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
PROFILE

Ernie J. Villany

Ernie J. Villany

Chief Advisory Officer

Joined AS:
December 2023
PROFILE

Brittany Casarez

Brittany Casarez

Firm Director

Joined AS:
December 2021
PROFILE

Lara Gonzalez

Lara Gonzalez

Senior Accountant in Charge
Client Accounting Services Team

Joined AS:
December 2013
PROFILE

Mary Pat Mitton

Mary Pat Mitton

Client Accounting Services Director

Joined AS:
Early 2014
PROFILE

Kari Moore

Kari Moore

Tax Director

Joined AS:
Spring 2021
PROFILE

Sandi Hart

Sandi Hart

IT Director and Client Accounting Services Team

Joined AS:
Winter 2007
PROFILE

Mary Beth Herold

Mary Beth Herold

Tax Team

Joined AS:
Spring 2016
PROFILE

Angela Weller

Angela Weller

Client Accounting Services Team

Joined AS:
Winter 2007
PROFILE

Rilee Benson

Rilee Benson

Client Accounting Services Team

Joined AS:
December 2020
PROFILE

Jenn Pellerin

Jenn Pellerin

Client Accounting Services Team

Joined AS:
Summer 2020
PROFILE

Hillary Ainsley

Hillary Ainsley

Client Accounting Services Team

Manny Uson

Manny Uson

Client Accounting Services Team

Joined AS:
Summer 2008
PROFILE

Autumn Lamb

Autumn Lamb

Operations Director

Joined AS:
February 2023
PROFILE

Rebekah Kowalski

Rebekah Kowalski

Tax Team

Joined AS:
February 2016

Tylor Valdez

Tylor Valdez

Client Experience Team

Joined AS:
June 2023
PROFILE

Danielle Shaw

Senior Accountant in Charge
Client Accounting Services Team

Joined AS:
January 2022
PROFILE

Heather Ficken

Senior Accountant in Charge
Client Accounting Services Team

Joined AS:
August 2023

Rudy Murdock

Rudy Murdock

Accountant in Charge
Tax Team

Joined AS:
June 2023
PROFILE

Chris DeGrandis

Chris DeGrandis

Tax Manager

Joined AS:
December 2023
PROFILE

Jenn McLaughlin

Jenn McLaughlin

Administrative/ Client Services Team

Joined AS:
January 2023
PROFILE

Tori Bartels

Tori Bartels

Operations Manager

Joined AS:
January 2023
PROFILE

Jen Ribeiro

Jen Ribeiro

Administrative/ Client Services Team

Joined AS:
January 2023
PROFILE

Mike Airhart

Mike Airhart

Marketing Manager

Joined AS:
September 2024
PROFILE