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Meet Our Team

Tax and Accounting Team

Daniel Cook

Daniel Cook, CFP®, AIF®

Chief Financial Officer

Jason Schneider

Jason T. Schneider, CPA, CGMA

Director of Accounting

Trisha Allen

Trisha Allen, CPA, CGMA

Accounting Supervisor

Kristy McClurken

Kristy McClurken, CPA

Accounting Supervisor

Tina James, CPA

Tina James, CPA

Senior Staff Accountant

Phylis Bolno

Phylis S. Bolno, MBA, EA

Financial and Tax Advisor

Katy Luedtke

Katy Luedtke, PMP

Accounting Operations Manager

Denise Cook

Denise Cook

Practice Manager

Laura Carmody

Laura Carmody

Staff Accountant

Douglas Fischer

Staff Accountant

Courtney Everitt

Courtney Everitt

Client Relationship Manager