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YHB is guided by a dynamic leadership team, each bringing a unique set of talents and expertise to the firm. YHB’s mission is “Develop the YHB team focused on quality service to exceed client expectations.” What this means to you is that we have a leadership team focused on our community of clients, staff, and referral sources.
A trusted name with regional knowledge & international reach. Right in your neighborhood.
We invite you to read about each of our leaders. Discover how we can exceed your expectations.
Erica is a native of Tallahassee, Florida and a 2008 honors and cum laude graduate of West Virginia University with a Bachelor’s of Science in Accounting. She obtained the AICPA’s Advanced Defined Contribution Plan Certificate in 2016.
Erica joined the firm in 2008 and has since become a leader on our audit teams in Leesburg and Winchester. She is a champion of our employee benefit plans audits, having significant experience working with Defined Contribution, Money Purchase Plans, 403(b), ESOP, and Defined Benefit. Erica’s recent continuing education includes the American Institute of Certified Public Accountants (AICPA) Employee Benefit Conference, which she regularly attends.
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“Erica is easy to talk with and explain situations that occur within our plan and organization, she offers solutions that are easy to understand and implement.” – Jennifer C.
Kim graduated from James Madison University with a Bachelor of Business Administration in Accounting. She is a licensed CPA with 25 years of diverse accounting experience. Kim has extensive experience in assisting clients in preparing financial statements in accordance with current standards, preparing tax returns, conducting reviews and compilations for construction contractors and small businesses.
Kim is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She has previously held board positions on the RHS, NRMS, and BRES PTAs, BSA Troop 14, Fawn Lake Fliers Swim Team, Fawn Lake Triathlon, and is currently active with the Fredericksburg Regional Chamber of Commerce.
Kim’s strongest skills cover many aspects of financial reporting and taxation, including cost control principals, ledger analysis, financial statements, budgeting, taxation, and economic regulations. Her broad experience in this deadline-driven environment enables her to successfully help build a better financial future for both regional businesses and individuals.
Claire graduated from West Virginia University with a Bachelor’s of Science degree in Accounting in 2009 and a Master of Professional Accountancy in 2010. She became a licensed CPA in 2012. Prior to joining YHB, Claire was an Audit Supervisor with Ernst & Young, LLP in Pittsburgh, Pennsylvania. She joined YHB in 2013. Her career focus has been in the audit of nonprofit and governmental organizations. Recent presentations include “Best Practices for Boards and Staff” at an event sponsored by Loudoun County Chamber of Commerce.
Lynn graduated from Virginia Tech with a Bachelors of Science in Accounting. She is a licensed CPA with over 38 years of accounting experience in the public and private sector. Lynn is a member of multiple organizations, including the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Lynn has extensive experience in providing a full range of tax services in compliance with laws and regulations. She performs innovative income tax planning, complex tax return preparation and review for individuals, corporations, partnerships and trusts.
In order to best serve her clients, Lynn takes the time to fully comprehend their specific situations and concerns. She knows how important it is to keep her clients informed about any relevant tax law legislation that is important to their business needs. She strives to help her clients fine tune their accounting processes so that they can work faster and smarter and achieve their goals.
Ed has worked in the fields of public accounting and business consulting since 1977. He is a certified valuation analyst, an investment advisor representative and a licensed life and health insurance agent.
He is a member of the American Institute and the Maryland Association of Certified Public Accountants. Ed sits on the board of directors for Kids Chance of Maryland, Inc., and has been honored by Smart CEO Magazine as one of Baltimore’s “Smart CPAs” in 2004, 2005, 2006, 2008 and 2009.
Ed is the general campaign vice-chairman for Israel Bonds of Maryland.
Ed has a wide range of expertise, including small- to mid-sized business valuations; expert testimony; strategic business consulting and planning; and tax research, preparation, and planning. He is widely considered an expert in his field and has been published multiple times, including in the Baltimore Business Journal.
Joe is a Tax Partner in our Baltimore office with over 17 years of experience reviewing and preparing a variety of federal and state tax returns. He has a bachelor’s degree from Georgetown University and a Master of Business Administration degree with an accounting concentration from Loyola University Maryland.
Joe is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, the Perry Hall/White Marsh Business Association, Baltimore Estate Planning Council, Chesapeake Gateway Chamber of Commerce, and the Baltimore County Provider Council.
Joe provides auditing and accounting services to engineering firms and financial institutions. He specializes in accounting for income taxes including assisting businesses with the creation and maintenance of income tax calculation spreadsheets. Joe also provides accounting and consulting services to small businesses and not-for-profit organizations.
His specialties include:
When Joe isn’t spending time with his family, he’s probably out running! As an avid runner, Joe loves scheduling running meetings with his clients. He would be glad to answer your income tax questions while clicking off the miles.
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“Joe Musumeci is very responsive, he understands our business really well which enables him to understand and respond to our inquiries really quickly and thoroughly.” – Anonymous
Chris joined Yount, Hyde and Barbour, P.C. in 2004 after graduating from Virginia Tech, where he earned a B.S. degree in accounting. He is a member of multiple committees, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Associated Builders and Contractors, the ABC-VA, Management Education Committee, the Associated General Contractors (AGC) and the Construction Industry CPAs/Consultants Association.
During his time with the firm, Chris has focused his efforts on providing audit, review, compilation and tax services to clients in a variety of industries, including construction, government contracting, real estate and not-for-profit entities. Chris also specializes in assisting clients with strategic performance management, including the implementation of dashboards and overall process improvements.
Through continuing education and professional development, Chris stays up-to-date on the trends and changes affecting his clients’ industries and the accounting profession as a whole. He regularly speaks and writes articles on these relevant topics as they arise. In addition to being a licensed CPA, Chris has also earned a CSPM (Certified in Strategic Performance Management) designation through MentorPlus®. This designation allows Chris to provide value to his clients above and beyond tax, audit, and other compliance services.
Chris strives to take a “client centric” approach, where services are based on the actual needs of the client rather than a specific commodity or deliverable. By taking time to understand the operations of a business and its future goals, Chris is able to provide superior customer service and help clients avoid and plan for potential difficulties, rather than just accurately reporting on them once they occur.
Chris enjoys spending time with his wife and two sons. His hobbies include exercising, strength training and running, as well as following Virginia Tech Athletics. He served as assistant basketball coach at Millbrook High School from 2004 – 2014.
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“Easy to work with. Professional. Always available. Trust and value YHB with all aspects of our business.” – Anonymous
“Chris Frye’s trustworthiness, and his knowledge, consistency and professionalism, year in and year out.” – Anonymous
Felicity began her career as a Tax Supervisor with Yount, Hyde & Barbour in 2020 and has since been promoted to Tax Manager out of our Richmond office. Felicity is a graduate of William & Mary, where she received her Bachelor of Administration degree in Finance in 2011. She then went on to earn her Master of Science in Accounting from Liberty University in 2014. She also obtained her Enrolled Agent (EA) license in 2022.
Felicity serves as Vice Chair of the Richard Bland College Foundation Board, is a member of the National Association of Black Accountants, and is active in YHB’s first affinity group, NOBA (Network of Black Accountants). She was also asked to speak at Virginia Commonwealth University’s Accounting Professionals Bootcamp, where she highlighted essential skills needed to be successful in the workplace.
Outside of work, Felicity loves to fellowship with friends and family, hiking, biking, and traveling.
Emily is the Marketing Manager at YHB assisting with the firm’s strategic marketing, business development and communication efforts. She is a community builder who is proficient at communicating with target audiences through strategic marketing strategies and campaigns. Her expertise in business development, proposal processing and event planning further solidifies YHB’s marketing and growth goals. Emily is a 2015 graduate of Bridgewater College where she earned a Bachelors of Arts in Business Administration.
In 2019, Emily received YHB’s Community Champion “ELITE” (Exceptional Leadership in Trust and Excellence) award and the Raymond D. Patterson Award through the Fitness Warriors program, an affiliate of Sports Backers, Inc.
Johanna graduated from Fordham University with a Bachelors of Science in Accounting. She is a licensed CPA with over 20 years of accounting experience and is also a Notary Public. Johanna is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Johanna has extensive experience in preparing financial statements in accordance with current standards. Her expertise is also in preparing tax returns, review and compilation procedures for construction contractors, subcontractors, home builders and physicians. She regularly consults with clients regarding accounting assistance, implementation of general accounting principals, and improving internal control processes.
She knows how important it is to keep her clients informed about any relevant tax law legislation or accounting standard that is important to their business needs. In order to best serve her clients and help them achieve their goals, Johanna takes the time to fully comprehend their specific situations and concerns.
Darlene is an industry leader with over 35 years of experience. She manages independent audit engagements for credit unions and community banks. and also serves as the engagement quality reviewer on many of the Firm’s audits. She is a graduate of Loyola University Maryland with a Bachelor of Business Administration degree in accounting.
She is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants where she served on the Cooperation with Financial Institutions Committee and served and chaired the Women’s Career Issues Committee, the Association of Certified Fraud Examiners, and the Risk Management Association (RMA).
With her vast expertise, Darlene has become a leader in the area of internal auditing and regulatory compliance. Her services are designed for maximum flexibility, allowing you to utilize her specialties for one specific project or on an ongoing basis. Darlene enjoys teaching and has developed and presented various accounting educational programs for financial institutions. In addition, she conducts specialized training sessions on various topics including oversight/governance, lending, and internal controls. She has appeared as a speaker at a national conference discussing the importance of internal controls. She frequently speaks at Career Days for students.
Her specialties include:
A fan of musical theater, Darlene has appeared in a number of productions with various community theater groups. She is an active supporter and volunteer for the Blackfriars Theatre program with Archbishop Curley High School.
Darlene and her husband have chaired and remain actively involved with the annual galas for The Catholic High School of Baltimore and Archbishop Curley High School, their alma maters. Darlene is a current member of the Finance Committee for St. Isaac Jogues Parish and is the past treasurer for the Immaculate Heart of Mary School’s Home and School Association.
Darlene was awarded the Mother Generosa McCafferty Distinguished Alumna Award from The Catholic High School of Baltimore in 2015.
Darlene and her husband, David, were awarded the Archbishop Curley Cornerstone Award in 2019 for their dedicated volunteerism to the school.
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“The knowledge and audit services provided by YHB, and particularly Principal Darlene Gerstmyer, have been invaluable to our Supervisory Committee. Our Board’s decision to not backfill an Internal Auditor’s position left a highly concerning void in our oversight capability. Darlene and her team worked with us to initiate an engagement that provided much needed internal audit coverage, and in the process provided highly valued insights that helped to shape and improve our oversight capabilities. The team has provided excellent audit services; and, equally important, have unfailingly made themselves available to provide much needed advice at critical times.” – Lou D.
Steve earned a bachelor of science degree in accounting from the University of Connecticut and a master of business administration degree from the University of Baltimore. His professional affiliations include the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).
Steve’s public accounting experience dates from 1976. His primary areas of expertise are business consulting and financial planning for small- to mid-sized businesses, tax planning for businesses and individuals, and estate planning. Steve has an extensive tax planning background as well as broad experience representing clients before the Internal Revenue Service for individual and business audits. With his “hands-on” approach of client consulting, Steve provides a significant contribution to the team.
Debbie began her career in accounting over 20 years ago after receiving her Bachelor of Science in Accounting from Carlow University in Pittsburgh, Pennsylvania. She began her career gaining experience in both accounting and tax at a local Pittsburgh CPA firm, and she attained her CPA license after passing the exam on her first attempt. She went on to work in the tax department of Sisterson & Co. LLP, a Pittsburgh regional firm. Debbie joined Wilhelm & Associates Ltd. in October 2019, joining the YHB family in 2021.
With her over 20 years of tax experience she has expertly specialized in the area of tax compliance and planning for high-net-worth individuals and their related trusts, partnerships, S corporations and private foundations. She is an active member on the AICPA and PICPA (Pennsylvania Institute of CPAs).
For years, Debbie has dedicated her practice to complex tax returns and issues, tax research, and tax planning for businesses and individuals. She is a certified CPA in both Pennsylvania and Virginia.
In her free time, she volunteers and serves as the Treasurer of the Economic Club of Pittsburgh. She enjoys road trips with her husband to visit and explore historical settings and to walk through caves and along mountain trails. Among her favorites of these are Gettysburg, PA, Fredericksburg, VA, Hocking Hills, OH and the Smoky Mountains near Gatlinburg, TN. She also finds joy in spending time with family, reading, and taking walks around her neighborhood with her dog Charlie.
