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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

Josh Hanchett

CPA, Partner, Financial Advisor

J. David Bayarena

CFP®, MBA, Director of Wealth Management

G. Dennis Shay

CPA, CFP®, Consultant, Financial Advisor

Christopher Krejci

CPA, Consultant, Financial Advisor

Paula Leske

CPA, Consultant, Financial Advisor

Jack R. Morrison, Jr.

CPA, Consultant, Financial Advisor

Ashley Vasquez

Professional Staff

Jennifer Lowder

Professional Staff

Brad Tumis

Professional Staff

Amber Vargas

Professional Staff

Julie Williams

Professional Staff

D’an Kocian

Professional Staff

James (Ike) Meitzen

Client Services Manager

Christine Miller

Bookkeeper

Lissette Almanzar

Client Services Supervisor

Leah Bast

Bookkeeper

Sheri Walls

Bookkeeper

Jamie Schacherl

Wealth Management Administration

Lori Devereaux

Administration

Barbara Ann Warmuth

Administration