About TSS Advisors

TSS Advisors exists to make a difference and forge legacies. From our beloved home base in Northern New England, we provide sophisticated advisory, tax, audit, trust, estate, financial leadership, and consulting services tailored for high-net-worth individuals and families, as well as businesses across specialized verticals, including car dealerships, construction, nonprofits, real estate, and schools.
We’re not your typical accounting firm. What sets us apart is our people and how we invest in them. Our team of professionals brings deep expertise and a passion for solving complex challenges with clarity and care. Each member is committed to integrity, excellence, and collaboration, which shapes every client experience and every internal decision.

If you’re looking for a firm that considers you a long-term partner, not just a number, and a team that actually picks up the phone when you call, we’d love to talk.

Meet Our Team

Jim Godfrey

Jim Godfrey

Partner, CEO

Jim Godfrey

Jim Godfrey

James.Godfrey@tss-advisors.com
View Jim’s LinkedIn

Jim has been with TSS as a full service CPA for over two decades and serves as the firm’s Chief Executive Officer. He is responsible for providing accounting, tax, and consulting services to closely held companies, and not-for-profit organizations. He works extensively with automobile dealerships and related industry clients, manufacturing companies, independent school and other not-for-profit organizations, and more. He provides consulting on more complex issues including business succession strategies, buy/sell transactions, and estate planning. Jim is also responsible for the firm’s recruiting efforts. A graduate of the University of Vermont, Jim is the current treasurer of Zack’s Place – An Enrichment Center, a member of the advisory board for the Vermont Chapter of the Alzheimer’s Association, and former board Chair of Special Olympics Vermont.

Josh Gagne

Josh Gagne

Partner, President

Josh Gagne

Josh Gagne

Josh.Gagne@tss-advisors.com
View Josh’s LinkedIn

Josh Gagne graduated Summa Cum Laude from Plymouth State University in 2004 with a Bachelor of Science degree in accounting and a minor in economics. His career started with the firm right out of college and lead to him becoming a partner in 2015. Josh is also currently the firm’s Chief Financial Officer and leads the firm’s construction niche. Feeling strongly that it is imperative to have a comprehensive understanding of his clients in order to deliver value-add in addition to compliance, Josh provides a full range of services starting at the financial statement attestation and/or business tax compliance level, and ending with the owner’s personal tax compliance. Financial statement services include audits, reviews, and compilations. Tax services include compliance, consulting, and mergers and acquisitions. Other industries of focus include manufacturing and real estate. Josh is a member of the firm’s team servicing investment partnerships and provides services to closely held businesses. Outside of the office, Josh enjoys spending his time camping, fishing, hiking, hunting, kayaking and pretty much anything and everything outdoors. Josh is a member of the AICPA and NH Society of CPAs.

Mitchell Stagnone

Mitchell Stagnone

Partner

Mitchell Stagnone

Mitchell Stagnone

Mitchell.Stagnone@tss-advisors.com
View Mitchell’s LinkedIn

Mitchell Stagnone graduated Cum Laude from the University of New Hampshire’s Whittemore School of Business and Economics with a Bachelor of Science degree in Accounting and Finance. His career started with the firm in 2012 and ultimately lead to becoming partner in 2022. Mitch is one of the leaders in the firm’s automotive retail niche. He specializes in franchise and independent dealerships on audit and attest, tax planning and preparation, consulting, and mergers and acquisitions. He also works with closely held businesses and high net worth individuals. He is a member of the AICPA, NH Society of CPAs, and Auto Team America. He is involved with both NH Auto Dealers Association and NADA. He currently sits on the board of Valley Court Diversion Program and the New Hampshire Auto Dealers Association Education board. Mitch also holds his Series 7 and 66 securities licenses.

Ken Goodrow

Ken Goodrow

Partner, COO

Ken Goodrow

Ken Goodrow

Ken.Goodrow@tss-advisors.com

Ken Goodrow is a 1984 graduate of Merrimack College in North Andover, MA. Ken graduated with a Bachelor of Science degree with a major in Accounting. He has been working in the accounting field in both the Public and Private Accounting sectors ever since. While in the private sector he rose to become the President of a small local bank becoming, at age 30, the youngest bank president in the country. Ken has been back at TSS since 1997, and is now the Managing Partner of TSS Financial Partners, LLP. He considers himself a Jack of All Trades, but is part of the Automotive Services team, the Retirement Plan Audit Services team, does both personal and business tax returns and consulting, and anything else that needs doing. Over the years, Ken has served on a number of non-profit boards and is the current Treasurer for the Meriden Volunteer Fire Department. He and his wife, Fawn, have lived in the same fixer upper in Plainfield, NH that they bought almost 40 years ago, and yes, they are still fixing her up!