Kelly graduated from Penn State University in 1999 with a Bachelor’s Degree in Accounting. She became a licensed CPA in 2000 and later went on to get her Master’s in Taxation from Robert Morris University in 2006. She has worked in public accounting for over 20 years providing tax and advisory services. In addition to individuals, her practice spans a variety of industries and includes tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies.
Kelly is an active member of the Loudoun County Chamber of Commerce and a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). She is also actively involved with St. Theresa’s Catholic Church in Ashburn, Virginia, and her children’s schools.
Brandon is an audit leader for the bank team. He regularly prepares audit and accounting updates for the team. Brandon has worked exclusively for the bank team since graduating from Virginia Tech performing external audits, internal audits, bank tax services and SOX consulting.
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“Very professional and highly knowledgeable.” – Dean C.
Marc attended the University of Maryland and received a bachelor of science degree in accounting in 1974 and obtained his CPA in Maryland in 1975. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).
Marc joined YHB in 2022 from Glass Jacobson Financial Group with over 40 years of experience.
His areas of concentration include auditing, accounting and taxation of tax-exempt organizations, small businesses, and individuals. Marc also specializes in non-profit accounting.
Jennifer is a 2001 graduate of Old Dominion University where she earned her bachelor’s in both Accounting and Finance. She later became a Certified Public Accountant in 2004. Jennifer joined the YHB Community Bank Team in October of 2017. Prior to joining YHB, her career spanned from working with non-profits to her current specialty in working with Community Banks.
Jennifer is an active member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). She also serves on the Board of Directors of United Way of the Northern Shenandoah Valley.
Jennifer’s experience includes all aspects of bank taxation compliance and consulting. Her unique combination of bank tax experience is an asset to the team.
Lee has a bachelor of arts degree in economics from the University of Pittsburgh and a master of business administration degree from the University of Florida. Lee joined YHB in 2022 with Glass Jacobson, bringing thirty years of public accounting experience with him.
Lee became a certified public accountant (CPA) in the District of Columbia in 1991 and is a member of the American Institute of Certified Public Accountants (AICPA). Lee’s practice focuses on taxes for individuals and accounting and tax services for small closely held businesses.
Hugh earned a bachelor of arts degree in accounting in 2008 and in 2009, a bachelor of arts degree in logistics and supply chain management, both from the University of Maryland, College Park. Before joining the YHB team in 2022, he worked with Glass Jacobson Financial Group for 12 years.
Hugh specializes in tax returns, both business and personal, and also works on business valuations. Hugh has experience in a wide variety of accounting areas including preparing individual and corporate tax returns, corporate personal property returns, and federal and state payroll returns. Hugh also has experience in managing client books and financial statements, assisting in the valuations of businesses, and preparing financial exhibits used in domestic relations and civil legal cases.
Olivia began her accounting career at YHB in 1998, with a B.S. degree in business (major in accounting) from Bridgewater College and a Certificate in Nonprofit Management, sponsored by the University of Virginia. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Olivia focuses on providing financial reporting services to nonprofit organizations, especially private schools, colleges, universities, and foundations. In addition to conducting audits and reviews, she has helped clients prepare Form 990, 990-T and Form 990-PF informational returns. As a member of our Nonprofit and Governmental Services team, Olivia has been named a Super CPA by Virginia Business 
magazine in the nonprofit/governmental field as well as the “Young CPAs” field.
Because she specializes in conducting audits for nonprofit organizations, Olivia has a thorough understanding of applicable regulations and audit standards. This expertise enables her to perform audits efficiently and issue accurate financial statements quickly after completing field work. In addition, she is very good at keeping lines of communication open and letting clients know about current developments in the industry and recently issued accounting standards.
For Olivia, the key to efficient service is learning all she can about an organization and its needs. She meets with management to find out whether the nonprofit has endowments, restricted funds or other financial features that require special attention. In conducting an audit, Olivia lets a client know what types of information she will need, documents internal controls and provides a draft financial statement as soon as field work is completed, so the client can review it at the same time a YHB principal does.
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“Working with Olivia Hutton and Claire Manspile over the past 3 years has been a great experience. They are both very professional, responsive and a joy to work with. Last year was the first virtual audit I have ever done, and it went seamlessly.” – Julie D.
As YHB’s Chief Technology & Innovation Officer, Cyrus guides the Firm through the rapidly changing landscape of technology and cybersecurity. He is responsible for the overall strategy, planning and execution of the Firm’s technology investments. Cyrus joined YHB in 2022, after several years as the CIO at a prominent Los Angeles law firm.
Cyrus has a passion for harmonizing disparate and disconnected processes and will always prioritize the Firm’s technology project portfolio on initiatives that align with YHB’s strategic goals and, ultimately, improve the client or employee experience in some way.
Cyrus has held IT leadership and consulting positions across a diverse range of industries, from small businesses to Fortune 100 multi-national organizations. While his undergraduate studies were in Civil Engineering at University College London, he has been in the IT industry for most of his career.
Cyrus grew up in England, but has been living on one coast of the US or the other since the mid-90s. He has now settled into a peaceful environment in rural Virginia, which gives him time to think, ponder and innovate for the Firm when he’s traveling between offices. Cyrus enjoys hanging out with his wife, their 3 children, 3 dogs and 2 cats. With family all over the world, the Kapadias love to travel, discover new places and tastes, and dabble in ultra-low budget filmmaking when time allows.
Bob is a graduate of Indiana State University with a Bachelor of Science and a Master of Science in Psychology, later receiving a second Master of Science degree in Taxation from Southeastern University. Bob is an IRS Enrolled Agent (EA) and regularly represents clients before the IRS and state taxation authorities when needed. He also holds the Certified Financial Planner (CFP) designation.
Bob has held a position at General Business Services (GBS) at the National Office headquarters in the Individual Returns Department. He also worked at First Virginia Bank trust tax department preparing trust and estate tax returns and at American Express Tax and Business Services. He then joined the CPA firm of Wilhelm & Associates, Ltd team focusing on small business and trust and estates thus leading him to the YHB family.
Bob specializes in taxation for individuals with small businesses as well as individual and trust and estate tax returns. He handles IRS and state correspondence for clients to resolve inquiries from the authorities. He is an active member of the Maryland Society of Accountants & Tax Professionals (MSATP).
In his free time, Bob enjoys hiking, going to music concerts and attending sporting events, especially baseball.
Scott earned his Bachelor of Science degree in Business Administration with a minor in Crop and Soil Science from Oregon State University. Scott is an active member of the AICPA and the MACPA. He serves as a Treasurer for the DC and MD chapters of the NAIOP. Scott is licensed as a certified public accountant (CPA) in the State of Maryland.
Scott has over 20 years of experience providing accounting and tax advisory to individuals, small businesses, and nonprofit organizations. He has worked with a broad range of industries, including government contracting, real-estate and construction, pharmaceutical and biotech, and technology. Being well-versed in both accounting and tax matters, Scott analyzes the big picture for his clients and provides actionable advice to help them achieve their financial goals.
Scott is from the Willamette Valley in Oregon. In 2007, he and his family moved from Oregon to Maryland. They now reside in Ellicott City with their ten children, including three of whom were adopted from Uganda. Scott grew-up on a grass seed farm and is a huge Oregon State Beavers fan. He enjoys spending time with his family, following sports, and is involved in his church, working with their youth.
Christine earned a bachelor of business administration from Radford University in 1992. Before joining YHB in 2022, she worked on the Glass Jacobson team for 11 years.
Christine prepares corporate and individual tax returns and 1099 returns. She also works on payroll and provides bookkeeping support.
Christine has her QuickBooks™ ProAdvisor certification.
In her spare time, she enjoys visiting local craft breweries and going to the beach.
Josh began his career at YHB in 1999, after earning a B.B.A. from the College of William & Mary. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and a previous member of the Blue Ridge Kiwanis.
Josh has provided income tax and advisory services to a broad range of business and individual clients with complex needs for 18 years. He has worked his entire career at YHB, having spent his first 12 years in the Winchester office and the last 6 years in the Middleburg office. In addition to serving clients, Josh provides mentoring and training for YHB staff members and is a member of the firm’s Human Resources Committee.
Josh specializes in helping individuals implement strategies that minimize their income tax liabilities and achieve their personal and business financial objectives. As a professional certified in strategy and performance management, he also excels in empowering business owners with information and insight that improves their decision-making process, maximizes their profitability and gives them a better sense of where they want to go and how to get there.
Josh is proud to provide his clients with the following solutions:
∙ Income tax planning and compliance for individuals and businesses
∙ Bill payment, financial reporting, and budgeting
∙ Vendor billing oversight including large projects such as home construction
∙ Wealth transfer planning
∙ Charitable contribution planning and tracking
∙ Private foundation administrative support services
∙ Equine business tax and consulting services including audit support
∙ Tax credit consulting services
∙ Document storage including client portal facilitation
Josh focuses on helping clients achieve peace of mind. His service approach is customized for each client, resulting in close and highly individualized working relationships. Josh takes pride in making complex financial matters easier to understand, in order to help clients with financial decision making and achievement of their goals and objectives.
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“Strong capability, combined with great team spirit. Our main contact, Josh Kerr-Hobert is an outstanding asset to our lives and family foundation. Not only is he brilliant and communicative, but he speaks English, not accountant-ese, which is truly appreciated. He is also a great human being and works well with others in our team, whether lawyers or financial advisors. Cannot express strongly enough how much we value him and his team. Thank you!” – Anonymous
Chris joined YHB in 2001 with a B.S. in finance, accounting and accounting information systems from James Madison University. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. He has served on the Culpeper County Chamber of Commerce as a member, on the Board of Directors, as Chairman of the Small Business Committee.
Chris delivers a broad range of accounting, tax, assurance and business consulting services to clients throughout the Culpeper area, with a focus on the construction industry and small businesses. Besides helping to manage the firm’s Culpeper office, Chris is a member of YHB’s construction and business consulting teams. His experience includes preparation of financial statements and corporate/partnership income tax returns for private company clients, as well as service in the U.S. Navy.
Chris is highly skilled at helping the owners of small businesses set goals and develop strategic plans. He then continually measures performance to achieve those goals. His deep knowledge of business operations and management makes him adept at identifying ways for clients to increase operational efficiency and take advantage of growth opportunities, tax credits and profit enhancement strategies. He also excels at helping clients with tax planning and compliance, retirement and succession planning, and selecting and installing accounting systems.
For Chris, communication is the key to effective client service. So he talks at length with clients to determine their goals, understand their situations and gain insight into what’s happening in their businesses and personal lives. He then uses strategic dashboards, benchmarking, what-if analysis and other tools to track performance, identify areas for improvement and develop solutions that help move clients ahead. To keep clients on track and head off potential problems, Chris touches base with them frequently to see how things are going and to suggest ways to increase their success.
Chris enjoys spending time with his family, learning about new technology and the impacts it will have on business, and playing golf.
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“Chris is always helpful, available, and capable to explain things in a way I can easily understand. I trust his advice, and he takes the stress out of our accounting needs.” – Lorrie T.
“Chris Pearson has always done a great job for my family. We are very confident in his abilities and appreciate his hard work and dedication to doing his job so well.” – Anonymous
Matt joined YHB in 2008 after graduating from Radford University. At YHB, he has focused his efforts on providing assurance and consulting services to private companies in the construction and real estate industries. Through his active participation in industry trade associations and continuous industry specific training and education, Matt has obtained a wealth of knowledge and a deep understanding of these industries.
As someone who has been actively involved in both the audit and attestation as well as tax services, Matt has a strong understanding of accounting issues that are unique to the industries he serves. He is familiar with their unique accounting and reporting needs, as well as industry benchmarks and best practices. Matt excels at analyzing financial statements and key performance indicators, and advising clients about ways to improve their accounting procedures and internal controls.
To further his commitment to the construction industry, Matt became a Certified Construction Industry Financial Professionals (CCIFPs) in 2018. The Certified Construction Industry Financial Professional (CCIFP®) designation is the only accounting certification for construction financial professionals accredited by the American National Standards Institute (ANSI) under ISO 17024:2012.
Open communication with management throughout the year helps Matt establish a healthy, trusting relationship with the client. Frequent communication helps identify the client’s concerns and allows Matt to focus on areas that will add value to the client and address those concerns. His goal is to have a no surprise engagement that is characterized by a high degree of interaction with the client, which facilitates quick response to any issues as well as effective and efficient completion of every engagement.
Matt is on the Executive Committee with CICPAC (Construction Industry CPAs/Consultants Association) and an active member of the American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, Associated General Contractors (AGC), the Associated Builders and Contractors (ABC), National Association of Homebuilders, and Construction Financial Management Association. In addition to his active participation, he is also the current Treasurer for the Top of Virginia Homebuilders Association.
