Meet the Team

 

 

Amy Baume, CPA
Senior Tax Manager
14 yrs Fiduciary Tax experience
513-387-0371
Lori Cox, EA
Senior Tax Manager
26 yrs Fiduciary Tax experience
614-461-3969
Janice Howard
Senior Tax Manager
23 yrs Fiduciary Tax experience
614-461-3968
Ron Doll
Senior Tax Manager
15 yrs Fiduciary Tax experience
513-387-0372
Lisa Edgar, CPA
Senior Tax Accountant
10 yrs Tax experience
513-387-0374
Patti Crain
Senior Tax Manager
17 yrs Fiduciary Tax experience
513-387-0370
Nancy Burton
Senior Tax Manager
14 yrs Fiduciary Tax experience
513-387-0373
David Humbert
Senior Tax Manager
20 yrs Fiduciary Tax experience
614-461-3988
Shelly Roberts
Senior Tax Manager
27 yrs Fiduciary Tax experience
614-461-3975
Vickie Wood, CPA, CGMA
Senior Tax Manager
33 yrs Fiduciary Tax experience
614-461-3969
Heather Davis, CPA
Senior Tax Manager
18 yrs Tax experience
513-387-0376
Matt Stump
Senior Tax Manager
19 yrs Fiduciary Tax experience
216-642-8281
Michelle Geiser
Senior Tax Accountant
4 yrs Fiduciary Tax experience
513-387-0377
Stephen Dryer
Senior Tax Accountant
4 yrs Fiduciary Tax experience
513-387-0378
Tyler Mair
Trust Tax Accountant
2 yrs Fiduciary Tax experience
513-387-0375
Abby Zimmerman
Senior Tax Manager
30 yrs Fiduciary Tax experience
401-465-5447