Shortcut Navigation:

The 125 Contributors to Save Wisely, Spend Happily

Ernest Almonte, CPA.CITP, CFF, CFE, CGFM is chief visionary officer and CEO of Almonte Group LLC. He is chairman of the Department of Defense Audit Advisory Committee and former Rhode Island auditor general. He served as chairman of the AICPA and is the incoming chair of its National CPA Financial Literacy Commission and a member of the Rhode Island Society of CPAs.

John Bullis, CPA/PFS is the founder of Bullis and Company CPAs in Carson City, Nevada. He is a member of the Nevada Society of CPAs and a great grandfather.Kelly Bullis, CPA, is the managing owner of Bullis and Company CPAs in Carson City, Nevada and is a member of the Nevada Society of CPAs. He loves being a grandfather and taking rides on his motorcycle.

Jordan Amin, CPA is a senior tax manager at EisnerAmper, LLP in Edison, New Jersey and a member of the New Jersey Society of CPAs. Jordan focuses his practice on advising the owners of closely held and family businesses. Jordan is chair of the AICPA National CPA Financial Literacy Commission and is especially passionate about working with children in this area. 

Timothy J. Anderson, CPA/PFS, AIF is managing shareholder of Halbert Hargrove Global Advisors, LLC, home office, Long Beach, California and a member of the California Society of CPAs. He lives in Long Beach with his wife and two children.

Bezayehu Asrat, CPA is a senior accountant at Abrams Little-Gill Loberfeld PC, Chestnut Hill, Massachusetts. She is a member of the Massachusetts Society of CPAs and loves singing and helping people thrive financially.

Donna S. Barksdale, CPA is a partner with her father in the firm of Strickland & Barksdale, CPA's in Russellville, Alabama and is a member of the Alabama Society of CPAs. Donna graduated magna cum laude from the University of North Alabama where she received the Major James Jones Award. She became the first female CPA in Franklin County, Alabama. 

Barbara Bass, CPA is a partner at Gollob Morgan Peddy, a 65-person local firm in Tyler, Texas. She is a member of the Texas Society of CPAs, has served on its Board of Directors and in many community volunteer roles, including her current role as mayor of Tyler.

Jacquelyn M. Basso, CPA is owner of J.M. Basso & Associates in Downingtown, Pennsylvania. She is an AICPA CPA Ambassador, a member of the Pennsylvania Institute of CPAs and is a frequent financial literacy speaker and author.

Michael Bekas, CPA and senior consultant, has specialized expertise in high-net-worth individuals, trust and estate planning, and charitable giving. He is a member of the Board of Directors of the National Kidney Foundation of Greater New York. He is a member of the New Jersey Society of CPAs and the New York State Society of CPAs.

Sharon Bell, CPA is an associate professor in the Department of Accounting at the University of North Carolina at Pembroke. She is a financial literacy volunteer for the North Carolina Association of CPAs. She and her husband Tim have three children, Christine, Jeffrey, and Benjamin.

Emily Benjamin, CPA is a manager at CliftonLarsonAllen LLP in Minnesota and a member of the Minnesota Society of CPAs. She has been in public accounting for nine years and specializes in corporate, individual, and construction taxation.

Terri Berg, CPA, MBA is manager of Financial Planning and Analysis at Doosan Infracore Portable Power in Statesville, North Carolina. Originally from North Dakota, she is a member of the Minnesota Society of CPAs and enjoys reading, waterskiing, and interior design.

Jean-Luc Bourdon, CPA/PFS is a wealth management practitioner and principal at BrightPath Wealth Planning, LLC in Santa Barbara, California and is a member of the California Society of CPAs. He passionately helps clients make the most of money and life.

Ervin Brown, CPA is a co-owner of Brown, Brown and Associates, PC located in Springfield, Tennessee. He is a member of the Tennessee Society of CPAs, a member of the Springfield, Tennessee Rotary Club and has a wonderful wife and three great children.

Michael Bryant, CPA is an associate director with the Public Company Accounting Oversight Board and works in the inspections division in the Denver, Colorado Regional Office. He is a member of the Colorado Society of CPAs and enjoys spending time with his family, playing racquetball, and watching college sports.

Kristi Calderwood, CPA is an Arizona State University alumni and a member of the Arizona Society of CPAs. She has spent the last decade in corporate accounting/finance and is currently expanding her horizons as a small business coach in her spare time. 

