Tax planning works best as a year-round conversation, not a once-a-year filing. Archer Lewis advisors stay engaged with your business throughout the year, backed by 600+ specialists nationwide.
Accurate financials are the foundation for every decision a business makes. Archer Lewis keeps your books clean and current, giving you numbers you can rely on well beyond tax season.
Selling a business, planning an exit, restructuring, or preparing for growth are among the most consequential decisions an owner will make. Archer Lewis brings financial expertise and strategic clarity to these moments.
When lenders, investors, or regulators need confidence in your numbers, Archer Lewis provides the independent verification to support it, through audits and reviews handled by specialists who understand what's at stake. Jarrard, Nowell & Russell can also provide compilations to support your business needs. All audit and assurance services are provided by Jarrard, Nowell & Russell, LLC.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Private Client Services
High-net-worth individuals and families face financial complexity that extends well beyond an annual tax return. Archer Lewis brings together estate planning, family office services, and succession strategy to help preserve and direct your wealth according to your intentions.
Growing businesses often need strategic financial leadership before they're ready for a full-time executive. Archer Lewis provides fractional CFO services for companies that want an experienced advisor thinking ahead about their financial future.
Farm and agriculture businesses have unique tax rules, cash basis accounting elections, and equipment decisions that most advisors don't know well. Archer Lewis works with agricultural businesses who need specialists.
Auto dealerships have floor plan financing, inventory accounting, F&I income, and manufacturer compliance requirements that most advisors don't know. Archer Lewis works with dealership owners who need specialists.
Construction accounting is different: job costing, percentage of completion, retainage, and contractor tax issues that generalist advisors miss. Archer Lewis works with contractors and developers who need specialists.
Family offices coordinate financial affairs across investments, tax, estate, and multiple entities. Archer Lewis provides the accounting, tax, and advisory expertise that family offices need, coordinated across the full picture.
Government entities and public agencies face audit requirements, grant compliance, and financial reporting standards that require specialists in governmental accounting. Archer Lewis serves government clients who need advisors that know the rules.
Healthcare practices face reimbursement accounting, physician compensation structures, and practice valuations that most generalist firms handle poorly. Archer Lewis works with medical practices and healthcare organizations that need specialists.
Manufacturing businesses deal with inventory accounting, cost of goods, equipment depreciation, and R&D credits that generalist firms consistently miss. Archer Lewis works with manufacturers who need advisors that understand the industry.
Law firms, consultancies, engineering firms, and other professional service businesses have their own financial complexity. Archer Lewis works with professional service firms that need advisors who understand how they operate.
Real estate tax is its own discipline. Archer Lewis works with property owners, investors, and developers who need specialists in depreciation, 1031 exchanges, cost segregation, and real estate tax strategy.
Restaurants operate on thin margins where financial management is the difference between profitable and closed. Archer Lewis works with restaurant owners who need advisors that understand the industry's specific financial challenges.
Retail businesses deal with inventory management, multi-channel sales tax, and seasonal cash flow that most advisors don't plan for. Archer Lewis works with retailers who need financial management that matches how they actually operate.
Most small business owners handle their finances longer than they should. Archer Lewis takes it off your plate: bookkeeping, tax, payroll, and planning handled by a local team that knows your business.
Tech companies face accounting and tax complexity that most firms aren't built for: R&D credits, equity compensation, revenue recognition, and rapid scaling. Archer Lewis works with technology businesses from startup through exit.
I have seven years experience with a Big Four accounting firm. I have over 35 years experience with Brown Rogers and Co LLC. During that time I have served clients in manufacturing, professional services, wholesale, and real estate among others. Because of my early experience, I have serviced many high net worth individuals with stock option planning, income tax planning and estate planning. I have experience with TPA services for retirement plans. My current practice focuses on the needs of the small business owner on a business and individual level.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Midland Park
Kathy Bernard
Kathleen became a partner at Lota & Bernard LLC in 2006, having worked for the firm since graduating college in 1990. Over her 34 years she has served in various volunteer positions at the NJ Society of CPAs including president of the Bergen Chapter and most recently served a 3 year role as a Board of Trustee for the Society. She is currently serving as the Chairperson for the Bergen Chapter Tax Seminar committee, and as a PAC trustee for the NJCPA. Kathleen enjoys giving back to the profession, especially by visiting local high schools and colleges to promote the profession and encourage future leaders.
Lance Bodeen, CPA, CGMA is a principal with 24 plus years of experience providing accounting, tax, advisory, and financial statement services to professionals in the medical, dental, engineering, real estate, and other service industry professions.
In addition, he provides tax, advisory and financial statement services to small businesses in the construction industry.
Certifications
Certified Public Accountant (2003)
Chartered Global Management Accountant (2015)
Bachelor of Arts in Accounting, St. John's University (1998)
Donna is the Managing Principal with Coker James and handles the firm's tax practice. Her areas of expertise include corporate and partnership taxation, multi-state taxation, individual tax issues and planning, estate and gift taxation, and representation before the Internal Revenue Service. She has authored a book to help women in business titled "Lead Like A Woman".
Donna has thirty five years of experience in both public and private sectors of the industry. Prior to joining Coker James in 1998, she was the Controller of a closely held corporation and a partner in a public accounting firm.
EDUCATION
Georgia State University (B.B.A., Accounting)
Georgia State University (Master of Taxation)
PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
COMMUNITY INVOLVEMENT
Burnt Hickory Baptist Church
Barry is a licensed CPA in the State of Kansas since 2002. He specializes in small business services to a wide range of industries including construction, agriculture and oil & gas production.
Mike Briers is a principal with more than 30 years of experience in domestic and international accounting, tax, and business advisory services, Mike brings a global perspective and practical insight to clients across industries. As a Certified Public Accountant accredited in Business Valuation, he works closely with individuals, partnerships, and corporations to help them achieve long-term business, tax, and financial goals.
Mike serves clients with a focus on proactive tax planning and business growth strategies. His earlier experience includes senior tax and corporate finance roles with Springs Industries, Inc. and a global posting in Shanghai, China as Asian Corporate Controller for Springs Global US, Inc. He began his career at Ernst & Young, advising clients on complex tax and accounting matters.
He is an active member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Mike has also served in multiple community leadership roles, including as Past-Chairman of the Bonita Springs Area Chamber of Commerce and a graduate of Leadership Bonita (Class of 2011).
