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

Peter B. Reilly
CPA, CVA

President & Managing Partner

Patricia A. Drolet
CPA, PFS

Chairman

Debora E. May
CPA, CFP®, CDFA®

Executive Vice President | Chair, Financial Planning Practice

Richard E. Morris
CPA, MST

Executive Vice President, Director of Tax Services

Judith P. Barnhard
CPA, CFP®, CDFA®

Senior Vice President/Director, Professional Services

Dominick V. Bellia
CPA, CITP

Vice President / Director, Client Accounting Services

Holly W. Caporale
CPA

Senior Vice President

John R. Comunale
CPA

Senior Vice President | Chairman, Automotive Industry Dealership Practice

Keith A. Laudenberger
CPA

Vice President, Director of Technology Services

Jeffrey A. May
CPA

Senior Vice President/Director

Daniel L. Weaver
CPA

Executive Vice President | Director of Not-for-Profit Services

Joseph F. Wilson, Jr.
CPA, MST

Senior Vice President

Chief Operating Officer

Marc T. Charon
CPA, MBA

Chief Operating Officer

Principals

Tom Bailey
CPA, CVA

Principal

Daniel Keefer
CPA, CVA

Principal

Julia Lafferty
CPA

Principal

Mollie Lambert
CPA

Principal

Jane Ochsman Rowny
CPA, CFP®, CDFA®

Principal

Winnie S. Yang
CPA

Principal

Senior Advisors

Ted Chaconas
CPA

Senior Advisor

Anthony A. Cuozzo, Jr.
CPA

Senior Advisor

S. Vincent Crescenzi
CPA

Senior Advisor

Larry Stokes
CPA

Senior Advisor

James A. Tortorella
CPA

Senior Advisor

Managers

Michelle M. Belfont
CPA

Senior Manager

Jamie S. Blum
CPA, CDFA®

Divorce Financial and Litigation Support Manager

Susan Brantlinger

Tax Manager

Thomas Burton
CPA, MBA

Senior Tax Manager

Thomas Hudson
CPA, PFS, CVA

Tax Supervisor

Paulette A. Clarke-McFarland

Audit Manager

Gemma Coronado
CPA

Manager

Michael Corvelli
CPA

Tax Manager

Lisa A. Drummond
CPA

Audit Manager

Jordan P. Egert
CPA, CFE, CDFA®,

Senior Manager, Litigation Support and Forensic Services

Brenda L. Haase
CPA

Manager

Gail Halpern
CPA

Estate and Trust Senior Advisor / Consultant

Amanda McWilliams
CPA

Manager

Suzanne M. Nalls
CPA

Manager

Mihaela “Mikki” Obreja
CPA, MBA

Senior Tax Manager

Reema Patel
CPA, CFP®

Manager

Angela Prochaska
CPA

Senior Manager and Director of Professional Development

Aleksandr S. Seleznev
MBA, CFP®, CFA

Senior Investment Advisor and Chief Operating Officer, MBI LLC

Steve Snee
CPA

Senior Manager

Mark Thomas
CPA

Audit Manager

Tammy Vonderhorst
CPA

Tax Manager

Operations

Lucy Gomez

Tax Process Manager

Joe Kovacs, APR

Director of Marketing and Business Development

Linda Murphy

Firm Administrator

Lisa Sippel

Assistant Controller

Michelle Vance

Production, Training and Database Manager