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
[email protected]

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

Jeff is the Senior Vice President of Siegfried Advisory and has worked with the Firm since 2001. 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
[email protected]

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
[email protected]

Steve Hutchison, CPA, CVA – CFO/COO

Steve joined Siegfried Advisory in 2013 and now serves as the Chief Financial Officer and Chief Operating Officer. He provides accounting, forecasting advisory for small to mid-size companies with a focus on cash flow and operational effectiveness. Previously, Steve was a Director for Siegfried Advisory, an Assistant Controller for The Siegfried Group, and he also served as an accountant performing audits, reviews, and compilations with Horty & Horty.

302-472-6106
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Lauren Campbell, CPA, MSA – Director

Lauren joined Siegfried Advisory in 2020 and serves as a Director. She works with the Siegfried tax advisory services practice and focuses on serving clients so they are best able to implement opportunities, standardize processes, and establish platforms for growth. Prior to joining Siegfried and moving back to the Philadelphia area, Lauren worked for EY in Charlotte, NC.

610-639-0616
[email protected]

Lindsay Faulstich, CPA, MST – Director

Lindsay joined Siegfried Advisory in 2018 and is a Director. 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
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Shaun Menkhaus, CPA, CVA, MT – Senior Manager

Shaun joined Siegfried Advisory in 2017 as a Senior Manager. 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
[email protected]

Scott A’Hara, CPA – Manager

Scott joined Siegfried Advisory in 2020 as a Manager. He brings a wide range of experience including financial management & reporting, analysis, and planning. Prior to joining Siegfried, Scott was the CFO for the Yankees AAA minor league baseball team.

570-855-5731
[email protected]

Jabril Ashiru – Manager

Jabril joined Siegfried Advisory in 2021 as a Manager. He comes with experience in providing transactional advisory services to private equity, lenders, strategic buyers, and sellers. These advisory services include quality of earning analysis, working capital analysis, pro-forma financial statement preparation, profitability analysis, and financial reporting infrastructure evaluation. Before joining the firm, Jabril worked in the transactional advisory practices of KPMG LLP and CohnReznick LLP.

347-633-0132
[email protected]

Brieann Capecci, CPA, MBA – Senior Associate

Brieann joined Siegfried in 2017 as a Senior  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
[email protected]

Cara Collins, CPA – Senior Associate

Cara joined Siegfried Advisory in 2020 as a Senior Associate. Prior to joining the Firm, Cara was a Senior Tax Associate at PwC in their Industry Tax Practice group. She earned a Bachelor’s and Master’s degree in Accounting at Penn State University.

814-931-1199
[email protected]

Michael Hoover, CPA, MAcc – Senior Associate

Mike joined Siegfried Advisory in 2019 as a Senior Tax Associate. He provides tax preparation, planning and consulting services with a focus on high net worth individuals, trusts, foundations, estates and small businesses. Prior to joining the Firm, Mike was a Senior Tax Associate at PwC in their Personal Financial Services group.

[email protected]

Mike Kemske – Senior Associate

Mike joined Siegfried Advisory in 2019 as a Senior Business Advisory Associate. He provides accounting advisory services for entrepreneurial companies with a focus on forecasting, cash flow analysis, and operational controls. Prior to joining the Firm, Mike was most recently a Senior Accountant at CreditShop LLC, a start-up financial services company. He earned his Bachelor’s Degree from West Chester University.

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Connor McNulty, CPA – Senior Associate

Connor is a Senior Associate who joined Siegfried Advisory in 2021. Prior to joining Siegfried, Connor worked for Aronson LLC as a Senior Assurance Associate in the Diversified Commercial Services and Quality Control groups, working on both assurance and consulting engagements. Connor earned a Bachelor’s and Master’s degree in Accounting and Information Systems at Virginia Tech.

267-615-1838
[email protected]

Kirsten Olsen – Senior Associate

Kirsten joined Siegfried Advisory in 2021 as a Senior Associate. Prior to joining the Firm, Kirsten was a Senior Tax Consultant at Deloitte Tax LLP, where she specialized in Real Estate Tax. She earned a Bachelor’s Degree in Accounting from Lehigh University and a Master’s in Taxation from Fordham University.

908-894-0305
[email protected]

Aiden Park, MST – Senior Associate

Aiden joined Siegfried Advisory in 2021 as a Senior Associate. Prior to joining the Firm, Aiden was a Senior Tax Associate at PKF O’Connor Davies specializing in their Real Estate Tax Practice group. He earned a Bachelor’s and Master’s degree in Taxation at Baruch College.

