MEET THE TEAM MONDAY

Our 15th edition of "Meet the Team Monday" features Tom McGarrigle, Jr., CPA. Tom is a Partner at the firm, working primarily in the Tax Department. Tom joined Brinker Simpson in 2007 shortly after receiving his Bachelor of Science degree in Accounting from Saint Joseph’s University. Tom specializes in tax planning for small business owners and high net-worth individuals. He also handles the preparation of corporate and personal income tax returns, as well as business planning and consulting. Tom resides in Springfield with his wife, Mallory, and their children, Madeline and Tommy. We sat down with Tom to get to know him a little better. Let's see what he had to say during our recent Meet the Team interview.

Hillary is a Manager in the firm's Tax Department. Hillary supports our for-profit entities, meaning Corporations, S Corporations, Partnerships, and high net worth individuals. She provides tax consulting and compliance for businesses with no revenue, who are just starting out, to companies with $50 million in gross revenue. Hillary enjoys spending time with friends and family, doing anything outdoors - especially when the weather is nice! Another guilty pleasure is looking at houses on Zillow - even the ones she can't afford! We sat down with Hillary to get to know her a little better. Let's see what she had to say during our recent Meet the Team interview.

Our twelfth edition of "Meet the Team Monday" features John Beck, CPA. John holds dual roles at the firm; he is a Senior Accountant in our Tax Department and the Director of Technology. John started at Brinker Simpson as an intern in college while attending Neumann University. Since then, he has successfully passed all four parts of the CPA, expanded his knowledge as an accounting professional, and grown into roles he never thought possible. In his free time, John enjoys spending time with his girlfriend, Chrissy - they enjoy doing anything outdoors and have way too many hobbies! We sat down with John to get to know him a little better. Let's see what he had to say during our recent Meet the Team interview.

Our eleventh edition of "Meet the Team Monday" features Erik Klein, CPA. Erik is a Senior Accountant in our Audit department, specializing in individual and business tax preparation services. Erik serves a wide variety of clients, including not-for-profit groups, manufacturing companies, and fuel and trucking companies. As a department, the team performs audits, reviews, and compilation engagements and prepares financial statements for clients. Erik began his career at Brinker Simpson as a summer intern in 2014. In his free time, he enjoys spending time with his wife, Erika, and their dog, Dougie. He is a huge football fan and takes every opportunity to get to games throughout the season. We sat down with Erik to get to know him a little better. Let's see what he had to say during our recent Meet the Team interview.

Our tenth edition of "Meet the Team Monday" features Marcy DeLorenzo-Rosci, CPA. Marcy is a Manager in our Client Accounting Services department. Marcy and the team provide bookkeeping, controller, and CFO services to clients across various industries. Marcy currently supports clients in the medical field, home healthcare, the insurance industry, equipment supply and added a few municipalities to the list over the past year or so. Marcy spends her free time chasing around her three children and being involved in as many of their activities as possible. She credits the firm for encouraging a genuine work-life balance that allows her to manage her responsibilities both in the office and at home. We sat down with Marcy to get to know her a little better. Let's see what she had to say during our recent Meet the Team interview.

Our ninth edition of "Meet the Team Monday" features Tom Saris, CPA. Tom is a Manager in our Client Accounting Services department. Tom works with various clients, but primarily small businesses. His client services vary heavily from client to client. Some clients simply want advice or someone to bounce ideas off, while others are looking for full-service accounting support entering transactions, paying bills, collecting receivables, working with lenders, or even help to implement new accounting software. Financial reporting is the bread and butter of what Tom and the team do daily. Still, in the end, they are providing confidence to our clients, making sure they know exactly where they stand financially and that they have all the necessary information to make the best decisions for their business. If you ask Tom's family, they'll tell you he has too many hobbies that keep him busy when he's not working. In the past few years, Tom has taken up beekeeping, built a woodshop in his basement, taught himself how to brew beer, and got a pandemic puppy named Jordan. We sat down with Tom to get to know him a little better. Let's see what he had to say during our recent Meet the Team interview.

