Meet Brady Ware's leadership group - the team that sets our standard for creativity, integrity, and dedication to client success.
Sam joined Brady Ware as partner in January 2006. He leads the firm’s Dealership Services team, working with dealerships to decrease their tax burden, maximize tax benefits, streamline processes and financial reporting, increase profits, prevent fraud, and expand operations to new markets. He links these services with overall tax, audit, and strategic planning initiatives to help his clients realize financial rewards across their businesses.
Sam is a member of The American Institute and The Ohio Society of CPAs, Construction Financial Management Association, and Builder’s Exchange of Central Ohio. He participates in various roles with several charitable and philanthropic organizations in Central Ohio, including Capital Square Rotary and March of Dimes.
Anita has over 10 years experience consulting with businesses helping them to align their long-range objectives with a tax strategy that minimizes their overall exposure. She believes it is necessary to take the time to understand what her business clients have done to achieve the success they have and where they plan to go. She then uses her broad knowledge of US and international tax laws to develop strategies to keep the clients fully compliant at the lowest expense.
Anita has worked with a broad range of companies including; Technology, Manufacturing, Renewable Energy, Construction, Real Estate and many others. She has helped them craft strategies to deal with Federal, State and Local taxes as well as in-bound and out-bound International tax Issues.
Along with these day-to-day responsibilities, Anita contributes her expertise to a number of local government agencies, industry organizations, and nonprofits. She is an adjunct professor at Georgia Perimeter College and a guest lecturer at Georgia State University and the University of Georgia. Anita is also the author of various articles and white papers on various subject matters. She has presented at conferences, authored articles, and led training sessions and initiatives. Anita is a graduate of Georgia State University College of Law.
Missy’s primary focus is working with nonprofit organizations. She provides audit, review and compilation services as well as consulting. Missy is an expert in non-profit accounting and manages a number of the firm’s engagements in this service sector. Missy joined the firm in 2005, and prior to embarking on a career in accounting, she spent 12 years in consumer finance.
Missy has served on the Board of Directors as treasurer for the Dayton Fund for Home Rehabilitation, Dayton Mandolin Orchestra, and the Ohio Valley Construction Education Foundation (membership organization) and currently services on the Women’s Small Business Accelerator board. Brady Ware is a member of Ohio Providers Resource Association and Missy actively participates in a number of their committees. Missy is a member of the AICPA and Ohio Society of CPAs.
Cliff Bishop joined Brady Ware’s Mergers & Acquisition’s team in 2004 and is President of Brady Ware Capital. Cliff has more than 20 years of experience working with middle-market companies. Formerly a Senior Vice President in commercial banking with a large regional bank, Cliff provides creative solutions relating to mergers, acquisitions, and capital raising projects. Cliff’s creativity combined with his extensive experience in structuring, negotiating, and executing transactions equates to exceptional results for Brady Ware clients.
Cliff earned his undergraduate degree in finance from Indiana University and his MBA from the University of Dayton. He also holds the Series 7 and 24 securities registrations. Cliff was chosen as one of Dayton’s “Forty Under 40” business leader award recipients and is a graduate of Leadership Dayton.
Cliff is an active volunteer/board member with the YMCA of Metropolitan Dayton and currently serves as the Chair of its Board of Directors. He has also been a volunteer for Big Brothers/Big Sisters of the Miami Valley and Junior Achievement in the Dayton Public Schools.
Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. Mike is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.
He has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.
Mike is very active in the Atlanta startup community. He is the co-founder of StartupLounge, a nonprofit that supports early stage technology entrepreneurs and investors, he teaches the financial modeling module in Technology Association of Georgia’s annual CapVenture program, and he has coached 6 teams to victory in various business plan competitions for a total of $350,000 in prize money and another entrepreneur who received funding through ABC’s Shark Tank.
He was named to the Atlanta Business Chronicle’s Top 40 Under 40 list in 2009, and is a graduate of the Leadership Atlanta Class of 2014. He is Treasurer of Care and Counseling Center of Georgia, the largest nonprofit mental healthcare organization in the state. Mike is also a semiprofessional musician, playing keyboards and vocals for a classic rock cover band.
