Whalen CPAs Visionary Leaders

Let Our Columbus Accounting Leaders Lead You to Success.

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

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    Lisa G. Shuneson, CPA, PFS
    President & CEO


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    Bruce A. Berry, CPA
    Executive Vice President, Tax


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    Patrick J. McClary, CPA
    Vice President, Tax


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    Linda L. Nay
    Vice President, Administration


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    William T. Bauder
    Vice President, Accounting and Audit


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    Tammy Snider
    Vice-President, Accounting Services


Our Team

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

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

  • Allison Wheeler
    Allison Wheeler
    Administrative Manager, Assurance & Accounting
  • Anne Treasure
    Anne Treasure
    Director, Tax services
  • Donna Steiner
    Donna Steiner
    Administrative Manager

  • Stephanie Tjoelker
    Manager, Tax Services
  • Jen Bilka
    Jen Bilka
    Director, Tax Operations

  • T.J. Lowry
    Director, Audit Services

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