Elisa Brooks is the VP and Head of Human Resources for Archer Lewis that brings over 15 years of deep experience in human resources, people management, and operations, with a career spanning HR and leadership roles across logistics, retail, and corporate environments. She specializes in fostering strong organizational cultures, leading people operations, and driving effective talent acquisition strategies. Most recently, Elisa supported rapid, private-equity-backed growth within a fast-moving logistics company, navigating constant change while building scalable HR processes and teams.
Elisa supports Archer Lewis in the HR strategy to enable Archer Lewis’s rapid growth, overseeing talent acquisition, development, and cultural alignment across the organization. Elisa partners with the teams on compensation, compliance, and organizational effectiveness while championing an inclusive, high-performance culture.
Outside of work, Elisa enjoys spending time with her husband and four children—usually at the beach, on the lake, or at a baseball field (Go Cubs!).
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Portland West
Peter Callnan
40 years of experience in public accounting providing business advisory services and individual tax compliance. Committed to building valued relationships with clients through individualized innovative responses to their needs.
Chris, who formed Cassidy CPA in 2000, is admitted to the California Bar and US Tax Court. She has extensive experience in litigation with the San Francisco District Attorney and Public Defense's office and years of experience as a CPA with KPMG. Her legal background makes her uniquely qualified to provide not only tax services, but also expert advice on business restructuring and planning. She earned her BA from University of California, Berkeley, a JD from the University of San Francisco School of Law, and an LLM from New York University Graduate School of Law.
She is a member of American Institute of Certified Public Accountants (AICPA), South Carolina Association of CPAs, the State Bar of California, and the American Bar Association.
Chris, who previously lived in San Francisco and New York City, enjoys scuba diving, swimming, and rowing.
Jacqueline Casto is a Corporate Principal at Archer Lewis and a strategic tax leader with nearly two decades of experience advising global organizations, private equity firms, asset managers, and closely held businesses through complex tax compliance, structuring, and transactional matters.
Jacqueline plays a cross-enterprise leadership role supporting firm integration, Principal transitions, and the development of high-value advisory capabilities, including transaction and M&A services. She partners across offices to elevate technical depth, strengthen operational alignment, and position the firm for scalable growth.
She is widely recognized for her expertise in passthrough entity taxation, specialized allocations, Section 754 adjustments, and sophisticated deal structuring. Her approach to compliance integrates proactive tax planning and strategic consulting to deliver the most tax-efficient outcomes for clients, both at the business and individual level.
Her hallmark is blending deep technical knowledge with strong leadership. She mentors teams, advances firmwide initiatives, optimizes processes, and manages complex client relationships with clarity and confidence. Jacqueline thrives at the intersection of strategy, execution, and leadership, helping organizations capture value, streamline compliance, and make informed decisions in high-stakes environments.
Suzie has over 35 years of tax and accounting experience working with franchisees, construction, not-for-profit, local governments, and other small-to-medium size businesses and individuals. She loves the organization that good accounting systems provide, and is passionate about solving the challenges inherent in complex issues. She's also an example of the quintessential American success story, as this former co-owner and partner of UCB started out as the company receptionist while still completing her accounting degree. Now she passes that can-do spirit of opportunity to others in the firm. Suzie is an honors graduate of Tennessee Wesleyan College, with a Bachelor of Science in Accounting. Suzie obtained her CPA designation in 2000, and is a member of the Tennessee Society of Certified Public Accountants and American Institute of Certified Public Accountants.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Portland East
Jim Cardosi CPA
Principal
Jim has over 12 years of experience in public accounting, focusing on tax planning and compliance for individuals, small to medium-size businesses and real estate owners. He values building strong relationships in order to address the unique tax situation of each individual and business he works with. Prior to his career in public accounting, Jim served seven years as a Naval Flight Officer aboard the P-3C Orion and as a member of the Chief of Naval Operations' staff in Washington, D.C.
Jim holds a B.A. in Political Science from Villanova University, an M.B.A. from The George Washington University and Master of Science in Taxation from American University. Outside of the office Jim enjoys running, hiking, and trying to keep up with his wife and teenage son on family mountain bike outings.
With more than 25 years of experience, Pete blends legal and accounting expertise to provide clients with fully integrated tax planning, compliance, and strategic advisory services. His dual credentials allow him to approach tax matters from both a technical accounting perspective and a legal, transaction-driven standpoint, resulting in comprehensive, forward-thinking solutions for complex situations. Pete is known for his ability to navigate sophisticated tax matters while delivering clear, practical guidance tailored to each client's goals.
Pete focuses his practice on individual tax planning and compliance, as well as advisory and compliance services for small to medium-sized businesses and startups across a broad array of industries. He works closely with clients throughout the year to help them understand the tax implications of key business decisions, optimize their tax positions, and navigate an increasingly complex regulatory landscape.
Sarah Myers brings over 17 years of experience in public accounting and tax services. As a leader of our accounting services team, she oversees payroll and a wide range of accounting functions. Her primary focus is tax preparation for small to mid-sized local businesses, individuals, and non-profit organizations. Sarah also has a background in auditing and financial statement preparation.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Montpelier
Sheila Valley CPA
Member of Jarrard, Nowell & Russell, LLC
Sheila Valley, CPA has been with Fothergill Segale & Valley since 1986 and has held her CPA license since 1989. As a Principal with Fothergill Segale & Valley she has over 30 years of experience and enjoys working directly with her individual clients and small businesses.
Sheila has been a Director and past President of the Vermont Society of CPAs. She is currently serving as finance and audit committees of The Girl Scouts of the Green and White Mountains.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Montpelier
Teresa Kajenski CPA
Member of Jarrard, Nowell & Russell, LLC
Teresa joined us in 1991 and was certified in 1995. She has an associate's degree in business from Champlain College and a bachelor's degree in accounting from St. Michael's College, graduating Cum Laude.
Teresa has been a director and is a past president of the Vermont Society of CPAs. She is a member of the American Institute and the Vermont Society of CPAs and served on the AICPA's Governing Council. She served on the boards of the North Country Federal Credit Union, the Vermont Chamber of Commerce and Cochran's Ski Area.
Teresa resides in Williston with her spouse, Ken, and their daughter. She enjoys being outside as much as possible, whether that be on the lake or on the mountain.
Teresa holds Vermont CPA license number 1202.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Portland East
Walker Matthews CPA
Principal
Walker began his tax career at a large regional accounting firm in 2011, as an associate working in both the tax and audit groups. After his initial year there, he decided to focus his practice solely on tax and was quickly assigned some of the largest and most complex corporate clients in the firm. Walker earned his CPA designation in the fall of 2014.