Bachelor’s degree in business, accounting and finance, from Radford University
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“Matt responds quickly and concisely whenever I email him. He never lets the ball drop.” – Anonymous
Scott, YHB’s Managing Partner, has been with Yount Hyde Barbour since entering the accounting profession in 1988. He has a B.S. degree in agricultural economics (emphasis in accounting) from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, as well as a volunteer for the Frederick County Fair Association.
He has extensive experience in providing accounting, tax, and business consulting services to closely held companies, corporations, partnerships, and limited liability companies in the area. Over the years, he has worked with businesses of all sizes in a variety of industries, especially manufacturing, franchising, wholesale/distribution, retailing and agribusiness, as well as with the individuals and families who own and operate them.
As someone who grew up on a farm and was involved in his family’s business, Scott understands the challenges and needs of closely held businesses and what it takes to meet them. He specializes in helping businesses and their owners save tax, minimize risk, and operate more efficiently by using financial statements and projections as decision-making tools. He is especially skilled in advising YHB clients about financial controls and helping them negotiate favorable terms with banks and suppliers.
Scott has a hands-on approach to client service that’s based on taking time to develop an understanding of key concerns facing the client. Then, he works with the client to arrive at a plan of action he or she is comfortable with. In advising clients, he focuses on helping them understand how their money is being spent, so they can spend it more efficiently.
Scott enjoys traveling and spending time with his family, as well as helping out on his parents’ farm.
Theresa graduated from James Madison University with a BBA degree in Accounting. She is a licensed CPA with over 25 years of public accounting experience. Theresa has extensive knowledge and a proven track record of consistently and effectively delivering accounting services focused on enhancing the clients’ profitability and sustainability. She works with a variety of clients in various industries in preparing financial statements in accordance with current standards, performing audits, review and compilation procedures, and preparing tax returns.
Theresa is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Theresa’s strongest skills cover many aspects of financial reporting and taxation, including laws, cost control principals, ledger analysis, financial statements, budging, taxation, and economic regulations. She often consults with clients regarding tax planning, implementation of general accounting principles and improving internal control processes in order to identify and deliver tax and advisory solutions to help them achieve their goals.
Connor joined YHB in 2018 after graduating from Virginia Tech with a Bachelor’s Degree in Accounting and Information Systems and a Bachelor’s Degree in Agribusiness. She also became a CPA in August of 2018.
Connor helps lead external audit, internal audit, and SOX/FDICIA engagement teams for our Financial Institutions Team.
Connor is a member of the AICPA and VSCPA and regularly participates in continuing education courses. She also helps with YHB’s Externship and Internship programs and new staff trainings.
Connor received the Firm’s “ELITE” (Exceptional Leadership in Trust and Excellence) award for Breakout Performance in 2021.
Outside of YHB, Connor actively volunteers with Hazelwild Farm’s Therapeutic Riding Program in Fredericksburg, VA. She is also a certified Foster/Adoptive and Respite Provider through the Spotsylvania County Department of Social Services.
Krystal is a 2003 Virginia Tech graduate and joined YHB in 2020. She has over fifteen years of public accounting experience working with and advising high net worth individuals, trusts, and closely held businesses. Krystal specializes in income tax planning, compliance, and review. She serves as an advisor to her clients by providing tax guidance and business planning strategies.
Since joining the industry Krystal has held several leadership roles in the VSCPA. Currently, she serves as the Chair of the VSCPA Diversity, Equity and Inclusion advisory council and also on the planning committee for the AICPA Engage conference. In 2020, Krystal was honored to be named one of the Washington DC Metro Area’s Top CPA’s by Washingtonian Magazine for the 4th time and was also voted as a Top Financial Professional by Northern Virginia Magazine in 2019.
To help clients develop effective tax strategies, Krystal takes extra measures to learn about their future plans, circumstances, and needs, particularly any that may require special tax or financial strategies. She takes the time to listen and develop a full understanding of clients goals and how to achieve them. After assisting with plan implementation, Krystal keeps in contact throughout the year to help clients stay on top of their finances and make sure their plans are on track.
Ginger graduated from East Carolina University in May 2001 with a Bachelors of Science and Masters of Science in Accounting with a tax concentration. She became a CPA in 2003 and is licensed in Virginia and North Carolina. She is a member of the AICPA, VSCPA, and the Northern Chapter of the VSCPA. In 2013, she was chosen to participate in the Inaugural VSCPA Leadership Academy.
Ginger is experienced in tax planning and compliance for individuals and small businesses to include partnerships and corporations. Her experience also includes accounting and attestation services for small and medium-sized businesses.
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“Ginger is whip smart, attentive, efficient, a strong communicator, and provides major value for money. Consistently meets deadlines and is extremely client focused.” – Susan B.
“Ginger Weschler is incredibly helpful and responds promptly to all inquiries. She has been a welcome and reliable resource and given us confidence as we do our taxes, and as we plan for financial decisions.” – Anonymous
Riley graduated from Auburn University in 2010 with a bachelor’s degree in business. He received his Master in Accounting in 2011 from Middle Tennessee State University before joining YHB in 2012. Riley has been a licensed CPA since 2014 and has worked with clients throughout Northern Virginia providing tax and advisory services to help them achieve their goals.
While he has broad experience working with clients, his focus over the last several years has been working with corporate and government contracting clients.
While he has broad experience throughout his time with YHB, most of his time is spent working with S-Corporations, C-Corporations, Partnerships and sole proprietors. He works with companies of all sizes in nearly all industries, including government contractors, construction, real estate, professional service companies and medical practices. He works closely with clients in all stages of the business life cycle.
Riley also works with individual clients including business owners, high net worth individuals, rental property owners. He believes it is important for one YHB team member to oversee the business tax returns and the personal returns to make sure we make sure our clients are taking advantage of all possible strategies.
He enjoys laying out all options when it comes to making decisions and providing the impacts of those options. He feels that tax law changes present opportunities for planning and that the more you know, the more options you have. He also enjoys introducing new ideas to clients and making sure his clients are aware of all possible tax strategies to minimize tax in current and future years.
Riley focuses on his client’s specific needs to ensure they are aware of all tax opportunities, addressing internal challenges, increasing profitability, retaining top talent, incentivizing employees, making the best plan possible for the future. Riley is a team player and becomes part of the client’s team as a third-party advisor.
Riley is a native of Northern Virigina. He and his wife have two children. He enjoys playing golf, wood working and hunting.
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“Riley is always available to answer questions and always thorough in his responses.” – Jamil A.
Neile Grady Martin is the Chief People Officer at YHB, one of the largest regional public accounting firms. In addition to being responsible for the firm’s human capital, Neile frequently consults with firm clients on a variety of talent management issues including recruiting, employee relations, strategic planning, policy development and compliance.
Neile’s professional career in Human Resources has given her experience across nearly all areas of Human Resources and industries, including Healthcare, Hospitality, and Professional Services. Prior to joining YHB Neile served as Regional Human Resources Manager for Sodexo and as Director of Human Resources for Jefferson Memorial Hospital.
Neile holds a Bachelors Degree in Psychology from Boston College and an MBA from Northeastern University. She is also a SHRM Senior Certified Professional (SHRM-SCP) and a certified Senior Professional in Human Resources (SPHR). Neile currently serves as President and Board Chairman for the Shenandoah Valley Discovery Museum in Winchester, VA, and is an active member in the Rotary Club of Winchester. Neile is a frequent guest speaker for various groups on topics related to Human Resources and Talent Management.
Jacob graduated from Shenandoah University with a Bachelor’s degree in Business Administration (focus in accounting) in 2012 and a Masters of Business Administration in 2013. He became a licensed CPA in 2015. Jacob joined YHB in 2013. His career focus has been in the audit of construction, nonprofit and governmental organizations.
Bryan began his career with YHB in 2005, and has been a key leader in YHB’s respected Risk Advisory Services practice since 2007. Focusing attention on two of the most well-known technology internal control frameworks –the AICPA’s Trust Services Categories and ISACA’s COBIT® framework —Bryan works across industries to help clients identify and mitigate information & technology risk.
Bryan leads the Firm’s SOC Examination Practice with specialty niches in business process outsourcing companies, contact centers, media and communications companies, and cloud-native applications. SOC Examination specialties include:
Bryan also leads the IT Audit, ACH Audit and Vulnerability Assessment segments of YHB’s Financial Services Industry team, regularly speaking at banking conferences in the mid-Atlantic region about IT and cybersecurity risk in the financial services industry.
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“Knowledgeable, fair, responsive.” – Jay H.
“Bryan Newlin, Brad Brosig, and their team have always been very knowledgeable and have provided excellent recommendations. Even outside of audit periods we are able to ask them questions and a response is always quick and informative.” – Anonymous
Brian is a Manager at YHB with over 15 years of experience in the accounting industry. He graduated from Potomac State College of West Virginia University with an Associates in Engineering in 1982, and from West Virginia University with a bachelor’s degree in Accounting in 2006. He later went on to receive a Master of Science in Taxation in May of 2020 from California State University Fullerton. Brian received his CPA in 2010 and is licensed in both Virginia and California.
Brian specializes in S-Corps and C-Corps, Partnerships, and individual tax. His expertise is in a variety of industries including manufacturing, distribution, construction, and real estate. In working with clients, he listens carefully to what their needs are to ensure he is providing the best service. He believes in being very responsive to his clients and giving timely and proactive advice.
He is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA). Brian is also a prior Rotary member and has volunteered in various capacities for his community.
In his free time, Brian enjoys hiking and going to art festivals. He played softball for over 25 years and coached youth t-ball. He is also a prior Rotary member and has volunteered in various capacities for his community.
Michael is a certified public accountant (CPA), who earned his bachelor of science degree in accounting magna cum laude from Towson University. Michael also is a member of the American Institute of CPAs, the Maryland Association of CPAs and is an investment advisor representative.
With over 30 years of professional experience in public accounting, Michael has provided clients with business consulting services in the areas of profitability and organizational growth, financing, mergers, acquisitions and sales of businesses, as well as protecting and enhancing the wealth of business owners.
After the successful launch of his third business in 1995, Michael was recognized by Warfield’s Business Record as their “Hot Shot” and has continued to be recognized more recently by Smart CEO Magazine as a “Smart CPA” honoree from 2005 to 2008.
Michael’s philanthropic activities have included serving as treasurer and a member of the board of directors of Partnership for Learning and Beth Israel Congregation. Michael is also a member of the Potomac Porsche Club of America.
Bart joined YHB with Glass Jacobson where he started as a senior accountant in 1984. His areas of concentration include construction, real estate, hospitality, and wholesale distribution accounting. Bart has extensive experience in the accounting side of government contracting for small businesses. In addition, he has developed and presented internal CPE courses on governmental accounting topics.
Bart’s role with Glass Jacobson included leading the firm’s quality control effort to ensure firm compliance with all professional accounting standards. Under his guidance as the quality control director at Glass Jacobson, the firm received only three unqualified opinions over the past eleven years. Bart has been quoted as a professional source and has authored several articles that have appeared in The Daily Record and the CPA Statement.
In 1994, Bart was instrumental in identifying the need for a construction committee within the Maryland Association of Certified Public Accountants (MACPA). Bart is a certified valuation analyst and is a current member of the Association of Builders and Contractors. Bart is also an investment advisor representative.
Brad joined YHB in 2021 with several years of audit experience in public accounting. He graduated from Roanoke College in 2017 with a Bachelor’s Degree in Business Administration with a concentration in accounting and finance.
During his time at YHB, Brad has focused on providing audit services to a variety of industries including not-for-profit and governmental clients.
Brad is an active member in the Virginia Society of Certified Public Accountants (VSCPA) and American Institute of Certified Public Accountants (AICPA).
David received his Bachelor of Science degree with a major In Accounting and Finance from Marquette University and received his Juris Doctor degree from George Washington University. He has worked in the fields of tax planning and preparation and business consulting since 1980. Prior to joining YHB in 2022, David worked at Glass Jacobson as a Senior Tax Manager.
After graduating from law school, he worked for two years at Alexander Grant & Company (now Grant Thornton) before he moved into the corporate world. He has worked 8 years in the tax department of NCHP, the nation’s largest owner and manager of federal subsidized housing and another 7 years as a principal in a small real estate company. His experience includes serving as VP-Finance for several mortgage lenders, CFO and General Counsel of a mental health start up, providing forensic accounting services for several litigious divorce proceedings and acting CFO for a large commercial window company.
David is on the board of directors of Human & Civil Rights Organizations of America, Inc., a 501(c)(3) organization that assists charities in raising funds, primarily through the Combined Federal Campaign.
He also enjoys playing golf in his free time.
