Frank Barrie, CPA, MS

Frank’s enthusiasm, natural curiosity and friendly personality help him lead engagement teams to provide exceptional service and foster deep client relationships. Always up for a challenge, he uses his combined industry experience to help clients and colleagues proactively address complicated transactions and financial reporting nuances. 

Since beginning his public accounting career in 2017, Frank has focused on audits and attest projects that traverse a variety of registered and alternative investment company structures and portfolios of actively traded and hard-to-value investments. He joined the firm after several years in the financial services industry, including third-party fund administration and assurance at a Big 4 firm.

• Actively involved in technical and business development for the firm’s Assurance Practice
• Wisconsin Institute of CPAs
• American Institute of CPAs 

Frank lives in Cedarburg, Wisconsin, with his wife and three children. Outside of work, he and his family enjoy traveling and staying active in the community.