Michael S. Hoover, CPA

Principal

Mike is Principal in charge of the Alliance, Ohio office of Hill, Barth & King LLC and has been with the firm since 1979.

Mike has extensive experience in manufacturing, estate and trust planning, tax planning, business and succession planning and general business consulting. He provides accounting services to closely-held businesses and individuals.

Education

• BS degree in Accounting from Kent State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Chairman of Finance and Board Member, Alliance Citizens Health Association
• Kiwanis Club, Past President
• Alliance Senior Citizens, Past Board Member
• Alliance Area United Way, Past Board Member
• Alliance Community Hospital, Past President
• The Ann McConahay Educational Foundation, Trustee

 

Alliance Community Hospital

Boards Served:

• Alliance Citizens Health Association Board of Trustees Member since April 1989
• Alliance Community Hospital Board of Trustee: Member: 1990-1994; Member: 2008-Present; President: 1991-1994
• President, Alliance Community Hospital Foundation Board

 

Committees Served:

• Alliance Health Institute
• Audit, Chairman - Member since 1989
• Bylaws - 1992
• Capital Equipment
• Executive Council
• Finance/Investment Committee - 1989 - Present; Chairman
• Insurance - 1990-1993
• Joint Conference - Chairman: 1991-1994; Member: 1991-Present
• Medical Staff Credentials - 1992
• Presidents' Council - 1991-Present
• Quality Assessment

 

 

Matthew (Matt) A. LaFountain, CPA

Principal

Matt is a Principal in the Alliance, Ohio office of Hill, Barth & King LLC and has been with the firm since 1994.

Matt has extensive experience in management consulting and tax experience serving manufacturers, healthcare providers, transportation, wholesalers, not-for-profits and other businesses. He provides accounting services to closely held businesses as well as estate and trust planning to individuals. Matt has provided a full range of consulting services to a broad base of clients.

Education

• BS degree in Accounting and Business from the University of Mount Union

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Treasurer, Alliance Area Chamber of Commerce
• Treasurer, Alliance Country Club
• Trustee, Stark Development Board Finance Corporation
• Member, Business Advisory Committee - University of Mount Union
• Member, St. Paul’s Catholic Church
• Past Member, Community Advisory Committee - University of Mount Union
• Past Member, Alliance Kiwanis Club
• Past Treasurer, Carnation City Festival
• Past Board Member, Alliance Area Senior Citizens Center

David (Dave) J. Blasko, CPA, CCIFP

Principal

Dave is Principal in charge of the Boardman and Youngstown, Ohio offices of Hill, Barth & King LLC. He began his public accounting career in 1992 with HbK.

Dave has extensive experience in accounting, auditing, tax, pension plan audits and business consulting. He serves a wide variety of industries and clients, including construction, manufacturing, wholesalers, non-profit organizations and individuals.

Education

• BS degree in Accounting from The Ohio State University

Professional/Civic Associations

• Certified Construction Industry Financial Professional (CCIFP)
• Certified Public Accountant licensed in Ohio, Pennsylvania and New York
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, Mahoning Valley Chapter of Ohio Society of Certified Public Accountants
• MASCO, Inc., Board Member
• Park Vista Retirement Community, Past Board Member
• Youngstown Warren Regional Chamber Membership Committee, Past Board Member

Philip R. Carlon, CPA

Principal

Phil is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC and has been with the firm since 1980.

Phil has extensive experience in the areas of audit, financial reporting, business consulting for closely-held businesses, estate planning, business succession planning and information technology consulting. He provides accounting services to a wide range of industries, including real estate development and management, wholesale distribution, retail, transportation and manufacturing.

Education

• BS degree in Accounting from Kent State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Licensed Certified Public Accountant, Ohio and Pennsylvania
• Treasurer, Boys & Girls Club of Youngstown
• Member, Austintown Rotary Club

Thomas W. Davis, CFE, CPA, MTax

Principal

Tom is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC and has been with the firm since 1984.

Tom has extensive experience in taxation as well as audit and financial consulting, especially in manufacturing, retail, health care, nonprofit organizations and bankruptcies. His background includes consulting on the design of accounting systems, internal control, evaluations, budgeting and acquisition due diligence.

As a Certified Fraud Examiner, Tom’s forensic accounting background includes; fraud investigations, litigation, expert testimony and review of policies/procedures to assess fraud risk.

Education

• BA degree from Westminster College
• Masters of Taxation from the University of Akron

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, The American College of Forensic Examiners Institute
• Board Member, Neil Kennedy Recovery Clinic
• Board Member, Gateway Rehabilitation Center
• Treasurer, Ursuline Center
• Board Member, Protestant Family Services

Nicholas Demetrios, CPA, MBA

Principal

Nick is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC (HBK). He is a member of the HBK Tax Department and has experience with individual, partnerships and corporate tax compliance and research issues.

Nick is also involved in evaluating and assisting with tax software implementation and administration. He is involved in internal staff training and is active in firm sponsored continuing education efforts. Nick provides support to the entire firm regarding federal, state and local tax issues.