Beth joined Brady Ware in 2015 as a tax director. She has extensive experience with partnerships and private equity firms and has served middle-market companies for the majority of her career. She utilizes a customized approach that meets the needs of the business as well as the owners and investors.
Beth serves as the firm’s Tax Practice Leader, providing tax leadership for the entire firm while continuing to provide business and tax consulting services to the firm’s clients, both locally and regionally.
Beth worked for two of the largest international CPA firms for 25 years, and she has worked closely with all types of stakeholders, including private equity investors. She has also served private clients of various sizes in manufacturing, retail, and consumer products.
Beth is a licensed CPA in the state of Ohio and is a member of the Ohio Society of CPAs and the American Institute of CPAs.
Scott works on a variety of engagements, including audit and review services, as well as audits of employee benefit plans and Sarbanes-Oxley controls testing. He manages engagements in numerous industries for the firm’s Dayton, Ohio office, including manufacturing, wholesale, nonprofit, and professional services.
Scott is a member of the Ohio Society of Certified Public Accountants and Young Professionals at Austin Landing. Scott joined Brady Ware in 2011 after two internships with the firm.
Gary joined the firm in 2012 through a merger with Nipps, Brown, Collins & Associates. He comes with over 29 years of experience in Corporate and Governmental environments servicing Long-Term Care, Mental Health and related Service Alternatives. He is a recognized expert in Medicaid Reimbursement, Provider Service Negotiations, and related operational matters. Gary provides consulting services to Intermediate Care Facilities (ICF’s) as well as Home and Community Based (HCBS) Medicaid Waiver service providers throughout Ohio.
He serves on trade association committees, is a frequent speaker at provider conferences, and is utilized in the legislative rule review and biennial budget bill process concerning Medicaid funding initiatives. He is known for achieving win-win resolutions while advocating for services to those in need.
Brian joined Brady Ware in 2002 and has more than 30 years of diverse experience in the tax sector with an emphasis on servicing middle-market companies. Formerly a tax partner with a national firm, Brian focuses his energies on business development, consulting, and practice management.
Brian has a diverse background in tax planning with a focus on transaction planning and related business consulting services. He has also developed specialized knowledge in the manufacturing, construction, real estate, and technology industries.
In addition to his client responsibilities, Brian is co-CEO of the firm along with Jim Kaiser.
Brian is a member of The American Institute of CPAs and The Ohio Society of CPAs. He has served as a member of the Montgomery County Human Services Levy Council, United Way Professional Services Team, and has been the Treasurer for the local Wegerzyn Garden Center. Brian has also been active in fund raising for the American Heart Association Heart Ball. He was previously chosen as one of Dayton’s “40 under 40” Business Leader Award recipients.
Eric joined Brady Ware in 1999 and has experience in both tax and audit, with an emphasis on tax. He also has experience in a variety of industries, including but not limited to real estate development, construction, manufacturing, retail, and professional services.
Eric is a 1999 graduate of Valdosta State University, and he is a licensed CPA in the state of Georgia. He belongs to the Georgia Society of CPAs and the American Institute of CPAs.
Twana joined Brady Ware in 2003 and has experience in both public and private accounting. She is a senior member of Brady Ware’s Audit and Attest Services Practice and a member of the firm’s Nonprofit Services Group. She specializes in accounting, audit, and financial reporting matters and has significant expertise in servicing nonprofit organizations.
Twana is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society and is the first person in the firm’s history to become a shareholder while maintaining a flexible work schedule.
David works on a variety of engagements which include providing audit, review, and compilation services; auditing employee benefit plans; and reviews of asset-based lending audits. He also assists with due diligence work with respect to company mergers and acquisitions.
David joined the firm in August 1997 and is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and is an alumnus of the Leadership Dayton Class of 2016. David also currently serves on the Board of Trustees for Clothes that Work, Inc. and CHOICES, Inc.
Mary is responsible for managing a number of the firm’s audit engagements, working closely with many of our nonprofit clients. She has an extensive background in governmental auditing and oversees a number of audits of nonprofit organizations that are recipients of federal funding. Mary has met the professional requirements to perform audits in compliance with OMB Circular A-133.
Mary serves as the Audit Senior Manager for The Arts Center Foundation, Agape for Youth Services, Family Service Association, and CityWide Development Corporation. In addition to her audit experience, Mary has significant experience in the taxation of tax-exempt organizations.