Elizabeth S. Calton, CPA is a mom to a four year-old boy, works full-time for a private company in Maitland, Florida and is a member of the Florida Institute of CPAs. She has been a CPA for 18 years and has worked in the healthcare, real estate, and restaurant industries. She loves teaching her son, Jacob, how to save money in his piggy bank. 

Erin P. Campbell, CPA/PFS, CFP® is a principal at Beacon Financial Strategies in Raleigh, North Carolina and a member of the North Carolina Association of CPAs. She is the mother of two young daughters and an avid reader.

HL Carpenter, CPA is an experienced investor, as well as the author of The SkyHorse, a young adult novel. 

Martha Cartee, CPA, ABV, CFM, CMA is a supervisor at Bates Carter & Co, LLP in Gainesville, Georgia. She is a member Georgia Society of CPAs and the Institute of Management Accountants and is a stamp enthusiast and hopeful gardener.

George M. Cohen, CPA is a senior director at McGladrey LLP in Phoenix, Arizona and a member of the Arizona Society of CPAs. He has more than 30 years of experience providing accounting, business, and tax services in various industries and professions with a specialty in healthcare.

Deborah Corbin, CPA is an assistant professor at Richard Stockton College of New Jersey and is currently working on completing a Doctor of Business Administration degree at Argosy University-Sarasota. 

Michael L. Costopoulos, CPA/PFS is a shareholder of Costopoulos & Helton, P.A. CPAs and Copperleafe Wealth Management, LLC in Okeechobee, Florida and member of the Florida Institute of CPAs. Michael enjoys traveling and skiing.

Laura Cullen, CPA is a member of the California Society of CPAs and co-chair of its Financial Literacy Committee. She works as a CFO in the Insurance Industry in Fresno, California.

Terri Davis, CPA is the principal of Terri L. Davis CPA and Harper Davis Financial in Sacramento, California and a member of the California Society of CPAs. Terri enjoys working with business owners as their “on-call” CFO, helping them plan their financial strategies. She enjoys cycling, hiking, and other outdoor activities.

Dale DeRaad, CPA is a partner at DeRaad & Goetz, LLC in Waseca, Minnesota. He is a member of the Minnesota Society of CPAs and a former member of the Minnesota House of Representatives.

Jeremy Dillard, CPA is a partner with Rivera, Jamjian & Dillard, LLP in Los Angeles, California. He is a member of the California Society of CPAs and its Council. He is recognized in the profession for his technical expertise. In his free time, he enjoys cooking.

Thomas DiLorenzo, CFP® manager in Ernst & Young’s Employee Financial Services group in Secaucus, New Jersey, provides personal financial planning services and financial education to employees of large companies. He holds a bachelor’s degree in business economics and the CFP® and Enrolled Agent designations.

Judge Gregory T. Douds, CPA, JD of Georgia, also of counsel to the Woodstock law firm of Barbara Parker & Associates, LLC, is the proud father of an Eagle Scout and loves hunting, fishing, backpacking, and cycling. He is a member of the Georgia Society of CPAs.

Bridget J. Dunk, CPA is a tax manager with Dixon Hughes Goodman in Atlanta, Georgia. She is a member of the Georgia Society of CPAs and enjoys reading, fitness, and travel.

Michael Eisenberg, CPA/PFS/RIA is owner of Eisenberg Financial Advisors in Los Angeles, California and is a member of the California Society of CPAs. He specializes in individual tax, estate and financial planning and investment advisory services. 

Lucy Ellis, CPA is the controller for the William and Flora Hewlett Foundation. She is a member of the California Society of CPAs and is passionate about the environment, education, and economic policy.

Laura K. Emack, CPA practices at Haverlock, Estey & Curran, LLC, in Hampden, Maine and is a member of the Maine Society of CPAs. After serving as audit partner for a regional firm, she ran a practice for 15 years. She published the technical newsletter “Prospects” for four years.

Lori Evers, CPA is a partner with Mauldin & Jenkins, LLC, a Top 100 Firm located in Atlanta, Georgia and a member of the Georgia Society of CPAs. She has practiced primarily in the tax area for more than 30 years. Her daughter Kristina graduated with honors from Georgia Tech and is gainfully employed and debt free.

