Frank Barrie, CPA, MS

Frank is an approachable, results-driven professional committed to delivering exceptional client service. He prioritizes building deep, lasting client relationships by staying genuinely curious about their needs and how he can best support them. Always up for a challenge, Frank uses his broad industry experience to help clients and colleagues proactively navigate complicated transactions and financial reporting nuances.

Since beginning his public accounting career in 2017, Frank has focused on audits and attestation engagements across a variety of registered and alternative investment company structures, including portfolios with both actively traded and hard-to-value investments. He joined the firm following several years in the financial services industry, where he gained experience in 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 enjoys traveling with his family and staying active in the local community.