Jeff Bauman, CPA | Senior Manager, CFO Services Jeff is a Senior Manager on our CFO Services team and provides interim financial staffing and outsourced accounting services requiring expertise in external reporting, accounting, and financial management. Education & Certifications: University of Florida, Master of Accounting, BS in Accounting Certified Public Accountant (CPA) Life Before Brixey […]

Steve Black, MSE, SPHR, SHRM-SCP | Partner, Human Resource Services Steve is a Partner at the firm and runs Brixey & Meyer’s HR Services team, which helps clients and the internal Brixey & Meyer team to build strong “people” strategies and connect them with organizational goals. This includes but is not limited to day-to-day employee […]

David Brixey, CPA | Partner David is one of our firm’s founding partners. He formed Brixey & Meyer with Doug in 2002 utilizing his insatiable entrepreneurial spirit and his financial skills gained at Ernst & Young. His vision has been to provide clients a bottom line improvement In his role as Partner, Dave works with […]

Brad Brookbank, CPA | Senior Manager, Transaction Advisory Services Brad is a Senior Manager at the firm and part of Brixey & Meyer’s Transaction Advisory Services team, which helps business owners navigate the complexities of mergers and acquisitions, succession planning and business valuation. Education & Certifications: The Ohio State University, BS in Accounting University of […]

Kari Brooke, CPA | Senior Manager, State & Local Tax Services Kari is a State & Local Tax Senior Manager at the firm. She is responsible for a variety of state and local incentives and tax consulting projects at Brixey & Meyer. She specializes in economic development incentives and multi-state sales/use tax consulting and compliance […]

Nicole Brown | Marketing Manager As Marketing Manager, Nicole focuses on driving brand awareness for Brixey & Meyer throughout the region. She helps B&M maintain consistent branding and develop strategies to build strong relationships. Education & Certifications: Wright State University, BS in Marketing How Nicole Gives Back: Brixey & Meyer Community Outreach Foundation Big Brothers […]

Jeff Bruner, CMA | Partner Jeff is a Partner at the firm and runs Brixey & Meyer’s CFO Services team, which helps clients develop strategic visions for their organizations and then fill team or expertise gaps as they work on growing and improving. Education & Certifications: Purdue University, BS in Finance Certified Management Accountant (CMA) […]

Ben Camillo, CPA, CFE | Senior Manager, Audit & Assurance Services Ben is a Senior Manager with the firm and helps clients ensure that their financial statements are accurate, organized and positioned as a tool for helping you achieve both short and long-term goals. Education & Certifications: Cedarville University, BS Accounting and Finance (2003) Certified […]

Sarah Carlin, EA | Manager, Tax Services Sarah is a Manager in our Tax Services group. She has extensive experience working with individuals and closely held businesses in a variety of industries. She specializes in federal, state, and local tax compliance and consulting. Education & Certifications: Franklin University, BS in Accounting and Forensic Accounting Franklin […]

Tyler Carver, CPA | Partner, CFO Services Tyler is a Partner at the firm serving clients on Brixey & Meyer’s CFO Services team. Education & Certifications: Eastern Kentucky University, BS in Accounting (2007) Eastern Kentucky University, MBA (2009) Certified Public Accountant (CPA) Life Before Brixey & Meyer: Juddmonte Farms – Lexington, KY How Tyler Gives […]

Brenda Clemens, CPA | Principal, Audit & Assurance and CFO Services Brenda is a Principal, splitting her time between our audit and assurance practice and our CFO services practice. She works closely with her clients to ensure their financial statements are accurate and reliable. Education & Certifications: Bowling Green State University, Bachelor of Business Administration […]

Amy Dancer, CPA | Manager, CFO Services Amy is a Manager on our CFO Services team and is responsible for leading client engagements in which Brixey & Meyer provides interim financial staffing and outsourced accounting services. Education & Certifications: Wright State University, BS in Business (Accounting & Finance) University of Dayton, Associate of Business Certified […]

Missy Dejene, CPA | Principal, Tax Services Missy is an experienced Principal responsible for business and individual clients on our Tax Services team. She has worked with clients in many industries including wholesale, distributions, manufacturing, health care and professional services. Education & Certifications: Ohio Dominican University, B.S. in Accounting Certified Public Accountant (CPA) Life Before […]

Jacob Finley, CPA | Manager, Tax Services Jacob is a Manager and practicing CPA in our tax service line. He works with clients in many industries and has experience with pass-through entities, state and local taxation and individual income tax. Education & Certifications: University of Dayton, BS in Accounting University of Dayton, Master of Public […]