Amy is YHB’s Human Resources Manager. She received her professional in human resources certifications in 2015 (PHR and SHRM-CP). She serves on the Board for the Winchester Area SHRM as the President for 2017 and is a committee member for the Top of Virginia Regional Chamber of Commerce’s Young Professional Group.
In the fall of 2015 she dabbled in teaching Human Resources Management and Business Ethics as an Adjunct Professor for the Byrd School of Business. Amy has her MBA and two undergraduate degrees from Shenandoah University.
Kristen joined YHB in 2022 with over 25 years of public accounting experience. She earned her BBA in Accounting at Midwestern State University and is a Certified Public Accountant (CPA), a Certified Regulatory Compliance Manager (CRCM), and a Certified Anti-Money Laundering Specialist (CAMS). Kristen is a member of the American Institute of Certified Public Accountants (AICPA), Texas Society of Certified Public Accountants (TXCPA), the Institute of Internal Auditors (IIA), and Financial Women in Texas (FWIT).
Kristen is a manager on our financial institutions team working on and overseeing compliance and internal audit engagements for community banks and credit unions.
Her specialties include:
Kristen is a member of the Kiwanis Club of Abilene and volunteers for their service projects benefiting children throughout the year. She has been a Distinguished President and Distinguished Lt. Governor. She also serves on the Foundation Committee for her church and teaches First Grade Sunday School with her husband.
Kristen and her husband are also ballroom dancers and have taken lessons for the last 10 years. They also love to travel internationally, watch movies, attend their local Philharmonic concerts and musical theater productions,
Derek began his career in accounting with YHB in 2011 after a graduating with a B.S. in accounting from Shepherd University. Derek became a licensed CPA in 2013. He is a member of multiple organizations, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and a former President of the Tri-State Estate Planning Council.
As a member of the firm’s Private Client Services team, Derek has developed an in-depth understanding of individual, trust, estate and business taxation. Derek stays up-to-date with the latest trends and regulations, regularly attending courses specifically designed towards matters affecting his clients. Derek also assists with providing tax training and ongoing mentoring to YHB staff members.
Derek specializes in assisting individual and corporate fiduciaries with complex trust/estate tax and compliance related issues. In addition, he excels in providing individuals and business owners with sound tax and business planning, taking into consideration their unique concerns and issues.
In order to best serve his client’s, Derek takes the time to fully comprehend the client’s situation and concerns. He then works closely with the client and other YHB industry leaders to develop a thorough strategy that works in the client’s best interest. Derek also takes the time to ensure the client understands the strategy and to makes sure the client is both comfortable and satisfied with his recommendations.
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“Sophisticated tax advice. Accurate and timely financial reports.” – Brian V.
Adrian began her career at YHB in 1999, with a B.B. A. from Old Dominion University. She is a Personal Finance Specialist (PFS) as well as certified in Strategy & Performance Management from Mentor Plus. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants (VSCPA). She is also an Evaluator for the VSCPA Educational Foundation Scholarship Selection Committee, a Board Member of the Dental Clinic of Northern Shenandoah Valley and a Board Member of the Top of Virginia Regional Chamber
Adrian provides individual and business tax planning, compliance and consulting services to a broad range of clients ranging from family-owned businesses to personal service corporations. She works with businesses and their owners, as well as other successful individuals, with strategic and financial planning. In addition to serving clients, Adrian provides mentoring and tax training for YHB staff members as well as educating local students on the opportunities available for those considering careers in accounting.
Adrian specializes in providing tax and consulting services to individuals, partnerships and corporations. She has extensive experience with the tax and financial challenges business owner’s face. The Personal Financial Specialist (PFS) certification allows Adrian to combine her tax expertise with her knowledge of financial planning to provide clients with comprehensive financial strategies.
One of Adrian’s greatest strengths is her ability to help business owner’s understand and analyze their financial data to enable them to make informed business decisions. She enjoys working with clients to develop effective tax and financial plans then helping them measure their progress. In addition, Adrian believes communication is critical and is continually working with clients to keep them up to date on current developments and tax law changes.
American Institute of Certified Public Accountants, Member
Virginia Society of Certified Public Accountants (VSCPA), Member
VSCPA Educational Foundation Scholarship Selection Committee, Evaluator
Dental Clinic of Northern Shenandoah Valley, Board Member
Top of Virginia Regional Chamber Valley Business Women, Committee Member
B.B.A. from Old Dominion University
Personal Financial Specialist (PFS)
Certificate in Strategy and Performance Management from Mentor Plus
William is a manager on our tax team and based in our Leesburg office. He is a 1990 graduate of Strayer College where he earned his Bachelor of Science in Accounting. William became a certified public accountant in 1997 and has since served clients on a variety of individual, business and fiduciary issues. William joined YHB in October of 2010 and continues to provide tax and advisory solutions to clients throughout the area. He is a member of the Virginia Society of Certified Public Accountants and the American Institute of Certified Public accountants.
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“Bill Osgood is very personable and has always taken the time to help me with some very complicated financial situations. He is thorough and has the financial expertise that I’ve come to rely on.” – Joanne S.
Justin began his career at Yount, Hyde & Barbour in 2007, where he has worked exclusively for our Community Bank Services Team since graduating from Old Dominion University with a degree in Business Administration, focusing in Accounting. Justin is based in our Richmond office, and is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Justin is an audit leader for the firm, performing external audits, internal audits, bank tax services and SOX consulting for public and non-public financial institutions, and has been working with community banks in Virginia and throughout the region for over ten years.
Justin’s background has been exclusively with financial institutions since joining the firm, giving him valuable insights and significant experience in providing his clients with quality, value-added services. He has expertise in providing internal, external, and SOX 404 audits, as well as SEC and financial reporting assistance and significant experience with mergers and acquisition transactions.
Justin’s focus is on providing quality service and adding value for his clients by being a trusted advisor and resource. He believes that accessibility and open, timely communication are key to developing strong relationships with clients and providing them the highest quality services that meet their needs in a changing, challenging environment.
Luke began his professional career at YHB upon graduation from Virginia Tech with a bachelor’s degree in Accounting and Information Systems as well as Finance. Since that time, he has worked exclusively for the Firm’s Financial Institutions Team. He specializes in performing external audits, internal audits, bank tax services, SEC regulatory compliance, and FDICIA/SOX implementation and consulting.
Luke is an audit leader for the team and is on the firm’s Audit Quality Committee and Marketing Committee. He is actively involved in providing audit and accounting updates, training for the team, and maintaining audit programs and policy. Luke regularly conducts industry specific, accounting and audit training within and outside the firm and is a regular speaker and presenter at YHB’s quarterly webinars and various banking associations.
Daniel joined YHB in 2021 with 10 years of public accounting experience. He is a Manager on YHB’s audit team. He graduated in 2010 from Bob Jones University with a bachelor’s degree in accounting. He later became a Certified Public Accountant (CPA) in 2011.
Dan is a member of both the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Dan’s expertise shines in assisting clients with implementing new accounting standards, such as the new lease and revenue recognition standards. His diverse industry background also provides a unique perspective in his approach to working with clients.
Allison joined YHB in 2015 after earning both her Bachelor of Business Administration in Accounting and Master of Science in Accounting from James Madison University. Allison completed her testing to become a Certified Public Accountant in 2016. During her time at YHB, Allison has focused on providing services to not-for-profits and closely held businesses, providing a range of audit and tax services.
Allison is an active member in the Virginia Society of Certified Public Accountants (VSCPA), American Institute of Certified Public Accountants (AICPA) and the Top of Virginia Chamber of Commerce.
Shawn graduated from Shepherd University in 2017 with a Bachelor of Science degree in Accounting and from West Virginia University in 2018 with a Master of Accountancy. He joined YHB in 2018 and became a Certified Public Accountant that same year.
Shawn helps lead external audit, internal audit, and SOX/FDICIA engagement teams for our Financial Institutions Team.
Shawn is a member of the AICPA and VSCPA and regularly participates in continuing education courses.
David is a graduate of the University of Baltimore and has over 36 years of experience in public accounting. He is an expert in small business and individual tax preparation, review and planning. David also has heavy experience with information systems and the ability to integrate software across all platforms and operating systems.
One of David’s strengths is the ability to work with business owners and have them perceive (thru dedication and earning their confidence) that they are comfortable to come to him with any business or tax questions or strategies and know that they will get a timely and comprehensive service arrangement.
David has provided seminars for Continuing Education credits for PGA Golf Professionals in the area of inventory planning and working with Finance Committees of local Country Clubs to maintain the growth and development of local PGA Golf Pros in the game of golf.
David is a former President of Trinity Referral Network, a Florida “not-for-profit” entity providing marketing and business referrals for small business and small business leaders in the community.
In 2006 he was nominated as the United States Amateur Golfer of the Year in regards to my service and expertise in providing consulting and inventory management and accounting to golf professionals in the Middle Atlantic states. He was nominated by PGA Golf Professional Patrick Coyner.
Dan is a Northern Virginia native and a 1987 graduate of James Madison University with a Bachelor’s degree in Accounting. He also earned a Masters of Business Administration degree from George Mason University in 1989 and a Masters of Science in Taxation degree from Georgetown University in 1993. Dan has practiced public accounting for over 26 years and joined the Leesburg office of YHB in August 2002. He has considerable experience in tax compliance, research and planning for various business entities, including those engaged in commercial and residential real estate activities
Steve has over 25 years of professional experience and has dedicated his practice to providing accounting, auditing, advisory and consulting services to financial institutions throughout the region. He is a graduate of University of Delaware and has a Bachelor of Science Degree in Accounting.
Steve is a member of the American Institute of Certified Public Accountants, Maryland Association of Certified Public Accountants, and the Financial Managers Society.
Steve is a leader on YHB’s community bank and employee benefit plans practices. In this role, Steve is responsible for assuring the highest quality service to clients served in these industries. Steve also serves as technical reviewer for the Firm’s FAR overhead audits performed for engineering firms as well as the Firm’s internal audit engagements.
His specialties include:
Steve has completed Maryland Bankers School and was President of the 1997 graduating class. He also served on the Board of Directors for Federal Hill South Neighborhood Association and Glenwood Life Counseling Center.
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“Steve does a great job and is always available for us to bounce ideas around.” – Renee L.
Lisa joined the firm in January of 2016, bringing over 20 years of experience in public accounting and payroll. Lisa’s areas of focus include tax and financial accounting. She prepares reviews, compiles financial statements, and files individual and business tax returns.
Lisa received a bachelor of science degree from the University of Baltimore and also has an associate’s degree in accounting from CCBC. Lisa is a CPA, a QuickBooks™ ProAdvisor, and a member of the Maryland Association of CPAs.
In her spare time, Lisa loves to read, listen to live music, go to the beach, and root for the Ravens and Orioles.
Timothy Solomon joined YHB in August 2022 as a Manager on the Audit Team in our Rockville office. Timothy brings over 25 years of experience in the public and private accounting field. Most recently, Timothy established his own CPA and consulting practice providing financial statement audits, EBP audits, financial statement reviews and other consulting services. Timothy specializes in financial statement audits and federal government contractor accounting
Timothy earned his BS in Accounting from Hampton University and Masters of Financial Management from University of Maryland, University College. He became a licensed CPA in 2003.
Timothy is also a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Outside of work, Timothy enjoys spending time outside, specifically gardening and light-construction home improvement projects of a do-it-yourself variety. He is also an avid sports fan.
Timothy promotes and enjoys interactive communications with clients to first understand their needs and desires. Listening and placing himself in his client’s thoughts allows Timothy a better understanding of their thoughts, which allows him to better understand and provide better service.
Megan joined YHB in 2007 after graduating from Bridgewater College with a Bachelor’s degree in Business Administration with a concentration in Accounting, and a minor in Communication Studies. She supports YHB’s Healthcare Team and general tax practice for individuals and businesses.
A Culpeper native, Megan has served as past Treasurer, Vice President, and President of the Culpeper Business Women. She is the current Treasurer of Career Partners Inc., an E Squared Judge, and was named Culpeper Chamber of Commerce Young Professional of the Year in 2015.
Megan focuses her practice on providing client accounting and advisory services. She uses her expertise to meet the tax, accounting and business consulting needs of her clients and empowers business owners and individuals with information and insight that improves their decision-making process and maximizes their profitability.
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“I know that Megan has our best interest at heart, she steers us in the right direction, and she is absolutely amazing.” – Tammy D.
“Megan has been wonderful over the years. We really appreciate her.” – Anonymous
“Love working with Megan. She has helped us understand what needs to be done and how to do it.” – Robert B.
