Find a Member
Our member firms have clients in all 50 states with principal offices listed in the Directory. Please contact the member firm closest to your locale or contact the ADCPA and we will have a member firm contact you directly.
ARIZONA
Matthew Bondell, CPA – mabondell@obcpas.com
Stephen L. (Steve) Owens – slowens@obcpas.com
William L. (Bill) Owens, MBA – wlowens@obcpas.com
Jonathan Smith, CPA – jusmith@obcpas.com
Owens & Bondell PLLC
5353 N 16th Street, Suite #380
Phoenix, AZ 85016
Phone: 602-995-0081
Fax: 602-995-0082
CALIFORNIA
Susan Nevenhoven – susan@engageadvisors.com
Drew Hinrichs, CPA – drew@engageadvisors.com
Engage Advisors
4420 Hotel Circle Court, Suite 350
San Diego, CA 92108
Phone: 619-299-6161
Fax: 619-299-6169
Donald W. Watson, CPA – Dwatson@eidebailly.com
Pam Chamerlain, CPA – Pchamberlain@eidebailly.com
Arthur Wiederman, CPA – Awiederman@eidebailly.com
Eide Bailly LLP
17501 17th St #100, Suite 100
Tustin, CA 92780
Phone: 714-505-9000
Fax: 714-505-9200
J. Haden Werhan, CPA/PFS – haden@thomasdoll.com
Dave Harlow, CPA/PFS – dave@thomasdoll.com
Joseph E. Kalinowski, CPA/PFS – joe@thomasdoll.com
Barry W. Oliver, CPA/PFS – barry@thomasdoll.com
Carson Henderson, CPA – carson@thomasdoll.com
Jared Nelson, CPA/PFS – jared@thomasdoll.com
Brett LeMmon, CPA – brett@thomasdoll.com
Travis Slade, CPA – travis@thomasdoll.com
Thomas Doll
165 Lennon Lane, Suite 200
Walnut Creek, CA 94598
Phone: 925-280-5795
Fax: 925-953-6095
Edward C. (Ed) Challberg – echallberg@challberg.com
Edward C. Challberg, CPA
175 North Redwood Drive, Suite 200
San Rafael, CA 94903
Phone: 415-491-1322
Fax: 415-491-1327
COLORADO
Kate Willeford, CPA – katew@twgcpas.com
The Willeford Group – CPA, PC
17011 Lincoln Ave #504
Parker, CO 80134
Phone: 303-841-2602
Phone: 877-643-7087
Fax: 720-473-4005
CONNECTICUT
Larry Rosen, CPA, MBA – lrosen@rosendentalcpa.com
Mark B. Rosen, CPA, CFP® – mrosen@rosendentalcpa.com
Carolyn E. Carpenter, CPA – ccarpenter@rosendentalcpa.com
Craig Loomis, CPA – cloomis@rosendentalcpa.com
Brian Tortolano, CPA – btortolano@rosendentalcpa.com
Karen J. Stamps, CPA – kstamps@rosendentalcpa.com
Rosen & Associates, LLP
626 Hebron Avenue
Glastonbury, CT 06033
Phone: 508-926-2400
Fax: 508-616-2914
FLORIDA
Marty Yost, CPA – lmyost@yostcpa.com
Yost & Company, PA
1799 N. Belcher Road, Suite A
Clearwater, FL 33765
Phone: 727-724-0949
Fax: 727-724-8978
Jaime Parlade, CPA – jaime@psscpas.com
Justin Schaefer, CPA – justin@psscpas.com
Dake Schwarte – dake@psscpas.com
Parlade & Schaefer, CPAs, P.A.
5975 Sunset Drive, Suite 802
South Miami, FL 33143
Phone: 305-670-0400
Fax: 305-670-0411
GEORGIA
Kate Willeford, CPA – katew@twgcpas.com
The Willeford Group – CPA, PC
3316-A S. Cobb Drive, Suite 400
Smyrna, GA 30080
Phone: 770-552-8500
Phone: 877-643-7087
Fax: 770-552-9307
ILLINOIS
Gulzar Ahmed – gulzar@engageadvisors.com
Drew Hinrichs, CPA – drew@engageadvisors.com
Engage Advisors
3401 South Harlem Avenue, Suite 200
Berwyn, IL 60402
Phone: 708-447-8399
Fax: 708-447-7099
INDIANA
Gulzar Ahmed – gulzar@engageadvisors.com
Drew Hinrichs, CPA – drew@engageadvisors.com
Engage Advisors
9321 Wicker Avenue
St. John, IN 46373
Phone: 219-558-2020
Fax: 708-447-7099
KANSAS
Justin Pothoven, CPA – justin@engageadvisors.com
Drew Hinrichs, CPA – drew@engageadvisors.com
Engage Advisors
7285 W 132nd St, Suite 140
Overland Park, KS 66213
Phone: 913-681-1350
Fax: 877-845-2520
KENTUCKY
Gerald Psimer, MBA, MST, CHBC – gerald@psimer.com
Jerry Psimer, CPA – jerryp@psimer.com
Psimer and Associates, Inc
2533 Larkin Rd
Lexington, KY 40503
Phone: 859-278-9561
Fax: 859-278-9563
LOUISIANA
Todd Guerin, CPA – tguerin@appleguerin.com
Jude Guerin, CPA – jguerin@appleguerin.com
Robby Apple, CPA – rapple@appleguerin.com
AG Dental CPAs & Advisors
6421 Perkins Road, Bldg. A, Suite 1B
Baton Rouge, LA 70808
Phone: 225-767-1020
Fax: 225-767-1078
AG Dental is presenting to the LSU Dental School in New Orleans, LA on February 6, 2018 .
