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Team Members 2018-10-04T14:16:04+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
Jess Lalka
Jess LalkaDIRECTOR OF PEOPLE DEVELOPMENT
Paul Leroue
Paul LeroueCEO/Growth Strategist
Dan Pace, MBA
Dan Pace, MBAIT Director
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
Sherri Hannaway, CPA
Sherri Hannaway, CPATax Manager
Greg Livin, CPA, CCIFP, CGMA
Greg Livin, CPA, CCIFP, CGMAPrincipal
Ryan Mastrianni, CPA, MAcc
Ryan Mastrianni, CPA, MAccTax Manager
Gerri Nelson, CPA, MT
Gerri Nelson, CPA, MTSenior Tax Manager
Kelley Olds, CPA, CGMA
Kelley Olds, CPA, CGMASenior Manager
Julie Osenga
Julie OsengaManager
Anthony Russo
Anthony RussoManager
Alex Sammells, CPA
Alex Sammells, CPATax Manager
Alex Stephenson, CPA
Alex Stephenson, CPAPrincipal

SUPERVISORS, SENIORS, & STAFF

Jon Abrahamson
Jon AbrahamsonStaff Accountant
Mike Bystrom
Mike BystromClient Accountant
Nancy Craig
Nancy CraigClient Accountant
Jim Cornell
Jim CornellConsultant
Sandra DePaula
Sandra DePaulaExecutive Assistant
Marina Eden
Marina EdenStaff Accountant
April Fabrizio
April FabrizioSenior Accountant
Bill Flynn, CPA
Bill Flynn, CPASenior Accountant
Amy Funderburg
Amy FunderburgClient Accountant
Amanda Gildea, CPA
Amanda Gildea, CPASenior Accountant
Vanessa Grant, CPA
Vanessa Grant, CPASenior Accountant
Erin Jackson-Haight
Erin Jackson-HaightExecutive Assistant
Lukas Jorgensen
Lukas JorgensenStaff Accountant
Judith Luevano Juarez
Judith Luevano JuarezStaff Accountant
Amanda McLaren
Amanda McLarenClient Accountant
David McTavish
David McTavishStaff Accountant
Brett Morr
Brett MorrSenior Accountant
Ryan Norton
Ryan NortonIT Systems Administrator
Ashley Rivara
Ashley RivaraAdministrative Assistant
Ruchi Shah, CPA
Ruchi Shah, CPASenior Tax Accountant
Joe Silhacek
Joe SilhacekSenior 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, EA
Leanna Velotta, EAIndividual Tax Lead
Chloe VerHoef
Chloe VerHoefSenior Accountant