William H. Schieffer, CPA – Senior Vice President
Bill joined Siegfried Advisory in 1991 and is the Senior Vice President. Bill focuses on overseeing 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
Jeffrey Senior Vice President with and has worked with the Firm for over 13 years. He oversees Siegfried Advisory, focusing on fulfilling client service commitments and business growth. Previously, Jeff held the position of Managing Director of the Northern California Market and was a Partner at ParenteBeard.
Craig Anderson, CPA, CEP, MT- Senior Tax Manager
Craig joined Siegfried Advisory in 2013 and is the Senior Tax Manager. He is a skilled business advisor that offers a multitude of solutions to complex problems in order to maintain and improve clients’ wealth. He joins the Firm from Downey Spevak & Associates, Ltd. where he was a Tax Manager. Previously, Craig worked at Giordano & Associates as a Senior Accountant, at Resnick Amsterdam Leshner, P.C. as a Senior Accountant, and as a Senior Tax Accountant at Mascuilli & Associates LLC.
Alison Quinn, CPA, MST – Senior Tax Manager
Alison joined Siegfried Advisory in 2016 as a Senior Tax Manager. She assists clients with understanding the tax consequences of important financial decisions so that they can make educated choices. She also specializes in providing tax planning and
compliance services for individuals, businesses, and trusts. Prior to joining the Firm, Alison served as Tax Director at Wilmington Family Office, Inc.
Steve Hutchison, CPA, CVA – 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.
Jeffrey Osberg, CPA – Manager
Jeff joined Siegfried Advisory in 2014 as a Manager. 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.
Darnell Rose – Manager
Darnell joined Siegfried Advisory in 2016 as a Manager. He provides advisory to small to mid-size companies with a focus on financial statement modeling, reporting and analysis. Previously Darnell worked for The Siegfried Group and he also spent time as a Financial Reporting Consolidations Manager for Citigroup’s Delaware based holding companies.
Kristina Zern – Senior Associate
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.
Scott Dentremont – 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.
DeAnna Orwig, CPA, MIB – Senior Associate
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.
Stephanie Boyer – 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 – Tax Associate
Erin joined Siegfried Advisory in 2014 and currently serves as a Tax Associate. Her role involves tax preparation, tax planning, accounting assistance, and compliance reporting.
Angela Wade – Executive Assistant
Angela joined Siegfried Advisory in 2015 and currently serves as an Executive Assistant. Her role involves helping manage the team’s client service and business development processes. She also supports Siegfried Advisory with tax preparation, tax planning and accounting assistance. Prior to her role at Siegfried, Angela was a Paraprofessional at Baker Tilly Virchow Krause, LLP.