MARYLAND
Allen M. Schiff, CPA, CFE – aschiff@schiffcpa.com
Curt Cooney, Dental Broker – ccooney@schiffcpa.com
Schiff and Associates, LLC
100 West Road, Suite 410
Towson, MD 21204
Phone: 410-321-7707
Fax: 410-321-7006
MASSACHUSETTS
Larry Rosen, CPA, MBA – lrosen@rosendentalcpa.com
Mark B. Rosen, CPA, CFP® – mrosen@rosendentalcpa.com
Carolyn E. Carpenter, CPA – ccarpenter@rosendentalcpa.com
Craig L. Loomis, CPA – cloomis@rosendentalcpa.com
Brian D. Tortolano, CPA – btortolano@rosendentalcpa.com
Karen J. Stamps, CPA – kstamps@rosendentalcpa.com
Rosen & Associates, LLP
1800 West Park Drive, Suite 300
Westborough, MA 01581
Phone: 508-926-2400
Fax: 508-616-2914
MICHIGAN
Theodore C. Schumann, II – Ted.Schumann@
The DBS Companies
PO Box 280
Bay City, MI 48707
Phone: 989-686-6222
Phone: 800-327-2377
Fax: 989-686-5380
MINNESOTA
Ronald (Ron) Barthell, CPA – ronald.barthell@bakertilly.com
Baker Tilly
225 South Sixth Street, Suite 2300
Minneapolis, MN 55402
Phone: 612-876-4727
Fax: 612-238-8900
MISSOURI
William (Bill) J. Perry, CPA, CVA – bperry@bwtpcpa.com
Lori A. Plescia, CPA, MBA, PFS, QPFC – lplescia@bwtpcpa.com
Robert (Bob) Schmidt, CPA – bschmidt@bwtpcpa.com
Jim Thomas, CPA, PFS – jthomas@bwtpcpa.com
Joel Weltman, CPA, PFS – jweltman@bwtpcpa.com
Brad Gilmore, CPA – bgilmore@bwtpcpa.com
BWTP, PC
424 S. Woods Mill Road, Suite 340
Chesterfield, MO 63017
Phone: 314-576-1350
Phone: 877-253-5084
Fax: 314-576-9650
NEW JERSEY
David J. Goodman, CPA, MST – david@lbgcpas.com
Sean Breheney, CPA, MBA – sean@lbgcpas.com
LB Goodman & Co.
32-16 Broadway
Fair Lawn, NJ 07410
Phone: 201-791-8300
Fax: 201-791-5257
OHIO
James F. (Jim) Boltz – jim@zbco.net
Bruce Wickham, Partner – Bruce@zbco.net
Zimmerman Boltz & Company
5071A Forest Drive
New Albany, OH 43054
Phone: 614-939-4700
Phone: 800-952-1120
Fax: 614-939-4705
OKLAHOMA
W. Paul Woody, CPA, EA, CVA – pwoody@woodycpas.com
W. Grant Woody, CPA – gwoody@woodycpas.com
Woody & Associates, CPAs, PLLC
3205 Northwest 63rd
Oklahoma City, OK 73116
Phone: 405-840-8000
Phone: 866-840-1751
Fax: 405-840-1756
OREGON
Kristi Harris – kharris@fluenceportland.com
Jess Bogumil – jbogumil@fluenceportland.com
Fluence CPAs
9430 SW Coral Street, Suite 100
Portland, OR 97223
Phone: 503-245-0766
Fax: 503-245-9510
Upcoming Kristi Harris speaking engagements:
March 7, 2018 – Oregon Health Science University Dental School – General Dentist – New Dentist Checklist
November 2, 2018 – Oregon Health Science University Dental School – Ortho Residents – Practice Transitions
PENNSYLVANIA
Robert J. (Bob) Gray, EA, CHBC – bob@gpallc.net
Darla Pilgrim, EA – darla@gpallc.net
Jerry Hose – Jerry@gpallc.net
Patrick Munson – Patrick@gpallc.net
Gray Pilgrim and Associates, LLC
422 Epic Drive
Chambersburg, PA 17201
Phone: 717-263-8713
Fax: 717-263-9435
SOUTH CAROLINA
Tim Alford, CPA – talford@cu-cpa.com
B.J. (BJ) Kaucher, CPA – bj@cu-cpa.com
Sue Ureda, CPA – sue@cu-cpa.com
Coleman, Ureda, Alford & Kaucher, PA
240 Stoneridge Drive, Suite 300
Columbia, SC 29210
Phone: 803-454-0310
Fax: 803-454-0315
TEXAS
Robert T. Edwards, CPA – roberte@eandassociates.com
Lynn Ledbetter, CPA – lynn@eandassociates.com
R. T. Edwards & Associates, P.C.
17060 Dallas Parkway, Suite 200
Dallas, TX 75248
Phone: 972-267-9191
Fax: 972-267-9292
VIRGINIA
David Brotman, CPA – dbrotman@jwbcpas.com
Nancy A. Degges, CPA – ndegges@jwbcpas.com
Jacobson Brotman PC
984 First Colonial Road, Suite 305
Virginia Beach, VA 23454
Phone: 757-422-4445
Fax: 757-491-8431
WASHINGTON
Sam Martin, MBA, CFP, CPA – sam@cpa4dds.com
Margaret M. Boyle, CPA, CVA – mmb@cpa4dds.com
Dental Group LLC / MARTIN BOYLE, PLLC
5808 Lake Washington Boulevard, Suite 101
Kirkland, WA 98033
Phone: 425-216-1612
Phone: 800-508-0453
Fax: 425-216-1613
WISCONSIN
Christopher R. Van Straten, CPA – chris.vanstraten@bakertilly.com
Baker Tilly
2201 E. Enterprise Avenue, Suite 100
Appleton, WI 54915
Phone: 920-739-3400
Fax: 920-733-6022
