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.


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.


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.


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.


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.


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.


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.


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.


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.


Brieann Capecci – 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.


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.


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.


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.


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.