Our People

The people of Lurie set us apart. We are committee chairs, organization founders, and financial thought leaders. We created all six regional chapters of the Women’s Presidents Organization, and we are two former chairs of the Minnesota State Board of Accountancy. We are nine experts with Masters in Taxation, two acting members of the Tax Twenty Roundtable, and six JDs. But for all our accomplishments, it is a much more simple idea that differentiates us.

We are a company built of people, and built for people. In this truth we can realize our greatest strength: human perspective. It is diverse, authentic and open-minded perspectives that allow us to more readily serve our clients, more nimbly address complex problems, and more expertly relate to specific situations. Most importantly, however, it is this diversity of perspective that keeps us looking forward, always ready to grow and adapt.

Kevin H. Besikof, CPA, CVA, CMA, CLP, CFF

Partner
Entrepreneurial Services

David D. Brauer, CPA, MBT

Partner
Tax Services

Matthew T. Brown, CPA, JD

Partner
Tax Services

Wendy C. Frame, MBA, ERPA

Partner
Retirement Plan Consulting

Farley S. Kaufmann, CPA, CVA

Partner
Assurance & Advisory Services
Business Valuation
Entrepreneurial Services
Litigation Support

Joel A. Lebewitz, CPA, JD

Partner
China Strategies Consulting
Tax Services

Beth Kieffer Leonard, CPA, CGMA

Managing Partner
Assurance & Advisory Services

Todd J. Lifson, CPA, CFE, CGMA, IFRS Cert.

Partner
Assurance & Advisory Services

Jeffrey S. Locketz, CPA, CITP, CISA

Partner
Technology Consulting

Todd J. Lurie, CPA

Partner
Assurance & Advisory Services
Entrepreneurial Services

Jennifer L. McNeal, CPA

Partner
Assurance & Advisory Services

Kimpa A. Moss, CPA, CGMA

Partner
Operations and Administration

Timothy B. Schmidt, CPA

Partner
Entrepreneurial Services

Nathan F. Shubert, CPA

Partner
Tax Services

Stacie G. Usem, CPA, CGMA

Partner
Entrepreneurial Services

Daniel L. Utz, CPA

Partner
Assurance & Advisory Services

Howard L. Wilensky, CPA, CFE, CGMA

Partner
Assurance & Advisory Services

Jim Arnost

Director of Marketing & Business Development
Operations and Administration

Tim M. Baranick, CPA

Director
Entrepreneurial Services

Rhoda A. Beaird

Manager
Entrepreneurial Services

Shannon L. Brown

Operations Manager
Tax Services

Linda J. Conway, EA

Director
Tax Services

Todd A. Corbo, JD, MBA

Director
Specialty Tax Services

Tammy R. Dehne

Director of Human Capital
Operations and Administration

Linda Graupman, CPA

Manager
Tax Services

Joan Haug, CPA

Manager
Entrepreneurial Services

Bradley J. Helmeke, CPA, CCA, CGMA

Director
Assurance & Advisory Services

Loma B. Ince, CPA

Manager
Tax Services

Amy M. Jongerius

Senior Associate
Assurance & Advisory Services

Jennifer Joynes

Manager
Tax Services

Roger Klatt, CPA

Director
Tax Services

Lindsey J. Kolden, CPA

Manager
Assurance & Advisory Services

Sean P. Linton, CPA, CITP

Manager
Technology Consulting

Shelley L. Maasch, CPA

Manager
Tax Services

Shanda K. Magsam, CPA, MBT

Manager
Tax Services

Mary Martin-Kahn, EA

Manager
Tax Services

Brian J. May, EA

Manager
Tax Services

Bobbi L. McKechnie, CPA

Manager
Tax Services

Andy S. Moss, CPA

Manager
Retirement Plan Consulting

Janet Nagele-Judd, CPA

Manager, YourBooks®
Entrepreneurial Services

Mida C. Nichelson, CPA, MBT

Manager
Tax Services

Jeremy D. Palm

Senior Associate
Retirement Plan Consulting

Andrew D. Reckard, CPA

Manager
Tax Services

Catherine A. Scardigli, CPA

Manager
Tax Services

Connie A. Schnabel, CEBS, ERPA, QPA

Director
Retirement Plan Consulting

Rizwan Shaikh, JD

Manager
Tax Services

Judith M. Soderlund, CPA

Director
Tax Services

Charles E. Talbert, MBA, ASA, EA, MAAA, MSPA

Director
Retirement Plan Consulting

Molly Tellijohn, CPA

Manager
Assurance & Advisory Services

Jean M. Wocken, CPA

Manager
Entrepreneurial Services

Heather D. Wright, CPA, CSEP

Manager
Tax Services