Anne Matsumoto

Director, Mortgage Banking

Anne Matsumoto is an Audit Director on the Mortgage Banking team, where she has been a dedicated member of the team for over twelve years. Since joining the firm, Anne has progressed through key leadership roles, including Senior Audit Manager and Audit Manager, consistently delivering exceptional service to clients. Anne’s expertise is grounded in her earlier experience at Spicer Jeffries, where she performed and managed complex audit and attest engagements for clients in the financial services sector. Her ability to lead complex audits and her comprehensive understanding of private investment entities make her a trusted advisor to mortgage banking clients navigating regulatory, accounting, and reporting challenges. Known for her technical acumen and client-focused approach, Anne is committed to helping clients achieve success through collaborative assurance and advisory solutions tailored to the evolving needs of financial and operating companies.

Industry Expertise

Mortgage Banking

Designations

Certified Public Accountant (CPA) – Colorado

Professional Memberships & Affiliations

Colorado Society of CPAs (COCPA)

Education

Colorado State University

Bachelor of Science, Business Administration: Management and Accounting