Education

• B.S. in B.A. degree in Accounting, Youngstown State University
• Masters degree in Business Administration, Youngstown State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)

Philip D. Denny, CPA, MBA

Principal

Philip is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC (HBK) and has been with the firm since 2003.

Philip has expertise in accounting, tax and business consulting. He serves a wide variety of industries and clients, including manufacturing, retailers, wholesalers, non-profit organizations and individuals.

Education

• B.S. in B.A. degree in Accounting, Malone University
• Masters degree in Business Administration, Malone University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Finance Committee, The Old North Church of Canfield, Ohio
• Member, Malone University Young Alumni Council

David (Dave) S. Downie, CPA

Principal

Dave is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC (HbK) and has been with the firm since 1994.

Dave has extensive experience in partnership tax issues, real estate tax issues and construction industry tax issues. Dave provides research and expert counsel on complex tax issues for HbK clients. He is a member of HbK’s Construction Industry Group.

Education

• BS/BA degree in Accounting from The Ohio State University
• MBA degree from University of Wisconsin

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, Boardman Rotary

Michael (Mike) Kapics, CPA, CCIFP

Principal

Mike is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC (HbK) and has been with the firm since 2001. He has tax and auditing expertise in the industries of contracting, manufacturing, wholesale and retail.

In 2008, Mike received the designation of Certified Construction Industry Professional (CCIFP) from the Institute of Certified Construction Industry Professionals, Inc. (ICCIFP). ICCIFP is a not-for-profit corporation established to promote the highest standards of construction financial management through the credentialing of construction financial professionals. Mike works closely with dozens of construction clients helping them achieve their financial goals and is the head of the Ohio region of HbK’s Construction Niche.

Education

• B.S. in B.A. degree in Accounting, Youngstown State University
• Masters degree in Business Administration, Youngstown State University
• Certified Construction Industry Financial Professional (CCIFP)

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, Home Builders Association
• Member, Mahoning Division of The Builders Association

Richard (Rich) C. Morrow, CPA, CFP®

Principal/Senior Financial Advisor

Rich is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC (HbK). Rich began his public accounting career in 1991, joined HBK in 1994 and then joined HBKS Wealth Advisors in 2000.

Rich has extensive experience in comprehensive financial planning, estates and trusts, income tax, retirement planning and asset management services. He serves a variety of clients from individuals to various business entities.

Education

• BS/BA degree in Accounting and Pre-Law from Ohio University
• Certified Financial Planner (CFP®) Certification
• Certified Public Accountant (CPA)
• NASD Series 7 and 66 Licenses

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, Financial Planning Association (FPA)
• Treasurer/Board Member, Salvation Army
• Board Member, Rescue Mission of Mahoning Valley

James M. Rosa, CPA, PFS

Principal

Jim is a Principal in the Tax Department in the Boardman, Ohio office of Hill, Barth & King LLC (HbK) and has been with the firm since 1986.

Jim has extensive experience in personal and estate planning, entity planning including corporate mergers and acquisitions, S corporations, Limited Liability Company and partnership taxation, entity structuring and individual tax and financial planning. He earned the Personal Financial Specialist (PFS) designation awarded by the American Institute of Certified Public Accountants to recognize CPAs who provide financial planning service. Jim also has considerable experience in tax policies, procedures and resources which HbK uses in their tax practices. He provides expert research and counsel in high-net worth individuals as well as HbK members and their businesses and personal clients, in addition to being the Chair of the Tax Committee for HbK.

Education

• BS Degree in Business Administration from the University of Toledo

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA), including the Tax Division and Personal Financial Planning Division
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• President, Mahoning Valley Economic Development Corporation
• President, Boardman Community Foundation, Inc.
• Member and Past President, Mahoning-Shenango Valley Estate Planning Council
• Member, Planning Committee, Review Committee and Endowment Committee of Youngstown/Mahoning Valley United Way
• Chair, Boardman Township Business Advisory Committee
• St. Charles Church, Past Member Finance Committee, Building Committee, Endowment Committee and Chair of
“Enhancing Our Ministry” Fundraising Campaign
• Youngstown Catholic Diocesan Board of Education, Past Member
• Boardman Rotary, Past Member
• Youngstown Chamber of Commerce Small Business Committee, Past Member
• Class of 1992 Leadership Mahoning Valley

Scott D. Roush, CPA

Principal

Scott is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC (HbK) and has been with the firm since 2005. He began his career in public accounting in 1990.

Scott has served clients extensively in the areas of accounting, auditing and financial reporting. Over his career he has also consulted a variety of clients with mergers/acquisitions, public/private debt and equity offerings, restructuring improvement initiatives and numerous other technical accounting matters.

Scott serves on the HbK Assurance Practice Committee and is one of HbK’s Quality Control Principals, providing secondary review services as well as research and counsel on complex accounting issues.

Education

• BS degree in Accounting from Malone College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, OSCPA Accounting and Auditing Issues Committee

Craig M. Steinhoff, CPA.CITP

Principal

Craig is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC (HbK). He began his accounting career in 1999 and joined HbK in 2007.

