Our Team
Unmatched Professionalism with a Personal Touch
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Our dedicated team of auditors, analysts, accountants and advisors are here to offer dedicated financial service in the form of engaging and ongoing relationships, providing you with future focused solutions that produce present peace of mind.
Category
Category
- Advisory Services
- Advisory Solutions
- Agriculture
- Audit and Assurance
- Auto Dealerships
- Business Solutions
- Cannabis
- Contractors and Construction
- Estate and Trust Services
- Family Office Services
- Family Office Solutions
- Franchising
- Health Care
- Law Firms
- Manufacturers and Distributors
- Manufacturers and Distributors Professional Services
- Medical Devices
- Outsourced Accounting Services
- Outsourced Accounting Solutions
- Professional Services
- Professional Services Real Estate Developers
- Professional Staff
- Real Estate Developers
- Tax Services
- Technology
- Transportation and Logistics
- Trust and Estate
- Wealth Management
Category
- Advisory Services
- Advisory Solutions
- Agriculture
- Audit and Assurance
- Auto Dealerships
- Business Solutions
- Cannabis
- Contractors and Construction
- Estate and Trust Services
- Family Office Services
- Family Office Solutions
- Franchising
- Health Care
- Law Firms
- Manufacturers and Distributors
- Manufacturers and Distributors Professional Services
- Medical Devices
- Outsourced Accounting Services
- Outsourced Accounting Solutions
- Professional Services
- Professional Services Real Estate Developers
- Professional Staff
- Real Estate Developers
- Tax Services
- Technology
- Transportation and Logistics
- Trust and Estate
- Wealth Management
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Michelle Luther, PHR, SHRM-CP
Chief People Officer
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Joseph J. Majeski, CPA
Principal
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Sara Maloney
Chief Financial Officer
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Jason A. Marvin, CPA
Principal, President, CPA Services
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Jon T. Meyer, CFP®
Principal, President, Wealth Management
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Nathan B. Panning, CPA
Principal, Tax Practice Leader
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Cory M. Parnell, CPA
Principal, Chief Revenue Officer
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Jerome R. Reutzel, CPA, MBT
Principal
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Nicole E. Richards, CPA
Principal
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Calvin P. Shannon, CPA, CVA
Principal, Consulting Practice Leader
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Brian Stueve, CPA
Principal, Outsourcing
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Jake Thibault
Paraplanner, Wealth Management
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