Why Us

Principals & Staff

With over a dozen professional staff and more than 150 years of combined financial experience, we are large enough to offer a variety of services but small enough to provide personal attention to our clients. We view every client relationship like a partnership and truly believe that our success is a direct result of our clients' success.

 

Nick Lee, EA
Principal
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Heidi Lee, CPA
Principal
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Jerad Suess, CPA/PFS
Principal
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Nancy Swallom, CPA
Tax Services
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Gloria Jordan, EA
Tax Services
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Nicole Peterson, CPA, EA
Tax Services
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Amanda Bieber, CPA
Tax Services
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Erin Olson, CPA
Tax Services
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Caitlin Vickers, CPA
Tax Services
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Carissa Gormally, CPA
Tax Services
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Cheyanne Blanchard
Tax Services
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Lianna Slabodnik
Tax Services
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Haley Donnelly
Tax Services
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Brittany Lyons
Accounting Services
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Paula Welch
Accounting Services
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Kim DeLorme
Accounting Services
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Julie Opliger
Administrative Lead
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Cheyenne Schmaltz
Administrative Assistant
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Aleina Herbeck
Administrative Assistant
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Melissa Doeden
Administrative Assistant
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Kim Schmaltz
Administrative Assistant
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