Mary Ludtke, CPA

Professional Qualifications & Education Attended

• Bachelor of Arts in Business Administration with Accounting emphasis, Pacific University
• 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

• American Institute of Certified Public Accountants
• Allinial Global
• Oregon Society of Certified Public Accountants
• Pacific University Alumni Association, former board member and board secretary

Aaron Spencer, CPA

Professional Qualifications & Education Attended

• Bachelor of Science in Accounting, Missouri State University
• Master of Accountancy, Missouri State University
• Certified Public Accountant, Oregon and Missouri

Professional Experience

• Over 13 years of experience in public accounting including audit and attestation, tax compliance, and consulting services for businesses, entities, and individuals.
• 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.
• Experience serving as Board member for charitable organizations.

Professional & Business Associations

• American Institute of Certified Public Accountants
• Allinial Global
• Oregon Society of Certified Public Accountants

Jason Clark, CPA

Professional Qualifications & Education Attended

• Bachelor of Science in Business Administration with an emphasis in Accounting, Central Washington University
• Masters of Science in Taxation, Golden Gate University
• Certified Public Accountant; Oregon and Washington

Professional Experience

• Over ten years of experience in public accounting including a variety of services for businesses, entities and individuals.
• Experience with a wide range of industries including breweries, manufacturing, real estate, construction contractors, professional services, trusts and estates.

Professional & Business Associations

• American Institute of Certified Public Accountants
• Allinial Global
• Oregon Society of Certified Public Accountants

Melissa Stern, CPA

Professional Qualifications & Education Attended

• Bachelor of Arts in Business Administration with an emphasis in Accounting, Pacific University
• Certified Public Accountant, Oregon

Professional Experience

• Over nine years of experience in public accounting including a variety of services for businesses, entities and individuals.
• Engagements have included audits, reviews, compilations, tax compliance and planning.
• Experience with a wide range of industries including manufacturing, real estate, construction contractors, professional services and employee benefit plans.

Professional & Business Associations

• American Institute of Certified Public Accountants
• Allinial Global
• Oregon Society of Certified Public Accountants

Chris Catalano, CPA

Professional Qualifications & Education Attended

• Masters of Accountancy, Washington State University
• Bachelor of Arts in Accounting, Western Washington University
• Certified Public Accountant, Oregon

Professional Experience

• 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.
• Attest services have included financial statement audits, reviews, compilations and other agreed upon procedures.
• 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

• Oregon Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• Allinial Global

Dan Simmons, CPA

Professional Qualifications & Education Attended

• Bachelor of Business Administration with an emphasis in accounting, Kent State University
• Certified Public Accountant, Oregon

Professional Experience

• Audit and attestation, tax compliance and planning for businesses, entities, and individuals
• Specific Industries - Manufacturing, construction, investment management, real-estate, charter schools, municipalities, authorities, school districts, non-profits, trusts and estates

Professional & Business Associations

• American Institute of Certified Public Accountants
• Allinial Global
• Oregon Society of Certified Public Accountants