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Team Members 2017-07-20T13:33:50+00:00

Our Team. Working for You.

At Stratagem, we believe in cultivating successful, long-term relationships. Each one begins with a foundation of trust. Trust built from personalized attention, deep understanding of the issues, and a committed effort to be creative and flexible in our approach. Through a high degree of partner involvement and a collaborative culture, we draw on the knowledge and expertise of our entire firm to serve the needs of our valued clients.

As a privately-held local firm with a 30 year history, we can offer a superior level of personal service. And as a select member of CPAmerica, the largest network of independent firms in the nation, we provide access to a vast network national resources.

DIRECTORS
OPERATIONS
PRINCIPALS & MANAGERS
SUPERVISORS, SENIORS, & STAFF

DIRECTORS

Timothy K. Bradley, CPA
Timothy K. Bradley, CPADirector
Leslie Schaus, CPA, MT
Leslie Schaus, CPA, MTDirector
Thomas W. Swart, CPA, CGMA
Thomas W. Swart, CPA, CGMADirector
Brian L. Wagner, CPA, MBA, CGMA
Brian L. Wagner, CPA, MBA, CGMADirector/Success Strategist

OPERATIONS TEAM

Kim Anderson
Kim AndersonFIRM ADMINISTRATOR
Paul Leroue
Paul LeroueCOO/Growth Strategist
Wendy Raffaeli, CPA, LEED AP
Wendy Raffaeli, CPA, LEED APCFO

PRINCIPALS & MANAGERS

Roberta Gerou, CPA, MT
Roberta Gerou, CPA, MTTax Manager
Russ Hampton, CPA
Russ Hampton, CPATax Manager
Greg Livin, CPA, CCIFP, CGMA
Greg Livin, CPA, CCIFP, CGMAPrincipal
Wade Miller, CPA, CCIFP
Wade Miller, CPA, CCIFPManager
Gerri Nelson, CPA/PFS, MT
Gerri Nelson, CPA/PFS, MTSenior Tax Manager
Kelley Olds, CPA, CGMA
Kelley Olds, CPA, CGMAManager
Bryce Olson, CPA
Bryce Olson, CPATax Manager
Julie Osenga
Julie OsengaManager
Alex Sammells, CPA
Alex Sammells, CPATax Manager

SUPERVISORS, SENIORS, & STAFF

Nancy Craig
Nancy CraigClient Accountant
Rose Doerhoff
Rose DoerhoffExecutive Assistant
April Fabrizio
April FabrizioStaff Accountant
Bill Flynn, CPA
Bill Flynn, CPASenior Accountant
Amanda Gildea, CPA
Amanda Gildea, CPASenior Accountant
Vanessa Grant
Vanessa GrantSenior Accountant
Sherri Hannaway, CPA
Sherri Hannaway, CPATax Supervisor
Miles Holter, CPA
Miles Holter, CPASenior Accountant
Erin Jackson-Haight
Erin Jackson-HaightExecutive Assistant
Erica Maes
Erica MaesAdministrative Assistant
Ryan Mastrianni, CPA, MAcc
Ryan Mastrianni, CPA, MAccTax Supervisor
Ryan Norton
Ryan NortonIT Systems Administrator
Dan Pace, MBA
Dan Pace, MBATechnology Strategist
Ruchi Shah, CPA
Ruchi Shah, CPASenior Tax Accountant
Elizabeth Small
Elizabeth SmallTax Administrator
Tanner Smithwick
Tanner SmithwickStaff Accountant
Sydney Swanson, CPA
Sydney Swanson, CPASenior Accountant
Alex Svoboda
Alex SvobodaClient Accountant
Matt Thomas, MT
Matt Thomas, MTSenior Accountant
Joel Van Cleve, CPA
Joel Van Cleve, CPATax Supervisor
Leanna Velotta
Leanna VelottaStaff Accountant
Andy Zoellner
Andy ZoellnerSenior Accountant