Craig provides accounting, audit and financial reporting services to a wide range of industries, including: manufacturing, wholesale distribution, not-for-profit, governmental, retail and entertainment.

Education

• B.S. degree in Accounting from Capital University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• AICPA Inaugural Leadership Academy
• Board of Directors, Neil Kennedy Recovery Clinic
• Finance and Community Relations Committees, Neil Kennedy Recovery Clinic
• Finance Council, St. Maron Parish
• Leadership Mahoning Valley, Class of 2009
• Community Leadership Council, Akron Children's Hospital Mahoning Valley

Phillip L. Wilson, CPA

Chief Operating Officer, Principal/Quality Control, Chair of HBK Assurance Committee

Phil is a Principal in the Boardman, Ohio office of Hill, Barth & King LLC (HbK). Phil began his public accounting career in 1985 with Seidman and Seidman and joined HbK in 1987.

In 2004, Phil was selected as Hill, Barth & King LLC’s first Chief Operating Officer. He is responsible for managing the day-to-day activities of HbK and to ensure the firm continues to meet the exacting standards of today’s professional services firms. Phil also serves clients as one of the firm’s second review Principals, providing research and expert counsel on complex accounting and auditing issues. His industry experience includes manufacturing, nonprofits, healthcare, real estate, construction contractors and employee benefit plans. Phil also serves as President of HbK’s affiliated financial services firm, HBKS Wealth Advisors.

Education

• BS/BA degree in Accounting from Bowling Green State University
• Series 7, 24, 28 and 66 Securities licenses

Professional/Civic Associations

• Licensed Certified Public Accountant, Ohio
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, American Institute of Certified Public Accountants (AICPA)
• Executive Board Member of OSCPA
• Board Member, American Red Cross, Mahoning Valley Chapter
• Past Chair, OSCPA Accounting and Auditing Committee
• Member, Youngstown State University Accounting and Finance Advisory Committee
• Junior Achievement, Past Treasurer, Past Vice Chair of Fund Development and Finance Committee and Board Member
• Various other civic and church related organizations

Michael (Mike) P. Craig, CPA

Principal

Mike is a Principal in the City Centre One, Youngstown, Ohio office of Hill, Barth & King LLC (HbK) and has been with the firm since 1980.

Mike has extensive experience in taxation, consulting, accounting and auditing and estate planning for individuals, partnerships, corporate and not-for-profit organizations.

Mike provides services to a wide range of industries, including, healthcare, with a concentration in senior living services, manufacturing, construction, real estate development and employee benefit plans.

Education

• BS degree in Business Administration from Youngstown State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, Association of Ohio Philanthropic Health Care Organization and Ohio Health Care Association
• Member, Leadership of Mahoning Valley
• Member, Trumbull Country Club
• Member, Buckeye Investors
• Member, St. Roberts Parish, Cortland, Ohio
• President, Trumbull 100
• Chairman of the Board, Trumbull County Scholarship Fund
• Board Member, Cortland Rotary Club
• Board Member, Villa Maria Residential Services
• Board Member, Mahoning Valley College Access Program

James (Jim) Dascenzo, CPA

Principal

Jim is a Principal in the City Centre One, Youngstown, Ohio office of Hill, Barth & King LLC and has been with the firm since 1988.

Jim has extensive experience in the areas of tax planning, estate planning, business consulting and finance. He also provides accounting services to clients in a wide range of industries, including manufacturing, retail, wholesale distribution and transportation.

Education

• B.S. in B.A. degree in Accounting from Youngstown State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Past President of Mahoning Valley Chapter of Ohio Society of CPA’s
• Member, Youngstown State University Penguin Club
• Member, The Builders Association of Eastern Ohio and Western Pennsylvania
• Member, Board of Trustees, Ursuline Booster Club
• Past President, Youngstown Hearing and Speech Center
• Member, Youngstown State University Williamson College of Business Administration Business Advisory Council
• Member, Youngstown State University Accounting Advisory Committee
• Executive Committee, Treasurer, Board Member, Youngstown Business Incubator

Philip S. Kocon, CPA

Principal

Phil is a Principal in the City Centre One, Youngstown, Ohio office of Hill, Barth & King LLC (HbK) and has been with the firm since 1979. He is a member of HbK’s Executive Committee.

Phil has extensive experience in the areas of taxation, financial reporting, profit enhancement and business consulting with closely-held companies. He provides a variety of accounting services to clients in a wide range of industries including transportation, real estate development and management, wholesale distributors, manufacturing and professional service organizations.

Education

• BA degree in Accounting and Business from Grove City College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Ohio Society of Certified Public Accountants (OSCPA), Mahoning Valley Chapter, Past President
• Ohio Society of Certified Public Accountants (OSCPA), Past State Director
• Uptown Kiwanis, Past President and Director
• Turning Point Counseling Center, Treasurer
• Mahoning Valley Historical Society, Board of Directors
• Youngstown YMCA, Board of Directors
• American Cancer Society, Mahoning County Unit Volunteer, United Way

William (Tom) Poole, CPA

Principal

Tom is a Principal in the City Centre One, Youngstown, Ohio office of Hill, Barth & King LLC (HbK) and has been with the firm since 1980.