Walker is a co-founder of Dufour Tax Group, LLC, and focuses his practice on tax planning and compliance for our business clients.
Walker received his B.A. in History and Classics, magna cum laude, in 2008 from Williams College, where he also served on an advisory board for faculty hiring and taught swing dancing with his wife, Allie. He received his certificate degree in Accounting from the University of Southern Maine in 2012.
Having assisted clients in obtaining R&D tax credits over the past 30 years, Bob’s decades of experience can assist in defining and realizing these and other tax credits and accelerated deductions (R&D, Energy, Cost Segregation and Pandemic Relief assistance) for your organization.
Bob joined LFC in 2021 as the leader of our Special Tax Services group focusing on credits and incentives, notably R&D, Energy and Cost Segregation credits and incentives. His primary responsibilities include identifying and qualifying companies with the potential to enjoy these and other tax incentives.
Bob brings over 30 years of accounting and business experience to our firm, with more than 25 years dedicated to Research & Development tax credit consulting across a wide array of industries: aerospace, pharmaceutical, medical implement, oil and gas, transportation, manufacturing, software and construction. He, along with Dwight, began his career with PwC (then Coopers & Lybrand) and has held positions with other R&D consulting and tax advisory firms, and has earned a MSA in taxation and BBA in accounting from Texas Tech University. Bob also has Six Sigma Green Belt certification.
Not strictly business, Bob enjoys golf, tennis, coaching youth sports and a newfound activity of hiking areas of the Southwest and Pacific Northwest. Photographing all of it along the way, usually with his children Bobby and Vivian at his side.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Bellevue
Christopher Davies
Chris has over thirty years of experience in tax, accounting, financial planning, and business consulting, in addition to experience as both a controller and chief financial officer in industry. He brings not only the background knowledge of a CPA and CFO but also real-world experience in running and selling multi-million-dollar businesses. Chris primarily advises individual and business clients on a variety of tax, financial, and operational areas while overseeing the growth and development of our team.
Melinda Davis has 35 years of experience providing audit and accounting services to closely-held companies and serves as the principal over attest services at Coker James. She specializes in audit and review engagements, including employee benefit plan audits. She also oversees the client accounting services for the firm. Her focus is on the construction, real estate, dealership, and recreation industries. In addition, Melinda provides consulting services to a variety of small businesses.
Certifications:
Licensed CPA in Georgia
Certified Construction Industry Financial Professional
Bachelor of Business Administration, University of Georgia
David Delman is the founding principal in the public accounting firm of Delman & Company CPAs. He has also served as a contract Chief Financial Officer for several companies in a variety of industries.
A graduate of Guilford College, Mr. Delman began his career with A. M. Pullen & Company CPAs (now RSM), where he audited private and public companies, along with tax preparation duties. He founded Delman & Company CPAs in 1978. He has extensive experience in financial management, tax preparation and planning, compliance reporting, Estate and Trusts, ESOP consulting, M&A and Business Sales/Succession Transfers along with strategic relationships with financial and risk-management institutions and other business partners.
Mr. Delman is a member of the American Institute of CPAs and the North Carolina Association of CPAs. He serves on several Boards of local charitable organizations and has a large network of business and personal contacts in the Greensboro and overall local Triad community where he has lived since 1969.
Kelly began her career in accounting at Verrill Dana, LLP, where she worked for many years on a variety of corporate and payroll-related matters. Kelly also has extensive experience in event management for non-profits, having managed one of the area’s premier charity auctions for many years (and raising well over six figures during her tenure) as well as many other charitable fundraising and social events.
Kelly is a co-founder of Dufour Tax Group, LLC, overseeing and managing all aspects of the firm’s administrative and accounting functions. She focuses her tax practice on tax planning and compliance for individuals.
Dawn is an accomplished accounting professional with 25 years of public accounting and bookkeeping experience, catering to a diverse range of clients from small businesses to large enterprises. After earning her Bachelor of Arts in Business Administration with an emphasis in Accounting from the University of Washington, Tacoma in December 2007, she has dedicated her career to providing exceptional financial services.
As a member of both the Washington Society of Certified Public Accountants and the American Institute of Certified Public Accountants, Dawn brings extensive expertise in accounting and tax services, specializing in business management strategies, business succession planning, and the preparation of reviewed financial statements and compilations. She is passionate about developing strong relationships with her clients, taking the time to understand their unique needs and challenges.
Leveraging the years of practical experience Dawn knows how to help clients build effective accounting processes, emphasizing their importance in managing the financial health of organizations. She guides her clients in implementing structured frameworks for recording, processing, and reporting financial transactions, ensuring accuracy and regulatory compliance. Her strategic insights help businesses maintain transparency, facilitate informed decision-making, and enhance accountability, ultimately contributing to long-term success.
Outside of her professional endeavors, Dawn enjoys spending quality time with her family, riding motorcycles with her husband, and volunteering for the Cystic Fibrosis Foundation, reflecting her commitment to both her community and personal interests. Through her dedication to excellence and service, Dawn continues to make a positive impact in the lives of her clients and those around her.
MICHAEL IS A PRINCIPAL AT ARCHER LEWIS, HE IS A CERTIFIED PUBLIC ACCOUNTANT, WITH 40 YEARS OF ACCOUNTING AND TAX EXPERIENCE. HE HANDLES MOSTLY SMALL BUSINESS CLIENTS HANDLING BOTH THEIR ACCOUNTING AND TAX NEEDS. HE IS WELL VERSED IN INVESTMENTS AND PROVIDES TAX AND FINANANCIAL PLANNING FOR THE FIRMS CLIENTS.
Alyssa Fox is an Enrolled Agent who discovered her love of taxes at the tender age of 20 and has never looked back. She enjoys preparing taxes, planning for taxes, talking about taxes, and dreams about them more than most would find healthy. She has the self-given title of being "the Fastest 10-key in the Midwest". Over the twenty five years of living and breathing taxes, Alyssa, along with her brother Mark, have published a tax book for artists and musicians, opened a thriving art gallery, and enjoyed helping thousands of people each year find common understanding and acceptance of taxes. She enjoys traveling off the beaten path with her family during the off season. Her motto in life is you can't have adventure without misadventure, so nothing really phases her. Food, music, art and reading are her secondary hobbies that fill the months between tax seasons.
Feel free to edit me all you like!
James (Jim) France has over 45 years of experience in public accounting experience in the areas tax planning and compliance for closely held businesses and high net worth individuals from various sectors.
