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OUR TEAM

Jerome Kotzur
CPA, Managing Partner, Financial Advisor

Michael Wenske
CPA, Partner, Financial Advisor

Andrew Merryman
CPA, Partner, Financial Advisor

J. David Bayarena
CFP®, AIF®, MBA, Director of Wealth Management

G. Dennis Shay
CPA, Consultant

Christopher Krejci
CPA, Consultant, Financial Advisor

Paula Leske
CPA, Consultant

Jack R. Morrison, Jr.
CPA, Consultant, Financial Advisor

Ashley Vasquez
Professional Staff

Jennifer Farris
Professional Staff

Amber Bittlebrun
Professional Staff

Julie Williams
Professional Staff

D’an Kocian
Professional Staff

James (Ike) Meitzen
Client Services Manager

Christine Miller
Bookkeeper

Leah Bast
Bookkeeper

Sheri Walls
Bookkeeper

Jamie Schacherl
Wealth Management Administration

Lori Devereaux
Administration

Barbara Ann Warmuth
Administration

Chad Kern
Tax Supervisor




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