Tom has extensive experience in the areas of taxation and business consulting with small business, medical practices, non-profit organizations and construction industries. He also provides a variety of accounting services to clients in a wide range of industries, including, retail, medical, dental, law, insurance, wholesale, construction, small business and non-profit organizations.

Education

• BS/BA degree in Accounting from Youngstown State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Wick Neighbors, Inc., Treasurer and Board Member
• Co-Chairman, Ursuline High School Centennial Campaign
• Member, Girard/Liberty Rotary
• Chairman, Finance Committee, St. Edward Parish
• Treasurer, Ursuline High School Booster Club
• Member, Youngstown State University Alumni Association
• Member, Youngstown State University Penguin Club
• Treasurer, Irish American Archival Society
• Girard/Liberty Rotary, Past President and Board Member
• Logan Swim & Tennis Club, Past President and Board Member
• Youngstown Area Jaycees, Past President and Board Member
• Catholic Service League, Inc., Past Treasurer and Board Member
• American Red Cross Mahoning Chapter, Past Treasurer and Board Member
• Catholic Charities, Past Advisory Board Member

Kelly L. Bianco, ASA, CBA, CPA/ABV, CFP

Principal

Kelly is a Principal in the City Centre One, Youngstown, Ohio office of Hill, Barth & King LLC (HbK) and has been with the firm since 2012 when HbK merged with her business valuation firm, Strategic Valuation Group. She has over 15 years of exclusive, full-time experience in business valuation.

Kelly has directly appraised or managed the appraisals of over 700 companies, including operating companies, professional practices, holding companies, family limited partnerships and start-ups in the following disciplines:

• Business Valuation
• Intellectual Property and Intangible Asset Appraisal
• Litigation Support
• Purchase Price Negotiations and Transactional Consulting
  
  

Kelly has had significant involvement in a number of industries including construction, manufacturing, automobile dealerships, funeral homes, technology, distributors, medical, biomedical, industrial, and health and professional practices.

Education

• Bachelor of Arts degree in Mathematics, Summa Cum Laude, Grove City College
• Accredited Senior Appraiser (ASA) in Business Valuation from the American Society of Appraisers
• Certified Business Appraiser (CBA) from the Institute of Business Appraisal
• Certified Financial Planner certificant (CFP) awarded by the Certified Financial Planner Board of Standards
• Certified Public Accountant accredited in Business Valuation (CPA/ABV) from the American Institute of Certified Public Accountants

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, American Society of Appraisers
• Member, Institute of Business Appraisers
• Member, PDI Global National Editorial Board
• Member, Regional Estate Planning Councils
• Member, Grove City College Entrepreneurial Advisory Council
• President, American Society of Appraisers, Pittsburgh Chapter

John A. Lombardi, CPA, CFE, CIRA

Principal

John is a Principal in the Erie, Pennsylvania office of Hill, Barth & King LLC (HbK). He began his career at Arthur Andersen LLC, working in the Cleveland and Philadelphia offices from 1986 through 1996. John held three CFO positions from 1996 to 2007 for public and private companies in the Retail and Health Care industries. He joined HbK in 2008.

At HbK, John is able to use his skills and experience in accounting and auditing to increase the service level to the current client base. Because of his accounting and management experience with large publicly held firms, he will be capable of acquiring and servicing larger clients throughout the firm. Retail and Health Care are just a few of the numerous industries in which John has experience.

Education

• BS/BA degree in Accounting from Gannon University

Professional/Civic Associations

• Member, Pennsylvania Institute of Certified Public Accountants
• Certified, Fraud Examiner
• Certified, Insolvency and Reorganization Accountant

Areas of Expertise

• Financial reporting matters – SEC and GAAP
• Hands on management of the accounting and finance function
• Interim management roles as CFO and Controller
• Restructurings, distressed situations and forensic accounting
• Mergers, acquisitions, divestitures and due diligence
• Financial forecasting and budgeting
• Cash management
• Capital and debt raising
• Internal controls, internal audit and Sarbanes-Oxley
• Development of staff, processes and accounting and finance structure
• Retail
• Health Care

Keith A. Mitchell, CPA

Principal

Keith is a Principal in the Meadville/Erie, Pennsylvania offices of Hill, Barth & King LLC and has been with the firm since 1985.

Keith has extensive experience in tax planning, retirement planning, business consulting and finance. He provides accounting services to a wide range of industries, including, automobile dealerships, construction, manufacturing, real estate, medical practices, professionals and various other small to medium size businesses.

Education

• BA degree in Accounting and Business Administration from Thiel College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Committee Member, Rocky Mountain Elk Foundation, Corry-Titusville Chapter
• Board Member, Johnson-Shaw Steroscopic Museum

James A. Voss, CPA

Principal

Jim is a Principal in the Erie, Pennsylvania office of Hill, Barth & King LLC and has been with the firm since 1999.

