Phyllis truly represents the heart of CRI. Her passion for excellence and dedication to exceeding client expectations is reflected in CRI’s core values.
With more than 30 years of experience, Phyllis provides accounting, auditing, and taxation services to insurance companies, captives, workers’ compensation self-insurance funds, closely held businesses, and nonprofit organizations throughout the U.S. As a part of the firm’s insurance audit team, recognized throughout the nation for its knowledge of insurance industry issues, Phyllis participates in external audits and internal audits, as well as performs compliance and taxation services to insurance companies, captives, funds, and pools. She also offers accounting and taxation specialization in the nonprofit industry with expertise gathered from performing audits, accounting, and taxation services. Within the nonprofit industry, Phyllis specializes in audit and taxation services for trade associations. She has extensive experience in unrelated business income taxation (UBIT), exempt income, and excluded income for trade associations.
Additionally, Phyllis currently serves the firm as our financial services industry line leader. She is also the partner-in-charge of CRI’s Montgomery office and a board member for Trustmark National Bank and other nonprofit organizations.
Certified Public Accountant (CPA)
Auburn University at Montgomery, Bachelor’s
7550 Halcyon Summit Dr Montgomery, AL 36117