Linda rejoined us in 1997. She was certified in 2006 and has an associate’s degree in accounting from Champlain College.
She is a member of the American Institute and the Vermont Society of CPAs. She also has served as Treasurer for the Central Vermont Humane Society and the Vermont Disaster Animal Response Team.
Prior to rejoining us she worked for another local accounting firm. When not in the office Linda enjoys traveling, reading a good book in the sun and hiking. She also makes therapy visits around Vermont with her dog, Callie.
Linda holds Vermont CPA license number 1966.
Lela joined us in 2004. She was certified in 2006 and has a degree in philosophy from St. Michael’s College. She took a job for a nonprofit as an Office Assistant where she obtained knowledge of their accounting system. Despite the steep learning curve, she found she had a love and a talent for accounting.
Prior to joining us she worked for several non-profit organizations and small businesses. She is Chair of the Student Recruitment Taskforce at the Vermont Society of CPAs.
Lela lives in the woods with her husband, Chris and daughters. She is active in her Daughter’s Girl Scout Troop, loves running and creating things with yarns.
Lela holds Vermont CPA license number 1952.
Renee joined us in 2000 with 14 years of accounting experience. Renee became interested in accounting during her first full time job at the age of 16 while working for a local wholesale distributor. She views accounting as more than numbers and values the relationships she cultivates with her clients.
Renee is a Certified Quickbooks Pro Advisor and performs monthly accounting and payroll services for various profit and non-profit entities. She also prepares income tax returns for both individuals and businesses.
She is a Barre native who currently resides with her husband in Williamstown. When not busy in the office or in her garden, she is spending time with her four children and two grandchildren.
Prior to joining us Melanie was a finance director for a local municipality. Melanie is responsible for governmental auditing and accounting and tax preparation.
Melanie is proud to be a member of the Maine Lobstermen’s Association. When she is out of the office you can find her vacationing somewhere warm with her husband and blended family of five.
Melanie holds Vermont CPA license number 111382.
Sarah joined us in 2012 with over five years of accounting experience. Originally an engineering major in college, she changed her major to accounting her sophomore year after taking an elective accounting course. She has a bachelor’s degree in accounting from Champlain College and obtained her CPA license in October 2015.
Sarah lives in Mad River Valley with her partner, dog and cat. She can often be found snowboarding, participating in obstacle and 5k races or preparing a new batch of homebrews.
Sarah holds Vermont CPA license number 82361.
Kerry joined us in 2007 after twenty years with a local insurance company. She has an associate’s degree in accounting and is currently pursuing her bachelor’s degree in accounting.
Kerry is responsible for providing clients with accounting and payroll services as well as tax return preparation and consultation. She serves as the Treasurer for a local non-profit.
When she is out of the office she spends her time with her husband, Jeff, and their German Shepherds. Kerry is an avid flower gardener and can also be found cheering at local sporting events.
Nathan joined us in 2012 as an intern during his senior year at the University of Vermont. He graduated in 2012 with a bachelor’s degree in business administration with a concentration in accounting. He always enjoyed studying business and realized while at UVM, accounting was a great way to learn about the variety of businesses out there.
Nathan has deep roots in Montpelier; he grew up in Montpelier and recently purchased a home in town, where he lives with his girlfriend and dog, Doc (who visits the office sometimes). He enjoys the outdoor lifestyle that Vermont has to offer.
Nathan is a member of the American Institute and the Vermont Society of CPAs.
Nathan holds Vermont CPA license number 91915.
Christy joined us in 2016. She worked as an actuary at a local insurance company for a number of years and then returned to her alma mater, the University of Vermont, to earn a master’s degree in accountancy.
She has passed the CPA exam and is currently acquiring the work experience necessary to be licensed as a CPA. She enjoys combining her love of numbers with the opportunity to interact with people and businesses in the local community.
Christy lives in Waterbury and is the treasurer of her condo association. She enjoys outdoor activities such as running, biking, and hiking.
David joined our firm in fall of 2017 after interning with us for two previous tax seasons. A native of New Jersey, David came to Vermont to attend the University of Vermont where he earned his BS in Business Administration. While at UVM David concentrated on Finance and Accounting and minored in Economics.
David also was an Intramural Sports Supervisor and Referee while at UVM and continues to play basketball in his downtime.
Prior to joining us Sandy owned and co-managed local restaurants.
She is an active member of the Montpelier VFW Women’s Auxiliary and the Montpelier Elks Club. She enjoys volunteering at Bingo and spending time with her family.
Marci joined us in 2017 after 30 years working in accounting services. Marci enjoys the logic and detail of working with numbers as well as the variety of tailoring her work to meet the needs of her clients.
Marci is from Montpelier but currently resides with her husband, daughter and dog, Copper, in Warren. In her free time she likes to kayak on Blueberry Lake, cook and create pottery.
Mariann handles our paperless system and client requests.
When she is not at the office she spends time with her husband, daughter, dog and two cats.
Tonya joined us in 2017 after over 19 years working at a local financial firm. She enjoys client service and believes in putting the client first. Tonya grew up in Greensboro, Vermont, on a dairy farm and holds an Associate’s degree in Accounting.
When she is not at the office she spends time staying active by running and hiking.