Certifications
Licensed CPA in Arkansas
Services
Tax, Gift, Estate and Trust Planning, Financial & Income Tax Planning
Industries
Professional Services, Bio-Technology, Energy, Healthcare
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Rochester
John Gillette
Member of Jarrard, Nowell & Russell, LLC
John A. Gillette, Jr. is a principal with Thaney & Associates with over 45 years of tax accounting and financial consulting experience, specializing in clients who operate in the construction, manufacturing, and retail industries.
With this experience, John is able to provide expert level strategic tax advice for businesses and their owners to help them grow and expand as needed.
Outside of work, John enjoys spending time on the golf course in Rochester and with his family and grandkids.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Calvin Haugh is a principal providing primarily tax services for high net worth taxpayers and small businesses. He also handles reviews and compilations for certain construction contractors who are required to have financials for bonding and lending purposes. He has 13 years of experience in public accounting with 4 of those years spent at CliftonLarsonAllen. Calvin because a licensed CPA in 2016 after obtaining a bachelor's of accounting from Stevenson University in 2013.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Johnnie Hawkins
Johnnie L Hawkins, CPA
Johnnie Hawkins is a graduate of the University of Washington, where he earned his degree in Accounting with a minor in Applied Computing. He began his career in public accounting in 2005 while still completing his studies, and graduated in the top ten percent of his class in 2006. Shortly thereafter, he earned his CPA designation and has been serving individuals, businesses, and organizations with distinction ever since.
Johnnie brings over two decades of experience to the table and is known for his thorough, client-focused approach. His expertise spans a wide range of tax and accounting areas, including individual, business, estate, trust, non-profit, and gift tax planning and preparation. He also specializes in providing comprehensive accounting services to small and mid-sized businesses, with significant experience supporting not-for-profit organizations. From payroll processing, financial statement preparation and analysis, to state and local tax reporting, Johnnie delivers a full spectrum of services tailored to meet his clients' needs.
Gerry was licensed as a Certified Public Accountant in Oregon in 1979. He has been employed in public accounting since 1976, and has been with the firm since 1977. Accounting and Management Advisory Services:
Performs and supervises accounting and management advisory services for numerous businesses and non-profit organizations.
Works closely with clients and is in frequent contact with them throughout the year.
Tax Services:
Performs and supervises tax planning and return preparation services for corporations, partnerships, estates, trusts, and individuals.
Assists non-profit organizations with their annual information returns and applications for tax-exempt status.
Performs estate planning services and prepares estate and gift tax returns.
Education and Training:
Holds a B.S. degree in business administration, with areas of concentration in accounting, corporate finance and banking.
1976 honors graduate from Oregon State University.
Professional and Community Activities:
Member of American Institute of CPAs and the Oregon Society of CPAs
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Kennesaw
Joe James
Joe is a Founding Principal of Coker James, where he works closely with business owners and officers to provide advice and guidance on achieving financial goals and outcomes. Additionally, Joe helps lead, manage, and set the direction for the firm.
With over 45 years of experience in accounting, tax, financial planning, and management consulting as a Certified Public Accountant, Joe possesses in-depth knowledge and expertise in developing tax and financial strategies for business owners, their businesses, estates, trusts, and high-net-worth individuals. Additionally, he provides advice to privately owned, closely held companies on mergers, acquisitions, business development, and strategic corporate planning issues.
Joe is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA), and the Atlanta Estate Planning Council. He is a Personal Financial Specialist (PFSSM) credentialed by the AICPA, and a Chartered Global Management Accountant (CGMA) designated by the AICPA. Joe earned his Bachelor of Science in Management from the Georgia Institute of Technology.
Bill Jarrard offers a breadth of public accounting and corporate financial experience, including experience with a Big Four accounting firm and working with Fortune 500 level corporations. As a principal in Jarrard, Nowell & Russell, Jarrard also offers expertise in 1031 tax-free exchanges.
Prior to forming Jarrard, Nowell & Russell, LLC, Jarrard served as chief financial officer for Young Pecan Company, the world's largest producer of pecans, with annual sales exceeding $100 million. He also has experience as vice president and controller at Cameron & Barkley Company.
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Additionally, Jarrard served as director of retail accounting for Ahold Financial Services and as assistant controller for BILO, Inc. (a subsidiary of Ahold USA). In his position with Ahold, Jarrard directed the consolidation of finance functions for five separate grocery chains. Under the new shared accounting center, he supervised the weekly financial reporting for over 1,000 grocery stores. While at BILO, he managed payroll, fixed assets and accounts receivable for the corporation.
Jarrard also has served as senior auditor with KPMG Peat Marwick and was involved with the Initial Public Offering of Moovies, Inc., which raised over $25 million. He has extensive experience with corporate auditing, financial management and due diligence.
A certified public accountant, Jarrard earned a masters of professional accountancy from Clemson University and a bachelor of science degree in accounting from the University of South Carolina. He is a member of the American Institute of Certified Public Accountants (AICPA) and the South Carolina Association of Certified Public Accountants (SCACPA). Jarrard also served on the finance committee for the Charleston Metro Chamber of Commerce and received the Charleston Regional Business Journal's Forty Under 40 award in recognition of individuals under the age of 40 who have made outstanding accomplishments in and contributions to the Charleston business community.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Susan is responsible for the firm's political campaign compliance services which include managing receipts, disbursements and reporting functions at a State and Federal level.
Susan has been with Winterset CPA Group since 1990. She maintains many client responsibilities which include assisting in monthly accounting and payroll tasks, in addition to managing the office and its administrative staff.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Winchester
Mike Kilmer
Mike has 38 years of tax and business advisory experience, He understands the challenges of operating a business and uses this real life experience to assist clients with the opportunities and challenges they face. In addition to possessing the expertise and technical skills required by the profession, he takes time to listen to clients concerns and communicates with straight talk in an understandable way. By combining technical expertise and real life experiences, Mike is able to assist clients with solving their problems and complying with regulatory requirements.
Mike earned a Bachelor of Science degree in accounting from Shepherd University in 1987 and became a licensed Certified Public Accountant in 1989. He is a member of Fellowship Bible Church, has been a member of several civic clubs and served as board members on various not-for-profit organizations. Professional associations include the American Institute of Certified Public Accountants (AICPA), Virginia Society of Certified Public Accountants (VSCPA) and National Association of Certified Valuation Analysis (NACVA). Outside of work Mike enjoys hiking, landscaping, reading, and spending time with his wife, Cathie, his children, and grandchildren.
