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.
Mr. Winn is a nationally recognized expert regarding accounting and regulatory reporting for financial institutions.
Mr. Wilary ensures that client deliverables are of superior quality and that best practices are used across the firm's lines of business.
Mr. Erickson leads the CECL & ALM and concentration risk management business lines and assists with mergers & acquisitions.
Mr. Nokken is an expert in the accounting and regulatory reporting related to mortgage banking activities.
Ms. Cronkhite plays a key role in the firm's financial reporting, planning and budgeting.
Ms. Ramin uses her actuarial science skills to perform valuations of loan servicing and pooled trust preferred CDOs.
Mr. Schulte focuses on Wilary Winn's fair engagements including mergers and acquisitions, goodwill impairment testing, fair value footnotes, and ASC 310-30 accounting.
Mr. Trabant joined the firm in 2016 and works primarily on ALM, mortgage banking derivatives, concentration risk management and CECL Readiness valuations.
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.
Ms. Xu joined the firm in 2017 and focuses on ongoing ALM engagements, concentration risk analyses and ALM validations.
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.
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.
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.
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.
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.
Mr. Richardson joined Wilary Winn after graduating from the University of Minnesota with bachelor’s degrees in finance and international business.
Ms. Li joined Wilary Winn in 2021 after graduating from the University of Minnesota with a master’s degree in financial mathematics.
Mr. Staudt joined Wilary Winn after graduating from the University of Wisconsin-Madison with a master's degree in accounting.
Mr. Garvis joined Wilary Winn after graduating from the University of Minnesota with a bachelor's degree in finance and a minor in mathematics.
Ms. Wood has over thirty years of experience as an executive assistant and operations support manager.
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.