David St. Sauveur

David St. Sauveur

Partner

David St. Sauveur

David St. Sauveur

David.St.Sauveur@tss-advisors.com

David is a founding Member of TSS who heads the Firm’s tax department. He engages in tax compliance and planning for a diverse client base including closely held businesses, individuals, trusts, and estates. David has years of experience in business formation, business successions, estate planning and buy-sell transactions. He is a graduate of Arizona State University with a BS in accounting and is a Certified Public Accountant. David is a life-long native of the NH Upper Valley area. He is a lover of dogs, all New England sports teams, and music of all kinds. David has been a volunteer for Upper Valley youth sports teams for many years.

Virginia McGrody

Virginia McGrody

Partner

Virginia McGrody

Virginia McGrody

Virginia.McGrody@tss-advisors.com
View Virginia’s LinkedIn

Virginia McGrody joined Tyler, Simms & St. Sauveur in 1997 after earning her bachelor’s degree from the University of New Hampshire. Ginny is one of the leaders in the firm’s tax department. She specializes in tax planning, preparation, and business valuation. She works with closely held businesses and high net worth individuals. She is a member of the AICPA, NH Society of CPAs, National Association of Certified Valuators and Analysts, and CPAmerica. She is a Corporator for Mascoma Savings Bank and sits on the Howe Library Finance Committee. Ginny also holds her Series 7 and 66 securities licenses. Ginny lives in NH with her husband and their two kids. In her free time, she enjoys reading, hiking, gardening, cooking, and spending time with her family.

Amber McGonis

Amber McGonis

Partner

Amber McGonis

Amber McGonis

Amber.McGonis@tss-advisors.com
View Amber’s LinkedIn

Amber joined Tyler, Simms & St. Sauveur in 2008 after earning her Bachelor’s degree from Bryant University. She is one of the leaders of our audit and accounting team and oversees all of our Yellowbook and Uniform Guidance work. Amber specializes in not-for-profit organizations, independent schools, and closely-held R&D companies. She is a member of both the AICPA and NH Society of CPAs. Amber is a native of Plainfield, NH and now lives in Lebanon with her husband, Mark, and their two daughters, Madison and Reagan.

Kyle Potter

Kyle Potter

Partner

Kyle Potter

Kyle Potter

Kyle.Potter@tss-advisors.com
View Kyle’s LinkedIn

As a member of TSS’s Assurance and Accounting team, Kyle works with a broad range of commercial and not-for-profit entities in various industries, including service providers, independent schools, manufacturing, and summer camps. Kyle also has extensive experience in audits of employee benefit plans.

Kyle joined TSS in 2011 after graduating from St. Michael’s College with a Bachelor of Science degree in Accounting. He is a member of the AICPA and the NHSCPA.

Originally from Vermont, Kyle and his family reside in Grantham, New Hampshire.

John Burk

John Burk

Partner

John Burk

John Burk

John G. Burk, CPA, has been serving clients with precision and care since earning his license in 1976. A graduate of New Hampshire College and long-time member of the New Hampshire Society of CPAs, John has built his career around deep expertise in real estate and construction audits. He is particularly known for his specialization in subsidized housing, where he leads 45–50 audits annually for Section 8 and other federally-assisted programs. His clients value not only his technical skill but his hands-on approach and responsiveness.

Since founding John G. Burk & Associates in 1990, he’s built a firm known for long-term client relationships, personalized service, and low turnover—some client relationships span over 40 years. John is active in both professional and community organizations. He served as a trustee of Southern New Hampshire University, and he and his wife Nancy established an endowed scholarship fund for junior/senior students and master’s degree candidates majoring in accounting. He also supports local nonprofits including the Cheshire Medical Center, Keene YMCA, and the Colonial Theatre.

Outside the office, John enjoys summers on Lake Winnipesaukee with his family, where he restores and pilots classic boats—including a Century wooden boat and a 1968 muscle boat.

