Get to know us



Partners

Sam Levy, CPA

Managing Partner

Ira Blecker, CPA

Partner

Marley Mims Gertz, CPA

Partner

Professional Staff

Katy Probst, CPA, CFP®

Senior Manager

Aggy Latsis, EA

Senior Accountant

Ben Turner, CPA

Senior Accountant

Chuck Williams, CPA

Senior Accountant

Jordan Barnard, EA

Staff Accountant

Kaitlyn Cavallo, CPA

Staff Accountant

Lori Bohrer

Bookkeeper

Randi Meyer

Staff Accountant

Shay Skilling, CPA

Senior Accountant

Steve Blecker, CPA

Of Counsel

Tanya Jones

Lead Bookkeeper

Travis Lovingood, CPA

Staff Accountant

Bree Waltman

Bookkeeper

Glenn Miles

Senior Accountant

Jessica Nichols

Staff Accountant

Jessica Perry, CPA

Staff Accountant

Joshua Cohen CPA, MBA

Staff Accountant

Suzie Martin, CPA

Senior Accountant

Administrative

Cadie Van de Velde

Client Relations Administrator

Laura Beth Summerfield

Firm Executive Administrator

Lori Nelson Sutton

Front Desk Administrator

Theresa Cummings

Firm Operations Administrator

Yakovah Greenbaum

Administrative Assistant

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