Mary is member of the Board of Directors of the Dayton YWCA and also serves on their finance committee. She is one of the founding Board Members for Clothes That Work, a nonprofit organization that provides appropriate professional attire and other assistance to women transitioning from welfare to work. Mary is a frequent lecturer in the nonprofit community on a variety of audit, internal controls and corporate governance issues
Betty joined Brady Ware & Company in 2012 through a merger with Nipps, Brown, Collins & Associates. She started her career in public accounting in 1988. Betty is co-leader of the Long Term Care service team, which helps providers of services to Individuals with Intellectual and Developmental Disabilities and nursing centers establish effective operational models that also maximize available funding. She consults with other small businesses, helping them prosper with advice on general operations management, cash flow optimization, and tax minimization strategies.
In addition, Betty leads Brady Ware’s Women’s Initiative, which provides resources, support, and encouragement to the firm’s women employees to advance them to their highest potential. She empowers her coworkers to strive toward leadership roles within Brady Ware & Company and helps them create a work/life balance while inspiring them to set and reach personal and professional goals. The Women’s Initiative also promotes women-to-women business relationships for clients and holds an annual conference that supports women business owners, women leaders, and other women who want to succeed. Betty actively participates in women-oriented conferences through speaking engagements and board activity.
Betty is a member of the National Association of Women Business Owners (NAWBO) and serves on the board as Treasurer. Brady Ware partners with the Women’s Small Business Accelerator (WSBA), an organization designed to help female business owners develop and implement a strong business strategy through education and mentorship, and Betty participates in their mentor match program. She is passionate about WSBA because she believes in their acceleration program and matching women with the right advisors to help them achieve their business ownership goals.
Betty is a graduate of Mount Vernon Nazarene College, a member of the American Institute of Certified Public Accountants, and a member of the Ohio Society of Certified Public Accountants. Betty is also the Board Chairwoman for the Gahanna Area Chamber of Commerce, and she serves on the Board of the Community Improvement Corporation of Gahanna as Treasurer.
Brian manages a variety of tax and accounting engagements for the firm’s Columbus, Ohio, business clients in numerous industries, including construction, auto dealerships, and professional services.
Brian joined Brady Ware in October 2011, and he has over five years of experience in federal tax, multi-state corporate income and franchise tax, and municipal income tax. In addition to his tax compliance background, Brian works on various consulting engagements for his clients – ranging from monthly QuickBooks checkup and accounting services to cash flow analysis and business valuation.
He is a member of the Ohio Society of Certified Public Accountants.
Randy works on a variety of accounting, auditing, and consulting engagements, as well as corporate and individual tax areas. He provides services to closely held businesses in a variety of industries, including manufacturing, dealerships, retail, distribution, professional services, transportation, and real estate. He also leads the firm’s fraud services practice and assists with recruiting and training of new team members and serves as the head of the firm’s assurance services group technology committee.
Randy is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners. He also serves as chair for the Better Business Bureau’s Eclipse Integrity Awards committee and is active with the Dayton Chamber of Commerce and the Miami Valley Venture Association.
Randy is a 1994 graduate of Wright State University. After working three years with another regional accounting firm in Dayton, Randy joined Brady Ware in July of 1997.
David joined Brady Ware in 2017 through a merger with GrossDukeNelson & Co, PC. He is an Audit & Assurance Director and has over 35 years of diversified experience in public accounting, including 16 years with an international firm serving as an Audit partner. David provides accounting, auditing, financial reporting and business consulting services to a wide variety of clients ranging from closely held companies to multi-national businesses.
David’s international experience includes working with companies from Western Europe, South America, Canada and Mexico. He has assisted these companies in addressing a broad range of general management, accounting, tax, financial, and business systems issues. David is recognized as an expert on nonprofit accounting, auditing and tax matters and serves as a guest speaker on such matters.
David is a member of the American Institute of Certified Public Accountants, Georgia Society of Certified Public Accountants and Florida Institute of Certified Public Accountants. David has been involved in a number of community and civic organizations where he holds leadership positions, including the Georgia United Methodist Foundation and Chilean American Chamber of Commerce.
