Whalen CPAs Visionary Leaders

Whalen CPAs’ strong leadership team has extensive experience in accounting, audit, business advisory and tax services, but they aren’t afraid to venture beyond the traditional scope of an accounting firm to achieve the most optimum outcome for clients and secure peace of mind.Learn more about the six partners that comprise our impressive leadership team.

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  Lisa G. Shuneson, CPA, PFS
  President & CEO

   

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  Bruce A. Berry, CPA
  Executive Vice President, Tax

   

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  Patrick J. McClary, CPA
  Vice President, Tax

   

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  Linda L. Nay
  Vice President, Administration
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  Tammy Snider
  Vice-President, Client Accounting & Advisory Services

   

Our Team

Our team consistently invests in staying on top of the most cutting-edge automation, software and technical knowledge in the industry, and devotes time to associations and higher learning organizations in order to be the best advocates for our clients. But Whalen CPAs are not just technically excellent in accounting, tax compliance and business advising…they are Much More!

Our team is remarkably human and understanding when it comes to our clients’ long-term goals, and we share a passion for connecting with our clients on a personal level.

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  Allison Wheeler
  Administrative Manager, Assurance & Accounting
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  Anne Treasure
  Director, Tax services
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  Donna Steiner
  Administrative Manager
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  Stephanie Tjoelker
  Manager, Tax Services
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  Jen Bilka
  Director, Tax Operations
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  T.J. Lowry
  Director, Firm Relations