Jim has extensive experience in a variety of accounting areas and provides accounting services to individuals and small business clients.

Education

• BA degree from Temple University
• MBA from University of Pittsburgh

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, Gannondale Advisory Board
• Board Member, Books for Kids
• Member, Entrepreneurial Advisory Group
• Member, United Way Campaign Cabinet
• Erie Fund for the Arts, Past Member
• Minority Development Corporation Advisory Board, Past Member

 

Joseph (Joe) J. Evans, CBA, CPA-ABV

Principal

Joe is a Principal in the Hermitage, Pennsylvania office and has been with the firm since 1999. Joe is the director of HbK’s Business Valuation Group and practices exclusively in the specialized area of business appraisal and valuation advisory services.

Joe has extensive training in the specialized expertise of business valuation and appraisal report preparation. In addition to being a CPA, he holds two highly regarded business appraisal designations:

• Certified Business Appraiser (CBA)
• CPA Accredited in Business Valuation (CPA-ABV)

Joe’s business appraisal and valuation consulting experience includes preparation of comprehensive and summary valuation reports for gift and estate tax planning and compliance, business sales and acquisitions, buy/sell agreements, family limited partnership implementation and gifting programs, intangible asset valuation, litigation support services and strategic/shareholder value planning.

Education

• BA degree in Economics from the State University of New York at Buffalo

Professional/Civic Associations

• Member, American Society of Appraisers
• Member, Institute of Business Appraisers
• Member, American Institute of Certified Public Accountants (AICPA)

Martin M. Gargano, CPA

Principal

Martin is Principal in charge of the Hermitage, Pennsylvania office of Hill, Barth & King LLC (HbK) and became a Certified Public Accountant in 1987. He joined HbK in 2007.

Martin specializes in taxes and business consulting services to privately-held companies. He has extensive experience in a variety of industries, including construction, real estate development and management, medical practices, transportation, manufacturing and heavy industry.

Education

• Bachelor of Arts in Accounting from Grove City College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, Shenango Valley Chamber of Commerce
• Chairman, The Hudson Charitable Trust
• Treasurer, The Grace Chapel Church
• Executive Committee, Shenango Valley Industrial Development Corporation (SVIDC)

William (Bill) Hoodin, CPA, PFS

Principal

Bill is a Principal in the Hermitage, Pennsylvania office of Hill, Barth & King LLC and has been with the firm since 1974.

Bill has extensive experience in personal financial planning and business consulting for closely-held companies. He provides a variety of accounting services to clients in a wide range of industries, including, manufacturing, wholesale and contractors.

Education

• BS degree in Business Administration from Youngstown State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, Board of Directors of The Industrial Information Institute for Education, Inc.
• Shenango Valley Chamber of Commerce, Past President

Thomas (Tom) E. Libeg, CPA

Principal

Tom is a Principal in the Hermitage, Pennsylvania office of Hill, Barth & King LLC (HbK) and became a Certified Public Accountant in 1976. He joined HbK in 2007.

Tom specializes in accounting and business consulting for manufacturing clients. He has expertise in a variety of industries, including medical practices, insurance companies, municipal and school districts, and non-profit companies.

Education

• Bachelor of Arts in Accounting from Youngstown State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Past Regional Board of Director, Sky and Huntington Banks
• Member and Past Treasurer, Shenango Valley Chamber of Commerce
• Saint Patrick’s Church, Past Member Administration and Finance Committee and Parish Council
• Youngstown State University Federal Tax Update, Past Committee Member and Presenter

Dominic Mastropietro, III, CPA, MBA

Principal

Dominic is a Principal in the Hermitage, Pennsylvania office of Hill, Barth & King LLC (HBK).

Dominic provides accounting, auditing and tax services to various industries, including manufacturing, insurance and non-profit organizations, with an extensive background in captive insurance, employee benefit plan and non-profit organization audits.

Education

• Masters degree in Business Administration, Youngstown State University

Professional/Civic Associations

• Member, Penn-Northwest Development Corporation
• Member, Sharon Rotary Club
• Member, Shenango Valley Chamber of Commerce
• Member, Shenango Valley Young Professionals

Christopher (Chris) M. Allegretti, CPA

Managing Principal/Chief Executive Officer

Chris serves as Hill, Barth & King LLC’s (HbK) Managing Principal/Chief Executive Officer. He provides strategic direction for our firm, which includes focusing on maintaining and expanding the quality and depth of services and delivering increased value to our clients. Chris works with each HbK office to ensure that investments in our people and resources continue to help guide our clients to achieve their goals. He is the chairman of HbK’s affiliated financial services firm, HBKS Wealth Advisors.

Over the course of his career, Chris has provided invaluable services to clients in a wide range of industries including manufacturing, professionals, wholesale distribution and automotive dealerships. He is featured and quoted throughout the recently published book, Leading an Accounting Firm: The Pyramid of Success, by Troy Waugh.