Cathie joined YHB in 2020 with a Bachelor of Arts degree in Accounting from Michigan State University. She has over 30 years of public accounting experience including having owned and operated her own firm. Cathie has served clients in a variety of industries by providing tax, accounting and consulting services. Cathie has used her tax expertise not only to serve her clients, but also her peers through leading tax training courses and tax talks. She is based out of our Winchester office.
Cathie is a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). Cathie is licensed in both Virginia and Florida.
Cathie has several Pugs and enjoys their help with gardening, wine making and canning.
Katrina graduated from the University of Virginia with an undergraduate degree in Accounting in May 2011 and graduated from James Madison University with her Masters of Science in Accounting in August 2012. Katrina joined YHB in January 2012 and became a licensed CPA in 2013. In 2015, Katrina was nominated and won an opportunity to be part of the Virginia Society of CPA’s Leadership Academy. This is an exclusive opportunity only given to a handful of CPA’s across Virginia.
Since joining YHB, her career focus has been on nonprofit organizations such as private schools, colleges, foundations, religious organizations, museums, and other nonprofit entities. Her service to those organizations include audit and attest as well as tax services. Recent CPE includes the Not-for-Profit Conference held by the AICPA as well as the NFP Certificate Program I and II. Katrina has previously presented at YHB’s annual nonprofit symposium on the financing reporting standard updates for nonprofit organizations. She has also given a presentation on internal controls at a seminar hosted jointly by YHB and Evangelical Council for Financial Accountability. Katrina gives back to her local community by volunteering at a local healthcare facility where she assists the Activities Director with various activities for the residents.
Jessica joined YHB in 2018 with several years of audit experience in public accounting. She later became a CPA in 2019. She has several degrees including both a Bachelor of Science in Business Administration with an Accounting Minor and a Master of Science in Accounting and Information Systems from University of Maryland University College.
During her time at YHB, Jessica has focused on providing audit, review, compilation, agreed upon procedures, and accounting services for governmental entities, construction companies, not-for-profits, and closely held businesses.
Jessica is an active member in the Virginia Society of Certified Public Accountants (VSCPA) and American Institute of Certified Public Accountants (AICPA). She also formerly served as treasurer of the Boys and Girls Club of Frederick County, MD.
Ben graduated from West Virginia University in May 2011, with a Bachelors of Science in Finance and Accounting. Ben started at YHB August of 2011, and became a CPA in January of 2014. Ben currently splits his time between our Middleburg and Leesburg offices.
Ben is a member of the YHB Employee Advisory Committee and of the YHB Accountants for Continuing Education (ACE) team which is responsible for training and development of new staff. Ben is also an AICPA and VSCPA member.
Ben specializes in tax and consulting services in conjunction with the Family Wealth Services Team, including income tax planning and compliance for individuals and small businesses; agriculture business taxation and consulting; and estate administration.
Julie joined YHB after graduating from Bridgewater College in 2004 and became a certified public accountant in 2006. Since joining the firm Julie has gained significant experience by supporting the YHB Healthcare Team and the general tax practice for individuals and businesses. Julie is a member of the American Institute of Certified Public Accountants (AICPA), Virginia Society of Certified Public Accountants (VSCPA) and National CPA Health Care Advisors Association (HCAA). She is also past treasurer and member of the Winchester’s Latest Rotary. Julie regularly presents to area dentists, physicians, and medical office managers regarding the latest industry, tax and medical issues facing their business.
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“I have worked with the same person for many years- Julie Carper Hay. Julie knows my business and is extremely helpful in communicating with all the people in my organization.” – Anonymous
Tom began his professional career at YHB in 1997, with a Bachelor’s degree in liberal arts and sciences as well as a Master of Accountancy degree, both from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
For years, Tom has dedicated his practice to providing accounting, auditing, advisory and tax services to financial institutions throughout Virginia, West Virginia, Maryland and Pennsylvania. A leader of our Financial Institutions Team, Tom also serves on our IT Steering Committee and Organizational Development Steering Committee and conducts annual audit training for new hires.
Because Tom has worked with financial institutions for more than 10 years, he excels in conducting internal, external and SOX 404 audits, assisting with SEC and financial reporting, and providing tax compliance services to financial institutions. While he has expertise in consulting about internal controls and SOX implementation, Tom’s comprehensive knowledge of the financial institutions industry enables him to meet the full range of a client’s accounting service needs.
Tom believes that building a strong relationship with clients is one of the keys to maximizing the benefits of the services he provides. In working with clients, he listens carefully to what their needs are. Because of his bank audit expertise, Tom is able to minimize disruption of the client’s staff while optimizing communication and achieving the desired results. Tom also believes that all members of our Financial Institutions Team are instrumental in building successful client relationships and performing engagements. Our focus on attracting, developing and retaining top professionals makes YHB a leader in providing services to community banks and credit unions.
In his free time, Tom enjoys traveling and camping with his wife and two children and watching the kids play sports. His hobbies include running marathons and playing basketball.
Dorrie graduated from George Mason University in 1997 with a Bachelor of Science in Accounting and later received her Master’s degree from the University of Phoenix in 2010. Since entering the world of public accounting Dorrie has focused on construction and small business on both attest and tax engagements. Dorrie previously acted as a controller in private industry, responsible for forecasting, budgeting, monthly close process, general ledger analysis and year-end financial procedures.
In addition to working on attest and tax engagements, Dorrie provides consulting services for clients with selection, execution, and training of various accounting process and software solutions. She utilizes her accounting and industry knowledge to aid businesses on deciding which tools to implement for current and future requirements. When doing this, she is able to leverage her technical experience with her unique understanding of the challenges businesses face.
Dorrie is an active member of both the American Institute of Certified Public Accountants and the Virginia Society of Public Accountants. Additionally, Dorrie is a current member of the Associated General Contractors (AGC), the Associated Builders and Contractors (ABC), National Association of Homebuilders, and Construction Industry CPAs and Consultants (CICPAC).
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“I have really enjoyed working with Dorrie Franzello-Kurtz! Customer service is second to none.” – Anonymous
Michael graduated cum laude with a B.S. in Accountancy from Villanova University and a MST from American University. Michael specializes in tax compliance, consulting, planning, and mergers and acquisition work for service-based S corporations, partnerships, closely-held corporations and multi-state entities. He is also an active member of the AICPA, VSCPA, and the Northern Chapter of the VSCPA.
Jody has over thirty-five years of accounting and tax experience. She began her career at the firm in 1994 and is currently a Senior Manager. Jody earned her bachelor of science degree in accounting from the University of Maryland and became a certified public accountant in the state of Maryland in 1984. She is a member of the Maryland Association of CPAs.
As a manager, Jody’s duties encompass managing a staff of accountants and prioritizing and assigning client workflow. She also has experience as a bookkeeper which augments her ability to identify and solve clients’ problems regarding income statements and balance sheets. Jody has serviced clients in a wide range of industries with an emphasis in construction, food service, professional service industries, and retail.
In addition to providing clients with general compliance services that include compilations, reviews, corporate and individual tax planning and preparation, Jody is an advanced certified QuickBooks ProAdvisor. She has extensive experience installing, training, and providing troubleshooting services for clients utilizing QuickBooks® software.
Harvey has been a practicing certified public accountant for over 30 years, joining YHB in 2022 after being with Glass Jacobson Financial Group since 2007.
Harvey currently serves as an advisor on the MACPA state tax committee and was previously active on the MACPA federal tax committee. He is a member of the Maryland Association of CPAs and the AICPA and earned his master of science degree in taxation from the University of Baltimore.
Harvey is a principal in the tax department, and his areas of expertise include tax planning for individuals, small business, estates and trusts, and federal and state tax issue resolution. Harvey has expert testimony experience, serving as an expert witness in cases related to business valuation issues and divorce/domestic cases.
Nick joined YHB in 2020 with over 15 years of experience in the industry. Nick is a graduate of Carthage College with a BS in Accounting and Business, the University of Connecticut with an MA in Accounting, Case Western Reserve University with a JD, and Georgetown University with an LLM in taxation. Nick has also worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility.
Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters. He has also lectured nationally on topics such as ethics, complex tax transactions, and IRS practice and procedure.
Josh received his Bachelor’s Degree in Accounting & Information Systems from Virginia Tech in 2014, graduating Magna Cum Laude. Josh began his career with Yount, Hyde & Barbour in 2015 and has been a licensed CPA upon joining the firm. He is a member of the Community Bank Services Team and performs external audit, internal audit, BSA and compliance audit services for YHB’s community bank clients.
Josh is a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).
A Western Pennsylvania native, Brad graduated from Indiana University of Pennsylvania in 2014 with Bachelor’s Degrees in Accounting and Management Information Systems. He joined YHB that same year and has since split his time between both the Bank team and the Risk Advisory Services team completing external and internal financial audits, SOX consulting services, and IT related audit and consulting services. Brad became a Certified Information Systems Auditor in early 2019.
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“Bryan Newlin, Brad Brosig, and their team have always been very knowledgeable and have provided excellent recommendations. Even outside of audit periods we are able to ask them questions and a response is always quick and informative.” – Anonymous
Cheryl originally joined the firm in 1990. She returned to the firm in 2004 after 10 years as national finance director at Dominos Pizza. She is a senior accountant, involved in both the accounting and audit and tax departments.
She is a certified public accountant in the state of Maryland and a member of the Maryland Association of CPAs and the American Institute of CPAs. Cheryl earned her bachelor of science degree in computer science and her associate of arts degree in accounting from Towson University.
Cheryl is a manager, involved in both the accounting and audit and tax departments. Her principal areas of concentration include analyzing and streamlining accounting processes, financial statement and tax preparation and planning, and QuickBooks™ expertise.
During her time as finance director for Dominos, Cheryl gained a wealth of experience from a small business owner perspective from dealing with the individual franchises and franchise owners. This experience helped Cheryl understand the nuances of running a small business and has allowed her to become a better business advisor for her clients. She is able to advise clients not just on accounting needs, but also on personnel issues, procedures and organization, and growth strategy.
Cheryl volunteers at Garrison Forest School and Boys Latin School, where her children attend.
Jennifer joined Yount, Hyde & Barbour in 2003 and holds a B.S. degree in accounting from Robert Morris University. She is a member of numerous organizations within the community, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and is also on the Special Review Committee of the Government Finance Officers Association.
Throughout her career, she has worked on a variety of audit, tax, and consulting engagements for clients across many industries. She continues to lead our clients Single Audit compliance, Federal Acquisition Regulation (FAR) and governmental audit needs.
She enjoys working with clients to identify efficiencies in their processes, and to help clients defend and protect their bottom line.
Every client, every company, every control environment is unique. Jennifer takes the time to thoroughly understand her client’s needs and objectives. The result is a customized solution. No two businesses are alike, and for that reason, no two internal control structures should be either.
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“Jennifer Files has been involved in leading our audit for several years. First as the manager and then, most deservedly, after her promotion to partner. She goes out of her way to be available. Communicated well and is extremely easy to work with. Top Shelf.” – Mark M.
Georgia joined YHB in 2006 with a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Business Administration from Shepherd University. She became a Certified Public Accountant in 2012. Georgia is a member of our Community Bank Team and her experience includes all aspects of bank taxation compliance and consulting. She currently works in our Winchester office.
Georgia is a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).
Justin joined YHB in 2013 with a Bachelor’s degree in Accounting with a concentration in financial planning from Shepherd University. He is on the Executive Committee for the National CPA Health Care Advisors Association (HCAA) and is part of the HCAA’s Dental CPA sub-group. He is also a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).
Justin is a key member of YHB’s Healthcare Team and focuses his practice on meeting the tax, accounting and business consulting needs of medical and dental practice groups and their members. He uses his industry expertise to help medical practitioners identify ways to reduce costs, improve operations, and increase profits.
Justin is also a culture leader at the Firm by serving on several internal committees. He has given multiple presentations on tax reform, including specific presentations geared towards healthcare practices, and how new tax laws will impact their industry.
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“The expertise, knowledge and professionalism from Justin is so reassuring. Justin is the BEST!!” – Patti H.
Amy completed her Bachelor’s of business administration degree in accounting at Midwestern State University in 2000 and the earned her CPA designation in 2005. She is a member of the Virginia Society of Certified Public Accountants.
Amy has been performing tax and accounting services for more than 20 years. Prior to joining YHB in 2021, she was a member of the Wilhelm & Associates team as a Tax and Accounting manager for 14 years providing services to individuals and small businesses.
She specializes in accounting, payroll and income tax services focusing on small business in addition to individual tax preparation and planning. She is also knowledgeable in multi-state income tax and the cost and accounting requirements for government contractors. She has expertise in both QuickBooks Online, QuickBooks desktop and with various integrating applications.
Strong client relationships begin with communication and trust. She intricately listens to her clients’ goals, concerns, and obstacles in planning a path forward. Amy enjoys building long-term relationships with her clients as they achieve their goals.
