Firm Leadership

Experience and collaboration.

Whalen & Company CPAs’ team has extensive experience in accounting, audit, business advisory and tax services. Our diverse expertise allows us to meet the individual needs of each and every client.

Pictured from top left: Linda Nay, Director of Firm Administration; Richard Crabtree, CPA, PFS, Partner; Lisa Shuneson, CPA, PFS, Partner; Patrick McClary, CPA, Partner; Bruce Berry, CPA, Partner

Pictured from top left: Linda Nay, Partner; Richard Crabtree, CPA, PFS, Managing Partner; Lisa Shuneson, CPA, PFS, Managing Partner; Bruce Berry, CPA, Partner; Patrick McClary, CPA, Partner

Our firm is led by five partners and several practice managers who oversee our team.

Firm Partners

Tax Practice Leaders

Assurance Practice Leaders

Looking for someone else?  Contact us and we will connect you.