Jason Houston

Jason Houston

Partner

Jason Houston

Jason Houston

Jason is a Certified Public Accountant based in New Hampshire with experience in providing attestation services and advising businesses and individuals on multifaceted tax and financial matters. He earned a Master of Science in Taxation from Bentley University and applies both technical expertise with a practical vision to help clients achieve their financial and strategic
objectives.

Over the years Jason has served on numerous nonprofit boards and currently serves on the Board of The Savings Bank of Walpole. In this role, he contributes his financial and governance perspectives in support of the bank’s mission of promoting community and economic growth throughout the region. He is also a member of the American Institute of Certified Public Accountants and the New Hampshire Society of CPAs.

Outside of work, Jason enjoys many sports related activities with his wife and their family of
four.

Evan Cavanaugh

Evan Cavanaugh

Chief Growth Officer

Evan Cavanaugh

Evan Cavanaugh

Evan.Cavanaugh@tss-advisors.com
View Evan’s LinkedIn

Evan Cavanaugh graduated from the Tuck School of Business at Dartmouth with a Master of Business Administration degree. Prior to that, he received a Bachelor of Science degree from the Questrom School of Business at Boston University. His professional experience has spanned operations and strategy leadership roles, with a focus on mergers and acquisitions, and growth strategy. He joined TSS in 2024 as Chief Growth Officer.

Outside of work, Evan enjoys exploring the outdoors with his family and their dogs. He sits on the Board of Directors for the Patriot Sporting Spaniel Club of New England, and he stays active in the sporting-dog community.

Casey Villard

Casey Villard

Principal

Casey Villard

Casey Villard

Casey.Villard@tss-advisors.com
View Casey’s LinkedIn

Casey Villard graduated from Baruch College of the City University of New York with a Bachelor of Science in Public Accounting degree. His professional career began in New York City working for Abraham Briloff, CPA, a distinguished accounting professor at his alma mater. He then worked with Mendelsohn Kary Bell & Natoli, CPAs. In 1985, he moved to the Upper Valley with his young family and joined Foster & Bridgman, CPAs where he become a partner in 1989 and the firm name changed to Bridgman Valiante & Villard, CPAs. In 2009, the firm merged with TSS. In his 38 years of professional practice as an Upper Valley CPA he has provided services in financial reporting, tax compliance, and planning. He has enjoyed working with a broad range of businesses, non-profits, individuals, and trusts in the Upper Valley area and beyond. Casey has volunteered regularly with Everybody Wins -a VT/NH reader mentoring program in the schools and enjoys participating in and attending the many artistic offerings of the Upper Valley.

Patricia H. Morse

Patricia H. Morse

Principal

Patricia H. Morse

Patricia H. Morse

View Pat’s LinkedIn

Pat Morse is a Certified Public Accountant with a passion for helping small businesses thrive. At TSS Advisors, Pat focuses on small business accounting, tax preparation and planning, and QuickBooks consulting. With a practical, hands-on approach, Pat works closely with business owners to streamline their financial processes, minimize tax liabilities, and make confident, informed decisions.

Pat brings 44 years of experience in public accounting and has worked with clients across a wide range of industries. She graduated with Highest Honors from Bentley University and is actively involved in her community, serving on the CCBA Finance Committee and the Lebanon Opera House Board of Trustees.

When not working with clients, Pat enjoys golf, hiking, boating on Goose Pond, and time with Mojo, her mini schnauzer sidekick.

Karen Lascelle

Karen Lascelle

Principal

Karen Lascelle

Karen Lascelle

View Karen’s LinkedIn

Karen Lascelle, CPA, CVA, CFE, is a Principal at TSS-Advisors, with over 25 years of expertise in business valuation, litigation support, corporate and individual taxation, and mergers and acquisitions.

A 2006 MBA graduate from Southern New Hampshire University, Karen is dedicated to upholding ethical standards as a former two-term member of the Ethics Oversight Board for NACVA. She was named to the Inaugural 2024 Forbes Top 200 CPAs in America and the 2025 Forbes Top in State CPAs for NH.

Karen currently serves on NACVA’s Executive Advisory Board. With a notable history, including past presidencies at the New Hampshire Society of CPAs and the Rotary Club of Nashua West, she also contributes her insights to the Artificial Intelligence and Machine Learning Commission (AIMLC) for NACVA. Giving back to the community is very important to her.