Rebecca Faris, CPA, CGMA is a technical manager with the AICPA’s Professional Ethics Division. She is a member of the North Carolina Association of CPAs and loves travelling, beach volleyball, and music.

Jeffrey A Feder, CPA, CPIM is a retired senior partner of Baker Tilly in Milwaukee, Wisconsin. He is an avid golfer.

Ira S. Feldman, CPA, CVA, CEP is a tax consultant to several CPA firms. His firm, the largest locally owned CPA firm in Arizona at the time, was acquired by a national firm in 2000. His Arizona Tax Guides are published annually by the Arizona State Society of CPAs.

Lauren B. Foster, CPA.CITP is a member of the AICPA National CPA Financial Literacy Commission and serves as the Global Tax Technology Lead for General Motors. She is a member of the Michigan Association of CPA and is vice-chair of its Ethics Task Force as well as chairs the audit committee of Health Alliance Plan in Detroit, Michigan.

Mitchell Freedman, CPA/PFS, AIF® a member of the California Society of CPAs, specializes in multi-family office and financial counseling for performing and creative artists, eldercare services, and disaster planning. Outside office hours, he is “The Karaoke King.”

Carl George, CPA is a senior partner at CliftonLarsonAllen. He served 16 years as the CEO of Clifton Gunderson. He is a former AICPA Board member and served on the AICPA National CPA Financial Literacy Commission for six years (five as chairman).

Lisa Germano, CPA, JD, CGMA is president and general counsel of Actuarial Benefits & Design Company. She serves as principal in the law firm of Coyner & Germano in Midlothian, Virginia. She served on AICPA the Board of Directors and on numerous volunteer AICPA volunteer committees, including its National CPA Financial Literacy Commission. She is a member of the Virginia Society of CPAs and is a former member of its Board of Directors.

Karen Goodfriend, CPA/PFS is a principal of KK Wealth Advisors, LLC. She has developed a local and national reputation for her work advising clients in the Silicon Valley who have achieved sudden wealth. She is a member of the California Society of CPAs and a former member of the AICPA National CPA Financial Literacy Commission.

Michael E. Goodman, CPA/PFS, CFP® is president of Wealthstream Advisors, Inc. in New York, New York and is a member of the New York State Society of CPAs. Michael’s work and opinions have appeared in publications and media outlets nationwide. His is a member of the AICPA Investment Committee and the AICPA National CPA Financial Literacy Commission.  

Nicole Gorr, CPA is a tax preparer at Granite Associates, LP in Liberty, New York and treasurer for the Neversink Agricultural Society, Inc., an NPO in Neversink, New York. She is also a licensed ZIN Zumba Instructor.

Angie M. Grainger, CPA/PFS, CFP® the Black Belt Money Master, is a dynamic speaker, author, and money coach. She helps women and couples use money as a tool to transform their relationships and get on track with their ideal life. She is member of the California Society of CPAs.

Marissa Lynn Graves, CPA is a senior associate at Grant Thornton LLP in Phoenix, Arizona. She is a member of the Arizona Society of CPAs and is on the Northern Arizona University Alumni Association Board of Directors. In her free time, she enjoys spending time with family, enjoying the outdoors, and traveling with her husband.

Kenneth J. Guidry, CPA is president of Pannell Kerr Forster of Texas, P.C., a CPA firm based in Houston, and is a member of the Texas Society of CPAs. He was among CPA Magazine’s Top 100 Most Influential Practitioners in 2007.

Betsy Guerrero, CPA is the chief financial officer with Westerra Credit Union which is located in Denver, Colorado and serves more than 82,000 members. She is a member of the Colorado Society of CPAs and loves spending time with her husband and three boys.

Kathryn Hansen, Ph.D., CPA is professor and chair of the Accounting Department at California State University, Los Angeles and a member of the California Society of CPAs. 

Paula Hardin, CPA is the assistant controller at the Southern Baptist Theological Seminary in Louisville, Kentucky and a member of the Kentucky Society of CPAs. 

Chris Haviaris, CPA has spent 20 years raising financial consciousness and wellbeing in the New York/New Jersey Metro Area. She is a member of the New York State Society of CPAs and lives in Pearl River, New York. 