John Garrity, CPA, CFE | Partner, Audit & Assurance Service John is a Partner at the firm and runs Brixey & Meyer’s Audit & Assurance Services team, which helps clients remain in compliance with their reporting requirements and helps businesses ensure their financial statements are accurate, organized, and positioned as a tool for helping them […]

Andrea Gilsenan, CPA | CFO Andrea is the Chief Financial Officer of Brixey & Meyer, overseeing the internal accounting and financial operations of the firm. She is quite literally the accountant for the accountants, working closely with the partners and stakeholders of the firm to provide financial leadership and strategic perspective necessary for continued growth […]

Alan Greenwell, CPA & MST | Partner & Cincinnati Market Leader Alan is a Partner at the firm in the Federal Tax Practice and also runs Brixey & Meyer’s SALT Service Line, which helps clients develop strategic visions for their organizations overall cash flow structure. Education Certifications: Iona College, BBA Accounting University of Cincinnati, Masters […]

Tommy Harman, CPA | Senior Manager, A&A and CFO Services Tommy is a Senior Manager, splitting his time between our audit and assurance practice and our CFO services practice. Education & Certifications: Ohio Wesleyan University – BS Accounting Wake Forest University – MS Accounting Certified Public Accountant (CPA) Life Before Brixey & Meyer: Deloitte & […]

Alex Hearn, CPA | Senior Manager, Audit & Assurance Services Alex is a Senior Manager on the Audit & Assurance team and works closely with his clients to ensure their financial statements are accurate and reliable. He has a diverse background in auditing, accounting, and tax and takes a proactive approach to being a trusted […]

Jim Henderson, CPA, CFP | Senior Manager, CFO Services Jim is a Senior Manager on our CFO Services team and is responsible for leading client engagements where Brixey & Meyer provides interim financial staffing and outsourced accounting services requiring expertise in internal and external reporting, operational execution, financial management, mergers & acquisitions, and cash management. […]

Eric Henderson | VP of Cyber Risk Management, CyberSure Eric Henderson is the Vice President of Cyber Risk Management at CyberSure, the dedicated cybersecurity arm of Brixey & Meyer. CyberSure provides cybersecurity and risk management services to organizations across many different industries. Education & Certifications: University of Cincinnati, BS in Computer Science Thomas More College, […]

Garrett Hudson, CPA | Senior Manager, Tax Services Garrett is a Senior Manager and practicing CPA in our tax service line. He works with clients in a variety of industries and has experience with pass-through entities, individuals, and trusts. Garrett enjoys working with business owners and high net worth individuals. Education & Certifications: Wright State […]

Griffin Hurd, CPA | Partner, Audit & Assurance Services Griffin is a Partner at the firm serving clients primarily in our Assurance and Transaction Advisory Services practices. Griffin helps clients in numerous ways, from leading audit, review and compilation engagements to assistance with technical accounting, financial reporting and internal audit. Griffin also assists clients of […]

Laurence Jones | President, CyberSure Laurence Jones runs Brixey & Meyer’s Cyber Security Services team, which aligns clients cyber hygiene to cyber liability underwriter requirements and industry best practices. He is responsible for client management, client cyber liability exposure, cyber insurance program design and strategic relationships for client and talent resources. Education & Certifications: University […]

Jessica Jordan, CPA | Partner, CFO Services Jessica is a Partner on our CFO Services team and is responsible for leading client engagements in which Brixey & Meyer provides interim financial staffing and outsourced accounting services requiring expertise in external reporting, accounting and financial management. Education & Certifications: University of Phoenix, B.S. in Accounting University […]

Brian Knapp | Manager | Operations, Technology & Strategy Services As a Manager in the Operations, Technology & Strategy service line, Brian uses his background in project management, data analytics and continuous improvement to help clients realize the true potential of their organizations. Education & Certifications: Miami University, BS in Special Education Life Before Brixey […]

Victoria Koeper, CPA | Manager, Tax Services Victoria is a Manager on our Tax Services team and is responsible for assisting clients in multiple industries with their federal, state, and local compliance needs. Her experience ranges from pass-through entities to high-net-worth individuals. Education & Certifications: Miami University, Bachelor’s in Accounting Miami University, Master’s in Accounting […]

Becky Kolkmeier, CPA & Manager of Tax Services Becky is a Tax Manager in the Cincinnati office. Her expertise includes federal, state, and local tax compliance and consulting. Education & Certifications: Northern Kentucky University, BS in Accounting Certified Public Accountant (CPA) Life Before Brixey & Meyer: VonLehman & Company CPA & Advisory Firm Internal Revenue […]