Brian joined Brady Ware in 2017 and has more than 25 years of experience helping accounting firms grow their practices. He led the marketing functions for two of the top 50 CPA firms in the U.S. and has consulted with firms across North America on improving their marketing programs. Brian will lead the firm’s overall marketing efforts with a focus on growth.
Brian is a member of the Association for Accounting Marketing where he has served on several committees as well as the Board of Directors. He is also a member of the Association’s Hall of Fame.
Roger joined Brady Ware’s Mergers and Acquisition team in 2016 and is a Director at Brady Ware Capital. He has more than 30 years of experience in banking, where he led teams that focused on middle-market companies.
Roger leverages his banking experience with middle market companies to help family-owned businesses and management teams maximize the value of their investments. Specifically, he guides business owners through the sale of their business, or assists them in securing the liquidity needed to grow their business.
Kiersten has extensive experience in State and Local Tax, specializing in Indirect Tax. She has served a variety of industries ranging in size from middle market to Fortune 50 companies, working with them to minimize their state tax burden in numerous areas including sales/use tax, property tax, and state & local income tax.
Kiersten has worked for two of the largest international CPA firms and has concentrated on multistate taxation since 2000. Although she has extensive background with Indirect Taxes, she began her career in Federal Tax and brings that breadth to the State and Local practice.
Kiersten is a licensed CPA in the State of Ohio and is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
Rick joined Brady Ware in 2015 after working for both regional and national accounting firms. He leads the firm’s International Tax practice.
Rick has over 30 years of experience in the International Tax arena, including being an International Tax partner in two national firms. He has practiced in Tokyo and Toronto for 10 years, thereby gaining extensive experience in both inbound and outbound business investment. Rick has served many multinational clients across a wide range of industries, including several Fortune 100 companies.
Rick has authored numerous articles over the years and is a frequent speaker at tax conferences. He is a member of the AICPA, the Georgia Society of CPAs, and is a Chartered Global Management Accountant. He also volunteers with the Atlanta Chamber of Commerce.
Tom has practiced public accounting since 1980, joining the firm in 1985. He is one of the firm’s tax directors.
Tom’s strong background in tax enables him to provide extensive services to the firm’s clients in the areas of business and tax planning, estate and retirement planning, liquidations, bankruptcies, exempt organizations, tax–free reorganizations, and business succession consulting. Tom focuses on accounting and tax consulting for physicians, manufacturers, developers, and a variety of other types of industries. He spends time representing taxpayers before the IRS, writes for various trade publications and gives tax presentations.
Tom is a member of The American Institute of CPAs and The Ohio Society of CPAs. He is also involved with the Montgomery County Board of Mental Retardation and Developmental Disabilities and the Montgomery County Frail Elderly Services Advisory Committee.
Tracy is involved in review and compilation engagements, as well as non profit, corporate, partnerships and personal income tax preparation. She also works with multi-state taxation issues. She joined Brady Ware in 1990, and has over 26 years of experience in public accounting.
Tracy is a member of the American Institute of Certified Public Accountants and the Indiana and Ohio CPA Societies. She’s also the treasurer of Darke County Hospice, Inc. dba State of the Heart Hospice.
Dawn joined Brady Ware in 2002. She has over 20 years in public accounting and private industry. Industry experience includes holding accounting and tax manager positions in a manufacturing and a publicly held computer software developer. She has served clients in a wide range of She has served clients in a wide range of industries including construction, auto dealerships, retail, real estate and professional services.
Dawn’s special area of emphasis is in providing tax planning and consulting for closely-held businesses and their owners. She has considerable experience in assisting clients with their business planning, federal, state and local tax compliance and tax examination needs.
She is a member of the American Institute of Certified Public Accountants and the Ohio CPA Society.
Theresia is a Tax Manager at Brady Ware. She has more than 10 years of public accounting experience specializing in tax guidance for corporations and individuals.
Prior to joining Brady Ware in 2016, she was Tax Manager for a multi-national technology company that later got acquired by Accenture, LLP. Her industry expertise includes technology, real estate, service companies, manufacturing, and healthcare. As a Tax Manager, Theresia’s primary responsibilities include preparing and reviewing complex pass-through Partnership and S-Corporation business tax returns as well as C Corporations. She is also involved in the tax planning and preparation of complex and high net-worth individual tax returns.
