Hobbies
This BD team member enjoys making maple syrup, even if it takes a DeLong time!
Andy DeLong
This BD Team member has a wife and three children that all suffer from the debilitating disease known as "Ginger"-vitis.
Jacques Labo
Do you have a question on 1099's? Don't go seeing red! You're going to need to see this person instead!
Adele Greene
The Firm Vision was developed a few years ago and consists of 5 main areas - Team Development, Client Management, Business Development, Partner Effectiveness, and this, the final area.
Leadership
This person joined the Firm during the "'Rona years" - their first Zoom "Happy Hour" with the Firm they joined in with their Wife's name showing...and they shall forever been known as "Erica"!
Nate Dollaway
These newer BD team member enjoys hiking and traveling - I wonder if they have hiked any famous Hills...like the ones out in Cali?!
Beverly Baauw
This BD team member enjoys swimming, reading...but most importantly, beating his girlfriend, Liorah, at Mario Kart!
Josh Marianos
Trust is a big deal...especially when you're talking about tax returns...which this person happens to be the expert of!
Sherri VanArendonk
Team Development
This BD team member enlisted the help of another BD team member to rid their audit bag from a spider...after audibly "freaking out" at its creepiness...it was also all at a client's, and the Partner was there.
Amy Momber
Science Fiction is high on the list of this person's hobbies - he's not a Dr., but you don't have to wonder Who he is!
Eric Van Dop
We have (to my knowledge) two BD team members that have a "twin" - one has only sons (three of them) and the other has only daughters (two of them). Which of these BD team members has only sons?
Brian McFarren
If you're looking for an answer to an international tax question, this BD team member is the person to see!
Patrick Mutchler
"Realize that every communication with a client is a mutually beneficial opportunity to identify additional service needs." is an item under this Vision category.
Business Development
I got to watch live while this BD team member's spouse tried to drive their boat like Mario Andretti while towing them behind it on a tube...it was a bit "much!!
Patrick Mutchler
No Wayne Gretzky or Mario Lemieux... but this BD team member likes to play a little puck and stick every now and then!
Braden LaTour
This BD Team member maintained a food safety certification for years through 3/20, and has been secretly monitoring our communal food at the office to be sure best practices are followed.
Meggie Kwiatkowski
Multiple audits - this person can do... But their specialty is really a Single Audit!!
Jenni Wheeler
"Recognize that the goal setting process is a primary vehicle to help the firm reach its vision and accomplish its strategic plan." is an item under this Vision category.
Partner Effectiveness
This person watched a Partner go down on ice. When the ambulance came, they told the Partner that a ride with them would be $700, but a ride with this employee would be free. The employee looked at the partner and said..."I'll only charge you $250."
Vince Pelino
This high octane BD team member enjoys spending time at the strip. Buzz in quick before 8-seconds pass!
Paul Gilbert
This BD team member hails from Canada, eh!
Alicia Burnside
Having an issue with word? Need an engagement letter, management rep letter, SAS 114 Letter, or SAS 115 Letter typed? OR need someone to help make fun of Andy? This BD team member is your go-to!
Jodi Engel
"Deliver exceptional service to our clients." is an item under this Vision category.
Client Management
One time at work, while talking to a fellow team member, my stomach growled loudly. The team member asked, "Was that your stomach?" I laughed hysterically and said, "No."...I couldn't stop laughing. Who was the team member that I was laughing at?
Brenda Jacobs