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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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
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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Mike Tessier
Director
Mr. Tessier leads Wilary Winn’s ALM and CECL business lines.
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Dairong (Grace) Cheng
Manager
Ms. Cheng is a key resource in Wilary Winn’s ALM and CECL business lines.
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Jake Coulson
Manager
Mr. Coulson focuses primarily on ALM, CECL, and merger valuation business lines at Wilary Winn.
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Zachary Garvis
Manager
Mr. Garvis helps manage the firm’s ALM and CECL lines of business.
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David Julson
Senior Financial Analyst
Mr. Julson specializes in Wilary Winn’s loan servicing valuations.
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Jason Chen
Senior Financial Analyst
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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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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Ben Carpenter
Financial Analyst II
Mr. Carpenter joined Wilary Winn in June 2025 after graduating from the University of Minnesota with a bachelor’s degree in finance and accounting.
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Brennan Bauer
Financial Analyst II
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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Trevor Mackie
Financial Analyst II
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 II
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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Joe Piper
Financial Analyst
Mr. Piper joined Wilary Winn in July 2026 after graduating from the University of Wisconsin.
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Julia Bartlett
Financial Analyst
Ms. Bartlett joined Wilary Winn in July 2026 after graduating from Carleton College.
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Mikaela Whalen
Financial Analyst
Ms. Whalen joined Wilary Winn in July of 2026 after graduating from the University of St. Thomas.
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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
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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