Education

• BS degree in Accounting from Edinboro University
• Certificate of Achievement in Personal Financial Planning from the American Institute of Certified Public Accountants (AICPA)

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Advisory Board Member, Jobs and Prosperity Task Force
• Advisory Board Member, Schwab Advisor Services
• Past Member, BDO Seidman Alliance Advisory Council
• Past Member, Board of Directors, CAP Pro Advisors
• Edinboro University Alumni/Past Member, Board of Directors
• First National Bank/Past Member, Advisory Board
• Member/Coach, Crawford County Youth Hockey
• Member/Coach, Vernon Youth Baseball
• National City Bank, Past Advisory Board Member
• Walk America, Past Chairman for Crawford County

Steven (Steve) J. Jackson, CPA

Principal

Steve is Principal in charge of the Meadville and Erie, Pennsylvania offices of Hill, Barth & King LLC and has been with the firm since 1977.

Steve has extensive experience in the areas of taxation, estate planning, personal financial planning and profit enhancement. He provides accounting services to a wide range of industries, including, construction, manufacturing, real estate, medical practices and agricultural businesses.

Steve is licensed to practice in Ohio and Pennsylvania.

Education

• BS degree in Accounting from Alliance College, Magna Cum Laude, Valedictorian
• Certificate of Achievement in Personal Financial Planning

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA)
• Member, Finance Committee, Cochranton United Methodist Church
• Firm Representative for AICPA Group B Membership
• Kiwanis, Past Charter Member and Treasurer

Joseph (Joe) C. Ledford, CPA/ABV, CVA

Principal

Joe is a Principal in the Meadville, Pennsylvania office of Hill, Barth & King LLC and has been with the firm since 1986.

Joe has extensive experience in the areas of business valuation, succession planning, tax planning, business consulting and retirement planning. Joe provides accounting services to a wide range of industries, including, tool and die, manufacturing, construction, timber, farming and plastic injection molding.

Education

• BS degree in Accounting with a minor in Economics from Pennsylvania State University - Behrend College
• Certificate of Education Achievement in Business Valuation from the American Institute of Certified Public Accountants (AICPA)
• Accredited In Business Valuation (ABV) from American Institute of Certified Public Accountants (AICPA)
• Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuation Analyst (NACVA)

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, National Association Certified Valuation Analyst (NACVA)
• Member, Forest Landowners Association (1998-2012)
• Member, Pennsylvania Independent Oil & Gas Association (2006-2012)
• Past President, Crawford County Co-Operative Extension Board of Directors
• Member, Crawford County Co-Operative Extension Board of Directors
• Past Member, PICPA Long Range Objectives Committee
• Member, NACVA Course Review Committee
• Member, Gannon Small Business Development Center Board of Advisors
• Past Member, North West PA. Export Team
• Chairman, Meadville - Crawford County Chamber of Commerce
• Past Chairperson, St. Teresa’s Financial Committee
• Vice President, Economic Progress Alliance of Crawford County

Donald (Donnie) R. Young, CPA

Principal

Donnie is a Principal in the Meadville, Pennsylvania office of Hill, Barth & King LLC (HBK). He began his public accounting career in 1994 and joined HBK in 2004.

Donnie is experienced in the areas of tax planning, non-profit auditing, multistate taxes, business consulting and manufacturing. He provides accounting services to a wide range of industries including manufacturing, construction and closely held business.

Education

• BS degree in Accounting from Clarion University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Past Financial Secretary, Meadville Country Club
• Member/Coach, Crawford County Youth Soccer
• Member/Coach, Meadville YMCA Youth Baseball League

Edward (Ed) J. Goncz, CPA

Principal

Ed is a Principal in the Pittsburgh, Pennsylvania office of Hill, Barth & King LLC and has been with the firm since 2000.

Ed has experience in the areas of individual tax and financial planning, family wealth planning, business consulting and succession planning, corporate director services and corporate tax planning. He has extensive experience with oil and gas companies and has been helping closely held businesses reach their goals for over two decades.

Education

• BA degree in Accounting from Grove City College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Pittsburgh Zoo & PPG Aquarium, Director and Treasurer
• DSF Charitable Foundation, Director and Treasurer
• Mount Gallitzin Academy, Past Director
• Race Workers Charitable Trust, Past Director and Treasurer
• Sports Car Club of America, Past Regional Treasurer
• Bright Beginnings Preschool, Past President

Robert D. Spears, CPA, JD

Principal

Robert is a Principal in the Pittsburgh, Pennsylvania office of Hill, Barth & King LLC and has been with the firm since 1995.

Robert has extensive experience in Federal and state income tax, estate planning and gift taxation. He provides a variety of accounting services to clients in a wide range of industries, including, oil/gas, real estate, manufacturing and construction. Robert also has considerable experience in tax planning for high wealth families.

Education

• Juris Doctorate from University of Pittsburgh School of Law
• BS degree in Accounting from Pennsylvania State College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, Pennsylvania Bar Association
• Member, Allegheny County Bar Association
• Tax Hearing Officer, Pine-Richland Township
• Member, Board of Trustees and Treasurer of Tau Kappa Epsilon Fraternity Pi Chapter House Corporation
• Treasurer, Upper St. Clair Lions Club
• Junior Achievement, Past Member

 

Richard (Dick) E. Spence, CPA, CVA, CCIFP

Principal

Dick is a Principal in the Pittsburgh, Pennsylvania office of Hill, Barth & King LLC (HbK) and has been with the firm since 2000.