Amy’s husband is an Air Force Pilot; they have 3 energetic, growing boys! Outside of the office, she enjoys outdoor activities, hiking, camping and watching her boy’s sporting events. In the community, she is involved with her church, Scouts BSA, and volunteers with various non-profit organizations. In her spare time, she enjoys scrapbooking.
Irv earned a bachelor of science degree in accounting in 1976 from the University of Baltimore and received a master of science degree in taxation from the University of Baltimore in 1986. Irv received his certified public accountant license from the state of Maryland in 1981. He joined YHB in 2022 from Glass Jacobson Financial Group with over 20 years of experience. Prior to Glass Jacobson, Irv was a sole practitioner for 19 years.
Since 1982, Irv’s professional affiliations include the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).
Irv’s areas of concentration include accounting for small businesses, financial planning, individual taxation and taxation of tax-exempt organizations. He believes it is best to have a honest relationship with his clients.
Since beginning his accounting career at YHB in 1998, Alex has provided tax planning, compliance, business consulting, business valuation and litigation support services to closely held businesses, high net worth / high net income individuals, and other clients in a variety of industries and professions. He has a B.S. in accounting as well as an M.S. in accountancy (concentration in taxation), both from Virginia Tech.
Alex is involved in several organizations including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and is licensed as a CPA in Virginia and West Virginia.
His experience includes assisting business owners with succession planning, analyzing financing structures, and negotiating business sales and other transactions. At YHB, he helps guide the firm’s Business Valuation and Litigation Support Team, in addition to providing clients with comprehensive tax and consulting services.
Alex excels in helping clients leverage opportunities to save tax while staying within IRS guidelines. He is skilled in providing international tax services, representing clients before tax authorities, and serving as an expert witness for clients engaged in the litigation process. As a Certified Valuation Analyst (CVA) and a CPA Accredited in Business Valuation (ABV), Alex also provides valuation services for gift and estate tax reporting, estate planning, due diligence in relation to buying and selling a business, marital dissolutions, and owner disputes.
In serving clients, Alex strives to deliver five-star service characterized by responsiveness, timeliness, thoroughness, accuracy and proactive communication. He also thoughtfully monitors business trends, changes in tax laws and developments in the economy to see how they may affect the clients he serves, so he can proactively help them take appropriate steps to reduce their tax liability and better achieve their financial objectives and goals.
Kirstine graduated from California State University San Bernardino in 1998 with a Bachelor of Science in Accounting. For more than 20 years, she has held a variety of roles in the accounting industry, gaining experience in auditing, private industry, tax, business valuation and forensic accounting.
Kirstine is a member of the American Institute of CPAs (AICPA), Virginia Society of CPAs (VSCPA), and the National Association of Certified Valuators and Analysts (NACVA). She is also a member of the AICPA’s ABV Credential Committee and planning committee for the VSCPA’s annual Business Valuation, Fraud & Litigation Services Conference.
Kirstine provides business valuation, fraud, litigation support as well as tax services. To better serve clients, Kirstine became a Certified Valuation Analyst (CVA) in 2011 and Accredited in Business Valuation (ABV) in 2014. She has performed a wide variety of business valuations for litigation, tax, and financial reporting purposes. She has worked with private and publicly traded companies, ranging in size from start-up’s to companies with annual revenue of approximately $500 million.
Wesley joined Yount, Hyde and Barbour, P.C. in November, 2012, and specializes in providing tax and attest services to many of the Firms construction and real estate clients. He splits his time between the YHB Leesburg and Winchester offices. Wesley earned his Masters of Science Accounting Degree in 2008 from Strayer University, and became a CPA in 2010. Wesley is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and the Construction Industry CPAs/Consultants Association.
Will Murphy is the Director of Operations for Yount, Hyde and Barbour. His focus is in the Organizational Development of YHB where he develops strategic solutions that result in positive business results. Primary skills include talent development, including recruiting initiatives, leadership development programs, performance management, and working with subject-matter experts (SMEs) on instructional design and training delivery. He also has many years of experience consulting with key stakeholders in reviewing and updating processes, data analysis, cultivating a team environment, and facilitating change management initiatives for continued performance improvement throughout the organization.
Will’s professional career in Organizational Development has given him experience in many industries, including professional services, healthcare, not-for-profit organizations, manufacturing, and the federal government.
Will holds a Bachelor’s Degree in Health Sciences from James Madison University and an MBA from Shenandoah University. He also holds three certifications, which include a SHRM Senior Certified Professional (SHRM-SCP), a certified Senior Professional in Human Resources (SPHR), and a Certified Professional in Learning and Performance (CPLP). He has served as President of the Winchester Area Chapter of SHRM and continues as an active member. He is also an active member of the Winchester Chapter of Kiwanis and is the James Wood High School Kiwanis Key Club Advisor.
Will lives in Winchester, Virginia with his wife Sarah and three daughters – Madison, Allie, and Emma.
Deep Virk joined YHB in 2021 as a Manager on the Tax Team in our Falls Church office. Deep brings many years of tax experience with him to YHB, most recently working for Caldwell & Company in Bethesda, MD. Deep specializes in working with high-net-worth individuals, S-Corporations and partnerships.
Deep earned his BS in Accounting from Virginia Commonwealth University and Master’s Degree in Taxation from American University in 2017. He also obtained his Enrolled Agent (EA) license in 2020.
Sam earned his masters of science degree in accounting from the University of Baltimore in 1973. He has over 40 years of tax and accounting experience. Sam joined YHB in 2022 after working with Glass Jacobson since 1999.
He is a certified public accountant (CPA) in the states of Maryland and Florida and is a member of the Maryland Association of CPAs, the American Institute of CPAs and the Florida Institute of CPAs.
Sam specializes in state, local and federal tax code, tax planning and preparation, and tax audit and issue resolution.
Sam currently sits on the MACPA tax committee, assisting Maryland in tax code updates and changes. He has served as an advisor to the state since 2000.
In his spare time, Sam enjoys golfing as well as volunteering with the Johns Hopkins Children’s Center and the Johns Hopkins Hospital.
Faith is an alumnus of Tulane University where she earned her Bachelor of Science in management degree with a concentration in accounting. She became a certified public accounting (CPA) in the state of Maryland in 1986 and became a chartered global management accountant (CGMA) in 2012. Faith joined YHB in 2022 after 7 years at Glass Jacobson Financial Group.
She is a member of the American Institute of CPAs and the Maryland Association of CPAs.
As a Senior Manager in our Tax Department, Faith’s main responsibilities include reviewing individual and business tax returns, providing tax strategies for high net worth individuals, and training tax staff. She strives to be reliable and client oriented and makes sure to emphasize communication to provide the best customer service possible to her clients.
Faith is an active member of the JCC of Greater Baltimore. She was also a prior chairperson of their audit committee and a member of their finance and Maccabi committees. In her spare time, Faith spends time with her family, travels, skis, volunteers, and enjoys puzzles.
Patrick joined the firm’s accounting and audit department in November of 2016. He is a senior manager with the firm and has practiced public accounting since 2003. Patrick received a Bachelor of Arts degree in accounting and business administration with a concentration in finance from Towson University.
He is a member of both the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.
Patrick’s areas of expertise include team consulting and serving small businesses in all aspects of their accounting, tax, and coaching needs. He has a passion for personal development, business process evaluations, and ever-evolving business industries.
Patrick is originally from Germany and moved to the United States in March of 1997. His hobbies include watching and playing soccer, home improvement, and landscaping.
Jeff graduated with a B.B.A. in Accounting with a concentration in Accounting Information Systems from James Madison University. He has extensive experience providing financial statement audit, review, compilation and accounting services to small and mid-size commercial and not-for-profit entities. Jeff also has significant experience with corporate, partnership, and not-for-profit taxation and his industry experience includes real estate, construction, professional services, charitable organizations, and trade associates.
Jeff is also an active member of the AICPA, VSCPA, and the Northern Chapter of the VSCPA.
A Frederick County native, Elaine has been with Yount Hyde Barbour since beginning her accounting career in 1994. She holds a B.B.A. degree as well as a Master of Science degree, both from James Madison University. She is a member of several organizations such as the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Frederick County Easement Authority, and the Winchester Kiwanis Club.
As the leader of our Family Wealth Services Team, she provides comprehensive tax, estate, trust, and gift planning and advisory services to wealthy families and individuals. Elaine also has extensive experience in conducting audits and providing tax compliance and consulting services to nonprofits and governmental entities.
One of Elaine’s greatest strengths is her ability to explain financial matters in terms non-accountants can understand, and to proactively inform YHB clients of developments that may affect them. In addition, she has a thorough understanding of estate planning issues, as well as a proven ability to work with family dynamics. As a result, she can meet the full range of a client’s tax and estate planning needs, from serving as a trustee and managing finances to helping with business succession planning. She is especially good at helping clients get caught up with past-due tax returns.
To help clients develop effective tax and estate plans, Elaine takes extra measures to learn about their goals, circumstances, and needs, particularly any that may require special financial strategies. She strives to come to a full understanding of family relationships and issues that may affect the planning process, and to work through them to achieve consensus about the plans she helps develop. After assisting with plan implementation, Elaine keeps in contact throughout the year to help clients stay on top of their finances and make sure their plans are on track.
Elaine enjoys family vacations, particularly swimming at the beach in the summers. Her hobbies include shopping for and collecting antique Nippon ceramics, and riding motorcycles.
John Jacob joined YHB in February 2022 as a Manager on the Tax Team in our Falls Church office. John brings extensive experience in the accounting and finance fields, most recently as a Manager in the valuation services group of The McLean Group. John specializes in providing business valuation services for estate and gift planning purposes.
John earned his BS in Economics from Virginia Tech in 2004. He is a Certified Valuation Analyst (CVA) and a Chartered Financial Analyst (CFA) charterholder.
Outside of work, John loves to read about current and historical figures and events, play piano, and sing.
Kelly received a Bachelor of Arts in Psychology from Salisbury University and a Master of Business Administration Degree in Accounting from Wilmington University. She became a CPA in 2017 and joined YHB in 2021 with several years of tax experience in public accounting. Along with her experience in public accounting, she was also an adjunct professor at Delaware Technical Community College for several years teaching business and accounting.
Kelly supports YHB’s Healthcare Team and general tax practice where she focuses on individual and small business tax preparation and planning. She uses her industry expertise to help medical and dental practice groups and their members identify ways to reduce costs, improve operations and increase profits.
Kelly is a member of the Maryland Association of Certified Public Accountants (MACPA), the American Institute of Certified Public Accountants (AICPA) and is a treasurer for a local youth softball league. She is also a solo world traveler.
Andy graduated with a Bachelor’s degree in Accounting in May 1999 from James Madison University. He has worked in public accounting his entire career at firms serving the Washington DC and Richmond metropolitan areas. His experience includes working with closely held businesses and organizations in a variety of industries including real estate and construction, transportation, nonprofit, and manufacturing. His experiences in these industries include working with businesses of all sizes in both the assurance and tax fields. He also has an in-depth understanding auditing employee benefit plans.
Andy has presented on topics including Computer Assisted Audit Techniques for the annual “Virginia Society of CPA’s Audit and Accounting Conference” and been a guest speaker for several construction industry associations presenting on topics including understanding construction contractor financial statements and fraud issues for construction contractors.
Andy has been honored in Virginia Business as a Super CPA in the Young CPAs category. He currently serves on the Executive Committee and is Treasurer of the nonprofit organization Rebuilding Together Richmond. He is a member of both the Associated Builders and Contractors Virginia Chapter and the Associated General Contractors of Virginia and currently is on the membership committee and young leader’s council for these organizations.
Christen is a Manager based in our Winchester office. She received her Bachelors degree in Accounting and Finance in 2006 and her Master of Science in Accounting in 2007 from the University of Virginia. After graduating she spent time as an Analyst at Accenture then as a Senior Associate at PricewaterhouseCoopers in McLean, VA.
Christen joined YHB in 2011 working across the Firm providing tax and advisory services to clients. After several years of working at YHB Christine returned to the University of Virginia to successfully receive her Masters of Business Administration in 2017.
Christen provides a sounding board for business owners ideas and suggests ways to address challenges and help you take care of daily operations and plan for the future of your business.
Her specialized understanding of a wide variety of industries enables Christen to deliver exceptionally effective service and advice. Her community of professional contacts allows her to quickly connect you with the other resources you may need to achieve your objectives.
Whether you need a bookkeeper for your startup, a part-time CFO for your growing business, or a replacement for someone who’s left, Christen is ready help you exceed expectations.
