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, MBA
Jeff Bacon
Senior Accountant
Roseanne Buckley
Human Resources Director | SHRM-CP
Keosha Daniels
Accounting Tech
Amanda Decker
Staff Accountant | MBA
Bridget K. Fee
Administrative Director | MBA, LSSGB
Agnes Frishberg
Senior Accounting Tech | QuickBooks Certified ProAdvisor
Michelle Gelinas
Director, Client Financial and Operational Strategy | CPA
Jill Hall Sanders
Administrative Assistant
Tyler Hamblin
Senior Accountant
Robert Homa
Senior Accountant | CPA
Brian Irvine
Client Accounting Services 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 | CPA
Dylan Nguyen
Staff Accountant
Laura Nguyen
Staff Accountant
Matt Overman
Senior Accountant
Alexa Pacilli
Staff Accountant
Tamie Palatine
Marketing & Sales Support Manager | SHRM - CP
Christine Pasquarello
Senior Accounting Tech | MBA
Anthony Princiotta
Senior Accountant
Amber Ravenkamp
Senior Accountant
Beth Renga
Director of Consulting Services | MSW
Frank P. Salerno
Tax Manager | CPA
Frederick P. Schutz
Tax Director | CPA, MST
Cristopher A. Sefransky
Manager | CPA, CFE, LSSGB
Josh Smith
Director of Innovation | MBA
Cole Tranchida
Staff Accountant | MAcc
Jennifer Trueland
Administrative Assistant
Matthew Walsh
Senior Accountant
Timothy Watts
Senior Accountant
Brian Weldin
Senior A&A Manager | CPA, MBA