Dick has extensive experience in accounting, tax and business valuations. He provides accounting services to a wide range of industries including, construction contractors, wholesale, retail, automobile dealerships, computer related services, manufacturing, professional services and non-profit organizations. He is the chair of HbK’s Construction Industry Group.

Education

• BS degree in Accounting from Grove City College
• MBA degree in Finance from University of Pittsburgh

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, National Association of Certified Valuation Analysts (NACVA)
• Member, Institute of Certified Construction Industry Financial Professionals (ICCIFP)
• Member, BDO Seidman Alliance Construction Industry Group’s Executive and Education/Value Added Committees
• Treasurer, Rocky Mountain Elk Foundation, Pittsburgh Chapter
• President, Catholic Cemeteries Association Board of Trustees
• Finance Council Chair, St. Alexis
• Capital Campaign Committee, St. Alexis
• Coach, Basketball, St. Alexis
• Member, Various Construction Related Organizations

 

Jeffrey (Jeff) V. Yannuzzi, CPA

Principal

Jeff is Principal in charge of the Pittsburgh, Pennsylvania office of Hill, Barth & King LLC (HbK) and is a member of HbK’s Executive Committee. He has been with the firm since 2000.

Jeff has extensive experience in the areas of real estate, small business and medical professionals. He provides accounting and tax services to a wide range of industries, including, real estate developers, physicians, dentists and business planning.

Education

• BA degree in Accounting/Business Administration from Grove City College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Past President and Director, Northern Allegheny County Chamber of Commerce
• Treasurer and Director, Brooktree Center Office Association

John F. Mavero, CPA, CVA

Principal

John is a Principal in the Sewickley, Pennsylvania office of Hill, Barth & King LLC (HbK) and joined the firm in 2012 when HbK acquired Carson & Co., LLC. He began working with Carson & Co. in 1999 and joined as a partner in 2002. John works in all phases of the practice with particular emphasis in audit and related services.

John is also a Certified Valuation Analyst through The National Association of Certified Valuation Analysts (NACVA), providing valuation consulting services, primarily in the area of physician practice acquisitions.

John’s long career experience includes 9 years with Price Waterhouse where he worked in the small business and health care practices, with concentration in financial planning and feasibility studies. Previously he was a financial consultant to physician practices for eight years with a healthcare consulting firm. John formerly served seven years as a Board Member with a 300-bed community hospital. He is also credentialed as a certified QuickBooks^® Pro Advisor.

Education

• BS degree in Business Administration from Clarion State College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, National Association of Certified Valuation Analysts (NACVA)

 

Gerald (Jerry) M. Kimble, CPA

Principal

Jerry is Principal in charge of the Fort Myers, Florida office of Hill, Barth & King LLC (HbK). He began his public accounting career with HbK in 1990.

Jerry has extensive experience in accounting and auditing with an emphasis on large privately held businesses. His industry experience includes construction contractors, financial institutions, continuing care retirement facilities, employee benefit plans, professional service organizations, small businesses and individual clients.

Education

• Bachelor of Science in Business Administration from Youngstown State University. Graduated Magna Cum Laude

Professional/Civic Associations

• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, American Institute of Certified Public Accountants (AICPA)
• Kiwanis Club of Pelican Bay, Past Treasurer, Secretary and member of Board of Directors
• Emmanuel Lutheran Church, Past Treasurer and Church Council Member. Current Chairman of the Endowment Fund
• Member, the Lee County Building Industry Association
• Member, the Cape Coral Construction Industry Association

Elizabeth (Libby) M. Slater, CPA

Principal

Libby is a Principal in the Fort Myers, Florida office of Hill, Barth & King LLC (HbK). She joined HbK in 2002, when HbK joined with the local firm of Batson, Carnahan & Company where Libby had previously worked for eight years.

Libby’s experience and client base is predominately the medical industry comprised of physicians practices. She has extensive experience in consulting with medical practices of all sizes in Southwest Florida ranging from sole practitioners to larger multi-specialty groups.

Education

• Masters of Business Administration from Mississippi State University
• Bachelor of Professional Accountancy from Mississippi State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)

 

J. Michael Sowers, CPA, CGMA

Principal

Michael is a Principal in the Fort Myers, Florida office of Hill, Barth & King LLC (HbK). He joined the firm in 2010 when Gilbert, Wallace, Stewart, Stramel & Sowers, P.A. merged with HbK.

Michael has extensive experience in accounting and auditing and litigation support. His industry experience includes: construction, common interest realty associations, large family-owned businesses and litigation support/mediation. Michael is a certified public accountant licensed in Florida and Texas and has been certified by the Supreme Court of the State of Florida as a Family Mediator since 1991.

