.

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Financial Analysts

Dairong (Grace) Cheng

Senior Financial Analyst

Ms. Cheng is a key resource in Wilary Winn's ALM and CECL business lines.

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David Julson

Senior Financial Analyst

Mr. Julson specializes in Wilary Winn's loan servicing valuations.

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Jake Coulson

Senior Financial Analyst

Mr. Coulson focuses primarily on ALM, CECL, and merger valuation business lines at Wilary Winn.

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Seth Craig

Senior Financial Analyst

Mr. Craig has over 15 years of experience in the financial services industry and has been with Wilary Winn since 2022.

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Jason Chen

Financial Analyst II

Mr. Chen joined Wilary Winn in July of 2022 after graduating from the University of Minnesota, Twin Cities with a master’s degree in financial mathematics.

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Mingyu Liu

Financial Analyst II

Ms. Liu joined Wilary Winn in May of 2022 while completing her Master in Financial Mathematics degree at the University of Minnesota.

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Brennan Bauer

Financial Analyst

Mr. Bauer joined Wilary Winn in September of 2024 and has a Bachelor of Business Administration degree in Finance, Investment, & Banking as well as in Real Estate.

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Grant Bokovitz

Financial Analyst

Mr. Bokovitz joined Wilary Winn in September of 2024 after graduating from the University of Wisconsin-Madison with a Bachelor of Business Administration in Finance and Economics.

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Raphael Malewicz

Financial Analyst

Mr. Malewicz joined Wilary Winn in February 2023 after graduating from the University of Minnesota with a Bachelor of Science degree in Economics.

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Ryan McGregor

Financial Analyst

Mr. McGregor joined Wilary Winn in May of 2024 and has a Bachelor of Arts degree in Economics from Carleton College.

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Trevor Mackie

Financial Analyst

Mr. Mackie joined Wilary Winn in June 2023 after graduating from the University of Minnesota with a bachelor’s degree in finance and a minor in strategic management.

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Xuanya (Mandy) Mao

Financial Analyst

Ms. Mao joined Wilary Winn as an analyst in March of 2023 after earning her master's degree in wealth and asset management from Washington University in St. Louis.

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Support

Crystal King

Accountant

Ms. King joined Wilary Winn as an Accountant in September 2023 and assists in the firm’s financial reporting, planning, and budgeting.

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Marcie Greenwaldt

Operations and Marketing Analyst

Ms. Greenwaldt has operational and marketing experience in the education, healthcare, and financial services sectors and uses this diverse knowledge to support Wilary Winn's clients and staff.

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FEATURED

Beyond CECL Compliance: Leveraging CECL to Enhance Risk Management [White Paper]

Released August 2024 This white paper explores the opportunity to use CECL as a strategic tool for enhanced risk management. By moving beyond the minimum compliance requirements, …

WHAT OUR CLIENTS SAY

“TruStone Financial has used Wilary Winn’s services for valuation of mortgage servicing rights, mergers/acquisitions and goodwill impairment testing. […]”

Gina Leyda, Vice President, Accounting, TruStone Financial Credit Union – Plymouth, MN