Jeff Kujawa, CPA | Partner, Tax Services Jeff is a Partner at the firm and runs Brixey & Meyer’s Tax Compliance and Tax Consulting service line, which helps clients identify strategies to minimize their cash taxes. Focus areas include yearend tax planning, business succession planning and M&A transactions. Education & Certifications: Miami University, BS in […]

Priscila McCarty | Senior Manager, Operations, Technology & Strategy Priscila is a senior manager on the Operations, Technology & Strategy team, helping businesses with efficiency and optimization through continuous improvement, project management, and strategic planning. Education & Certifications: University of Dayton, MBA University of Wisconsin - Madison, B.S., Chemical Engineering Lean Six Sigma Green Belt […]

Brittany McGuire, CPA | Manager, CFO Services Brittany is a Manager on our CFO Services team and is responsible for leading client engagements in which Brixey & Meyer provides interim financial staffing and outsourced accounting services. Education Certifications: Ball State University, BS in Accountancy Certified Public Accountant (CPA) Life Before Brixey & Meyer: Leonardo DRS […]

Doug Meyer | CEO Doug is one of our firm’s founding partners. He formed Brixey & Meyer with Dave with no clients, but with a dream to give clients a different way of working with their tax professionals. He began reaching out to gain clients and the business grew organically. In his role of CEO, […]

Logan Miller, CVA, EA | Manager, Audit & Assurance and Business Valuation Services Logan is a Manager at the firm serving clients primarily in our Assurance and Transaction Advisory Services practices. Logan helps clients in numerous ways, from audit, review and compilation engagements to business valuation engagements focusing on mergers & acquisitions, estate & gift […]

Lillian Morgan, PHR | HR Manager, Human Resource Services Lillian is the HR Manager at Brixey & Meyer and assists with internal HR functions and external HR client engagements. Education & Certifications: Professional in Human Resources (PHR) Life Before Brixey & Meyer: Krush Technologies Fortis College Fiserv How Lillian Gives Back: Brixey & Meyer Community […]

Renee Muraca, CPA | Senior Manager, A&A and CFO Services Renee is a Senior Manager at the firm, splitting her time between audit clients and various outsourced accounting roles within CFO Services. Education Certifications: Miami University, Masters of Accountancy Miami University, BS in Accountancy Certified Public Accountant (CPA) Life Before Brixey & Meyer: 3CDC Axcess […]

Tom O'Neil, CPA, CMA | Tampa Office Market Leader Tom is the Tampa Office Market Leader and looking forward to helping grow the firm in the Tampa market. Education & Certifications: University of Dayton, BA in Accounting Certified Management Accountant (CMA) Certified Public Accountant (CPA) Life Before Brixey & Meyer: Ernst & Young How Tom […]

Heather Osborne, CMA | Senior Manager, CFO Services Heather is a Senior Manager on our CFO Services team and is responsible for leading client engagements in which Brixey & Meyer provides interim financial staffing and outsourced accounting services. In addition to accounting, her areas of expertise include process improvement, HR, project management, and operational leadership. […]

Matt Osborne, CPA | Manager, Tax Services Matt is a manager and practicing CPA on the Brixey & Meyer’s Tax Services team. He helps a wide variety of clients with tax compliance and planning. He has experience with corporations, partnerships, S-Corps and individuals. Matt enjoys working with businesses and business owners. Education & Certifications: Wright State […]

Tom Petrovic, CPA | Partner, Transaction Advisory Services Tom is a Partner at the firm and leads Brixey & Meyer’s Transaction Advisory Services team, which helps business owners navigate the complexities of mergers and acquisitions, succession planning and business valuation in order maximize their value. Education & Certifications: The University of Dayton, BS in Accounting, […]

Jill Proud, Principal | Retirement Plan Administration Services Jill is a Principal at the firm and runs Brixey & Meyer’s Retirement Plan Services team, which helps provide clients with the consulting and technical expertise needed to ensure their plan design, plan implementation, and ongoing plan administration it taken care of with ease. Her goal is […]

Carla Rider, CPA | Principal, CFO Services As a Principal on the CFO Services team, Carla ensures the clients interim and long-term accounting needs are met. She has extensive experience in month end close procedures, financial analysis and process improvement initiatives. Education & Certifications: Muskingum University, B.A. in Accounting and Business Otterbein University, Masters of […]

Steve Ross, Senior Manager | Tax Services Steve is a Certified Public Accountant and has over 20 years of experience in public accounting in both the financial reporting and taxation areas. His primary focus is income taxation of closely-held businesses and their ownership groups. Steve’s business tax experience includes various service industries, flow-through entities, manufacturing […]

