Haefele Flanagan
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Our Team
Meet the individuals behind our winning team.
James R. Haefele
Leading Partner | CPA, ABV, CVA, CFF, MAFF
James A. Rogers Jr.
Past Managing Partner | CPA, MAFF, CFF
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
Tax Manager | EA, Admitted to practice before the IRS
Ed Bottone
Tax Director | CPA, MT
Roseanne Buckley
Human Resources Director | SHRM-CP
Tiffany Celaya
Experienced Tax Associate
Keosha Daniels
Accounting Tech
Bridget K. Fee
Administrative Director | MBA, LSSGB
Agnes Frishberg
Senior Accounting Tech | QuickBooks Certified ProAdvisor
Jill Hall Sanders
Administrative Assistant
Tyler Hamblin
Senior Tax Accountant
Robert Homa
Senior A&A Accountant | CPA
Brian Irvine
Client Accounting Services Manager
Serge Jean-Charles
Experienced Tax Associate
Harsh Kamath
Experienced A&A Associate
Phil Kramarski
A&A Manager | CPA
Robert Mangold
Finance Manager
Brian Maloney
A&A Manager | CPA
Marissa Moreno
Project Manager
Gabbi Nader
Experienced A&A Associate
Daniel Nagy
A&A Manager | CPA
Dylan Nguyen
Associate
Laura Nguyen
Associate
Matt Overman
Senior Tax Accountant
Tamie Palatine
Marketing & Sales Support Manager | SHRM - CP
Christine Pasquarello
Senior Accounting Tech | MBA
Anthony Princiotta
Senior Tax Accountant
Amber Ravenkamp
Senior A&A Accountant
Beth Renga
Director of Consulting Services | MSW
Frank P. Salerno
Tax Manager | CPA
Sean S. Sands
Director of Mergers & Acquisitions | MBA
Frederick P. Schutz
Tax Director | CPA, MST
Cristopher A. Sefransky
A&A Manager | CPA, CFE, LSSGB
Josh Smith
Director of Innovation | MBA
Jennifer Trueland
Administrative Assistant
Matthew Walsh
Senior A&A Accountant
Timothy Watts
Senior A&A Accountant
Brian Weldin
Senior A&A Manager | CPA, MBA