Heather Laurent is a principal of Kilmer & Associates, LLC, a Winchester, Virginia branch of the Archer Lewis team. Heather has over 10 years of accounting experience and over 2 years of management experience. She strives to maintain close professional relationships with all her clients while providing exceptional services in the following areas: advisory and consulting, strategic tax planning, financial report analysis, business valuation, accounting procedure implementations, estate and trust planning collaboration alongside local attorneys, tax return preparation and review, as well as IRS and state correspondence/notice resolution. Heather likes working with small and medium sized businesses and loves seeing the success of a small business as it grows. She has a heart for the senior community and specializes in that area whether it is helping an elderly client or their family with the growing tax, trust, or estate pains. If she does not know an answer, she will find an answer.
Kristy Lindquist CPA license #9037405, likes easing clients’ fears about taxes, and says each return tells a unique story of someone’s life. She was born and raised in North Dakota, and in 2010 received her B.A. in economics and business administration from Humboldt State University. She moved to Grand Junction in 2013 and graduated summa cum laude from Colorado Mesa University with a B.S. in public accounting in 2019. Mom to two humans and six animals, Kristy gardens, crafts, and floats the river when she has a few minutes to enjoy extracurriculars.
Dwight R. Littlefield is a highly accomplished Certified Public Accountant (CPA) with over three decades of expertise in tax planning, business transactions, and compliance. His distinguished career began in 1993 after graduating with a Bachelor's and Master's degree in Accountancy from Brigham Young University, where he focused on financial and managerial accounting as well as individual and business taxation.
Mr. Littlefield's professional journey includes a notable tenure at PriceWaterhouseCoopers, where he served as a director in their Washington, D.C. national tax office. Throughout his career, he has cultivated a reputation for excellence in handling complex financial transactions and tax issues for a diverse range of clients, including small, mid-sized, and large businesses.
His specialized assignments as a practicing CPA encompass a wide array of significant contributions:
- Authoring and co-authoring several IRS private letter rulings.
- Facilitating mergers and acquisitions, involving deal structuring, tax attribute arbitration, and comprehensive due diligence for sellers and buyers.
- Delivering strategic tax planning and IRS compliance related to various tax accounting methods.
- Providing litigation support, including expert witness testimony for various business and personal disputes.
- Conducting buyer and seller due diligence for business transactions across diverse industries.
Mr. Littlefield has successfully assisted in the sale, acquisition, and family succession planning of many of business entities, with sales prices ranging from tens of thousands to tens of millions of dollars. His expertise in financial structuring, and succession planning has made him a trusted advisor to clients navigating the complexities of business transactions.
With a keen understanding of federal and state tax compliance for a variety of entities, including individuals, partnerships, LLCs, S-corporations, and consolidated corporations. Mr. Littlefield continues to deliver impactful solutions that cater to the unique needs of his clients, ensuring their financial strategies are both efficient and compliant.
Through his extensive experience and commitment to excellence, Dwight R. Littlefield has established himself as a leader in the field of accounting and taxation, providing invaluable insights and support to businesses of all sizes.
Cynthia Lockwood has over 32 years of experience in public accounting. Two of the areas she
specializes in include the agriculture industry and the oil & gas industry.
Cynthia enjoys working with clients to provide tax and accounting services ranging from individuals,
to business owners of small and larger businesses.
Certification: Bachelor of Science in Accounting, Kansas State University
I have been in public practice for 45 years, 38 years as managing partner of Lota & Bernard, LLC, a firm in Bergen County, New Jersey. We are a boutique firm specializing in privately owned business owners, individuals, estates & trusts.
Services include audits, reviews and compilations, tax planning & preparation, accounting and advisory services and estate & trusts.
Jason is a principal with MSCFO Accountants. Jason has worked closely with business owners for the past 30 years strategically helping them grow their business operations to become more profitable. Through their growth, Jason provides CFO Advisory services to help them bridge to the next level.
Jason has used his advanced tax planning skills to ensure ownership is able to participate individually in the wealth their business has created. Jason has a background in Wealth Management which has enabled him to assist a number of High Net Worth families thru the years.
Craig Moir is a principal at Moloney & Moir, LLC with 38 years of experience in income tax preparation, planning and consulting. The majority of his experience is in the field of Estates and Trusts, both for federal and state. He is experienced with preparation of court accountings for fiduciaries, attorneys and beneficiaries. He also prepares federal and state returns for individual clients, and assists them with tax planning and preparation of business income tax returns they are affiliated with.
His experience also extends to charitable trusts and organizations. He prepares returns annually for charitable remainder trusts, public charities and private foundations. He is on the Board of Directors for two Private Foundations.
Certifications:
CPA, Licensed in Nevada
Master of Professional Accountancy, University of Utah
Bachelor of Arts in Accounting, University of Utah
I have over 25 years experience in public accounting, including tax, business consulting and financial statement preparation. I excel at client relations and new business development. I work closely with clients to develop tax strategies for their individual needs. I am also an outside controller for some clients and assist them in preparing their financial statements for potential buyers.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Chicago Corporate Office
Jake Nice
Chief Executive Officer
Member of Jarrard, Nowell & Russell, LLC
Jake Nice is CEO of Archer Lewis. Jake brings extensive experience in finance, venture capital, and strategic business development, having demonstrated exceptional expertise across investment banking, corporate venture capital, and high-growth technology companies. His comprehensive background in financial services and capital markets enables him to provide strategic leadership and effective solutions to complex acquisition and portfolio management challenges while maintaining a passionate commitment to building exceptional businesses across the finance, insurance, and real estate services sectors.
Jake is also Co-Founder & CFO of StoicLane, a private holding company focused on acquiring and building businesses in the finance, insurance, and real estate services industries, Jake has orchestrated over 75 strategic acquisitions since the firm’s founding in 2021. His leadership exemplifies the entrepreneurial spirit and operational excellence he now instills throughout the organization, overseeing financial strategy and capital allocation initiatives across the entire portfolio.
Prior to co-founding StoicLane, Jake served as a Principal at Nationwide Ventures, the corporate venture capital arm of Nationwide, where he led direct investments in financial services and insurance technology companies. Before Nationwide Ventures, he was an early employee at Avant, where he spearheaded customer acquisition efforts across multiple channels including direct mail, television, and radio/podcasts. He began his career as an investment banking analyst at BMO Capital Markets in New York City, working within the US Leveraged Finance Group, where he gained foundational expertise in corporate finance and debt capital markets. Jake graduated with a Bachelor of Business Administration in Finance from Villanova University.