University of Virginia
Andrea is a Pennsylvania State University graduate who joined the firm in December 2017 with several years of experience in public accounting. Her main responsibilities include outside controller services for several nonprofit organizations as well as financial statement preparation, tax preparation, and other accounting services.
Andrea works mostly with the nonprofit sector and specialized in non-profit accounting. She is a member of both the Maryland Association of Certified Public Accountants and the American Institute of Certified Public Accountants.
Drew is a 2008 graduate of the University of Lynchburg (previously Lynchburg College) and has a Bachelor’s Degree in Business Administration (concentration in Accounting). He joined YHB in 2009 and became a Certified Public Accountant in 2010. Since joining the firm, Drew has worked exclusively for YHB’s bank team. Because of this industry expertise, Drew excels in conducting internal, external, and SOX 404 audits to financial institutions throughout the Mid-Atlantic. He also has extensive experience working with SEC and financial reporting and SOX/FDICIA implementation and consulting. Drew’s extensive knowledge of the community banking industry enables him to meet the full range of a client’s accounting service needs.
Drew’s approach begins with building a strong relationship with his clients in order to understand their needs and maximize the services he provides. He maintains open, timely communication and provides quality, value-added services to limit disruptions to his client’s staff during the engagement’s timeline.
Drew is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accounts, and the Institute of Internal Auditors. He is also a member of YHB’s Marketing Committee, leads annual staff trainings, is a leader on our audit team in keeping up with and implementing changes in generally accepted auditing practices and assists our HR team in recruiting, retaining and developing top accounting professionals. Drew currently resides in Midlothian, Virginia with his wife and two boys and enjoys any opportunity he gets to golf, hunt and spend time with his family and friends.
Curtis received his bachelor’s and master’s degrees in accounting, both from Penn State University. After graduation, he spent time at Aronson, LLC working with privately held multi-state government contractors, software as service entities, and high net-worth owners. As a trusted advisor, he assisted startup and high growth clients with initial business setup. This included services such as QuickBooks set up, tax planning, and general accounting consultation.
Curtis joined YHB in 2022 and is a Tax Manager based in our Falls Church office.
Curtis’ expertise is working with multi state corporations, pass through entities and their high-net-worth owners. He provides tax planning and consultation ranging from businesses to the owner/individual.
Curtis believes in building a strong working relationship with clients, to the point where he is called before business decisions are made. He focuses on future planning and being a strong strategic outside resource.
Curtis volunteers with his alma mater in Penn State University’s Smeal College of Business Mentoring program. He is matched yearly with one or two students and works with them to provide inside knowledge of their career potentials, practice interviewing skills, offer internship advice and more. He has participated in this program since graduating in 2012.
Outside of work, he enjoys investing in startup restaurant concepts, landscape/architecture photography and Penn State football.
Danielle joined YHB in 2016 after earning her Bachelor of Business Administration in Accounting from James Madison University.
During her career at YHB, her focus has been on nonprofit organizations such as private schools, colleges, foundations, religious organizations, museums, trade associations and other nonprofit entities. Her service to those organizations include financial statement audit, review, compilation and accounting services as well as tax services.
Danielle helps with YHB’s Externship and Internship programs and assists with new staff trainings and bootcamps. She is also an active member in the Top of Virginia Regional Chamber of Commerce.
Danielle also received the Firm’s “ELITE” (Exceptional Leadership in Trust and Excellence) Trusted Advisor Award in 2021.
Allen joined YHB in 2020 as the firm’s Chief Financial Officer. He oversees the day-to-day operation of the firm and works closely with YHB’s Managing Partner, Executive Committee and Board of Directors.
A native of Charlottesville, VA, Allen holds a Bachelors Degree in Industrial and Systems Engineering from Virginia Tech and an MHA from the Medical College of Virginia/Virginia Commonwealth University. He is also a Fellow of the American College of Healthcare Executives and has spoken on physician practice integration and physician compensation for professional societies. Allen also taught finance as adjunct faculty at the George Mason University Department of Health Administration.
Allen’s professional career in finance and administration has given him broad experience across multiple professional services settings with deep knowledge in healthcare and physician practices. Prior to joining YHB Allen served as Controller for a $400M multi-specialty academic physician practice.
Monica is a graduate of the University of Baltimore, where she received her bachelor of administration degree in accounting in 2015 and in 2018, she obtained her Enrolled Agent (EA) license. Monica joined the YHB in 2022 from the Glass Jacobson team, where she worked for four years.
Monica has experience in tax and financial accounting, working with individuals and corporations. She specializes in passthrough entity, gift, fiduciary, estates and trust tax returns. In addition to this, Monica also handles individual on a multi-state and international level.
In the past, she has written articles for the Glass Jacobson blog regarding tax issues, as well as speaking in webinars during COVID on the CARES Act and its implications.
Monica values communication with clients, while being responsive to specific needs. She communicates in a manner that is best tailored to individuals’ needs.
Monica is a member of MACPA.
In her free time, she loves spending time outdoors, whether that is camping or hiking. She is an avid runner, having done a few half marathons. In 2017, she went skydiving over Delaware and absolutely loved it!
Chris is a graduate of Radford University and joined YHB’s bank team in 2017. Chris became a CPA in 2019 and leads external audit, internal audit, and SOX/FDICIA engagement teams.
Prior to his time at Radford and YHB, Chris served for five years in the United States Marine Corps stationed in North Carolina. During his service, Chris was deployed to Afghanistan and Northern Africa. He was an infantry squad leader and earned the rank of Sergeant.
Brian is a 2000 graduate from Virginia Tech with a Bachelor’s degree in Accounting. He joined the firm shortly after graduating and is now a tax principal in the Leesburg office. As a native of western Loudoun, Brian is familiar with the diverse people, places, and ideas that make Loudoun County unique.
He is experienced in providing income and business consulting to highly successful individuals in numerous professions. Brian is also involved with the family wealth planning team where he focuses on estate planning, taxation, estate, and trust administration.
With over 21 years of public accounting experience, Brian brings his unique relational style to providing real solutions to clients. In addition to individuals, his practice spans a variety of industries and includes tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies.
To stay on top of national and local changes or trends Brian is an active member with the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA). He also serves as the Treasurer on the Executive Committee and Board of Directors of the Loudoun County Chamber of Commerce.
Working with clients in such a close role is not one that Brian takes lightly. While the importance of being technically sound is always a priority, it is not lost on Brian the reason we do what we do – people. Brian’s goal is to develop a lasting relationship with each client that moves beyond compliance to providing real solutions that deliver peace of mind.
Brian is readily accessible to provide advisory services on technical questions and simple ones. He regularly meets with bankers, attorneys, real estate agents and various other service providers to assure his clients always have access to the experts they need.
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“I highly recommend YHB. I am confident in the way they handle our business and personal taxes, working to help us benefit as much as possible, while remaining within the confines of the tax laws. They also really stay on top of the ever-changing tax landscape, so I know we are getting the best tax advice. I most value the relationship we have with Brian Kling, our CPA. He quickly responds to our questions and concerns, not just at tax time.” -Tammy S.
Alex Fleming graduated from Lynchburg College with a Bachelor’s degree in Accounting in May 2008. He interned with YHB right after graduation and then joined the firm as a full-time professional the following year in August 2009. During that interim year, he studied for and passed all four parts of the CPA exam and joined the AICPA and VSCPA. Alex began his YHB career with the bank audit team but has transitioned to the tax department out of the Middleburg office. He now specializes in complex tax planning and compliance for individuals, estate, trusts, private foundations, and privately-held companies. Alex has also obtained the Personal Financial Specialist (PFS) certification from the AICPA in September 2017.
Alex is a native of Loudoun County, specifically the Middleburg area. He is an active board member for the Middleburg Business and Professional Association, the Hill School Alumni Association, and the Piedmont Child Care Center. He, his wife, and two sons now live near Warrenton with their two dogs.
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“I have a lot of faith in Alex Fleming and his team at YHB. They have assisted us greatly in our cross-border situation. Their professional insight has helped us navigate a tax situation that only a true professional is versed in. ” – Robert I.
“Alex Fleming with YHB is very professional and has my highest recommendation for anyone considering a tax accountant.” – Robert R.
Jeff is an Audit Manager in our Richmond office. He has a Bachelor’s Degree in Accounting and a Master’s Degree in Accounting both from James Madison University. He became a Certified Public Accountant in 2011 and joined YHB in 2014. Jeff works exclusively with our financial institutions team performing internal and external audits.
Steve’s public accounting experience dates to 1975. Before joining YHB, he was the director of tax services at Glass Jacobson. He is extensively involved with estate, divorce, and retirement planning; the purchase, sale, and liquidation of businesses; and individual and business taxation.
Steve’s main responsibilities include oversight and training of staff accountants in taxation. He also works closely with clients to provide short- and long-term strategic business planning. Steve is also an investment advisor representative.
Steve has presented several speeches on tax law changes, general tax planning, and estate planning to firm clients, the general public, stockbrokers, and real estate agents. He has appeared numerous times on WBAL’s call-in radio program, Tax Law Changes and on WCBM’s Tax Aspects of Real Estate Transactions. In addition, Steve has written articles that have appeared in The Baltimore Sun, The Daily Record, The Baltimore Business Journal, and The Practical Accountant. He recently participated in Consuming Interests, a live web chat hosted by Eileen Ambrose from The Baltimore Sun.
David joined Yount Hyde and Barbour in 1999 after graduating from West Virginia University with a B.S.B.A. degree. A tax specialist who works in depth with his clients, his focus is on banks and closely held businesses of any size. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. David is a designated Chartered Global Management Accountant. He has served on the board as both president and treasurer for many local non-profits and civic organizations including, Boys and Girls Club of Northern Shenandoah Valley, Millbrook High School Band Boosters, and Kiwanis Club of Old Town.
Offering an extensive array of services, he is a trained business mentor and coach, providing advanced levels of strategic planning for owners and managers, consulting with management on a variety of critical business decisions including accounting systems implementation, changes in business operations, mergers and acquisitions, and developing growth and exit strategies. David also specializes in winery and vineyard operations, auto dealerships, agribusiness, and franchises.
As someone who is not afraid to get his hands dirty by getting involved in the day to day operations of a business, David takes that internal working knowledge and applies best practices from across all sectors to help each client develop and achieve their goals. He has extensive knowledge of the challenges that business owners and financial operators face and will work side by side his clients to ensure they are informed and making the best choices possible to advance their companies.
He is proficient in numerous software packages. David excels at developing personalized financial strategies for each business he works to help them reach their goals of improved profitability, growth, and long term stability. Because he takes such a vested personal interest in all of his clients, David is most dedicated to minimizing the tax impact for all of the clients he serves.
David values the personal relationships that are formed with clients and works hard to maintain the lines of communication year-round. By taking the time to find out what makes people tick, he is able to effectively apply business and tax solutions to meet client needs and long term goals. Because the rules of the trade are ever-changing, David carefully advises clients from all angles, oftentimes thinking out of the box, but well within regulations, to provide the best possible answer and ensure client satisfaction.
David enjoys weekend vineyard tours with his wife, playing and coaching soccer with his daughters and outdoors activities such as biking, camping and hiking. In his free time, he likes to watch WVU sports and root for his alma mater.
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“David Henning has been great to work with the last 10 years. I look at him as a partner in my businesses. Every time I meet with him, I learn so much more. Thanks for years of good advice.” – Shawn D.
“Since using YHB we have been at complete ease each year for taxes and knowing what to expect. Anytime we have a question we can easily reach David for guidance. We highly recommend YHB!” – Angie T.
Jeremy is the Chief Marketing Officer at YHB overseeing the firm’s strategic marketing, business development and communication efforts. In addition to working closely with firm leadership, Jeremy regularly works to develop younger staff and assists with training and development. He is active in the Berkeley County and Top of Virginia Chamber of Commerce and a member of the Association for Accounting Marketing. Additionally, Jeremy volunteers with Habitat for Humanity and serves on committees for AAM Strategic Communications and local Chamber marketing groups.
Jeremy made his entrance into the professional services world working in the marketing department at one of the top law firms in the world headquartered in Pittsburgh, Pennsylvania. There he worked closely with the business development team, providing client intelligence and market analysis. Before beginning his career at YHB Jeremy oversaw the marketing and outside sales for a manufacturing company based in Maryland.
In 2020 Jeremy received his Professional Certified Marketer in Marketing Management certification from the American Marketing Association.
Martinsburg-Berkeley County Chamber of Commerce
Top of Virginia Chamber of Commerce – Marketing Committee
Association for Accounting Marketing – Strategic Communications Committee
Habitat for Humanity – Winchester Clarke County Resource Development Committee
Curtis joined YHB in 1995, with a B.S. degree in accounting from Shepherd University. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the ISACA (Information Systems Audit and Control Association.)