Ron Heller, CPA, JD lives in Honolulu, Hawaii, where he represents taxpayers in audits and tax litigation. Ron is a member of the Hawaii Society of CPAs. His son David, who was 11 when this contribution was originally written, is now at Fort Lewis College in Colorado.

Donna L. Helton, CPA/PFS is a shareholder of Costopoulos & Helton, PA CPAs and Copperleafe Wealth Management, LLC in Okeechobee, Florida and member of the Florida Institute of CPAs. Donna enjoys tennis and serves on several community boards.

Mitzi Hollenbeck, CPA is a partner at Sharkansky LLP in Brockton, Massachusetts. She is a proud mother of two children and an avid runner. She is a member of the Massachusetts Society of CPAs.

Susan Howe, CPA is the principal in Howe Advisory, offering business and tax advisory services to clients in the public and private sectors. She is a member of the Pennsylvania Institute of CPAs and a former member of the AICPA National CPA Financial Literacy Commission.

Kathleen Howe-Hrach, CPA/PFS, CFP® is vice president of Credit Suisse Securities (USA) LLC. Her experience includes tax compliance and planning with a focus on wealth management for individuals, families, and business entities. She is a member of the Illinois CPA Society.Chandni Jalan, CPA, is an assurance manager at Moss Adams, LLP and primarily serves financial institutions. She is a Board member of the California Society of CPAs’ Los Angeles chapter. 

Lee Jennings, CPA, CGMA, CFCA is managing partner in the firm of RL Jennings & Associates, PC. He serves on several committees of the Georgia Society of CPAs on both the chapter and state level. He is licensed to practice Public Accountancy in Georgia, Alabama, Tennessee, and North Carolina and is a member of the Georgia Society of CPAs and Alabama Society of CPAs. In his spare time, he rides his Harley Davidson motorcycle and goes camping.

Robert A. Johnson, CPA in Tulsa, Oklahoma became a CPA on the way to being an FBI agent, but ended up working with and training accountants in other countries, including Colombia, Lesotho, and Egypt, for 20 years. He works in Tulsa, but still does international audits. He is a member of the Oklahoma Society of CPAs.

Bruce Kajiwara, CPA/PFS, CFP® of Kajiwara Wealth Advisors, has more than 30 years’ experience.  He is a member of the California Society of CPAs and is past chair of its Financial Literacy Committee.

Jim Kehl, CPA is a tax manager at Weil, Akman, Baylin & Coleman, P. A. He is a member of Maryland Association of CPAs. He is the author of two published books and has written many professional articles on taxation. His personal interests include sports and existential philosophy.

Margo Klein, CPA of Klein & Livingstone, LLC graduated from Monmouth University, West Long Branch, New Jersey. She has more than 20 years of experience helping clients reach their goals. She is a member of the New Jersey Society of CPAs.

Jacqueline Kwan, CPA is a tax accountant with McGladrey LLP, Seattle, Washington, and in her free time likes to volunteer and travel. She is a member of the Washington Society of CPAs.

Ted Landis, CPA, CFP® is a shareholder with Pritchard, Bieler, Gruver & Willison, P.C. in Colmar, Pennsylvania. He is a member of the Pennsylvania Institute of CPAs and is a member of its Personal Financial Planning Committee.Laura Lee Laundre, CPA, of Mesa, Arizona, specializes in assisting small businesses in need of part time controller/CFO services as well as QuickBooks consulting and training, and speaking on business, tax, and accounting issues. She is a member of the Arizona Society of CPAs.

Clare Levison, CPA is a member of the Virginia Society of CPAs and its Board of Directors as well as a member of the AICPA National CPA Financial Literacy Commission. She has appeared on major television networks across the country discussing personal finance.

Rebecca Li, CPA is an audit manager at Weil, Akman, Baylin & Coleman, P.A. She is a member of the Maryland Association of CPAs and likes reading and tutoring her sons in math and writing in Chinese.

Jesse R. Ligo Jr., CPA, MBA is an associate professor of accounting at Westminster College in New Wilmington, Pennsylvania. He is a member of the Pennsylvania Institute of CPAs and owner/operator of Drove Pasture Farm.

Kelley C. Long, CPA is the Director of Personal & Family Financial Planning and Social Media for Shepard Schwartz & Harris, LLP in Chicago and a member of the Illinois CPA Society and the AICPA National CPA Financial Literacy Commission. She believes that the true meaning of financial security is having choices. Twice a week you can find her teaching a group fitness class called BodyPump® at her local health club.

