Haefele Flanagan
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Our Team
Meet the individuals behind our winning team.
James A. Rogers Jr.
Managing Partner | CPA, MAFF, CFF
James R. Haefele
Partner | CPA, ABV, CVA, CFF, MAFF
David J. Gill, Jr.
Partner | MST, CPA/PFS, CFP®
Hal Levenson
Partner | Chief Visionary Officer
Erica L. Peterson
Partner | CPA
Kenneth P. May
Partner | CPA, CVA
Andrew J. Ryzner
Partner | CPA
Ande Grubb
Chief Operating Officer (Integrator)
Dave Bookbinder
Executive Director, Valuation Services | ASA, CEIV
Jeff Bacon
Senior Accountant
Hannah Bogdan
Administrative Assistant
Julia Brines
Director of Strategic Relationships
Jurgen Bocaj
Staff Accountant
Francesca Bowe
Senior Accountant
Roseanne Buckley
Human Resources Director | SHRM-CP
Chanté Crawley
AP/AR Admin
Keosha Daniels
Accounting Tech
Amanda Decker
Staff Accountant
Justin Decker
Staff Accountant
Patrick Ennis
Senior Accountant
Maureen Ezzo
Staff Accountant
Bridget K. Fee, LSSGB
Processes Manager | LSSGB
Agnes Frishberg
Senior Accounting Tech | QuickBooks Certified ProAdvisor
Michelle Gelinas
Director, Client Financial and Operational Strategy | CPA
Peter Gubler
Tax Manager | CPA, CVA
Jill Hall Sanders
Administrative Assistant
Tyler Hamblin
Senior Accountant
Cheryl Haswell
Executive Administrator
Robert Homa
Senior Accountant | CPA
Brian Irvine
Finance Manager
Serge Jean-Charles
Staff Accountant
Harsh Kamath
Staff Accountant
Phil Kramarski
Manager | CPA
Brian Maloney
Manager | CPA
Marissa Moreno
Project Manager
Daniel Nagy
Senior Accountant
Matt Overman
Senior Accountant
Alexa Pacilli
Staff Accountant
Tamie Palatine
Executive Assistant
Anthony Princiotta
Senior Accountant
Amber Ravenkamp
Senior Accountant
Beth Renga
Director of Consulting Services
Andrew Romani
Tax Senior
Frank P. Salerno
Tax Manager | CPA
Frederick P. Schutz
Director of the Tax Department | CPA, MST
Cristopher A. Sefransky
Manager | CPA, CFE, LSSGB
Kevin Simpson
Staff Accountant
Josh Smith
Head of Information Technology | MBA
Stefanie Summers
Manager of Outsourced Client Accounting Services
Cole Tranchida
Staff Accountant
Jennifer Trueland
Administrative Assistant
Matthew Walsh
Staff Accountant
DeVon Watson
Staff Accountant
Timothy Watts
Senior Accountant