Known for his strategic approach to business development and commitment to portfolio company growth, Jake emphasizes building sustainable value creation across diverse business models while fostering the entrepreneurial spirit of opportunity throughout his organization. His leadership consistently reflects a balance of financial rigor with practical, results-oriented solutions that address the unique needs of each portfolio company.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Charleston
Chris Nowell
Member of Jarrard, Nowell & Russell, LLC
Bachelor of Science degree in account from Clemson University. Certified Public Accountant Licensed in South Carolina.
Member of the American Institute of Certified Public Accountants. 42 Years of Experience. Drawing on significant experience in the corporate financial management and public accounting arena, Chris specializes in providing complex tax strategies for Busines owners, financial advisory and business evaluation services to companies in ownership transition and subsequent business exchanges. He also has negotiated, valued, and performed due diligence on numerous acquisitions in a variety of industries.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Miami
Lourdes Ors
Lourdes Ors is a principal and a Certified Public Accountant with a concentration in Accounting, Audit and Tax Services with over 43 years of experience. She has worked in Public Accounting for 31 years and 12 years for a large technology multinational. Extensive experience in accounting, accounting systems, internal controls and auditing.
Katie joined the team in 2017, facilitating in the expansion of our firm by assisting with the firm’s administrative and accounting functions. She assists in the development and implementation of firm policies and procedures; manages and oversees the administration of HR policies, programs and practices within the firm; she maintains accounts payable, receivables and billing.
Katie can schedule you an appointment, help you access your tax documents and assist in getting any questions that you may have answered. She is always happy and available to help clients with anything they may need, ensuring that your needs are met as quickly as possible.
Stan specializes in small business tax preparation and business consulting for a wide range of small to medium sized clients.
Certifications
Licensed CPA in North Carolina
Member: North Carolina Association of Certified Public Accountants, American Institute of Certified Public Accountants
James T (JT) Paulk is a principal focused on tax services for SPG Services LLC in Timonium MD. He has more than 25 years experience in public and private accounting. JT works with individual, fiduciary and business clients on tax planning and compliance. He has broad experience working with clients on developing strategies for entity selection, retirement planning, estate and fiduciary-related planning and compliance, pass-through entity investment and ownership, estimated tax vs. tax withholding.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Kennesaw
Chris Peterson
Christopher is an accomplished tax professional with over 25 years of public accounting experience, serving as Principal and leader of the tax practice at Coker James. He specializes in providing comprehensive tax services to real estate, manufacturing, wholesale distribution, and service businesses, with particular expertise in serving business owners and high net worth individuals. Christopher is known for his deep knowledge in tax compliance and tax resolution, helping clients navigate complex tax challenges while ensuring accuracy and optimal outcomes for their unique financial situations.
As a Principal, Christopher leads the firm's tax practice with a focus on delivering strategic tax planning and resolution services that support his clients' long-term financial success. His extensive experience across diverse industries enables him to provide tailored solutions that address the specific needs and challenges of each client sector. Christopher's approach emphasizes thorough analysis, proactive planning, and building trusted relationships through reliable service and expert guidance. Outside of work, he enjoys reading and spending quality time with family and friends, continuing to make a positive impact through his dedication to helping clients achieve their financial goals.
Kirk Purvis has over 25 years of experience in public accounting. He specializes in individual and small to mid-size business accounting and tax. Kirk has extensive experience with S corporations and LLCs in various industries. He works closely with his clients to develop a strong and lasting relationship to be able to best meet their accounting and tax needs.
Adam is a 10+ year experienced Certified Public Accountant with a Master's degree in Taxation. Adam is known for building trusting business relationships and is passionate about helping all business owners and individuals of various size meet their accounting and tax goals!
Adam works with closely held businesses and their owners. He has a wide variety of experience in high-net-worth individuals, business startups, construction development and real estate companies, manufacturing/service companies, retail stores and private equity investment companies heavily invested in the real estate. His area of expertise includes complex tax planning and compliance especially in partnership allocations and structuring. He also has excessive knowledge regarding cost segregation studies.
Prior to joining Archer Lewis as a principal for WN Advisory, an Archer Lewis Firm Adam was the managing partner of Williams and Nulle, PLLC. During his time managing Williams & Nulle, PLLC he guided the overall strategic direction including the merger with Archer Lewis in 2025 and growing, managing and overseeing daily activities of the firm. Adam has firsthand knowledge of running a local business in the Pacific Northwest.
Adam obtained his master's degree in taxation from the University of Washington and graduated Cum Laude with a Bachelor of Arts in Business Administration from Seattle University.
In his free time, Adam enjoys skiing, boating, biking, golf, yard work, and spending time with his family.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Everett
Mark Reed
Member of Jarrard, Nowell & Russell, LLC
Mark thrives on being able to work with you in the plotting/planning process to help you achieve your individual tax and business tax goals. Specializing in Business Taxes, Financial & Tax Planning, Strategic Management Consulting and Accounting, Mark has experience in developing cost accounting systems and has extensive experience in tax, audit, and accounting services with various size companies in a wide variety of industries.
Mark earned a Bachelor of Arts in Business Administration, (major - Accounting) in 1993 from Seattle University where he graduated Magna Cum Lade with the highest GPA of all graduating accounting students that year. Mark went on to receive a Master of Science in Taxation in 2004 from Golden Gate University, where he graduated top of his class.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
West Linn
Russ Ries
Russell T. Ries is a seasoned Certified Public Accountant with over 38 years of experience in accounting, tax planning, and financial consulting. Russ has helped individuals and businesses navigate their financial challenges with clarity and precision.
Specializing in attestation services, tax preparation, and business consulting, Russ works closely with clients to develop tailored strategies that promote financial health, tax savings and compliance, and adherence to current accounting and reporting standards.
Russ holds a Bachelor of Science degree in business administration with an emphasis in accounting from Lewis & Clark College and is licensed to practice in Oregon. A member of the AICPA and Oregon Society of CPAs, Russ is dedicated to maintaining the highest standards of professional integrity and continuing education in the accounting profession.
Outside of accounting, Russ enjoys golfing, tennis, and exploring the Pacific Northwest while RV camping.
Jack Roberts is passionate and dedicated to helping his clients achieve financial stability, and year after year his focus on this goal never waivers. Like his passion for skiing down the slopes, Jack is the driver of a dedicated staff, pushing vision, ethics and reminding the team that the Roberts Group is not just about doing taxes and financial statements, but about developing relationships that last a lifetime.