Our eighth edition of "Meet the Team Monday" features Lisa Florio, a member of our Client Services team. Lisa serves as a "gateway" to our staff -- a pleasant single entry point through which clients, team members, and visitors can get what they need in the most efficient way possible. Lisa is also responsible for our internship program. We’ve had some amazing interns over the years – many of whom have accepted full-time positions and have risen through the ranks. Because we believe that our interns are our future, we are invested in providing the best internship program possible and Lisa helps to make that happen! When she isn't at the office, Lisa enjoys weekends with friends and family at their summer home in Ocean City, New Jersey. In her spare time, Lisa is a licensed professional photographer, operating a successful part-time small business from home. We sat down with Lisa to get to know her a little better. Let's see what she had to say during our recent Meet the Team interview.

Our seventh edition of "Meet the Team Monday" features Michael Simpson, CPA, CVA. Michael is a Partner for our firm. His client services include business valuations and tax and business consulting. His client base ranges from start-ups to mid-sized privately-owned businesses in various industries, including construction, commercial real estate, membership organizations, and professional services. Michael frequently consults with his clients on income tax planning, financial and retirement planning, general business planning, and succession planning. When he isn't at the office, Michael enjoys spending time with family and friends, golfing, fishing, and watching college football. We sat down with Michael to get to know him a little better. Let's see what he had to say during our recent Meet the Team interview.

Our fifth edition of "Meet the Team Monday" features Donna Stilwell, CPA, CFE. Donna is a Partner at the firm and oversees our Outsourced Accounting and Fraud and Forensic departments. She works primarily with small business owners in the medical, legal, construction, and municipal industries. Donna and her team do everything from cleaning up financial records to ensure accuracy and compliance to supporting victims of fraud, shareholder/partner disputes, and assisting lawyers with clients involved in criminal tax cases. When she isn't at the office, Donna can be found spending time with family and friends, traveling to visit her children near and far, and cheering on Philadelphia sports teams, especially the Flyers. Donna is excited to become a grandmother in the coming months and can't wait to get back out and enjoy live concerts and events. We sat down with Donna to get to know her a little better. Let's see what she had to say during our recent Meet the Team interview.

Our fourth edition of "Meet the Team Monday" features Shannon Delaney. Shannon is a Senior Accountant in the firm's Outsourced Department. She works primarily with not-for-profit organizations, closely-held businesses, and healthcare providers. Shannon has experience preparing and analyzing financial statements for multiple entities, analyzing general ledger accounts, and uses analytic skills and knowledge of accounting methods, policies, and principles to ensure accuracy and compliance. When she isn't at the office, she can be found spending time with family and friends, volunteering for her children's school and athletic groups, and rooting for Penn State. We sat down with Shannon to get to know her a little better. Let's see what she had to say during our recent Meet the Team interview.

Our third edition of "Meet the Team Monday" features Alex Jones, CPA. Alex is a Manager in the firm's Tax Department. He has focused his career on working with closely held businesses and their owners, providing valuable tax consulting, planning, and compliance services. Alex is responsible for reviewing and preparing tax filings for individuals, trusts, small businesses, and exempt organizations. Alex's tax and audit knowledge span multiple industries, including not-for-profit entities, manufacturing, and various small businesses. We sat down with Alex to get to know him a little better. Let's see what he had to say during our recent Meet the Team interview.

Our second edition of "Meet the Team Monday" features Andrew Brenner, CPA. Andrew is a trusted advisor to his clients, providing tax and business advisory services for a broad range of privately held businesses. Andrew specializes in educating his clients, helping them maneuver their evolving business needs, and become comfortable with the unknown. As our Director of Tax Strategies and Planning, Andrew is responsible for providing firm-wide leadership of the tax department, including tax strategy, business and tax planning, tax audits, and tax accounting. Andrew specializes in business tax needs, estate, trust and gift tax returns, in addition to individual income tax returns. We sat down with Andrew to get to know him a little better. Let's see what he had to say during our recent Meet the Team interview.

This month's edition of "Meet the Team Monday" features Kristen McCabe, CPA. Kristen is a Manager at Brinker Simpson, working with our Mergers and Acquisitions, Tax Strategies, and Accounting groups. Kristen mobilizes and leads the firm's COVID-19 Response and Recovery Task Force dedicated to studying, interpreting, and advising clients on available federal and state stimulus initiatives. She provides critical guidance on overcoming challenges and navigating this uncharted situation that continues to evolve rapidly. We sat down with Kristen to get to know her a little better. Let's see what she had to say during our Meet Our Team Interview.