Overview

Tony Bakale, CPA

Chris Bellamy, CPA

Marcy Conklin, CPA

Maura Corrigan, CPA

Aly Cottam, CPA

Lisa Downing, CPA, MSA

Brett Eichenberger, CPA

Kerry Gubics, CPA

Stephanie A. Hanayik

Keith Klodnick, CPA

Michael Kolk, CPA, MS, JD

Julie Lowry, CPA

Chris MacLaren, CPA

Peggy McCaffrey, CPA

Mike Meckstroth, CPA

Shelly Nahrstedt, CPA

Patricia Piteo, CPA

Mark Schikowski, CPA

Rob Velotta, CPA, MT

Beth Whitmer, CPA

MY FOCUS:

• Audits of broker/dealer entities

RECENT PROJECTS:

• Audits of research investment firms
• Audits of investment banking firms
• Audits of introducing broker/dealers
• Valuation of research investment firm
• Assisted and consulted with broker/dealer with structure of entity for tax purposes
• Tax planning, estate planning and consulting for owners

PROFESSIONAL ASSOCIATIONS & EDUCATION:

• The Ohio State University, B.S. in accounting

UP CLOSE:

• Enjoys spending time with his wife and two children, and playing golf