Jack's expertise includes work in individual, business and fiduciary taxation for projects with HUD-insured financing, employee benefit plans, succession planning and business consulting. Over the last three decades, Jack has refined his expertise in industries such as real estate and construction, transportation, logistics and automobile dealerships.
Jack is about taking a client not just for one year, but for as long as they need accounting services. He is devoted to serving their needs through times of happiness, tragedy and life's continuous transitions.
After graduating from the University of Arizona in 1980, Jack worked as a tax manager for a national firm where he gained invaluable experience that would later lead him to being a partner and leader at the Roberts Group. Jack has been providing financial and tax expertise to his clients in Southern Arizona since 1981.
Jack is a member of the American Institute of CPAs and the Arizona Society of CPAs, and has served the Southern Arizona community well. Jack was a tax instructor for Pima Community College, served as president of the Board of Trustees of Green Fields Country Day School and was treasurer and a member of the Board of Directors of the American Heart Association for six years.
As a partner and employer, Jack pushes his employees to work hard, but also enjoy life. Setting that example, Jack can be seen cycling and hiking along the Arizona trails and roads.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Tucson
Mary Roberts
Member of Jarrard, Nowell & Russell, LLC
Mary Roberts is a principal with Roberts Group Accountants, LLC, an Archer Lewis firm. She has nearly 40 years of experience in public accounting with expertise in individual, trust, estate, corporation and partnership taxation. Mary is a member of the American Institute of CPAs and the Arizona Society of CPAs. She values long-term relationships with clients over the changing ages and stages of life.
As testimony for her tenacity when the going gets tough, her time outside of work exemplifies this quality. Mary started running in her 50s and has completed 26 marathons, including the Abbott World Marathon Majors Six Star Medal for completing Chicago, Boston, New York, London, Berlin and Tokyo. She enjoys hiking and is also a Master Scuba diver.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Brainerd
Jennie Roth
Jennie has over 20 years of experience in public accounting. She obtained her Bachelor of Science degree in Accounting from Bemidji State University. In her line of work, she assists clients with individual and small business taxation and accounting.
Will Russell serves as Principal, bringing over three decades of experience in corporate financial management and captive insurance operations. His background includes corporate treasury systems, business valuation, and due diligence, which he applies across a wide range of client engagements. Will oversees firm operations while also preparing income tax returns and conducting audits, reviews, and compilations for a diverse client base.
He is a recognized voice in his field, having spoken at national and international events hosted by the Association for Financial Professionals (AFP), the South Carolina Captive Insurance Association (SCCIA), and EuroFinance in the United Kingdom. His leadership roles include serving as president of the SCCIA, treasurer of the Charleston Regional Development Alliance (CRDA), and chairman of the Greater Summerville/Dorchester County Chamber of Commerce. Will also served on the Large Corporate Client Advisory Board for Wachovia Bank, N.A., reflecting his long-standing commitment to financial stewardship and industry engagement.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Brainerd
Michael Sands
Mike is a 1983 graduate of St. Cloud State University and has been with KLB since that time. In addition to assisting clients with their accounting and income tax needs, Mike serves as the firm's quality control director and serves as the engagement partner in charge of non-profit organization audits. Mike is a member of the AICPA and Minnesota Society of Certified Public Accountants.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Chicago Corporate Office
Gary Schaider
Vice President
Gary Schaider is Vice President at Archer Lewis, where he plays a key role in onboarding new firms while providing tax consulting and compliance services. A licensed CPA and attorney, Gary brings over 30 years of experience across public accounting and private industry. His career has focused on advising middle-market companies and their owners in tax-saving strategies, planning, and compliance.
Gary is known for his passion for problem-solving and his commitment to working closely with both clients and fellow tax professionals to develop innovative, practical solutions. In addition to his professional accomplishments, he serves on the board of directors of a local nonprofit and is an active member of the Chicago arts community, singing with a community chorus.
Jeff Scherzinger has over 18 years of experience providing in-depth business and management consulting services to businesses/individuals related to tax. He has also worked extensively assisting as CFO advisory, accounting, and financial reporting.
Certifications CPA Oregon
Frances E. Schram EA founded the firm in 1988 while attending college. She attended Seattle University and Central Washington University and majored in accounting and business administration. She earned her Enrolled Agent's license in 1998. Over the last 38 years Fran has built a team of dedicated professionals who bring varied talents to Schram & Associates and serves a wide variety of clients providing all aspects of accounting, bookkeeping, payroll, tax and business services. Business consulting, forensic account and tax planning/strategies are particular areas where she excels.
As a licensed Enrolled Agent, she has represented clients before the Internal Revenue Service, Department of Revenue, Washington Labor & Industries, and Washington Employment Security as a business and individual taxpayer advocate. Additional accreditations include QuickBooks Pro Advisor, Accredited Business Accountant, Accredited Tax Preparer and Accredited Tax Advisor. She is also a Registered Representative for Ameriprise and works closely with AGP Wealth Advisors located in our Covington Office.
Fran's entrepreneurial spirit with extensive construction cost accounting experience has translated into partnering with real estate developers. Her construction financial expertise was a natural complement for real estate developers, and she has successfully partnered with many projects in the Seattle area.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Anchorage
Katelyn Senn
Katelyn joined Rulien and Associates in September 2007 and became an owner in the firm in June 2014. With over 20 years of experience in the accounting field, she specializes in small businesses, construction contractors, medical practices, and professional service organizations. Katelyn is a certified QuickBooks ProAdvisor and provides extensive consulting on financials, customer service, and accounting technology to both our staff and clients.
Katelyn graduated from the University of Alaska Anchorage, holding two bachelor's degrees with dual majors in accounting and management. She began her career in accounting in June 2004 by training as a bookkeeper with a small firm in Eagle River, Alaska. Over the years, she has developed a robust consulting practice, leveraging her expertise to help clients navigate complex financial landscapes and improve their operational efficiencies.
Katelyn is passionate about dog rescue, enjoys spending time with her family, hiking, and exploring the outdoors. She also loves spending time at her cabin, where she finds peace and relaxation.
Jake Skeith is a principal at Archer Lewis, specializing in tax and accounting services with more than five years of experience advising individuals and businesses. His expertise includes tax planning, compliance, financial reporting, and advisory services tailored to small and medium-sized businesses across a variety of industries.
