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. 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. Cheng graduated with an MBA in Corporate Finance and Investment Banking from the University of Wisconsin-Madison.
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. Staudt joined Wilary Winn after graduating from the University of Wisconsin-Madison with a master's degree in accounting.
Mr. Craig has over 15 years of experience in the financial services industry and has been with Wilary Winn since 2022.
Mr. Garvis joined Wilary Winn after graduating from the University of Minnesota with a bachelor's degree in finance and a minor in mathematics.
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. Julson joined Wilary Winn in August of 2021 and has a bachelor’s degree in accounting from Augsburg College.
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.
Mr. Malewicz joined Wilary Winn in February 2023 after graduating from the University of Minnesota with a Bachelor of Science degree in Economics.
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.
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.
Ms. Liu joined Wilary Winn in May of 2022 as an analyst intern while completing her Master in Financial Mathematics degree at the University of Minnesota.
Ms. King joined Wilary Winn as an Accountant in September 2023 and assists in the firm’s financial reporting, planning, and budgeting.
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.