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Team Members
Lutz & Company is proud to employ over 100 talented professionals serving in areas from tax consulting to software solutions. Please take a moment to view the profiles of our Partners and Mangers or to find further contact information.
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Partners |
| Jim Boulay, CFP, CPA/PFS |
Investment Advisor, Managing Member |
Email |
VCard |
Bio |
| Scott Carrico, CPA |
Audit Partner |
Email |
VCard |
Bio |
| Tony Cerone, CFP, MSBA |
Lutz Financial Services Principal |
Email |
VCard |
Bio |
| Mark Duren, CPA |
Tax Partner |
Email |
VCard |
Bio |
| Pete Froelicher, CPA |
Tax Partner |
Email |
VCard |
Bio |
| Kevin Hansen |
Director of Operations, Lutz Software |
Email |
VCard |
Bio |
| Tom Helligso, CPA |
Audit Partner |
Email |
VCard |
Bio |
| Jim Honz, CPA |
Tax Partner |
Email |
VCard |
Bio |
| David Horner, CPA |
Chief Financial Officer |
Email |
VCard |
Bio |
| Bill Kenedy, CPA/ABV |
Audit Partner |
Email |
VCard |
Bio |
| Steve Kenney, CPA |
Tax Partner |
Email |
VCard |
Bio |
| Pat Knowles, CPA |
Audit Partner |
Email |
VCard |
Bio |
| Susie Krause, CPA |
Consulting & CAS Partner |
Email |
VCard |
Bio |
| Sandy Lane, CPA |
Consulting Partner |
Email |
VCard |
Bio |
| Kelly Martinson, CPA |
Tax Partner |
Email |
VCard |
Bio |
| Mike Mowat, CPA |
Audit Partner |
Email |
VCard |
Bio |
| Ron Nebbia, CPA |
Consulting Partner |
Email |
VCard |
Bio |
| Reed Samson, CPA/ABV |
Tax & Consulting Partner |
Email |
VCard |
Bio |
| Jeff Snyder, CPA |
Tax & Consulting Partner |
Email |
VCard |
Bio |
| Jim Tichota, CPA |
Tax Partner |
Email |
VCard |
Bio |
| Stacy Watson, CPA |
Tax Partner |
Email |
VCard |
Bio |
| Shawn Wederquist, CPA |
Audit Partner |
Email |
VCard |
Bio |
| Gary Witt, CPA |
Managing Partner |
Email |
VCard |
Bio |
| Managers |
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| Sam Addy, CPA |
Audit Manager |
Email |
VCard |
Bio |
| Erin Baas, CPA |
CAS & Healthcare Consulting |
Email |
VCard |
Bio |
| Rob Else |
Lutz Software Solutions Manager |
Email |
VCard |
Bio |
| Karmen Hansen, CPA |
CAS Manager |
Email |
VCard |
Bio |
| Mark Kerns, CPA, MBA |
Audit Manager |
Email |
VCard |
Bio |
| Stacie Kinnison |
Operations Manager |
Email |
VCard |
Bio |
| Jarad Knott |
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Email |
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| Keeley Lammers, CPA |
CAS Manager |
Email |
VCard |
Bio |
| Scott Miller, CPA |
Audit & CAS Manager |
Email |
VCard |
Bio |
| Chris Oppliger, CPA |
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| Stephen Patterson |
Investment Advisor |
Email |
VCard |
Bio |
| Chad Reischl |
Lutz Creative Art Director |
Email |
VCard |
Bio |
| Pam Riley, CPA |
Tax & CAS Manager |
Email |
VCard |
Bio |
| Deyna Rouse, CPA |
Tax Manager |
Email |
VCard |
Bio |
| Russ Smith, CPA |
Tax Manager |
Email |
VCard |
Bio |
| Matt Stadler, CPA/ABV |
Tax Manager |
Email |
VCard |
Bio |
| Emilie Tracy, CPA |
Tax Manager |
Email |
VCard |
Bio |
| Justin Vossen |
Investment Advisor |
Email |
VCard |
Bio |
| Jessica Ward, CPA |
Audit Manager |
Email |
VCard |
Bio |
| Josh Weiss, CPA |
Audit Manager |
Email |
VCard |
Bio |
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