Theresia has served as an active member of the Georgia Society of CPA’s since 2006 volunteering in the Junior Achievement program that focuses on empowering students to take control of their financial futures.
Sharon is involved with review and compilation engagements, as well as corporate, partnerships, and personal tax preparation. She joined the firm in 1989 and has developed an expertise in multi-state taxation issues. In addition, she is member of the firm’s Construction and Real Estate Services Team. Sharon is an active part of the Tax Quality Control committee at Brady Ware.
Sharon is involved in the Women Build Committee for Habitat for Humanity, and has also served as a volunteer with Junior Achievement.
Jeff joined the firm in 1980 after graduating Magna Cum Laude from Ball State University. He became a director in 1989 and serves many of the firm’s professional clients. Jeff’s focus is on tax and financial planning issues of professionals and closely-held businesses.
Jeff focuses on assisting clients in planning for retirement. Often, his work involves the preparation of retirement feasibility analyses. He also assists clients of all types in structuring and implementing retirement savings plans. Jeff’s planning efforts often include developing business transition and estate plans for business owners and professionals. He is also called upon to assist clients in structuring financial settlements in divorce proceedings.
Jeff is a member of the Board of Directors of the Economic Development Corporation of Wayne County. He has served as president of the board of the Richmond Symphony Orchestra, the Reid Hospital and Health Care Services Foundation Board and the Forest Hills Country Club Board.
Martha joined Brady Ware in 2008, and has over 12 years of experience with national accounting firms. She has significant experience in individual, corporate, and partnership tax compliance and consulting. She also has experience in the medical services industry accounting and tax issues.
Martha is a member of the Ohio Society of CPAs and the American Institute of CPAs.
Jim is an Audit and Assurance Director in Brady Ware’s Dayton, Ohio office. He has over 25 years of experience in public accounting. Jim began his career in public accounting in the audit practice of an international accounting firm, then moved to industry where he served as controller for a local manufacturing subsidiary of a publicly traded company before joining Brady Ware in 1996.
Jim’s experience extends to a wide range of client services, including due diligence, acquisitions, audits, reviews, compilations, and other special attestation functions. He has significant consulting experience with closely held companies, with a particular emphasis on the manufacturing/distribution, and transportation industries. Jim has extensive experience advising banks on asset-based lending matters so they can assess the true risk associated with their asset-based portfolios.
In addition to his client responsibilities, Jim is co-CEO of the firm along with Brian Carr.
Jim’s practice extends beyond general auditing and accounting matters and encompasses analyzing and developing cost structures and financial plans, benchmarking and financing, internal control evaluation, and general business management for both large and small businesses. He also has extensive experience with financial statements, break-even analysis, forecasts and budgets, product cost analysis, pay-back calculations, and other financial calculations meaningful to operating a successful business.
Jim is a member of The Ohio Society of CPAs, The American Institute of CPAs, the Miami Valley Venture Capital Association, and the Dayton Regional Manufacturing Association. He currently serves on the finance committee and is a board member for the Dayton Area Chamber of Commerce. He is an alumnus of the Leadership Dayton Program sponsored by the Dayton Area Chamber of Commerce.
Kristin manages a variety of tax and accounting engagements in our Dayton, Ohio office for the firm’s individual and business clients in numerous industries, including real estate, wholesale, and professional services. She has experience in federal tax, multi-state corporate income and franchise tax, municipal income tax, and tax-exempt organizations.
Kristin joined the firm in 2011 and is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Nick works on a variety of engagements, including business and personal tax preparation and planning. He also is a member of the Brady Ware’s Dealership Advisors group, providing specialized consulting knowledge to the auto industry.
Nick joined the firm in 2009 and is a member of the Ohio Society of CPAs and the AICPA.
Tommy has more than 25 years experience in public accounting. Prior to joining the Brady Ware family, he was a tax partner with Marsh & McConnell for 21 years.
Tommy’s responsibilities include general business consulting, strategic planning and tax and audit services. He also specializes in Federal and State income tax laws and regulations as they relate to closely held corporations and partnerships, as well as personal and financial, income and estate planning. He has significant experience in obtaining IRS ruling requests, approval for changes in tax accounting methods, and tax issues relating to problems that arise in connection with complex business transactions.
