Our People

PRINCIPAL/SENIOR WEALTH ADVISOR

Cliff Bumgarner, CPA

PARTNER

Phil Capps, CPA

MANAGING PARTNER

Marc Carter, CPA, PFS

PARTNER

Josh Clark, CPA

PARTNER

Gina Cochran, CPA

PARTNER

Mark Dallas, CPA

PARTNER-IN-CHARGE

Travis Davis, CPA

PARTNER

Steven Dumstorff, CPA, PFS

PARTNER

Rick Gratza, CPA

PARTNER

Anna Guetersloh, CPA

PARTNER

Ross Hager, CFP®

PRINCIPAL/SENIOR WEALTH ADVISOR

Amber Halstead, CPA

PARTNER

Danielle Hunt, CPA

PARTNER

Bethany Jaeger

PARTNER, PRINCIPAL

Kirsten Kienzler, CPA

PARTNER

Scott Marr, CPA, MST

Milwaukee, Partners

PARTNER

Justin Mason, CFP®

PRINCIPAL, SENIOR WEALTH ADVISOR, AND CCO

Melody Morgan, CPA

PARTNER

Chris Nelson, CPA

PARTNER

Kate Schneider, MBA

CHIEF OPERATING OFFICER

Josh Shugart, CPA

PARTNER

Christian Slaats, CPA

Milwaukee, Partners

PARTNER-IN-CHARGE

Michelle Steckel, CPA

PARTNER

Casey Tom, CPA

PARTNER

Kate Ward, CPA

PARTNER

Allison Weems, CPA

PARTNER

Jerry Williams

PARTNER

Brittany Wolfram, CPA

PARTNER

Brian Wuertz, CPA

PARTNER IN CHARGE

Jenny Zipprich, CPA

PARTNER

Jereme Zook, CPA

PARTNER

Jeremy Adams, CPA

SENIOR AUDIT MANAGER

Patricia Amuedo, CPA

TAX MANAGER

Jonathan Atencio

AUDIT STAFF

Ryan Babbs

TAX SENIOR

Drew Bails

SENIOR ACCOUNTANT

Grant Bale, CPA

AUDIT SENIOR

Dalton Balster, CPA

AUDIT SENIOR

Cris Barnhart

CLIENT SERVICE ASSOCIATE

Kayla Baumgartner, CPA

AUDIT SENIOR

Dana Bays

AUDIT STAFF

Shannon Bequette

STAFF ACCOUNTANT

Kirstin Bergerud

AUDIT STAFF

Rebecca L. Bergmann

OFFICE ADMINISTRATOR

Alyssa Bitticks

TAX STAFF

Shelly Bolen

ACCOUNTANTING SERVICES STAFF

Brock Boston

AUDIT SENIOR

Brittany Jones

ADMINISTRATIVE ASSISTANT

Nate Brauer, CPA

AUDIT SENIOR

Chris Brauner

WEALTH ADVISOR

Nancy Bryce

SENIOR ADMINISTRATIVE ASSISTANT

Keith Butler

STAFF ACCOUNTANT

Chase Campbell

AUDIT STAFF

Laura Canopy, CPA

AUDIT MANAGER

Kyler Clark, CPA

AUDIT SENIOR

Angela Cochran

ADMINISTRATIVE ASSISTANT

Haley Coffey, CPA

AUDIT SENIOR

Drew Conger

SENIOR OPERATIONS SPECIALIST

Lauren Cowell

AUDIT STAFF

Kristina Cox

ADMINISTRATIVE ASSISTANT

Emily Creasey

CLIENT PROCESSING STAFF

Leo Crites

AUDIT STAFF

Lindsay Croteau

ADMINISTRATIVE ASSISTANT

Jacob Cullen, CPA

AUDIT MANAGER

Zach Curry, CPA

AUDIT SENIOR

Kirsten Daly, CPA

STAFF ACCOUNTANT

Casey Davidsmeyer

INTERNAL ACCOUNTANT

Valerie Dehart

