Our People

Explore SEP and SIMPLE Retirement Plans for Your Small Business

Beyond the Fraud Risk Assessment: Managing Nuanced Threats

Employers: Don’t Let Compliance Issues Undermine Your Wellness Program

Our People. Our Greatest Asset.

When it comes to thriving, only the best people make that happen. We are 250+ dedicated professionals helping clients across diverse industries throughout our beautiful state. We work together to bring our clients the insights of a diverse team ready to assist with your business goals and unique challenges.

Our People

CPAs & Advisors

David Youngstrom

CPA

President & CEO

Read More About David

Marisa Ahrens

CPA

Principal

Read More About Marisa

Sophia Alexander

CPA

Manager

Read More About Sophia

Ali Barnes

CPA, CGFM

Managing Principal

Read More About Ali

Zaher Basha

CPA, CM&AA

Principal

Read More About Zaher

Daniel Beard

CPA

Senior Manager

Read More About Daniel

Jim Bellor

CPA

Senior Manager

Read More About Jim

David Berger

CPA

Principal

Read More About David

Matt Black

Senior Manager

Read More About Matt

Jordan Bohlinger

Manager

Read More About Jordan

Kevin Bouma

CPA

Manager

Read More About Kevin

Brandon Brom

CPA

Manager

Read More About Brandon

Kelly Brown

CPA, MST

Senior Manager

Read More About Kelly

Shannon Champagne

CPA

Manager

Read More About Shannon

Danielle Cary

CPA

Principal

Read More About Danielle

Terrie Chronowski

E.A.

Tax Supervisor

Read More About Terrie

Timothy Crosson Jr.

CPA

Principal

Read More About Timothy

Shawn Davis

CPA

Manager

Read More About Shawn

Nicole Demand

CPA

Manager

Read More About Nicole

Bradley DeVries

CPA, CAE

Managing Principal

Read More About Bradley

Brian Dixon

CPA

Managing Principal

Read More About Brian

James Edwards III

CPA

Senior Manager

Read More About James

Michael Evrard

CPA

Principal

Read More About Michael

Derrick Friend

CPA

Manager

Read More About Derrick

Daniel Gruzd II

CPA

Manager

Read More About Daniel

John W. Haag Sr.

CPA/ABV, CFF, CVA

Managing Principal

Read More About John

Jordan Hale

CPA

Manager

Read More About Jordan

David Jewell

CPA

Managing Principal

Read More About David

Kristi Krafft-Bellsky

CPA

Director of Quality Control

Read More About Kristi

Alan LaDuke

CPA, MST

Principal

Read More About Alan

Carrie Lapka

CPA, CPPM

Senior Manager

Read More About Carrie

Megan LaPointe

CPP

Payroll Manager

Read More About Megan

Christina LaVielle

Manager

Read More About Christina

Suzanne Lozano

CPA

Principal

Read More About Suzanne

Danielle Lutz

CPA

Manager

Read More About Danielle

Andrew Matuzak

CPA, PFS

Leader of Yeo & Yeo Wealth Management

Read More About Andrew

James McAuliffe

CPA, MST

Principal

Read More About James

Nicholas McFadden

CPA

Manager

Read More About Nicholas

Chelsea Meyer

CPA

Senior Manager

Read More About Chelsea

Rebecca Millsap

CPA, PFS

Managing Principal

Read More About Rebecca

Tammy Moncrief

CPA

Managing Principal

Read More About Tammy

Madi Moreau

CPA

Manager

Read More About Madi

Michael Oliphant

CPA, CVA

Principal

Read More About Michael

Thomas O’Sullivan

CPA, CFE

Managing Principal

Read More About Thomas

Alan D. Panter

CPA, CGFM

Principal

Read More About Alan

Christine Porras

CPP

Payroll Supervisor

Read More About Christine

Zoey Provenzano

CPA

Manager

Read More About Zoey

Kyle Richardson

CPA

Manager

Read More About Kyle

Kellen Riker

CPA

Manager

Read More About Kellen

Jamie Rivette

CPA, CGFM

Principal

Read More About Jamie

Marc Roedel

CPA

Manager

Read More About Marc

Michael Rolka

CPA, CGFM

Principal

Read More About Michael

Roselynn Sharman

Outsourced Business Operations Manager

Read More About Roselynn

Christopher Sheridan

CPA, CVA

Principal

Read More About Christopher

Jacob Sopczynski

CPA

Principal

Read More About Jacob

Steve Soules

CPA, E.A.

Manager

Read More About Steve

Eric Sowatsky

CPA, CGMA, NSSA, PFS

Principal

Read More About Eric

Michelle Spunar

CPA

Senior Manager

Read More About Michelle

Bill Stec

Manager of Recruitment & Campus Relations

Read More About Bill

Tara Stensrud

CPA, NSSA, PFS

Principal

Read More About Tara

Wendy Thompson

CPA

Training Manager

Read More About Wendy

Jennifer Tobias

CPA

Principal

Read More About Jennifer

Steven Treece

CPA, PFS

Senior Manager

Read More About Steven

Rachel Van Slembrouck

CPA

Principal

Read More About Rachel

Avery Warren

Recruiter

Read More About Avery

Jennifer Watkins

CPA

Principal

Read More About Jennifer

Alex Wilson

CPA

Principal

Read More About Alex

Michael Wilson II

CPA

Manager

Read More About Michael

Joey Winterstein

CPA

Manager

Read More About Joey

Technology

Jeff McCulloch

President

Read More About Jeff

Fred Miller

Vice President

Read More About Fred

Medical Billing & Consulting

Kati Krueger

CMPE

President

Read More About Kati

Traci Cook

CPC, CPMA

Billing and Coding Consultant

Read More About Traci

Denise Garrett

COC, CPC, CPCO, CPMA, CPPM, CSFAC

Billing Manager

Read More About Denise

Wealth Management

Pete Bender

CFP®

Retired Leader of Yeo & Yeo Wealth Management

Read More About Pete

Daniyal Ahmed

CFP®

Financial Planning Consultant

Read More About Daniyal

Matthew Cash

CFP®

Financial Planning Consultant

Read More About Matthew

Andrew Matuzak

CPA, PFS

Leader of Yeo & Yeo Wealth Management

Read More About Andrew

HR Advisory Solutions

Amy Cell

President

Read More About Amy