Our Team
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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Matthew C. Erickson
Managing Director
Mr. Erickson leads the CECL & ALM and concentration risk management business lines and assists with mergers & acquisitions.
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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
Senior Manager
Ms. Ramin uses her actuarial science skills to perform valuations of loan servicing and pooled trust preferred CDOs.
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Cole Schulte
Senior Manager
Mr. Schulte focuses on Wilary Winn's fair engagements including mergers and acquisitions, goodwill impairment testing, fair value footnotes, and ASC 310-30 accounting.
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Joseph Trabant
Senior Manager
Mr. Trabant joined the firm in 2016 and works primarily on ALM, mortgage banking derivatives, concentration risk management and CECL Readiness valuations.
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Michael Tessier
Senior Manager
Mr. Tessier leads Wilary Winn's model validations business line including models used for ALM, reverse mortgages, residential mortgage servicing, mortgage banking derivatives, and credit risk - including CECL.
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Hao Xu, CFA
Senior Financial Analyst
Ms. Xu joined the firm in 2017 and focuses on ongoing ALM engagements, concentration risk analyses and ALM validations.
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Na Zhang
Senior Financial Analyst
Ms. Zhang teams with senior managers and directors primarily on asset liability management (ALM), concentration risk management, Current Expected Credit Loss (CECL) analyses, and mortgage servicing rights (MSR) valuations.
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Dairong (Grace) Cheng
Financial Analyst II
Ms. Cheng graduated with an MBA in Corporate Finance and Investment Banking from the University of Wisconsin-Madison.
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David Julson
Financial Analyst II
Mr. Julson joined Wilary Winn in August of 2021 and has a bachelor’s degree in accounting from Augsburg College.
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Jake Coulson
Financial Analyst II
Mr. Coulson joined Wilary Winn in May 2019 after graduating from the University of Minnesota with a bachelor’s degree in mathematics with an emphasis in actuarial science and minors in statistics and risk management.
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Aaron Furlano
Financial Analyst
Mr. Furlano joined Wilary Winn after graduating from Bethel University with a bachelor’s degree in economics and finance as well as a bachelor's in business with an emphasis in analysis and analytics.
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Connor Barth
Financial Analyst
Mr. Barth joined Wilary Winn after graduating from the University of St. Thomas with a bachelor’s degree in finance and a minor in data analytics.
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Connor Smith
Financial Analyst
Mr. Smith joined Wilary Winn after graduating from the University of Minnesota with a bachelor’s degree in finance and a minor in business analytics.
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Gabe Richardson
Financial Analyst
Mr. Richardson joined Wilary Winn after graduating from the University of Minnesota with bachelor’s degrees in finance and international business.
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Jingyi Li
Financial Analyst
Ms. Li joined Wilary Winn in 2021 after graduating from the University of Minnesota with a master’s degree in financial mathematics.
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Kyle Staudt
Financial Analyst
Mr. Staudt joined Wilary Winn after graduating from the University of Wisconsin-Madison with a master's degree in accounting.
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Zachary Garvis
Financial Analyst
Mr. Garvis joined Wilary Winn after graduating from the University of Minnesota with a bachelor's degree in finance and a minor in mathematics.
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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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