Michele Salisbury, EA | Manager, Tax Services Michele is a Tax Manager at Brixey & Meyer, with the ability to do all types of tax returns and planning. Specialized in trust and foundation work. Education & Certifications: Glenville State University, BS in Accounting/Management. Enrolled Agent (EA) Life Before Brixey & Meyer: Ernst & Young (EY) […]

Lisa Saunier, CPA | Manager, Tax Services Lisa is a Manager on our Tax Services Team and is responsible for assisting clients  in various industries, with their Federal, State and Local tax compliance needs. Her experience ranges from pass- through entities to individual tax. Education & Certifications: Wright State University, BS in Accounting Certified Public […]

Leah Schiller | Senior Manager, CFO Services Leah is a Senior Manager on the CFO Services team out of the Brixey & Meyer Columbus Office Education & Certifications: Bentley University, Bachelor of Science (BS), Accounting and Liberal Studies Major in Global Perspectives Clemson University, Master of Professional Accountancy Life Before Brixey & Meyer: Deloitte CFGI […]

Luke Sears | Senior Manager, Operations, Technology & Strategy Luke is a Senior Manager for the Operations, Technology & Strategy team, leading transformation projects and serving in interim senior level operational leadership roles, providing strategic guidance in the fields of shop floor optimization, inventory management, production planning and scheduling, and people management. Education & Certifications: […]

Stefanie Shelton, EA | Manager, Tax Services Stefanie is a manager on our Tax Services team and is an Enrolled Agent. She is responsible for assisting clients in multiple industries with their federal, state, and local compliance needs. Stefanie has also worked in CFO Services as an outsourced accounting resource and provided accounting support for […]

Lauren Silva, CPA | Principal, Tax Services Lauren is a Principal in our Tax Services group. She has extensive experience working with closely held businesses in a variety of industries. She specializes in federal, state, and local tax compliance and consulting, including entity selection and restructuring, succession and estate planning, and income tax provision outsourcing. […]

Jonathan Steinke, CPA | Partner, Tax Services Jon is a Partner in the firm’s Tax Services group and helps clients with federal, state, and local tax compliance and consulting. His experience includes entity selection, restructuring, succession planning, research and development tax credits, and mergers and acquisitions. Education & Certifications: University of Dayton, BS in Accounting […]

Katie Stubbs | Senior Manager, CFO Services Katie is a Senior Manager and leads the Government Financial Services team within Brixey & Meyer’s CFO Services team, which specializes in helping clients who work with Department of Defense or the Government to manage their accounting, compliance, financial, and proposal needs. CFO Services helps clients develop strategic […]

Joy Tidrick, CPA | Manager, State & Local Tax Services Joy is a State & Local Tax Manager responsible for working with numerous clients across a variety of industries and tax structures including consulting, tax preparation and planning. Education & Certifications: University of Akron, BS in Accounting Certified Public Accountant (CPA) Life Before Brixey & […]

Jessica Truax | Manager, CFO Services Jessica is a Manager on our CFO Services team and is responsible for leading client engagements in which Brixey & Meyer provides interim financial staffing and outsourced accounting services. Education & Certifications: Baker College of Muskegon, MI - BS in Accounting Life Before Brixey & Meyer: Fricker's USA Golf […]

Jonathan Trunk | Partner, Operations, Technology & Strategy Jon is a Partner and Practice Leader of our Operations, Technology & Strategy service line. Jon and his team guide clients in creating high-functioning operating models. He creates value by optimizing business processes and determining the best way to leverage people and technology. Education & Certifications: Miami […]

Kevin Weckesser, CPA, CVA | President Kevin is President of Brixey & Meyer and works with each of the firm’s practice leaders to ensure that we are living our mission by continuously having a positive impact on the people of our firm and the clients we serve. Kevin also serves as a Partner within our […]

TJ White | Manager, CFO Services TJ is a Manager on our CFO Services team and is responsible for leading client engagements in which Brixey & Meyer provides interim financial staffing and outsourced accounting services. Education & Certifications: Wofford College, BA in Accounting University of Dayton, Master of Business Administration (MBA) Life Before Brixey & […]

Eku Williams | Senior Manager, CyberSure Eku is a Partner and Senior Manager of vulnerability & IT audit for CyberSure. Eku leads the CyberSure advisory team in providing recommendations to clients to strengthen their cyber security posture through risk mitigation to ensure clients are adequately insured for cyber insurance Education & Certifications: University of Cincinnati, […]

Angela Wurtenberger, CPA | Cincinnati Office Managing Partner Angie is an experienced CPA practicing in our tax service line. She is responsible for managing the Cincinnati office as well as helping clients with tax compliance and consulting. She works with clients in many industries and has extensive experience with pass-through entities, state and local taxation […]