He provides strategic tax-saving guidance, ensures accurate and timely financial reporting, and helps clients maintain clean accounting records. Jake also develops internal workflows, supports clients through IRS correspondence and audits, and assists in entity structure decisions to align with long-term business goals.
Certifications and Education
Certified Public Accountant (CPA)
Bachelor of Science in Accounting, Magna Cum Laude, Liberty University
Ann brings over two decades of experience in public accounting, complemented by several years in private industry and accounting software implementation. As an Enrolled Agent, she is authorized to represent clients before the IRS and state tax authorities, with a strong track record in audit support and notice resolution. Her expertise spans individual and small business tax and accounting, with a focus on startups, S Corporations, and LLCs across a range of industries. Since joining MPW in 2004, Ann has played a key role in client service and was named a Principal in 2017.
She works closely with clients to identify strategic accounting needs and develop customized systems and processes that enhance efficiency and the overall client experience. Outside of her professional work, Ann volunteers with several local charitable organizations and is an associate member of the North Carolina Association of CPAs.
Larry Teal offers leadership and guidance from a CPA perspective to businesses and their entrepreneurial owners. He has over 40 years of experience advising organizations and providing tax and accounting services.
He specializes in working with nonprofits, membership organizations, the hospitality industry, and professionals.
Certifications - Licensed CPA in New York, Certified QuickBooks ProAdvisor
Ed Thaney is a Principal at Thaney & Associates with over 50 years of experience. Ed brings his extensive knowledge in tax, accounting, estate planning, valuations and much more to business owners in all industries with a heavy focus in the auto industry, construction, manufacturing, real estate and much more.
Ed views himself as more of a business therapist; helping start and grow businesses in the best and most profitable way for the business and its owners. As a CPA and a Certified Valuation Analyst, Ed enjoys strategizing and having a forward thinking mindset for all clients.
Outside of work, Ed enjoys playing golf anytime he can traveling between NY and FL and spending time with his wife, kids and grandkids.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Greensboro
Angel Tharrington
Angel is a principal with Delman Advisors. She has 14 years of experience in public accounting providing mainly tax compliance and advisory services to a variety of industries. A graduate of UNC-Chapel Hill (undergraduate) and UNC-Greensboro (Masters in Accounting), Angel began her career in public accounting with KPMG in Greensboro, NC. In addition to experience in public accounting, she has 13 years of experience teaching college accounting courses at three local colleges. Angel holds current memberships in the American Institute of CPAs and the North Carolina Association of CPAs.
Steve Tobiason is a principal with WN Advisory, LLC in Mount Vernon Washington. Steve has been providing comprehensive tax and business consulting services to a wide range of businesses and individuals as well as providing audit, review and compilation financial statement services to a wide range of businesses. Steve has over 35 years of experience.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Linda M. Widman is the Managing Director of the public accounting firm of Delman & Company, CPAs. She has been with the firm since 2008 and became a partner in 2011.
A graduate of San Francisco State University, Ms. Widman began her career in public accounting with KPMG in San Francisco where she worked primarily in the Estate & Trust division. Overall, her work experience spans tax compliance and advisory services for most types of entities including individuals, businesses, not for profits and of course estates and trusts. Ms. Widman holds current memberships in the American Institute of CPAs and the North Carolina Association of CPAs.
Ms. Widman has been active in several different community groups since moving to Greensboro, NC in 1997. She enjoys spending her free time outdoors playing golf and tennis or hiking and backpacking in the mountains of NC
Kim M. Wilmoth has over 30 years of experience providing comprehensive tax planning and compliance services to a diverse range of clients.
Kim is an active leader of the firm's Tax Practice. She provides comprehensive tax and business consulting services. She has worked extensively with high-net-worth individuals, trusts, estates and small to medium sized businesses, including closely held S-Corporations and LLCs. She provides tax preparation and planning services and advises clients on complex tax strategies to maximize savings, mitigate risks and ensure compliance with evolving tax laws.
Kim has specialized and extensive experience with multi-state sales and use taxation issues and compliance.
Kim's passion and enthusiasm for "Doing the Right Thing" led to the opportunity to start her own firm in 1998.
Certifications:
Licensed CPA in the state of Florida;
Master of Accountancy & B.A., University of North Florida
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Wilmington
Steve Wood
Steve Wood began his career in tax as a revenue agent for the US Treasury and then as a financial investigator for securities fraud for a large San Diego Law firm. He started as a CPA in 1995 where he started a small business providing tax services to the Wilmington community. With over 30 years of experience in public accounting, he has a substantial amount of tax knowledge with which to better advise his clients-- whether they be individuals or businesses.
Besides tax and general accounting, he has extensive experience in financial and estate planning, and real estate tax work. When he is not in the office, he is relaxing with his guitar, spending time with his family, playing golf or walking his dogs.
I am a graduate of the University of North Carolina at Wilmington with a Bachelor of Science Degree in Accounting.
U.A. joined us as a partner in October 2015 when he merged in his accounting and tax practice. U.A. has more than 35 years of public and corporate accounting experience. He has been a business owner, a CFO, and a CPA firm Partner.
U.A. spent the first seven years of his professional career working for two large regional CPA firms, doing tax return preparation. He then joined a former client, as their CFO and shareholder. After 10 years of rapid growth, he negotiated a sale to a publicly traded company. U.A. joined the public company, and for the next 6 years served as the director of east coast financial operations overseeing 17 locations.
In 2008, he returned to public accounting and has been providing financial consulting, accounting and tax services to a wide variety of clients ever since.
U.A. graduated from Towson University and is a member of the MACPA, AICPA & MSATP.
U.A. and his wife Liz live on a small farm in the Hereford Zone. They have three grown children, two adopted children and five grandchildren.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
Brainerd
Mike Youngquist
Mike is a principal with over 30 years of experience. He practices in a variety of tax and accounting areas, focusing on tax planning and compliance for individuals, small businesses, trusts and estates.
Matt Yuskewich has over 40 years of experience in public accounting. He specializes in consulting, tax and advisory services to closely held businesses. He assists business clients in financing, succession and organizational planning.
Matt focuses on providing businesses and thier owners with timely strategic planning to accomplish their personal and financial goals including wealth accumulation, tax minimization and compliance.
Additionally he is responsible for reviewing financial statements and tax returns to ensure compliance with quality control standards.
Certifications:
-Licensed CPA Ohio
- AICPA Personal Financial Specialist Certification
- BA Ohio Dominican University
- MBA Xavier University Cincinnati, Ohio
