Our People

The people of Lurie set us apart. We are committee chairs, organization founders, and financial thought leaders. We created all seven regional chapters of the Women’s Presidents Organization, and we are two former chairs of the Minnesota State Board of Accountancy. We are four experts with Masters in Taxation, two acting members of the Tax Twenty Roundtable, and three 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
Business Valuation
Entrepreneurial Services

David D. Brauer, CPA, MBT

Partner
Tax Services

Matthew T. Brown, CPA, JD

Partner
Tax Services

Wendy C. Frame, MBA, ERPA, QPA

Partner
Retirement Plan Consulting

Farley S. Kaufmann, CPA, CVA, CEPA

Partner
Assurance & Advisory Services
Business Valuation
Entrepreneurial Services
Litigation Support

Joel A. Lebewitz, CPA, JD, CEPA

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

Maria G. Andrade-Vera, CPA

Manager
Entrepreneurial Services

Tim M. Baranick, CPA

Director
Entrepreneurial Services

Rhoda A. Beaird, EA

Manager
Entrepreneurial Services

Michael D. Beck, CPA

Manager
Entrepreneurial Services
Fort Myers Office

Bill L. Bodner, CPA, CISA

Manager
Technology Consulting

Shannon L. Brown

Operations Manager
Tax Services

Tiffany D. Swift, CPA, MBA

Manager
Assurance & Advisory Services

Derek R. Chamberlain, CPA

Manager
Assurance & Advisory Services

Linda J. Conway, EA

Director
Tax Services

Tammy R. Dehne

Director of Human Capital
Minneapolis Office
Operations and Administration

Joan Haug, CPA

Manager
Entrepreneurial Services

Julie A. Helms, CPA

Director
Specialty Tax Services

Loma B. Ince, CPA

Director
Tax Services

Amy M. Jongerius

Senior Associate
Assurance & Advisory Services

Jennifer Joynes, EA

Manager
Tax Services

Sara L. Kaufman, CPA

Manager
Assurance & Advisory Services

Lindsey J. Kolden, CPA

Director
Assurance & Advisory Services

Sean P. Linton, CPA, CITP

Director
Technology Consulting

Alyssa D. Lundberg, CPA

Manager
Tax Services

Shelley L. Maasch, CPA

Manager
Tax Services

Cory J. Markling, CFA

Director
Transaction Advisory Services

Mary Martin-Kahn, EA

Manager
Tax Services

Brian J. May, EA

Director
Tax Services

Bobbi L. McKechnie, CPA

Manager
Tax Services

Andy S. Moss, CPA

Manager
Retirement Plan Consulting

Jeremy D. Palm, QPA, QKA

Manager
Retirement Plan Consulting

Andrew D. Reckard, CPA

Manager
Tax Services

Angela J. Remington, CPA

Director
Entrepreneurial Services
Fort Myers Office

Mark A. Rupolo, CPA, ABV, PFS

Director
Entrepreneurial Services
Fort Myers Office

Catherine A. Scardigli, CPA

Manager
Tax Services

Connie A. Schnabel, CEBS, ERPA, QPA

Director
Retirement Plan Consulting

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

Director
Retirement Plan Consulting

Chris G. Van Schooneveld, CPA, CVA, CEPA

Senior Associate
Business Valuation
Litigation Support

Jean M. Wocken, CPA

Manager
Entrepreneurial Services

Heather D. Wright, CPA, CSEP

Director
Tax Services