Ed Guyot

Ed Guyot

Principal

Ed Guyot

Ed Guyot

As a principal in our firm Edward (Ed) Guyot’s practice areas include audits, reviews and compilations, tax compliance matters and management consultation for closely held business. Ed has over 35 years of experience in attest services, taxation, strategic planning, business acquisitions, business sale and divestiture activities, bank negotiations, conflict resolution. Practice areas include manufacturing, distribution, construction, real estate development and
operations, and low-income housing.

Ed received his Bachelor of Science degree in Accounting (Magna Cum Laude) from Stonehill College and his Master in Business Administration (with Honors) from Suffolk University. He is a Certified Public Accountant, licensed in New Hampshire and is a member of the American Institute of Certified Public Accountants, New Hampshire Society of Certified Public Accountants, and Massachusetts Society of Certified Public Accountants.

An active member of the community, Ed has served several local not-for-profit organizations including the Monadnock United Way, City of Keene Bicycle and Pedestrian Pathways, The Monadnock Community Market Cooperative, and The Colonial Theatre Group just to name a few. Ed currently serves on the Board of the Appalachian Trail Conservancy.

Sarah Wright

Sarah Wright

Senior Manager

Sarah Wright

Sarah Wright

Sarah.Wright@tss-advisors.com
View Sarah’s LinkedIn

Sarah Wright graduated Magna Cum Laude from Strayer University with a Master of Science degree in Accounting with a concentration in Taxation. Her career started with the firm in 2020. She specializes in personal and business income taxes and multi-state taxation. She is a member of the AICPA and NH Society of CPAs. Sarah lives in Andover, NH with her two kids. In her free time, she enjoys traveling, skiing, and spending time with family.

Lisa Gnatek

Lisa Gnatek

Senior Manager

Lisa Gnatek

Lisa Gnatek

Lisa.Gnatek@tss-advisors.com

Lisa Gnatek joined Tyler, Simms & St. Sauveur in 2013 after working in a Big Four accounting firm for seventeen years. Lisa earned a Bachelor of Science degree in Accounting with a Minor in Finance from Southern New Hampshire University and a Master of Science in Taxation from Bryant University. Lisa is one of the leaders in the firm’s tax department. She specializes in high net worth individual and not-for-profit tax compliance and consulting. She is a member of the AICPA and NH Society of CPAs and holds the AICPA Personal Financial Specialist (PFS) credential. She currently sits on the board of Riverstone Church. In her free time, Lisa enjoys reading, walking, and relaxing by the ocean.

Greg Bernhardt

Greg Bernhardt

Senior Manager

Greg Bernhardt

Greg Bernhardt

Greg.Bernhardt@tss-advisors.com

Greg Bernhardt joined Tyler, Simms & St. Sauveur in 2015 and holds a bachelor’s degree from Wabash College. Greg specializes in tax planning, preparation, and consulting. He primarily works with closely held businesses and high net worth individuals, and has a particular interest in partnership tax law. He is a member of the American Institute of CPAs. Greg lives in Grantham, NH and in his free time enjoys reading, practicing the cello with his son, traveling, and being outdoors.

Steffany Jastak

Steffany Jastak

Senior Manager

Steffany Jastak

Steffany Jastak

Steffany.Jastak@tss-advisors.com
View Steffany’s LinkedIn

Steffany joined TSS Advisors in 2024 after working as a corporate Trustee for most of her career. She is both an attorney and CPA, and she has specialized in Trust and Estate taxation and administration for the past 20 years.  Steffany is a member of the Oregon Society of CPAs, the Oregon State Bar, and the AICPA’s Trust & Estate group. As one of TSS’ remote employees, Steffany lives with her husband, Eric, and their energetic German Shepherds in Portland, Oregon.  In her free time, Steffany likes to cook for her large extended family, likes all kinds of music, and enjoys exploring the many scenic locations in her native Pacific Northwest.

Stacy Young

Stacy Young

Senior Manager

Stacy Young

Stacy Young

With over three decades of experience working alongside Pat Morse, Stacy Young brings deep expertise and a personal touch to every client relationship. As a Senior Manager at TSS Advisors, she divides her time between accounting services and tax preparation for both businesses and individuals—balancing complex corporate returns with hands-on client support.

