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

Angela McDonough

Partner | Chief Operating Officer

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 Integrator Officer

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

Liz Crossley

Accounting Tech | QuickBooks Certified ProAdvisor

Amanda Decker

Staff Accountant

Patrick Ennis

Senior Accountant

Maureen Ezzo

Staff Accountant

Bridget K. Fee

Processes Manager

Agnes Frishberg

Senior Accounting Tech | QuickBooks Certified ProAdvisor

Michelle Gelinas

Director, Client Financial and Operational Strategy

Peter Gubler

Tax Manager | CPA, CVA

Tyler Hamblin

Staff Accountant

Cheryl Haswell

Executive Administrator

Serge Jean-Charles

Staff Accountant

Phil Kramarski

Manager

Brian Maloney

Manager | CPA

Marissa Moreno

Project Manager

Daniel Nagy

Senior Accountant

Teri Niedermayer

Senior Accounting Tech | CB, QuickBooks ProAdvisor

Matt Overman

Staff Accountant

Alexa Pacilli

Staff Accountant

Tamie Palatine

Executive Administrative Assistant

Anthony Princiotta

Senior Accountant

Amber Ravenkamp

Staff 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

Stefanie Summers

Manager of Outsourced Client Accounting Services

Magda Sojka

Senior Accounting Tech

Jennifer Trueland

Administrative Assistant

Matthew Walsh

Staff Accountant

DeVon Watson

Staff Accountant

Timothy Watts

Senior Accountant