Our Team

Providing exceptional client service is not something our people work at – it is inherent in their natures. We hire friendly professionals who believe in follow-through and ensuring all our clients are enthusiastically satisfied.

Dave Fischer

Dave Fischer

Chief Executive Officer

Owner as of
Spring 2022
PROFILE

Lera Kooper

Lera Kooper

Chief Business Development Officer

Owner since
2023
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Ernie J. Villany

Ernie J. Villany

Chief Advisory Officer

Joined AS:
December 2023
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Lara Gonzalez

Lara Gonzalez

Senior Accountant in Charge
Client Accounting Services Team

Joined AS:
December 2023
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Mary Pat Mitton

Mary Pat Mitton

Client Accounting Services Director

Joined AS:
Early 2014
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Kari Moore

Kari Moore

Tax Director

Joined AS:
Spring 2021
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Sandi Hart

Sandi Hart

IT Director and Client Accounting Services Team

Joined AS:
Winter 2007
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Mary Beth Herold

Mary Beth Herold

Tax Team

Joined AS:
Spring 2016
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Angela Weller

Angela Weller

Client Accounting Services Team

Joined AS:
Winter 2007
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Rilee Benson

Rilee Benson

Client Accounting Services Team

Joined AS:
December 2020
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Jenn Pellerin

Jenn Pellerin

Client Accounting Services Team

Joined AS:
Summer 2020
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Hillary Ainsley

Hillary Ainsley

Client Accounting Services Team

Manny Uson

Manny Uson

Client Accounting Services Team

Joined AS:
Summer 2008
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Brittany Casarez

Brittany Casarez

Firm Director

Joined AS:
December 2023
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Autumn Lamb

Autumn Lamb

Operations Director

Joined AS:
February 2023
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Rebekah Kowalski

Rebekah Kowalski

Tax Team

Joined AS:
February 2016

Tylor Valdez

Tylor Valdez

Client Experience Team

Joined AS:
June 2023
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Abbie Abel

Abbie Abel

Tax Team

Joined AS:
July 2023
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Danielle Shaw

Senior Accountant in Charge
Client Accounting Services Team

Joined AS:
December 2023
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Heather Ficken

Senior Accountant in Charge
Client Accounting Services Team

Joined AS:
December 2023

Deb Croarkin

Deb Croarkin

Tax Manager

Joined AS:
December 2023
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Rudy Murdock

Rudy Murdock

Accountant in Charge
Tax Team

Joined AS:
December 2023
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Chris DeGrandis

Chris DeGrandis

Tax Manager

Joined AS:
December 2023
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Jenn McLaughlin

Jenn McLaughlin

Administrative/ Client Services Team

Joined AS:
December 2023
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Tori Bartels

Tori Bartels

Operations Manager

Joined AS:
December 2023
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Jen Ribeiro

Jen Ribeiro

Administrative/ Client Services Team

Joined AS:
December 2023
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Mariya Pioszak

Mariya Pioszak

Tax Manager

Joined AS:
December 2023
PROFILE