Ruoyu Loughry, CPA, MBA from the San Jose Bay Area, is the CFO of Lin Engineering, Inc. and is a member of the California Society of CPAs.  She has a bachelor's degree in accounting and a master's degree in taxation. Married with a son and a daughter, Ruoyu enjoys dancing.  

Wade Lovell, CPA, MBA, CFE, EA co-heads LLA Financial in San Diego, California with his bride of 28 years, Suzanne LaRue Lovell. He is a member of the California Society of CPAs.

Elaine Grogan Luttrull, CPA founded Minerva Financial Arts in 2009 to serve artists and arts organizations. She is the published author of Numerically Challenged, a celebrated instructor, and a dedicated devotee to the creative class. 

Belle Marie, CPA, CMA, CIA, CFE is a professor at Carroll College in Helena, Montana and enrolled in the Doctor of Business Administration program at George Fox University. She is a member of the Montana Society of CPAs and enjoys traveling in her free time.

Monica Matlock, CPA is a supervisor in the Derivatives Accounting and Wholesale Gross Margin Analysis Area. She is a member of the Wisconsin Institute of CPAs and very involved in her community.

Robin Nickell McKenzie, CPA graduated from Auburn University and went on to pursue a career in public accounting. She currently works for BBVA Compass in Birmingham, Alabama as an operational risk officer and is a member of the Alabama Society of CPAs.

Thomas (Tom) McNabola, CPA is a principal at the Hunter Group in Fair Lawn, New Jersey and a member of the New Jersey Society of CPAs. Tom advises individual clients on tax and financial matters. He enjoys visits to the California wine country when on vacation.

Mackey McNeill, CPA/PFS has a passion for empowering individuals and entrepreneurs in building wealth and prosperity. She is president/CEO of Mackey Advisors®. She is the author of The Intersection of Joy & Money, named “most life changing book” of the year by the Independent Publishers Association. She is a member of the Kentucky Society of CPAs and a former member of the AICPA National CPA Financial Literacy Commission.

John McWilliams, JD, CPA is a professor of accounting at Golden Gate University.  He is a member of the California Society of CPAs, a past chair of its Financial Literacy Committee and a member of the AICPA National CPA Financial Literacy Commission.

Jason Melillo, CPA is a partner with the firm of Krost, Baumgarten, Kriss & Guerrero in Pasadena, California. He is a member of the California Society of CPAs.

Hannah CK Neidorf, CPA is a semi-senior at Rucci Bardaro & Barrett in Malden, Massachusetts. She is a member of the Massachusetts Society of CPAs.

Andrew Newman, CPA lives in Davis, California and is a member of the California Society of CPAs.  He is dedicated to supporting his community and to teaching financial literacy concepts to people of all ages.  

Thaddius Panik, CPA is a manager of learning at Grant Thornton’s public sector practice in Alexandria, Virginia. He is a member of the Virginia Society of CPAs, the Society for Human Resource Management, and the American Society for Training & Development and enjoys traveling and yoga.

Robin Patino, CPA is controller at SchoolsFirst Federal Credit Union, with more than fifteen years of public and private experience. She is a member of the California Society of CPAs and serves on its scholarship committee.

Greg J Petyak, CPA, MBA is assistant professor of accounting at the University of Pittsburgh at Johnstown and an adjunct assistant professor of accounting at Saint Francis University. He operates his own CPA practice and loves to golf. He is a member of the Pennsylvania Institute of CPAs.

Jason Reimschusel, CPA is an advanced financial analyst at Marathon Petroleum Company in Findlay, Ohio. He is a member of The Ohio Society of CPAs.

Leslie Rezgui, CPA is the financial reporting manager for The Spectranetics Corporation. She is a member of the Colorado Society of CPAs and a 2008 Elijah Watt Sells award winner. She loves hiking and watching her son’s football and hockey games.

Bruce Rhoads, CPA from Wyomissing, Pennsylvania, recently retired as a partner with Herbein+Co., Inc. He continues to work as a CPA consultant with the firm and is also presently serving on the board of a community bank and with several not-for-profit organizations in the Reading, Pennsylvania area. He is a member of the Pennsylvania Institute of CPAs.