ACCOUNTING SERVICES STAFF

Brianne Dellamano, CPA

AUDIT STAFF

Mary Dellamano

ADMINISTRATIVE ASSISTANT

Zachary Dellert

AUDIT SENIOR

Trish Donovan

ACCOUNTING SERVICES STAFF

Ray Doyle

STAFF ACCOUNTANT

Derek Dragoo, CPA

AUDIT MANAGER

Cathy Elam

ACCOUNTING SERVICES STAFF

Skyler Ellison

TAX STAFF

Shannon Englehardt

TAX STAFF

Heather Foraker

ACCOUNTING SERVICES STAFF

Randy Forbes, CPA

AUDIT MANAGER

Joshua Franke

TAX STAFF

Beth Frazer

STAFF ACCOUNTANT

Erin Frazier

ACCOUNTING SERVICES STAFF

Tonya Fry

CONSULTING MANAGER

Brenda Gauch

ACCOUNTING SERVICES STAFF

John Gensert, CPA

TAX SENIOR

Jacob Gerdes

AUDIT STAFF

Dakotah Gillmore

STAFF ACCOUNTANT

Angela Ginnard

ADMINISTRATIVE ASSISTANT

Emelie Glisson

SENIOR ADMINISTRATIVE ASSISTANT

Kala Goad

ADMINISTRATIVE ASSISTANT

Matthew Gnadinger

AUDIT STAFF

Candice Graves

STAFF ACCOUNTANT

Dakota Greer, CPA

AUDIT MANAGER

Gina Greer

ACCOUNTING SERVICES STAFF

Aaron Gregson

TAX SENIOR

Adrienne Grothaus

Audit Senior

Tyler Hall

STAFF ACCOUNTANT

Kimberly Hancock

ADMINISTRATIVE ASSISTANT

Alex Harden

TAX STAFF

Brock Harding, CPA

AUDIT SENIOR MANAGER

Jan Hartwig

ADMINISTRATIVE ASSISTANT

Dawn Hauer

RECEPTIONIST

Laura Hauer

AUDIT SENIOR

Angie Hayes

ADMINISTRATIVE ASSISTANT

Johanna Hebenstreit

TAX MANAGER

Gigi Heissinger

CLIENT SERVICE ASSOCIATE

Caden Heyen CFP®

ASSOCIATE WEALTH ADVISOR

Tesfa Hibtes

AUDIT STAFF

Landon Hohgrefe

AUDIT STAFF

Hayden Holloway

STAFF ACCOUNTANT

Deana Hunt

ACCOUNTING SERVICES SENIOR

John Hunter, CPA

TAX MANAGER

Teresa Jack

ADMINISTRATIVE ASSISTANT

Sara Jaeger

ACCOUNTING SERVICES MANAGER

Darin Jenkins, CPA

DIRECTOR OF OPERATIONS

Jim Jones

TAX SENIOR

Maddie Jones

STAFF ACCOUNTANT

Madison Jones

AUDIT STAFF

Phil Kaeb

TAX MANAGER

Kristi Kapshandy

ACCOUNTING SERVICES STAFF

Andrew Keller

TAX SENIOR

Lynda Kendall

ACCOUNTING SERVICES STAFF

Austin Kight

AUDIT STAFF

Pat Kinsella

PENSION ANALYST

Kayla Koonce

ACCOUNTING SERVICES STAFF

Mikayla Kraut

STAFF ACCOUNTANT

Sarah Mulhern, CPA

TAX MANAGER

Kailey Lacy

TAX STAFF

Andrew Lato, CPA

SENIOR MANAGER

Amber Leslie

AUDIT SENIOR

Katy Long, CPA

DIRECTOR OF QUALITY CONTROL

Wendy Long

AUDIT SENIOR

Brock Mackiney

AUDIT SENIOR

Christina Mason

ACCOUNTING SERVICES STAFF

Teora Mason

TAX SENIOR

Lindsay Mathews

STAFF ACCOUNTANT

Chris McAuley, CPA

SENIOR MANAGER

