Our Team

Passionate About the Work.

For more than 75 years, our caring team has consistently met or exceeded client expectations. It’s a high standard set from the start by our founding partners. Our professional team is technically excellent in tax compliance and preparation, in business advising and tax planning and in developing relationships that go beyond all standards of typical accounting.

We feel pretty strongly about the work we do. You might even call us passionate.

Local Accountants Devoted to Being the Best.

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.

  • Lisa G. Shuneson
    Lisa G. Shuneson
    CEO
  • Richard D. Crabtree
    Richard D. Crabtree
    President
  • Bruce A. Berry
    Bruce A. Berry
    Executive Vice-President, Tax
  • Patrick J. McClary
    Patrick J. McClary
    Vice-President, Tax
  • Linda L. Nay
    Linda L. Nay
    Vice-President, Administration
  • William T. Bauder
    William T. Bauder
    Vice-President, Accounting and Audit

  • Steve Barnes
    Vice-President, Advanced Practice Management
  • Allison Wheeler
    Allison Wheeler
    Administrative Manager, Assurance & Accounting
  • Larry Havens
    Larry Havens
    Senior Manager, Assurance & Accounting Services
  • Anne Treasure
    Anne Treasure
    Director, Tax services
  • Morgan Billings
    Morgan Billings
    Manager, Tax Services
  • Donna Steiner
    Donna Steiner
    Administrative Manager
  • Grant Billings
    Grant Billings
    Manager, Tax Services
  • Jeff Zaye
    Jeff Zaye
    Director, Assurance & Accounting Services

  • Stephanie Tjoelker
    Manager, Tax Services
  • Jen Bilka
    Jen Bilka
    Administrative Manager, Tax Services
  • Tammy Snider
    Tammy Snider
    Department Manager, Accounting Services

Ready to connect with our passionate team? Contact Us and a member of our team will get back to you as soon as possible.