Curtis developed his business acumen through owning a retail store and serving as the general manager of a regional oil company. At YHB, his work in the tax department and consulting with small businesses continued to develop this experience. Throughout his time at YHB he has provided IT audit and consulting to clients, even while holding the position of the firm’s IT director for several years. Now, as head of the YHB Risk Advisory Services Team, Curtis focuses on assisting organizations in a variety of industries with SOC Audits, internal audits, and IT-related audit and consulting services. He frequently speaks and gives presentations on Cybersecurity, internal controls, and IT issues.
As a Certified Information Technology Professional (CITP) and a Certified Information Systems Auditor (CISA), Curtis brings highly specialized training and knowledge to bear on client needs. This expertise, as well as his real world business and technical experience, has given him a broad understanding of both IT and operational processes, which makes him especially effective at analyzing and evaluating the controls over these processes. Also, because he’s worked on the management as well as the technical side of IT, Curtis excels in explaining to management the business risks associated with various IT issues.
Curtis’ mantra is: “We do our best work when we’re having fun.” This attitude enables him to bring a fresh perspective to even the most challenging situations and find solutions that strengthen controls. He starts by first evaluating a system’s risks. Then figuring out how the company has mitigated them. But he doesn’t just look back and point out what’s “wrong” with a system. Instead, he strives to add value by helping clients look forward and proactively control the risks.
In his free time, Curtis enjoys antiquing, woodworking, and restoring his old VW Bug. Curtis is also an avid motorcycle enthusiast who rides a Harley Davidson Ultra Classic.
Stephen joined YHB in 2018 with extensive experience in IT Audit and Advisory Services. His background includes internal and external IT Audit services for state and federal agencies and Fortune 500 companies in retail, manufacturing and financial lending. Most recently, he was an instructor at Virginia Commonwealth University focusing on technology-related courses in the Accounting Department’s graduate and undergraduate programs.
His expertise spans financial statement audits, SOX, project management, legal and compliance and data analytics. Stephen earned his Masters of Business Administration from the University of Richmond and Bachelors in Business Information Technology from Virginia Tech. He is actively involved in ISACA.
Stephen also completed ISACA®’s Cybersecurity Audit Certificate Program.
ISACA’s Cybersecurity Audit Certificate Program provides security professionals with an understanding of the audit process, and IT risk professionals with an understanding of cyber-related risk and mitigating controls.
Sally graduated from Shepherd College in 1990 with a Bachelor of Science in Accounting and later Virginia Polytechnic and State University in 1991 with a Master of Accountancy, Tax Specialization. Before joining YHB in 1998, Sally worked for KPMG as well as private industry as a Tax Manager.
Sally is a member of the American Institute of CPAs (AICPA), Virginia Society of CPAs (VSCPA), and the National Association of Certified Valuation Analysts (NACVA).
Hannah graduated from James Madison University in 2013 with a Master’s Degree in Accounting and Information Systems. She joined YHB in 2014 and has worked exclusively on YHB’s Financial Institution team performing external audits, internal audits, and SOX consulting services for community banks. Hannah became a Certified Public Accountant in 2015.
Shelley has worked exclusively on the bank team since joining YHB. Shelley’s experience includes all aspects of bank taxation compliance and consulting. Shelley’s unique combination of bank audit and tax experience is an asset to the team. Shelley is a graduate of Shepherd University and regularly leads bank tax training for our staff and clients.
Ben initially joined the YHB team as an intern. Following graduation from Virginia Tech (where he earned a degree in Accounting and Information Systems) in 2012, he officially began his career at YHB as an Associate and became a licensed CPA in 2014. He later spent 5 years in the private sector and returned back to YHB in 2022.
Due to his performance throughout his career, Ben has earned the role of Audit Manager on the Financial Institution team in Richmond, where he mainly focuses on leading engagements for community banks and credit unions and SOX 404 compliance.
He is also a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Outside of work, Ben enjoys spending time outside, specifically boating and spending time on the Rappahannock river with his family.
Ben uses a friendly and respectful approach to help build relationships with clients in order to best serve their needs and provide high quality service. He uses open, timely communication to develop strong relationships with his clients and aims to be a trusted advisor to them in all aspects of the engagement process.
Larry is a graduate of University of Maryland, where he received a degree in Economics in 1976, as well as a DDS from UMD’s Dental School in 1980. He joined YHB in 2022 with Glass Jacobson, bringing over 25 years of experience. At Glass Jacobson, Larry served as the Director of their Dental CPA Practice, helping his dental clients grow their practices and make smarter decisions about dental practice startups, equipment purchases, retirement plans, expansions, practice mergers, exit strategies, and other dental practice matters.
After practicing as a dentist and dental practice owner for over 17 years, Larry made a career change and since 1997 has been advising dental practices as an accountant and business advisor. Larry is a strong advocate of tax planning for dental practices in order to avoid “surprises” at tax filing time.
Larry has contributed dental practice articles to the Madow Brothers Newsletter. He has been interviewed concerning dental-related tax and accounting issues for the Madow Brothers Audio Series CDs. Larry has spoken to the advanced general dentistry residents and fourth-year dental students at the University of Maryland Dental School for several years. Topics included “life as a dentist,” “after dental school,” and “personal finance.” Larry enjoys teaching the dental students and residents these important professional and life lessons and looks forward to this continuing in the future. Larry is also an investment advisor representative.
Tristan graduated with a B.S. in Accounting from the University of Maryland, College Park in 2002. Tristan has been performing a variety of accounting, auditing, including management advisory services, financial statement analysis, and valuation services for more than 20 years. Prior to joining YHB in 2022, he was a member of the Glass Jacobson team as an Audit and Assurance Services Manager.
In addition to his expertise in audit and accounting, Tristan has experience working with companies that have difficult revenue recognition policies, unusual/exotic equity structures and stock/performance based compensation arrangements.
Tristan is a Certified Public Accountant licensed in Maryland and is also a Certified Valuation Analyst (CVA). He is a member of the American Institute of Certified Public Accountants, Maryland Association of Certified Public Accountants, and the National Association of Valuators and Analysts (NACVA).
In his spare time, Tristan enjoys golfing, working with computers, and investing in the stock market.
Madison began her professional career at YHB in 2018 after graduating from West Virginia University with a Bachelor’s Degree in Accounting. She later earned her CPA certification in 2019.
Madison works on various internal and external audit engagements for private and public financial institutions of all sizes as part of YHB’s Financial Institutions Team. Madison’s external audit clients range from private institutions to SEC reporting companies. In addition, she works with several financial institutions in an internal/FDICIA/SOX compliance audit capacity.
Madison is an active member in the Virginia Society of Certified Public Accountants (VSCPA) and American Institute of Certified Public Accountants (AICPA) and regularly participates in continuing education courses.
She also received the Firm’s “ELITE” (Exceptional Leadership in Trust and Excellence) award for Breakout Performance in 2020.
Jim began his career at YHB in 1989 with a B.S. degree in accounting from James Madison University. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Leesburg Daybreak Rotary Club. He is an Advisory Board Member of the Loudoun County Salvation Army, and Treasurer of the Loudoun Small Business Development Center. He also serves as a Board Member of the James Madison University School of Accounting Guiding Executive (SAGE).
He is experienced in providing income and estate planning services, business consulting, and estate and trust administration services to successful individuals in many professions, especially engineering, law, technology and real estate. He also provides strategic guidance and planning for clients involved in stock option transactions and wealth transfer. At YHB, Jim is the principal in charge of our IT systems, serves on the firm’s Retirement Plan Committee and is heavily involved in training staff. He primarily works out of our Leesburg office.
As an advisor to many prosperous families, Jim specializes in helping clients integrate tax planning with investment decision-making to achieve their financial objectives. He is particularly proficient in trust and estate administration and taxation, and in developing tax-saving asset protection and wealth transfer plans. In addition to advising clients about the financial aspects of estate planning and administration, Jim provides empathetic support for dealing with the family issues involved.
In serving clients, Jim above all looks for different ways to provide value. To this end, he takes a team approach characterized by a high level of communication and responsiveness, so if he personally is not available to answer questions or help with an issue, another member of our firm will be. Also, he employs ProfitCents software to analyze a client’s financial situation and identify areas where there are issues or opportunities for improvement. He then advises clients about steps they can take to more fully achieve their objectives.
Jim enjoys gardening, hiking and being outdoors with his wife and two daughters, as well as serving as a Youth Ministries volunteer at his church.
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“Jim has been proactive in helping me avert problems.” – Bruce G.
Jesse began his professional career at YHB in 2005. He graduated from Marshall University in 2003 and received a Master’s Degree in Professional Accounting from West Virginia University in 2004. Jesse is a member of our Community Bank Services team and leads our Roanoke office.
Jesse has been working with community banks since 2005 and helped open and lead our Roanoke office, which opened in 2014. Jesse has extensive experience in SOX/FDICIA consulting as well as outsourced internal audit engagements. He has been instrumental in leading YHB’s compliance efforts and stays abreast of compliance developments, trains our teams and develops our compliance audit programs. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).
Jesse has worked with community banks for over 10 years providing reliable and quality solutions. He regularly conducts internal, external, SOX 404 and compliance audits. Jesse also has extensive experience with mergers, acquisitions and strategic planning.
Understanding that building relationships with clients is an important aspect of providing strong client service, Jesse takes the time to develop an understanding of clients’ needs while helping them prepare for future industry changes. As important, Jesse enjoys working with younger staff to develop their expertise so that they are better able to serve client’s needs.
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“Jesse Meadows is phenomenal…We feel extremely fortunate to have the opportunity to work with these teams from YHB. Thank you for your invaluable service to RSB!!!” – Jane L.
Eric Roth joined YHB in 2014 with a BS in accounting from Virginia Tech. He became a Certified Public Accountant in 2015. Eric specializes in pass-through entity tax preparation, preparation of real estate business return, and tax planning for individuals and their closely held business entities. He currently works in our Leesburg office.
Eric is an active member of the Loudoun County Chamber of Commerce and a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).
Michael has a Bachelor of Science degree in Accounting from St. Joseph’s University and an education certificate from the College for Financial Planning.
He became a certified public accountant (CPA) in 1992 and a certified financial planner (CFP®) in 1997. He is an investment advisor representative, an accredited investment fiduciary, an accredited domestic partnership advisor (ADPA) and a certified divorce financial analyst (CDFA™). He also is a licensed annuity, life, and health insurance agent. Michael is a member of the American Institute of CPAs (AICPA), the Maryland Association of CPAs (MACPA), and the Financial Planning Association.
Michael joined YHB in 2022 with Glass Jacobson Financial Group. He comes with over 10 years of experience.
Michael specializes in accounting and tax compliance and has extensive experience working with real estate management and development firms, professional service businesses, retailing, franchises, hi-tech industries, investment companies, start-ups, not-for-profit organizations, and medical practices. He also helps his clients with income tax planning, investment management, and retirement planning.
Since beginning his career at Yount Hyde Barbour in 1991, Kevin has been focused on helping construction companies, developers and real estate firms maximize their financial success. He has a bachelor’s degree in business and economics from Randolph-Macon College.
Kevin is a member of numerous community organizations such as the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Associated Builders and Contractors, the National Association of Homebuilders. He is an executive committee member of the Construction Financial Management Association (Central Virginia Chapter) an Associate Representative of the AGC Virginia State Board of Directors and the Treasurer of the AGC Valley District.
Kevin is highly experienced in delivering a broad range of accounting and business advisory services, including tax planning and filing, audits, succession planning, and profit improvement consulting. And through his active participation in various construction trade associations, he has developed a keen understanding of industry trends and issues.
Kevin excels in advising construction businesses and their owners on ways to minimize taxes and achieve their objectives. Because of his extensive network of community contacts, he is especially effective at facilitating relationships with bankers, bonding agents, sureties, and other professionals who can provide the credit and services contractors and developers need to succeed. He also is skilled at conducting operational reviews and helping YHB clients choose business structures and accounting methods that lift their bottom lines.
As Kevin sees it, the key to effective client service is developing a good relationship with a business’s owners and managers. So, whatever the purpose of an engagement, he begins by sitting down with you to discuss your needs and objectives and learn how you operate. By listening carefully, he is better able to identify issues to address and changes to make so that you not only achieve your objectives, but also maximize your success.
An avid golfer, Kevin enjoys spending time on the greens, or with his wife , daughter and son.
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“Kevin Branner is my CPA. He has been phenomenal assisting me with growing a business and then selling that business. Also has helped tremendously with an ongoing audit. I’m blessed to have Kevin in my corner.” – Cris A.