An Enrolled Agent since 2003, Stacy specializes in serving retail and service businesses, builders, and contractors. She’s known for her responsiveness, clarity, and unwavering dedication to her clients’ success.

Based in Meriden, New Hampshire, Stacy enjoys time outdoors and the peace it brings after tax season.

Belinda Krukar

Belinda Krukar

Senior Manager

Belinda Krukar

Belinda Krukar

Belinda Krukar is a CPA, licensed in New Hampshire and Connecticut. She brings over seventeen years of experience in public accounting and private practice to her role at TSS, which she joined in 2025 through a merger. She specializes in tax compliance and consulting for high net worth individuals, trusts, and estates. Belinda holds a Bachelor of Science in Accounting and Finance from Post University and a Master of Science in Accouinting and Taxation, with a tax focus, from the University of Hartford. She is a member of the AICPA, NH Society of CPAs, and CT Society of CPAs. In her free time, she enjoys gardening and cooking.

John Kamphuis

John Kamphuis

Senior Tax Manager

John Kamphuis

John Kamphuis

John Kamphuis graduated with Master’s degrees from Purdue University (business administration) and Bentley University (taxation). He began his career in the Chicago area before migrating to New England with his family in 2014 to join John G. Burk & Associates, eleven years before its purchase by TSS Advisors. John has focused on individual and business tax planning and compliance in recent years, but worked in the audit, accounting, and payroll areas earlier in his career. He is a member of the Indiana CPA Society and the AICPA.

Samantha Rancourt

Samantha Rancourt

Manager

Samantha Rancourt

Samantha Rancourt

Samantha.Rancourt@tss-advisors.com
View Samantha’s LinkedIn

Samantha Rancourt joined Tyler, Simms & St. Sauveur in 2014 after earning her bachelor’s degree and Master of Science in Accounting from the University of New Hampshire. Samantha specializes in audit and attestation services at the firm and works with clients in diverse industries. She is a member of the NH Society of CPAs and the AICPA. Samantha lives in the NH seacoast area with her husband and daughter and enjoys going to the beach and spending time with friends and family.

Jennifer Smith

Jennifer Smith

Manager

Jennifer Smith

Jennifer Smith

Jennifer.Smith@tss-advisors.com
View Jennifer’s LinkedIn

Jennifer Smith joined TSS in 2023. She earned her bachelor’s degree in accounting from the University of Phoenix, graduating with honors, then went on to earn her Master of Science in Accountancy. Jenn has been working in public accounting since 2012 and became a licensed CPA in the state of Maryland in 2016. She specializes in small business tax planning, preparation, and consulting. She also works with high net worth individuals. Jenn lives in Hedgesville, WV with her son and her three dogs. In her free time, she enjoys horseback riding, reading, and spending time outdoors.

Lyra Wu

Lyra Wu

Manager

Lyra Wu

Lyra Wu

Lyra.Wu@tss-advisors.com
View Lyra’s LinkedIn

Lyra Wu graduated from the University of Illinois Urbana-Champaign with a Master’s degree in Accountancy. She began her career in 2013 and joined TSS Advisors in 2024. Lyra specializes in audit and attestation services, working with clients across diverse industries, including Employee Benefit Plans (EBP), Nonprofit Organizations (NPO), and for-profit companies. She is a member of both the California CPA and the AICPA. Lyra lives in San Jose, CA, with her husband and daughter, and enjoys traveling and exploring the world with her loved ones.

Alex Meacham

Alex Meacham

Manager

Alex Meacham

Alex Meacham

Alex Meacham is a Manager at TSS Advisors, where she works closely with closely held businesses and high-net-worth individuals to deliver strategic tax planning and compliance solutions. Alex began her career with Bridgman Valiante & Villard PC, joining TSS in 2009 as part of the firms’ merger. She is known for her thoughtful approach, clear communication, and commitment to client success—qualities that make her a valued partner to those navigating complex financial matters.

Alex holds a BBA in Accounting, graduating cum laude from the Ancell School of Business at Western Connecticut State University. She is a licensed CPA and active member of the New Hampshire Society of Certified Public Accountants.

A New Hampshire resident, Alex enjoys spending time outdoors with her family and dog, exploring the region’s trails and lakes, and cultivating her home garden. Her professionalism, warmth, and deep technical knowledge make her a trusted resource to clients and colleagues alike.

