Leadership Team

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CBM’s leadership team is responsible for the overall management and operations of the firm, as well as the delivery of high-quality client service. We invite you to learn more about our team leaders by accessing their bios below.

Partners

Daniel Weaver
CPA

President and Managing Partner

Dominick Bellia
CPA, CITP

Executive Vice President | Director - Client Accounting and Advisory Services

Richard Morris
CPA, MST

Executive Vice President | Director - Tax Services

Keith Laudenberger
CPA

Executive Vice President | Director - Automotive Dealership Services

Tom Bailey
CPA, CVA

Partner | Director - Construction and Real Estate Services

Jordan Egert
CPA, CFE, CDFA®

Partner | Director - Divorce and Litigation Services

Daniel Keefer
CPA, CVA

Partner | Director - Automotive Dealership Services

Julia Lafferty
CPA

Partner | Director - Not-for-Profit and Employee Benefit Plan Services

Reema Patel
CPA, CFP®

Partner | Director - D-PATH

Angela Prochaska
CPA

Partner | Director - Tax Services

Jane Ochsman Rowny
CPA, CFP®, CDFA®

Partner | Director - Divorce and Litigation Services

Steve Snee
CPA

Partner

Mark Thomas
CPA

Partner | Director - Not-for-Profit Services

Winnie Yang
CPA

Partner

Senior Advisors

Judy Barnhard
CPA, CFP®

Senior Advisor | CCO of MBI

Holly Caporale
CPA

Senior Advisor

John Comunale
CPA

Senior Advisor

Anthony Cuozzo, Jr.
CPA

Senior Advisor

Patricia Drolet
CPA, PFS

Senior Advisor

Gail Halpern
CPA

Estate and Trust Senior Advisor

Debora May
CPA, CFP®

Senior Advisor

Peter Reilly
CPA, CVA

Senior Advisor

Joseph Wilson, Jr.
CPA, MST

Senior Advisor

Managers

Stephanie Anderson
CFA, CFP®, CDFA®

Manager, Divorce Financial Planning and Wealth Management

Joseph Barreca
CPA

Senior Manager, Not-for-Profit Tax

Michelle Belfont
CPA

Senior Manager

Chichi Bhene
CA(SA)

Audit Manager

Kathleen Booker
CPA

Audit Manager

Thomas Burton
CPA, MBA

Senior Tax Manager | Director – Construction and Real Estate Services

Paulette Clarke-McFarland

Audit Manager

Gemma Coronado
CPA

Senior Manager

Michael Corvelli
CPA

Tax Manager

Paige Diller-Rohrer
CPA

Audit Manager

Paula Ellenberg
CPA, CVA, MST

Senior Tax Manager

Gregory Estes
CFA

Managing Director & CIO - May Barnhard Investments

Abbie Frishman
MPS, CFP®, CDFA®

Senior Manager, Divorce Financial Planning Services

Shiwen Gao
CPA

Manager

Sally Hudson
CPA, CISA

Audit Manager

Bryan Klieber
CPA

Manager

Shane Martin
CPA

Manager

Amanda McWilliams
CPA

Senior Manager

Mihaela “Mikki” Obreja
CPA, CVA, MBA

Senior Tax Manager | Director - Professional Services

Alain Pankopf
CPA

Tax Manager

Daisy Paridon
CPA

Audit Manager

Lori Reynolds

Manager | Director - Employee Benefit Plan Services

Jessica Rose

Senior Manager | Director - Client Accounting and Advisory Services

Steve Schleupner
CFP®, CDFA®

Divorce Financial Planning Manager

Linda Senior
CPA/PFS

Manager

Christina Vacek
CPA

Manager

Ginger Wu
CPA

Senior Manager | Director - Professional Services

Lingni Xu
CPA

Manager

Operations

Linda Murphy

Director of Office Operations

Tana Papinova

Director of Human Resources

Lucy Perez

Tax Process Manager

Gabriel Tevrizian
CPM®

Director of Growth

Michelle Vance

Production, Training and Database Manager