Doris Rollo, CPA a graduate of Indiana University, is a sole practitioner and a member of the Indiana CPA Society. She is married to Dan with whom she enjoys motorcycling and RVing.

Jody Rorick, CPA started her own business from scratch more than 15 years ago. Her firm specializes in daily money management services. Making house calls, she handles routine “financial housekeeping” tasks. She is a member of the New Jersey Society of CPAs.

Clar Rosso is COO of the California Society of CPAs and CalCPA Education Foundation. She lead CalCPA’s launch of a financial literacy program and remains a strong advocate for personal finance education. She is a member of the AICPA National CPA Financial Literacy Commission.

Jeremy T. Roy, CPA, MST has worked in the area of public accounting for 10 years, specializing in tax research and income tax preparation and planning for high net-worth individuals. He received his bachelor’s degree from Merrimack College and completed a graduate program at Bentley University with a master’s degree in taxation.

Jonathan D. Ryan, CPA is a partner with Ryan & McDonald LLP and a member of the California Society of CPAs. He has 35 years of experience in public accounting and lives in Pebble Beach, California.

David Sakofs, CPA is a sole proprietor of a firm that specializes in federal procurement and accounting matters and a member of the New Jersey Society of CPAs. He lectures for the Thomson Reuters’ Federal Publication Seminars on various government topics.

Markus R. Schwab, CPA.CITP, CGMA is the CFO for the City of Griffin, Georgia and a member of the Georgia Society of CPAs. He lives in Peachtree City with his wife and two children. When not working, he volunteers with the Boy Scouts of America, where his son is a scout.

Terry Seaton, CPA/PFS, CFP® is the owner/president of Seaton Financial Advisors, a fee-only wealth management firm located in Saint Augustine, Florida. Terry is a member of the Florida Institute of CPA, the National Association of Personal Financial Advisors and the AICPA National CPA Financial Literacy Commission.

Scott Seegmiller, CPA has worked in industry for 21 years as CFO of a large real estate property management company. He mountain bikes twice a week in the desert surrounding Las Vegas and has six young adult children and two foster kids. He is a member of Nevada Society of CPAs.

Rob Seltzer, CPA/PFS is a sole practitioner based in Los Angeles, California and is a member of the California Society of CPAs. He specializes in business management for entertainment industry clients as well as taxes and financial planning. 

Wayne E. Silverman, CPA/PFS is a shareholder with Manning Silverman & Company in Lincolnshire, Illinois and is a member of the Illinois CPA Society. He and his wife have four children, and he is a youth sports coach.

Todd Sladky, CPA, MBA, FHFMA is the vice president of finance and CFO of Great River Health Systems in West Burlington, Iowa. Todd and his wife, Kaye, have been married 28 years and have two college-aged children, Sara and Andrew. An avid photographer, Todd is most often seen at his children’s sporting events with camera in hand.

Karen Smith, CPA  worked with wealthy families until she had her first child. Then she joined the special-needs world and put her training to work to raise her kids on a limited income. She is a member of the Arizona Society of CPAs.

Sara D. Smith, CPA, MBA is CFO at ALPS Corporation and a member of the Montana Society of CPAs. She graduated from the University of Montana and received her MBA from the University of Colorado. She lives in Missoula and loves to ski and bike.

Sarah E. Smith, CPA was born and raised in McAlester, Oklahoma and attended the University of Oklahoma where she attained bachelor’s and master’s degrees in accounting. She married her high school sweetheart, Jake, and is now mother to three-year-old Sebastian. She is a member of the Oklahoma Society of CPAs.

Harold Sobel, CPA is a graduate of Bentley College, Massachusetts, where he received a bachelor’s degree in accountancy. He is highly regarded for his expertise in the area of closely held business and succession planning. He is a member of the Massachusetts Society of CPAs.

Inez D. Stein, CPA practices in Norwood, Massachusetts, as a sole proprietor. She is a member of the Massachusetts Society of CPAs. She is also a certified yoga instructor and a hula dancer.

Craig Steinhoff, CPA.CITP is a principal with Hill, Barth & King LLC in Boardman, Ohio. He is a member of The Ohio Society of CPAs, a trustee of the Ohio CPA Foundation and a member of the AICPA National CPA Financial Literacy Commission. Craig enjoys spending time with his wife, Joelle, and his two daughters, Lauren and Chloe.