Tommy is a member of the Greater North Fulton Chamber of Commerce, the American Institute of Certified Public Accountants, as well as the Georgia Society of CPAs.
Tony specializes in tax services, including tax planning, preparation of tax returns, technical tax research and representation before taxing authorities and has over 30 years experience in public accounting.
Tony is a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs.
Sue is active in the firm’s Tax Quality Control Committees. She has developed an expertise in the areas of individual, partnership, corporate, and nonprofit taxation. She also serves on the firm’s Tax Special Projects niche focusing on research and development credits.
Sue joined Brady Ware in 1986 after achieving the top score in the State of Indiana on the CPA exam. She currently serves on the Central United Methodist Church Finance and Endowment Committees, the Board of Directors for the Cope Environmental Center, and the Richmond Area Chamber of Commerce Existing Business Committee.
Dean joined Brady Ware in 2017 as tax director. He has over forty years of public accounting experience. Dean’s industry experience includes medical and dental practices, real estate, construction, manufacturing, law practices, retailing and wholesaling. Dean specializes in taxation and small business services.
Prior to joining Brady Ware, Dean was a shareholder/partner for GrossDukeNelson & Co., PC.
Dean graduated from Emory University with a Bachelor of Business Administration degree. Dean is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Bradley manages a variety of tax and accounting engagements for the firm’s Dayton, Ohio, business clients in a wide range of industries, including manufacturing, wholesale, construction, and professional services. She has over five years of experience in federal tax, multi-state corporate income and franchise tax, and municipal income tax.
In addition to her tax compliance background, Bradley specializes in managing large tax compliance engagements. Her experience extends to all areas of tax planning, research, and compliance for both closely held and public corporations and partnerships.
Bradley is a member of the Ohio Society of CPAs and the American Institute of CPAs. She currently serves as board treasurer for Musica, Dayton’s Chamber Choir.
Loranί joined Brady Ware in December of 2012. She manages a variety of tax engagements in our Columbus, Ohio, office for the firm’s individual and business clients in numerous industries, including real estate, wholesale, and professional services. She has over 10 years of experience in federal tax, multi-state corporate income and franchise tax, municipal income tax, and tax-exempt organizations.
Loranί is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
David joined the firm in 2010 and serves as the firm’s Columbus Office Tax Practice Leader. Formerly a director in industry and with a national firm, David’s 25 years of experience in taxation includes a wide range of industries, and he helps organizations minimize their cash tax liabilities and manage their effective tax rates. He has broad tax experience with federal, state and local, and international tax planning and compliance, mergers and acquisitions, audit representation, tax accounting methods, provisions, and uncertain positions.
David represented two companies that were subsequently purchased by private equity investors with initial public offerings in 2010. He has significant industry experience associated with initial public offerings, private equity investments, tax structuring, debt arrangements, treasury, and reporting.
David is a member of the Ohio Society of CPAs and the American Institute of Certified Public Accountants. He also participates in various roles with several charitable organizations in central Ohio.
Patrick has over 10 years of service with Brady Ware and works on a variety of engagements, including audit, review, and compilation services, as well as audits of employee benefit plans and asset-based lending examinations. He also assists clients with business advisory services and with due diligence relating to company mergers and acquisitions.
Patrick is a member of the Ohio Society of CPAs and the AICPA. Patrick also currently serves as Vice President of the Dayton chapter of Financial Executives International.
Bob joined the firm in 1992 after spending several years with a national accounting firm. He is an Audit & Assurance Services Director and is responsible for a majority of the firm’s audit engagements, working with a variety of closely held commercial business and several nonprofit organizations.
In addition to his experience as an auditor, Bob is highly recognized in the region for his nonprofit expertise. For over 25 years, he has worked closely with leaders of nonprofit organizations to formulate and implement strategies to effectively safeguard, manage and utilize resources to maximize the impact of program outcomes and enhance the sustainability of their mission. He has developed an expertise in consulting on such matters as strategic planning, board development, and governance, financial reporting and internal control systems. He leads Brady Ware’s Nonprofit Services team and is the engagement director and primary advisor to many of the firm’s nonprofit clients.
