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McKonly & Asbury Announces Promotions

McKonly & Asbury is excited to announce promotions for nine of our team members! One joins our firm’s leadership team as Principal, one advances to Senior Manager, one to Manager, three to Supervisor, and three to Senior Accountant.

Our focus on people continues to be the vision that drives our culture, and we are fortunate to have some of the best and brightest talent in Pennsylvania working for us! Please join us in congratulating these team members!

Principal

Marta Horst, CPA – Principal

Marta joined McKonly & Asbury in 2007. With 17 years of tax experience, she is a leader in the firm’s Tax Practice. Marta serves clients in a range of industries including manufacturing, retail, and financial services. She has extensive experience with corporations, trusts, and partnerships including federal and state income tax compliance and planning. She is also involved with domestic and international financial statement tax accounting including calculation and documentation assistance with ASC740. Marta works out of our firm’s Lancaster office and holds a B.S. in Accounting from Messiah College.

Senior Manager

Aaron Stagliano, CPA – Senior Manager

Aaron joined McKonly & Asbury in 2019 through the firm’s acquisition of Brewer & Company, LLC. He had been with Brewer & Company, LLC for 8 years. As a member of McKonly & Asbury’s Assurance Practice, Aaron specializes in audits of nonprofit organizations, local governments, construction, and small businesses. Aaron works out of the firm’s Bloomsburg office and holds a B.S. in Business Administration Degree in Accounting from Bloomsburg University.

Manager

Lindsey Waltemyer, CPA – Manager

Lindsey joined McKonly & Asbury in 2014. As a member of the firm’s Tax Practice, she serves as leader of the firm’s State and Local Tax Group, assisting companies with sales tax issues and state tax compliance as well as negotiates with state taxing authorities. Lindsey has helped clients navigate sales tax in numerous states and across various industries, such as retail, manufacturing, healthcare, and construction. She also performs tax compliance work for various types of corporations, partnerships, and individuals, specializing in multi-state tax compliance work. Lindsey works out of the firm’s Lancaster office and holds a B.S. in Business Administration with dual concentrations in Accounting and Management from Millersville University.

Supervisor

Colleen Bantz – Supervisor

Colleen joined McKonly & Asbury in 2018. As a member of the firm’s Tax Practice, she primarily serves clients in the real estate industry, as well as assists small business owners and individuals. Colleen works out of the firm’s Lancaster office and holds a B.S. in Accounting and Finance from Grove City College.

Kady Faller – Supervisor

Kady joined McKonly & Asbury in 2016. As a member of the firm’s Assurance Practice, she primarily serves clients in healthcare, nonprofit, and employee benefit plan industries. Kady is also active on the firm’s Audit and Accounting Committee which informs our team of new accounting and auditing standards and assists in their interpretation and application. Kady works out of the firm’s Camp Hill office and holds a B.S. in Accounting from Susquehanna University.

Robert Grey, CPA – Supervisor

Bob joined McKonly & Asbury in 2019 through the firm’s acquisition of Brewer & Company, LLC. He had been with Brewer & Company, LLC for 14 years. As a member of McKonly & Asbury’s Assurance Practice, Bob provides a wide range of services to clients by performing audits, reviews, and compilations to non-profit organizations and local government entities. He is also a member of our firm’s Tax Practice and oversees the individual tax return preparation process in the Bloomsburg office. Bob works out of the firm’s Bloomsburg office and holds a B.S. in Business Administration Degree in Accounting from Bloomsburg University.

Senior Accountant

Dan Dorgan – Senior Accountant

Dan joined McKonly & Asbury in 2018. As a member of the firm’s Assurance Practice, he primarily works with clients in our manufacturing and construction industries. Dan works out of the firm’s Lancaster office and holds a B.S. in Accounting from Susquehanna University.

Alyssa Irish, CPA – Senior Accountant

Alyssa joined McKonly & Asbury in 2017. As a member of the firm’s Tax Practice, she provides a wide range of services to clients by performing tax returns on partnerships, corporations, individual tax returns, trusts, and 990’s. Alyssa works out of the firm’s Lancaster office and holds a B.S. in Accounting from Elizabethtown College.

Chad Roeder, CPA – Senior Accountant

Chad joined McKonly & Asbury in 2019 through the firm’s acquisition of Brewer & Company, LLC. He had been with Brewer & Company, LLC for 1 year. As a member of McKonly & Asbury’s Assurance and Tax Practices, Chad performs audits and tax returns for clients in the nonprofit and local government industries. Chad works out of the firm’s Bloomsburg office and holds a B.S.B.A. in Accounting and Management from Bloomsburg University.

 


About the Author

McKonly & Asbury

McKonly & Asbury is a Certified Public Accounting Firm serving companies across Pennsylvania including Camp Hill, Lancaster, Bloomsburg, and Philadelphia. We serve the needs of affordable housing, construction, family-owned businesses, healthcare, manufacturing and distribution, and nonprofit industries. We also assist service organizations with the full suite of SOC services (including SOC 2 reports), ERTC claims, internal audits, SOX compliance, and employee benefit plan audits.

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