Benton McCarthy

CONSULTING STAFF

Marge McCree

Judy McGuire

ACCOUNTING SERVICES STAFF

Kelsey Merchant

SENIOR ACCOUNTANT

Connor Merideth, CPA

AUDIT SENIOR

Don Merriman

AUDIT STAFF

Braden Meyer

AUDIT STAFF

Alyssa Michaud

AUDIT STAFF

Becky Minick

CLIENT PROCESSING STAFF

Grace Montgomery

AUDIT STAFF

Julia Moore, CPA

AUDIT SENIOR

Meghan Moore

TAX MANAGER

Kaitlyn Moore

STAFF ACCOUNTANT

Samantha Moore

AUDIT STAFF

Chelsea Nehls

TAX STAFF

Margie Nichols, CPA

TAX SENIOR

Donielle Nicholson

ADMINISTRATIVE ASSISTANT

Jeff Paisley

IT MANAGER

Brooke Palmerton

ADMINISTRATIVE ASSISTANT

Peyton Paszkiewicz

AUDIT STAFF

Sue Petrone, CPA

ACCOUNTING SERVICES STAFF

Caleb Poe

AUDIT STAFF

Andrew Potter, CPA

TAX SENIOR

Kyle Ranchino

STAFF ACCOUNTANT

Gina Reeves, PFS, CPA

SENIOR WEALTH ADVISOR

Jayci Reyling

STAFF ACCOUNTANT

Julia Riffey

AUDIT SENIOR

Christy Romeo

ACCOUNTING SERVICES STAFF

Lisa Ruch, CPA

SENIOR MANAGER

Carli Saxhaug

AUDIT STAFF

Crystal Schallenberg, EA

Tax Senior

Gerald Schmidt

TAX ACCOUNTANT

Monica Schmidt

ADMINISTRATIVE ASSISTANT

Peyton Schmidt

ADMINISTRATIVE ASSISTANT

Amanda Schnitker

CLIENT PROCESSING STAFF

Ashley Schreder

ACCOUNTING SERVICES STAFF

Ben Schwab

TAX MANAGER

Kelly Sgro

ACCOUNTING SERVICES SENIOR

Susan Shackelford, RLP

DIRECTOR OF WEALTH MANAGEMENT

Patrick Smith, CPA

AUDIT MANAGER

Angel Smothers

SENIOR OPERATIONS MANAGER

Kate Sobieralski, CPA

TAX MANAGER

Brook Soebbing

ASSOCIATE WEALTH ADVISOR

Rhonda Spencer

ACCOUNTING SERVICES STAFF

Bethany Spickerman

STAFF ACCOUNTANT

Jonah Steele

CONSULTING STAFF

Cindy Stich

CONTROLLER

Polly Stover, CPA, MBA

TAX MANAGER

Sam Sweetland

AUDIT STAFF

Stephen Taylor

STAFF ACCOUNTANT

Drew Thomason

CONSULTING MANAGER

Jordan Tuetken

STAFF ACCOUNTANT

Nathan Townsend, MBA, CFP®

ASSOCIATE WEALTH ADVISOR

Meghan Ude

AUDIT STAFF

Andrew Underdown

TAX STAFF

Brooke Valenti-Jouett, SHRM-SCP

HUMAN RESOURCES MANAGER

Jared Van Slyke

WEALTH ADVISOR

Lori Wagner

ACCOUNTING SERVICES STAFF

Erica Webb

TAX STAFF

Meg Weishar, CPA

TAX ACCOUNTANT

414-456-1099

Amanda Wells, CPA

SENIOR AUDIT MANAGER

Shawnee Wheeler

ACCOUNTING SERVICES STAFF

Beth Williams

ACCOUNTING SERVICES STAFF

Shawn Windisch

ACCOUNTING SERVICES SENIOR

Sarah Witherbee

TAX STAFF

Alec Witner

AUDIT SENIOR

Logan York

AUDIT STAFF

Nick Zulauf