Bob also has a history of volunteer service and has utilized his professional expertise and leadership skills to bring value to many organizations. He is a member of the Boards of Directors of the Greater Dayton / Miami Valley Better Business Bureau, the United Way of the Whitewater Valley, Wright State University Alumni Association, and Operation Fairborn Cares, and HELP the Animals. In 2017, Bob received Indiana’s Outstanding CPA in Community Service Award and Volunteer of the Year Award at the Indiana Association of United Way’s State Leaders Conference.
Bob is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the Indiana CPA Society. He is a member of the Board of Directors of the Indiana CPA Society and is a past member of the Executive Committee of the American Institute of Certified Public Accountants Governmental Audit Quality Center.
Todd has been with the firm since 1984. He is a director of the firm and specializes in accounting and financing for closely held businesses. He also heads up the firm’s Construction & Real Estate team where he has extensive experience in working with general contractors, subcontractors and real estate developers.
Todd is a member of Brady Ware’s Mergers & Acquisitions division where he assists companies by providing services related to mergers, acquisitions, financing, and due diligence to business owners and entrepreneurs. Todd believes in staying current on the trends in middle–market deals and offering his vast financial and strategic knowledge to help our clients obtain the best deals.
Todd is a member of The American Institute of CPAs and The Ohio Society of CPAs. He sits on the board of the Ohio Valley Construction Education Foundation. He was elected as “Associate Member of the Year” in 2001 from the Home Builders Association and was also chosen as one of Dayton’s “40 under 40” Business Leader Award recipients.
Mike joined Brady Ware in 2004. He has over 25 years of experience in public accounting and industry, including both closely held and publically traded companies. Prior to joining Brady Ware, Mike worked for two national accounting firms.
Mike’s focus includes federal tax, IRS audit, multi-state corporate income and franchise, individual tax, sales tax, and municipal income tax. He has significant experience in managing and coordinating large tax compliance engagements, several of which are US subsidiaries with a foreign-based parent company. Mike’s diverse tax technical background provides expertise in consolidated income tax returns and accounting methods. Other areas of expertise include specialized knowledge in the manufacturing and construction industries. Mike leads the Brady Ware Cost Segregation practice and has performed and reviewed studies of numerous commercial properties.
Mike is a graduate of Bowling Green State University and has a Master of Business Administration degree from the University of Dayton. He serves on Bellbrook’s City Council.
Lauren joined Brady Ware in January of 2007 and has over 10 years of experience in federal tax, multi-state corporate income and franchise tax, personal property tax, and municipal income tax. She has significant experience in preparing large tax compliance engagements, several of which are US subsidiaries of foreign-based parents.
Lauren serves as a manager on a number of the firm’s business tax clients in a variety of industries, including manufacturing, wholesale, construction, auto dealerships, and professional services.
Lauren is a member of the Georgia Society of CPAs.
Teresa has over twenty-five years of experience in public accounting and private industry. Her experience includes not-for-profit organizations, professional service firms, wholesalers, manufacturing and importers/exporters of various industries. Teresa has assisted her clients in a broad range of general management and financial consulting services, accounting systems design, and accounting and financial reporting issues.
In addition to providing client service, Teresa serves as the Atlanta Audit Leader for the firm. She has earned the AICPA IFRS Certificate. Prior to joining the firm, Teresa specialized in software consulting and implementation of fully integrated accounting software for various types of organizations including wholesalers and manufacturers, and importers/exporters.
Teresa is a CPA in Georgia and a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Teresa has served as a coach for youth sports and is involved in a variety of not-for-profit organizations where she holds leadership positions.
Steven R. Stanforth, CPA, CMA, CGMA
Chief Operating Officer / Chief Financial Officer
Steve serves as the Chief Operating Officer and Chief Financial Officer at Brady Ware & Company. He spent 10 years of his career with a global accounting firm before serving two CFO positions in the Dayton region for 16 years. Most recently, Steve was the CFO of a large quick serve franchisee where he was responsible for the company’s financial operations.
Steve is a graduate of Wright State University and received his degree in Business Administration with a concentration in accounting. He is a licensed Certified Public Accountant in Ohio as well as a Certified Management Accountant. Steve is also affiliated with a variety of civic and professional organizations.
