Meet Our Tax and Accounting Team
The only thing deeper than our experience? Our commitment to your success.
Our tax and accounting team works collaboratively to deliver comprehensive, accurate and effective solutions for your unique needs. Check out some of our devoted pros below.
Detail-oriented. Empathetic. Patient. Knows what she’s doing. Loves what she’s doing. Believes in what she’s doing.
Loyal. Thoughtful. Motivated. Loves traveling and cooking almost as much as she loves planning family events. Loves the mountains too.
Determined. Pleasant. Easy going. Her 3 favorite things? Family. Shopping. And traveling — specifically, to Michigan.
Senior Tax Advisor
Motivated. Organized. Athletic. Loves all things outdoors – hunting, fishing and the Rocky Mountains.
Gardener. Reader. Loyal and true to her OSU Cowboys.
Ambitious. Sincere. Chic. Avid runner and crystal collector. Inspired by facing new challenges.
Loyal. Kind. Easy going. She's a reader, a card player and mom to three girls, so smarts and strategy are in her DNA.
Logical. Laid back. Night owl. Loves Big Sur, San Fran and Montana. Strives to be the person her dog thinks she is.
Honest. Detailed. Cheerful. Enjoys travel. Loves meeting new people.
Dependable. Adventurous. Athletically focused. Loves to travel. Enjoys hunting and fishing.
Curious. Loyal. Kind. Lover of fitness. Avid gardener.
Quirky. Loyal. Empathetic. Plant and book collector. Motivated by her family and kids.
Meticulous. Empathetic. Loyal. She's the kind of team member you can count on to follow through – no matter where in the country she lives at the moment.
Tax and Office Coordinator
Loyal. Compassionate. Sensitive. Passionate about serving her communities. Centered around her family and faith.
Steadfast. Diligent. Determined. History lover. Woodworking craftsman.
Loyal. Compassionate. Strong. A lover of animals and plants. Antique collector.
Loyal. Dependable. Easy going. Involved in the community. Enjoys spending her free time crafting something new.
Personable. Charismatic. Responsible. Surrounded by positivity. Enjoys spending time with her family.
Executive Tax Associate
Strong. Dedicated. Perfectionist. Basketball lover and a DIY crafter.
Family oriented. Values her heritage. Avid Steelers fan.
Adventurous. Spiritual. Whimsical. Motivated by helping people.
Faithful. Compassionate. Trustworthy. Motto? Surround yourself with positive people. (It’s no surprise she loves spending time with family and friends.)
Loyal. Creative. Thoughtful. Enjoys riding motorcycles.
Funny. Friendly. Caring. Loves to cook. Inspired by kindness.
Passionate. Creative. Faithful. Enjoys scrapbooking and reading. She is inspired by giving glory to God.
Intelligent. Hilarious. Generous.
Intelligent. Considerate. Reliable. Avid reader and traveler.
Kind. Reliable. Funny. Passionate about serving the community. Enjoys learning new things from her children.
Senior Tax Advisor
Shy. Punctual. Directionally challenged… but that doesn’t stop her from visiting her parent’s farm in Garber.
Caring. Friendly. Hard-working. Avid reader and book collector. Inspired by her daughters.
Hospitable. Hard-working. On the hunt for a good bargain.
Adventurous. Creative. Energetic. Enjoys spending time outdoors. Motivated by building relationships.
Accounting Advisor II
Analytical. Comical. Logical. Enjoys spending time outdoors. Strongman athlete.
Adventurous. Funny. Determined. Inspired by new ideas. Her interesting factoid is that she’s been on a few episodes of Grey’s Anatomy.
Caring. Intellectual. Traveler. Collector of ornaments. Harry Potter fan.
Happy. Hard worker. Go-getter. Loves the beach. Loves the Bahamas. Loves the beaches in the Bahamas.
Random. Sleepy. Skier. Builder. Enjoys drag racing and the adage, “If you can turn, you’re not going fast enough.”