Meet Our Team

Robert L. Siegfried, Jr., CPA – CEO & Founder

In 1988, Rob had a dream to start his own CPA firm that would transform the Accounting Industry. Today, Siegfried Advisory provides unique Leadership, Financial and Tax Advisory that enables our clients to become better leaders and exponentially improve their lives.

William H. Schieffer, CPA – President

Bill joined Siegfried Advisory in 1991. As President, he oversees the firm’s financial, leadership and tax services. He is also a member of The Siegfried Group’s Executive Team. Prior to joining Siegfried, Bill was the Director of Tax Services with a local CPA firm. He also worked for Deloitte Haskins & Sells.

302-472-6122
wschieffer@siegfriedgroup.com

Jeffrey W. Mitchell, Jr., CPA, MT – Senior Vice President

Jeff is the Senior Vice President of Siegfried Advisory and has worked with the Firm for over 13 years. He oversees the firm by focusing on fulfilling client service commitments and facilitating business growth. Previously, Jeff held the position of Managing Director of the Northern California Market and was a Partner at ParenteBeard.

302-472-6131
jmitchell@siegfriedgroup.com

Jeffrey Osberg, CPA – Vice President

Jeff joined Siegfried Advisory in 2014 as a Vice President. He provides advisory to small to mid-size companies, focusing on assisting closely-held, entrepreneurial businesses, prepare and navigate through accounting and financial challenges to help business owners continue the growth of their organization. Prior to joining Siegfried, Jeff managed the audit practice at Cetrulo & Morgan Group, LLC.

215-606-0155
josberg@siegfriedgroup.com

Steve Hutchison, CPA, CVA – Senior Manager

Steve joined Siegfried Advisory in 2013 as a Manager. He provides accounting, forecasting advisory for small to mid-size companies with a focus on cash flow and operational effectiveness. Most recently Steve served as the Assistant Controller for The Siegfried Group. Steve also served as an accountant performing audits, reviews and compilations with Horty & Horty.

302-472-6106
shutchison@siegfriedgroup.com

Lindsay Faulstich, CPA, MST – Senior Tax Manager

Lindsay joined Siegfried Advisory in 2018 and is a Senior Manager. She helps to lead the tax advisory services practice across all industries. She has a key focus on client service, and greatly enjoys taking on new challenges. Prior to Siegfried, she worked for several public accounting firms and in private equity.

302-573-1279
lfaulstich@siegfriedgroup.com

Justin Buchholz, CPA, MBA – Manager

Justin joined Siegfried Advisory in 2018 as a Manager. He brings experience with financial due diligence analysis, financial reporting and valuations. Prior to joining Siegfried, Justin was a Manager in the Transaction Advisory practice with CBIZ CMF.

717-357-7817
jbuchholz@siegfriedgroup.com

DeAnna Orwig, CPA, MIB – Tax Manager

DeAnna joined Siegfried Advisory in 2016 as a Senior Associate. She has over five years of tax experience with business and individual tax preparation, research, planning and consulting. DeAnna joins the Firm from PwC and was previously a Senior Associate with RSM.

215-606-1728
dorwig@siegfriedgroup.com

Kristina Zern – Tax Manager

Kristina joined Siegfried Advisory in 2013 as a Senior Associate. Her role involves tax preparation, tax planning and accounting software assistance for individuals and business clients. Prior to her role at Siegfried, she was a Senior Tax Associate at BDO USA, LLP.

302-472-6164
kzern@siegfriedgroup.com

Brieann Capecci, CPA – Senior Tax Associate

Brieann joined Siegfried in 2017 as a Senior Tax Associate. Most recently, she was in an industry role with a staffing and technology company and before that, she was a Tax Associate for Marcum, LLP. She earned her bachelor’s degree in accounting from Holy Family University and her master’s degree in management from La Salle University.

215-606-0097
BCapecci@siegfriedgroup.com

Scott Dentremont, CPA, MBA – Senior Associate

Scott joined Siegfried Advisory in 2016 as a Senior Associate. He provides financial advisory services for small to mid-size companies with a focus on helping business owners grow their organizations through detailed analysis of cash flow projections and financial statement reporting. Prior to joining the Firm, Scott was a Senior Associate at Horty & Horty.

215-294-9962
sdentremont@siegfriedgroup.com

Shaun Menkhaus, CPA, MT – Senior Tax Associate

Shaun joined Siegfried Advisory in 2017 as a Senior Tax Associate. His role involves tax preparation, tax planning and accounting assistance. He was previously a Senior Associate at PwC where he specialized in tax planning and compliance for small to mid-sized companies as well as high-net-worth individuals.

215-606-1727
smenkhaus@siegfriedgroup.com

Alyzabeth Smith, CPA, MST – Senior Associate

Alyzabeth joined Siegfried Advisory in 2018 and currently serves as a Senior Associate. She provides financial advisory services for small to mid-sized companies with a focus on helping business owners grow their organizations. Prior to Siegfried Advisory, Alyzabeth worked as a Senior Tax Accountant with Wipfli, and prior to that as a Staff Accountant at Wilmington Trust Company.

302-472-6198
arsmith@siegfriedgroup.com

William Boylan – Experienced Associate

William joined Siegfried Advisory in 2018 as an Experienced Associate. His role involves tax preparation, tax planning, accounting assistance and compliance reporting. Most recently he was a Staff Accountant at GKFO, LLC in Pennsylvania.

302-472-6140
wboylan@siegfriedgroup.com

Erin Schieffer, MT – Experienced Tax Associate

Erin joined Siegfried Advisory in 2014 and currently serves as an Experienced Associate. Throughout her time at Siegfried, Erin has developed a specialty for tax preparation and accounting assistance for high net worth individuals and businesses’. Erin is a hardworking team player who focuses maximum attention and effort on establishing long-lasting relationships with her clients and team built on trust, leadership and loyalty.

302-472-6176
eschieffer@siegfriedgroup.com

Rakeen Ahmed – Tax Associate

Rakeen joined Siegfried Advisory in 2018 as an experienced tax associate. His role involves tax preparation, tax planning, accounting assistance and compliance reporting. Most recently he was an Account Manager at WG&S, LLP where he specialized in wealth management and financial planning.

302-472-6169
rahmed@siegfriedgroup.com

Stephanie Boyer, EA – Tax Associate

Stephanie joined Siegfried Advisory in 2003 and currently serves as a Tax Associate. With over 13 years with the Firm, her experience includes tax preparation and analysis for corporations, partnerships, and individuals as well as accounting assistance and compliance reporting for small to mid-size firms.

302-472-6135
sboyer@siegfriedgroup.com

Angela Wade – Senior Executive Assistant

Angela joined Siegfried Advisory in 2015 and now serves as Senior Executive Assistant. Angie assists the team with client service deliverables and administrative needs. She brings over 20 years of experience in the accounting industry. Prior to joining Siegfried, she was a Paraprofessional with Baker Tilly Virchow Krause.

302-472-6170
angela.wade@siegfriedgroup.com