Meet the Team

Amy Baume, CPA Senior Tax Manager 20 yrs Fiduciary Tax experience 513-387-0371	Lori Cox, EA Senior Tax Manager 31 yrs Fiduciary Tax experience 614-461-3969	Janice Howard Senior Tax Manager 25 yrs Fiduciary Tax experience 614-461-3968	Ron Doll Senior Tax Manager 18 yrs Fiduciary Tax experience 513-387-0372
Lisa Edgar, CPA Senior Tax Accountant 12 yrs Tax experience 513-387-0374	Patti Crain Senior Tax Manager 20 yrs Fiduciary Tax experience 513-387-0370	Nancy Burton Senior Tax Manager 17 yrs Fiduciary Tax experience 513-387-0373	David Humbert Senior Tax Manager 22 yrs Fiduciary Tax experience 614-461-3988
Shelley Roberts Senior Tax Manager 31 yrs Fiduciary Tax experience 614-461-3975	Vickie L Fraser, CPA, CGMA Senior Tax Manager 35 yrs Fiduciary Tax experience 614-461-3963	Matt Stump Senior Tax Manager 21 yrs Fiduciary Tax experience 216-642-8281	Michelle Geiser Senior Tax Accountant 10 yrs Fiduciary Tax experience 513-387-0377
Stephen Dryer Senior Tax Accountant 10 yrs Fiduciary Tax experience 513-387-0378	Tyler Mair Trust Tax Accountant 7 yrs Fiduciary Tax experience 513-387-0375	Abby Zimmerman Senior Tax Manager 30 yrs Fiduciary Tax experience 401-465-5447	Jeff Maslanich, EA Senior Tax Manager 25 yrs Fiduciary Tax experience 440-829-8710
Scott Mair Senior Tax Manager 30 yrs Fiduciary Tax experience 513-387-0380	Jessica Rowe Trust Tax Accountant 9 yrs Fiduciary Tax experience 513-387-0376	Cathy Flis Senior Tax Manager 20 yrs Fiduciary Tax experience 614-461-3948	Becky Totman Senior Tax Manager 30 yrs Fiduciary Tax experience 614-461-3954
Steve Graef Senior Tax Manager 12 yrs Fiduciary Tax experience 614-461-3949	Cecelia Skinner Tax Manager 15 yrs Fiduciary Tax experience 216-727-4163	Tina Saurber, EA Senior Tax Manager 29 yrs Fiduciary Tax experience 513-387-0381	Chelsea Ashworth-Stebelton Trust Tax Accountant 6 yrs Fiduciary Tax experience 513-387-0386
Bob Kling, CPA Senior Tax Manager 20 yrs Tax experience 513-387-0379	Jennifer Piscione, EA Senior Tax Manager 20 yrs Fiduciary Tax experience 216-727-4166	Micah Pullins, CPA Senior Tax Accountant 5 yrs of tax experience 513-387-0383	Steven Hart, CPA Senior Trust Tax Accountant 4 yrs Fiduciary Tax experience 216-727-4164
Brian Doucet Senior Tax Manager 20 yrs Fiduciary Tax experience 216-727-4167	Brian Johnson, JD, CPA 20 yrs of tax experience 513-387-0382	Chris Mallette Tax Manager 9 yrs Tax experience 480-415-2834	Le Vien Tax Manager 20 yrs Fiduciary Tax experience 513-387-0385
Mark Dombek Tax Manager 25 yrs Fiduciary Tax experience 216-870-2149	Pam Magnuson, EA Tax Manager 18 yrs Fiduciary Tax experience	David Settanni Senior Tax Accountant 5 yrs Fiduciary Tax experience	Steve Ferreira Senior Tax Manager 20 yrs Fiduciary Tax experience
Eric Coursey, EA National Tax Director 32 yrs Fiduciary Tax experience