Mike was raised in a family-owned business, worked as a controller for a local manufacturing company, and as an auditor for a national accounting firm before joining the firm in 1989 and becoming a Director in 1998. He assists clients in developing strategies for organizing, operating, and selling their businesses. His goal is to help his clients earn more from their business and to keep more of what they earn.
With extensive experience with corporate, partnership, and individual taxation, he serves many closely held business clients. He has developed a special expertise in business valuations and earned his ABV (Accredited Business Valuation) accreditation from the AICPA in 1999. He leads the firm’s Business Valuation Services team.
Mike is a member of The American Institute of CPAs and The Ohio Society of CPAs. He is also a member of the Dayton Association of Tax Professionals, and the Oakwood Rotary Club.
Cory manages a variety of the firm’s accounting and auditing engagements, working closely with nonprofit organizations, private post-secondary education institutions, and a variety of other types of businesses. He has an extensive background in governmental auditing and oversees a number of audits of nonprofit organizations that are recipients of federal funding. In addition to auditing, Cory is an active member of Brady Ware’s ASG technology committee.
Cory is a member of the Ohio Society of Certified Public Accountants, Indiana CPA Society, and the American Institute of Certified Public Accountants. He is on the board of directors of JACY House and a member of the finance committee at his church, Eaton Church of the Brethren. Cory graduated with a Bachelor of Science in Business with an Accountancy Focus in December 2007.
Adam manages a variety of tax and accounting engagements for the firm’s Dayton, Ohio, business clients in numerous industries, including manufacturing, real estate, construction, alternative investments, and professional services. He has experience in federal tax, multi-state corporate income and franchise tax, and municipal income tax, and in addition to his tax compliance background, Adam specializes in preparing and managing complex partnership engagements.
Adam is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He serves as the Treasurer of the Board of Directors for the Ohio Valley Construction Education Foundation and also serves on the board of the Young Professionals at Austin Landing. He joined Brady Ware in December 2010.
Dave’s prior experience includes being responsible for state taxes for a large Fortune 500 company, as well as being a Principal in the State Tax Practice of a Big 4 accounting firm.
Dave is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. He is a member of the Institute of Professionals in Taxation, serving on several committees. He has also been a frequent speaker at a number of tax organizations including, Dayton IMA, TEI, IPT, and the Ohio Tax Conference. He participates in various charitable organizations, including People Working Co-operatively and the Free Store Food Bank.
Dave received his Bachelor of Science degree in Accounting from the University of Cincinnati in 1988, where he graduated Summa Cum Laude.
Keith joined Brady Ware’s Mergers and Acquisitions team in 2006 and is manager of Brady Ware Capital. Keith has more than 12 years of experience working with privately owned middle market companies, including six years working in commercial banking with a large regional bank. Keith earned his undergraduate degree in financial services from Wright State University. He also holds the series 62 and 24.
Robert specializes in partnership and corporate taxation as well as high net worth personal taxation. He enjoys working closely with each team member in order to exceed client expectations by understanding their short-term and long-term goals, and establishing an individualized plan to mitigate tax and maximize savings.
Robert has substantial experience in personal, partnership, corporate, nonprofit, trust, ministerial, and expatriate taxation as well as the corresponding state returns. His experience working with tax clients is broad including corporate tax compliance, tax consulting and individual taxation.
Robert has extensive experience working with section 501(c) organizations. He has developed significant expertise in assisting nonprofit organizations navigate their way through the complex world of tax-exempt entity rules and regulations, reporting requirements, unrelated business income minimization and governance issues.
Thomas has ten years of public accounting experience and has served a wide range of clients, inc41luding manufacturing, wholesale, professional service firms, and not-for-profit organizations. He has worked with his clients in addressing various accounting, tax and accounting system issues.
Thomas is a CPA in Georgia and a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Thomas is involved in a variety of activities, including serving as a coach for youth sports.
Tom joined Brady Ware in 2010, after spending over 11 years with two regional public accounting firms.
He has experience in audit, review, and compilation services, as well as a wide range of corporate, accounting, and other general business consulting. Tom has also served as a Controller with duties that included payroll, employee benefits administration, accounts payable, accounts receivable, sales tax, and daily bank reconciliations.
Tom is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.