Tracy B. Stewart, CPA/PFS, CFF, CFP®, CDFA has helped more than 100 divorcing couples reach mutually agreeable financial settlements and learn how to financially recover. She is a member of the Texas Society of CPAs and the AICPA National CPA Financial Literacy Commission.

Erin Stockwell, CPA works with Anderson ZurMuehlen & Co., PC in Great Falls, Montana, where she enjoys helping clients navigate today’s tax and financial planning maze. She is a member of the Montana Society of CPAs.

Paul Sullivan, CPA is EVP & CFO/Operations at YMCA of San Diego County in San Diego, California and a member of the California Society of CPAs. He is a graduate of Washburn University and a longtime YMCA executive in Topeka, Seattle, Houston, and San Diego. His wife and he have three sons who are all in the Army.

Elise Macy Szalay, CPA worked in public accounting for four years before taking her current position in the finance department of a professional sports franchise.

David F. Tagieff, CPA was born in Montreal, Quebec and became a chartered accountant in 1965. He moved to Denver, Colorado after being one of the first chartered accountants to pass the CPA exams under the NAFTA reciprocity program. He is a member of the Colorado Society of CPAs.

Sandra Terrell, CPA is the owner of Terrell Accounting, LLC in Springfield, Missouri. She is a member of the Missouri Society of CPAs and chair of its Not-For-Profit Committee and enjoys volunteering at her children’s schools.

Rosie Tomforde, CPA, CFE is an audit officer at the Arizona State Retirement System in Phoenix, Arizona. She is a member of the Arizona Society of CPAs and enjoys hiking, especially in the Grand Canyon.Rob Wagner, CPA, is a tax partner for McGladrey LLP in Wilmington, North Carolina. He is a past chair and current board member of Junior Achievement (JA) of the Cape Fear Region and teaches the JA programs to students. He is a member of the North Carolina Association of CPAs.

Michael Walther II, CPA/PFS, CFP®, CFA spent the first twenty years of his career providing objective financial advice to wealthy families. Blessed with a brother with autism, Mike later founded Oak Wealth Advisors in Deerfield, Illinois to serve families with special needs members. He is a member of the Illinois CPA Society.

Kemberley Washington, CPA is an accounting professor at Dillard University and writes a personal finance blog at kemberley.com. She is a member of the Society of Louisiana CPAs and her experience includes working with the IRS.

Diane H. Wightman, CPA gained experience at Ernst & Young and began her consulting practice more than 21 years ago. She is a member of the Colorado Society of CPAs and the chair of its Financial Literacy Committee.

Jimmy L. Williamson, CPA is a senior partner and stockholder in the accounting firm of MDA Professional Group, PC. He serves on the AICPA Finance Committee and the AICPA Compensation Committee. He is also a member and past president of the Alabama Society of CPAs and the Northeast Alabama chapter of CPAs. He served as chairman of the AICPA and is former member of the AICPA National CPA Financial Literacy Commission. Jimmy and his wife, Dianne, have two children and seven grandchildren.

Jennifer Wolf is an associate staff accountant-auditor at Berman Hopkins Wright & LaHam, CPAs and Associates, LLP in Melbourne, Florida. She is a graduate of Florida Institute of Technology and is studying to become a CPA. In her free time she enjoys spending time with her family.

Melinda Workman, CPA, MBA is an accountant at Coston & McIsaac, CPAs in Bar Harbor, Maine. She is a member of the Maine Society of CPAs and is an advocate of empowering individuals and families by encouraging financial responsibility and budget counseling.

Leonard Wright, CPA/PFS is based in San Diego, California and is a Money Doctor with the AICPA. Leonard is a member of the California Society of CPAs,the AICPA Personal Financial Planning Executive Committee and National CPA Financial Literacy Commission. 

Kwokyee Wu, CPA has been in the finance and accounting profession for 15 years and has had a wide range of experiences in industries such as energy, investment banking, management, and IT consulting. She has worked primarily for Fortune 500 companies and volunteers at an elementary school where she focuses on financial education for kids.

Andy Young, CPA is a corporate compliance manager at WhiteWave Foods located in Broomfield, Colorado and is a member of the Colorado Society of CPAs.