Working closely with the partners and the staff, managers are crucial in the communications process. Our managers help add value to our services by ensuring things get done.
Mary Ludtke, CPA
Professional Qualifications & Education Attended
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Bachelor of Arts in Business Administration with Accounting emphasis, Pacific University
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Certified Public Accountant, Oregon since 2002
Professional Experience
Experience with Maginnis & Carey, LLP and other local accounting firms involved with a wide variety of services for businesses, entities and individuals. Engagements have included audits and other attestation services and tax compliance of not-for-profit, distribution, professional services and manufacturing entities.
Professional & Business Associations
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American Institute of Certified Public Accountants
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Allinial Global
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Oregon Society of Certified Public Accountants
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Pacific University Alumni Association, former board member and board secretary
Aaron Spencer, CPA
Professional Qualifications & Education Attended
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Bachelor of Science in Accounting, Missouri State University
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Master of Accountancy, Missouri State University
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Certified Public Accountant, Oregon and Missouri
Professional Experience
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Over 13 years of experience in public accounting including audit and attestation, tax compliance, and consulting services for businesses, entities, and individuals.
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Experience with a wide range of industries including manufacturing & distribution, construction contractors, electric utilities, financial institutions, employee benefit plans, higher education, not-for-profit, governmental, Federal grants, and real estate.
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Experience serving as Board member for charitable organizations.
Professional & Business Associations
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American Institute of Certified Public Accountants
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Allinial Global
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Oregon Society of Certified Public Accountants
Jason Clark, CPA
Professional Qualifications & Education Attended
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Bachelor of Science in Business Administration with an emphasis in Accounting, Central Washington University
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Masters of Science in Taxation, Golden Gate University
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Certified Public Accountant; Oregon and Washington
Professional Experience
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Over ten years of experience in public accounting including a variety of services for businesses, entities and individuals.
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Experience with a wide range of industries including breweries, manufacturing, real estate, construction contractors, professional services, trusts and estates.
Professional & Business Associations
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American Institute of Certified Public Accountants
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Allinial Global
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Oregon Society of Certified Public Accountants
Melissa Stern, CPA
Professional Qualifications & Education Attended
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Bachelor of Arts in Business Administration with an emphasis in Accounting, Pacific University
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Certified Public Accountant, Oregon
Professional Experience
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Over nine years of experience in public accounting including a variety of services for businesses, entities and individuals.
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Engagements have included audits, reviews, compilations, tax compliance and planning.
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Experience with a wide range of industries including manufacturing, real estate, construction contractors, professional services and employee benefit plans.
Professional & Business Associations
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American Institute of Certified Public Accountants
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Allinial Global
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Oregon Society of Certified Public Accountants
Chris Catalano, CPA
Professional Qualifications & Education Attended
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Masters of Accountancy, Washington State University
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Bachelor of Arts in Accounting, Western Washington University
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Certified Public Accountant, Oregon
Professional Experience
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Over 7 years of experience in public accounting involving a wide variety of tax and attest services for closely-held corporations, partnerships, private foundations and individuals.
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Attest services have included financial statement audits, reviews, compilations and other agreed upon procedures.
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Current practice areas include: lumber, real estate, vineyards, not-for-profit, professional services, retirement plan audits, software companies and various family business and their owners.
Professional & Business Associations
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Oregon Society of Certified Public Accountants
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American Institute of Certified Public Accountants
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Allinial Global
Dan Simmons, CPA
Professional Qualifications & Education Attended
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Bachelor of Business Administration with an emphasis in accounting, Kent State University
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Certified Public Accountant, Oregon
Professional Experience
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Audit and attestation, tax compliance and planning for businesses, entities, and individuals
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Specific Industries - Manufacturing, construction, investment management, real-estate, charter schools, municipalities, authorities, school districts, non-profits, trusts and estates
Professional & Business Associations
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American Institute of Certified Public Accountants
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Allinial Global
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Oregon Society of Certified Public Accountants
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