Douglas M. Winn
Mr. Winn is a nationally recognized expert regarding accounting and regulatory reporting for financial institutions.
Team Members
Frank J. Wilary
Mr. Wilary ensures that client deliverables are of superior quality and that best practices are used across the firm's lines of business.
Eric J. Nokken
Mr. Nokken is an expert in the accounting and regulatory reporting related to mortgage banking activities.
Cheryl Cronkhite, CPA
Ms. Cronkhite plays a key role in the firm's financial reporting, planning and budgeting.
Anneliese Ramin
Ms. Ramin co-manages the firm’s loan servicing business line.
Cole Schulte
Mr. Schulte focuses on Wilary Winn's fair value engagements, including mergers and acquisitions, goodwill impairment testing, fair value footnotes, and CECL.
Michael Tessier
Mr. Tessier leads Wilary Winn's ALM and CECL business lines.
Julian Ritsema, CEFA
Mr. Ritsema specializes in Asset Liability Management (ALM) and Current Expected Credit Loss (CECL) calculations.
Kyle Staudt, CPA
Mr. Staudt helps manage Wilary Winn's fair value engagements, as well as its ALM and CECL business lines.
Dairong (Grace) Cheng
Ms. Cheng is a key resource in Wilary Winn's ALM and CECL business lines.
David Julson
Mr. Julson specializes in Wilary Winn's loan servicing valuations.
Jake Coulson
Mr. Coulson focuses primarily on ALM, CECL, and merger valuation business lines at Wilary Winn.
Seth Craig
Mr. Craig has over 15 years of experience in the financial services industry and has been with Wilary Winn since 2022.
Zachary Garvis
Mr. Garvis helps manage the firm’s ALM and CECL lines of business.
Jason Chen
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.
Mingyu Liu
Ms. Liu joined Wilary Winn in May of 2022 while completing her Master in Financial Mathematics degree at the University of Minnesota.
Brennan Bauer
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.
Grant Bokovitz
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.
Raphael Malewicz
Mr. Malewicz joined Wilary Winn in February 2023 after graduating from the University of Minnesota with a Bachelor of Science degree in Economics.
Ryan McGregor
Mr. McGregor joined Wilary Winn in May of 2024 and has a Bachelor of Arts degree in Economics from Carleton College.
Trevor Mackie
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.
Xuanya (Mandy) Mao
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.
Crystal King
Ms. King joined Wilary Winn as an Accountant in September 2023 and assists in the firm’s financial reporting, planning, and budgeting.
Marcie Greenwaldt
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.