Jared Davis

Jared Davis

Manager

Jared Davis

Jared Davis

Jared Davis joined TSS Advisors in 2022 and specializes in personal and business income tax planning and compliance. He holds a bachelor’s degree in accounting from Cornerstone University and a master’s in accounting and financial management from Keller Graduate School of Management. He has held a NH CPA license since 2016. Before transitioning to tax, Jared served on active duty in the U.S. Army and worked in municipal auditing and governmental accounting. Jared continues to serve as a logistics officer with the New Hampshire Army National Guard. He lives in the Upper Valley region of NH with his wife and two daughters and enjoys the outdoors and exploring New England with his family.

Darien Szollar

Darien Szollar

Manager

Darien Szollar

Darien Szollar

Darien Szollar joined TSS in 2016 after earning her bachelor’s degree in Accounting with a minor in Economics from Plymouth State University. She specializes in audit and attestation services and serves clients in a wide range of industries. She lives in the Dartmouth–Lake Sunapee Region with her husband, Rich, and their son, Hudson. Outside of work, she enjoys hiking and cooking with her family. Darien sits on the board of the Lebanon Public Libraries Foundation.

Michael Jeffery

Michael Jeffery

Manager

Michael Jeffery

Michael Jeffery

Michael Jeffery graduated magna cum laude from Southern New Hampshire University School in 2004 with a Bachelor of Science degree in Accounting. His accounting career started at John G. Burk and Associates in the Fall of 2004 and ultimately lead to becoming an audit manager for the firm. Michael has worked on a wide array of audit clients in such areas as Rural Development low income housing, construction, and manufacturing. He also is heavily involved in both tax planning and preparation for individuals, businesses, and pass through entities. He is a member of the AICPA and received his accountancy license from the state of New Hampshire in 2009. Originally from Haverhill, MA, Michael, his wife, and two sons currently reside in Keene, NH. Outside of the office, Michael enjoys spending time with his family, physical fitness, hiking, and watching sports.

Daniel Antosiewicz

Daniel Antosiewicz

Manager

Daniel Antosiewicz

Daniel Antosiewicz

Dan Antosiewicz has worked in public accounting for over 25 years. He graduated from Bentley University with a Master of Science degree in Taxation. Dan specializes in manufacturing and construction industries on audit and attest, and tax planning and preparation. He also works with closely held businesses and high net worth individuals. He is a member of the NH Society of CPAs and has volunteered on several local non-profit boards. Dan lives in New Hampshire with his wife and two kids. In his free time, he enjoys watching his kids sporting events, movies and sporting events, working on his home and outdoor activities.

Amy Piuze

Amy Piuze

Tax Manager

Amy Piuze

Amy Piuze

Amy Piuze graduated from Skidmore College in 1999 with a Bachelor of Science degree in Business and started a career in public accounting in Boston, MA. Her career began in audit and gravitated towards tax where Amy has focused her work for most of her career. She obtained her Master of Science in Taxation from Bentley University in 2012. Amy’s work is focused on
estate and trust taxation, and taxation of high net-worth individuals. She is a member of the AICPA, Massachusetts Society of CPAs, and NH Society of CPAs. Amy lives in southern NH with her husband and their son. In her free time, she enjoys travelling and relaxing at Lake Winnipesaukee with family.

Ernie Tyler

Ernie Tyler

Partner Emeritus

Ernie Tyler

Ernie Tyler

Ernie.Tyler@tss-advisors.com
View Ernie’s LinkedIn

Ernie Tyler is the founding partner of Tyler, Simms and St. Sauveur. Ernie holds a bachelor’s degree from Southern New Hampshire University. Ernie specializes in automobile dealerships, wholesale distribution, and tax and estate planning. Ernie focuses primarily on consulting, succession planning, and wealth management.

Jay Simms

Jay Simms

Partner Emeritus

Jay Simms

Jay Simms

Jay.Simms@tss-advisors.com
View Jay’s LinkedIn

W. Jay Simms joined Tyler, Simms & St. Sauveur in 1988 and is one of the three founding partners of TSS. Jay holds a bachelor’s degree from Clarkson College. Jay specializes in tax planning, preparation, and consulting. His primary expertise is in manufacturing and non-profit organizations with specializations in health care and independent schools. He is a member of the American Institute of CPAs.