917-991-3322
[email protected]

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
[email protected]

Kevin Yau, CPA – Senior Associate

Kevin Joined Siegfried Advisory in 2020 as a senior associate. Most recently he was an Audit Senior at EY in the Financial Services group, with a focus in mortgage servicers, loan originators, and real estate investment trusts. He has his Bachelor’s and Master’s Degree in Accounting from the Pennsylvania State University.

610-400-5768
[email protected]

Tyler Bowman, CPA, MT – Experienced Associate

Tyler joined Siegfried Advisory in 2020 as an Experienced Tax Associate.  Prior to joining the firm, he was a Senior Associate at RSM in the State & Local Tax group.  Tyler graduated from the University of Miami with a Bachelor’s degree as well as a Master of Science in Taxation.

215-779-2282
[email protected]

Max Joseph – Experienced Associate

Max joined Siegfried Advisory in 2021 as an Experienced Tax Associate.  He provides tax preparation, planning and consulting services with the focus on individuals, trusts, foundations and estates.  Prior to joining the Firm, Max as an Associate at Andersen Tax in their Private Client Service group.

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Nina Leski – Experienced Associate

Nina joined Siegfried Advisory in 2021 as an experienced associate. Before joining Siegfried, Nina worked at RSM US LLP as an Assurance Associate. In her role, Nina performed financial statement audits for clients in a variety of industries including consumer products, industrial products, financial services, retail, and grocery. Nina earned a Bachelor of Science degree in Accounting from the University of Delaware.

302-650-4611
[email protected]

Taahir Mackason – Experienced Associate

Taahir joined Siegfried Advisory in 2021 as an Experienced Associate. He graduated from Widener University with a bachelor’s degree in accounting and business administration. Prior to joining Siegfried, he was a Tax Associate at PwC where he specialized in state and local tax, tax compliance, and provision work.

Scott Scherer – Experienced Associate

Scott joined Siegfried Advisory in 2021 as an Experienced Tax Associate. He graduated from Saint Joseph’s University with a bachelor’s degree in accounting. Prior to joining the firm, Scott was a Senior Auditor at Gunnip & Company specializing in audits of non-profits, single audits, mid-sized private companies, and law firms.

610-717-2038
[email protected]

Tahalia Whyte – Experienced Associate

Tahalia joined Siegfried in 2021 as an Experienced Tax Associate. Prior to joining the Firm, she was a Senior Tax Analyst in the Alternative Investments Group at Bank of New York Mellon. Tahalia’s experience includes providing tax compliance and reporting for mutual funds and hedge funds clients, as well as tax preparation for individuals and small businesses.

302-897-1794
[email protected]

Stephanie Boyer, EA – Associate

Stephanie joined Siegfried Advisory in 2003 and currently serves as an 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
[email protected]

Kenya Smith – Special Projects Employee

Kenya rejoined Siegfried Advisory in 2019 as a Special Project Employee. Her role involves tax preparation services for individuals and business clients. She earned her Bachelor’s in Accounting from Saint Joseph’s University. In addition, Kenya has earned her Enrolled Agent license issued by the IRS. Prior to her current role, Kenya has been a Tax Resource Professional for both Siegfried Advisory and The Siegfried Group since 2005, completing many successful client engagements.

215-704-4463
[email protected]

Alexis Montecalvo, CPA – Chief of Staff

Alexis joined Siegfried Advisory in 2021 and serves as the Chief of Staff and Recruiting Director. She supports Jeff Mitchell in his SVP initiatives and leads the effort to continue to grow the Siegfried Advisory team. Prior to joining Siegfried Advisory, Alexis held many positions within the Siegfried resourcing side of the firm, working as a Professional Resource, the Relationship Coordinator and ultimately the Recruiting Director of the West Region.

717-479-3395
[email protected]

Jackie Varrasse – National Market Associate

Jackie joined Siegfried in 2010 as the Executive Assistant to CEO and Founder, Rob Siegfried. In addition to that role, Jackie is a strategic consultant for Siegfried’s National Events team and recently joined Siegfried Advisory’s leadership team, working closely with Jeff Mitchell. She graduated from the University of Delaware with a Bachelor of Science from their hospitality program.

302-388-3228
[email protected]

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
[email protected]

Linda Zabransky – Executive Assistant

Linda joined Siegfried Advisory in 2021 as an Executive Assistant.  Prior to joining the firm, she was an Executive Assistant at KPMG LLP in the State & Local Tax group.  She is passionate about going above and beyond to deliver the best for her team.

845-641-3715
[email protected]