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
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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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Danille 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