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Associates
Rick Kleinbaum
Rick is a CPA that joined the firm in 2011. he works full-time during the busy season and part-time during the off-season.
Rick has over 30 years experience preparing individual and small business tax returns, most of that time being spent as a partner at
small local accounting firm. He is also a Certified Financial Planner and has several years experience providing financial planning services.
Rick has an accounting degree from the University of Minnesota.
Chris Lordan
Chris is a CPA that joined the firm in 2011. He works full-time during the busy season and part-time during the off-season.
Chris has over 3 years experience preparing individual and small business tax returns as well as several years experience in corporate tax and accounting.
Chris is originally from Massachusetts and has an accounting degree from Stonehill College.
Jared Miller
Jared is a full-time staff accountant. He joined the firm in 2009 and has over 4 years experience preparing individual and small business tax returns.
He has an accounting degree from the University of Wisconsin - La Crosee.
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