Education

• B.B.A. in Accounting from the University of Oklahoma

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, Association of Fraud Examiners
• Member, Institute of Business Appraisers, Inc.
• Member, AICPA Management Consulting Services Section
• Member, Florida Association of Family Law Mediators
• Member, Lee County Association of Family Law Professionals
• Member, Condominium Owners Managers and Associates (COMA) of Lee County
• Leadership Lee County - Class of 1991
• Past Member, FICPA Committee on Litigation Support
• Past Member, FICPA Committee on Common Interest Realty Associations
• Past President/Board Member, South Fort Myers Little League
• Past Board Member, Family Health Centers
• Past Administrative Board Chairman, Cypress Lake United Methodist Church

 

Diane E. Stramel, CPA

Principal

Diane is a Principal in the Fort Myers, Florida office of Hill, Barth & King LLC (HbK). She joined the firm in 2010 when Gilbert, Wallace, Stewart, Stramel & Sowers, P.A. merged with HbK.

Diane has extensive experience in tax and estate planning. Her industry experience includes healthcare, legal, high-net worth individuals and family-owned businesses.

Education

• A.A. in Business Administration from Edison Community College
• B.S. in Accounting from the University of South Florida
• M.A.A.C. in Accounting from Nova University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, Southwest Florida Estate Planning Council
• Past Member, Finance Committee of First Christian Church
• Past Treasurer/Board Member, The Abuse Counseling and Treatment, Inc. (ACT)
• Past President/Past Treasurer/Past Board Member, Southwest Florida Chapter of American Sewing Guild (ASG)
• Past President, Secretary and Treasurer/Board Member, Southwest Florida Estate Planning Council
• Past Treasurer/Board Member, Fort Myers Women's Network
• Past President and Treasurer/Board Member, Fort Myers Business Network

 

Keith A. Veres, CPA

Principal

Keith is a Principal in the Fort Myers, Florida office of Hill, Barth & King LLC (HbK). He began his accounting career with HbK in 1991.

Keith has extensive experience in accounting and auditing, tax planning and business consulting. His industry experience includes medical practices, construction industry, automobile dealerships, retail establishments and various other businesses and individual clients.

Education

• BA degree in Accounting and Business Administration with a minor in Hotel, Restaurant and Institutional Management from Mercyhurst College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, Leadership Lee County - Class of 2007
• Member, Southwest Florida Chamber of Commerce
• Florida Repertory Theatre, Past Treasurer
• Alliance Area United Way, Past Treasurer
• Alliance Rotary Club, Past Board Member
• Alliance Area Youth Center, Past Director
• Alliance Community Foundation, Past Treasurer
• Alliance Country Club, Past Treasurer
• Member, Next Level Church, Fort Myers
• Member, Cape Coral Construction Industry Association
• Member, Financial Solutions Advisory Committee for the Southwest Regional Manufacturers Association
• Member, Cape Coral Building Industry Oversight Committee
• Member, Lee County Building Industry Association

 

Alan (Al) L. Abraham, CPA

Principal

Al is a Principal in the Naples, Florida office of Hill, Barth & King LLC (HbK) and began his public accounting career in 1992.

Al has extensive experience in the area of taxation with an emphasis on tax planning. His industry experience includes construction and real estate. He is a member of HbK’s Construction Industry Group.

Education

• Bachelor degree from Hawaii Pacific University

Professional/Civic Associations

• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Collier Building Industry Association

Dan E. Baer, CPA

Principal

Dan is a Principal in the Naples, Florida office of Hill, Barth & King LLC and has been with the firm since 1985.

Dan has extensive experience in the area of income tax and estate planning for high net worth individuals, including charitable giving strategies. He provides tax services to individual and business clients.

Education

• BS degree in Business Administration from Kent State University, Summa Cum Laude

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, Naples Community Hospital Finance Committee
• Member, Community Foundation Professional Advisor’s Council
• Conservancy of SW Florida, Past Member - Planned Giving Committee
• Past Board Member of the Following Organizations:
-Polo Club of Naples, Inc.
-Tech Foundation (Step By Step)
-YMCA of Collier County, Inc.
-Moorings Park Retirement Community

Mark R. Giallonardo, JD, LLM

Principal/Tax Department

Mark is a Principal in the Naples, Florida office of Hill, Barth & King LLC and has been with the firm since 1999.

Mark is a member of the firm’s Tax Department and has extensive experience in business taxation, with a special emphasis on flow-through entities, including S Corporations, partnerships and limited liability companies.

Education

• BA degree in Mathematics from Westminster College
• JD degree from the Duquesne University School of Law
• LLM in Taxation degree from the Villanova University School of Law

Professional/Civic Associations

• Member, American Bar Association
• Member, Pennsylvania Bar Association
• Former Adjunct Prof. of Taxation, University of Pittsburgh School of Law
• Former Adjunct Prof. of Taxation, Duquesne University Graduate School of Business
• Former Co-Chair, Shady Side Academy Annual Fund
• Immediate Past President, Pine-Richland Baseball Association

Barry F. Holes, CPA

Principal/Chairman of Executive Committee

Barry is Principal-in-charge of the Naples, Florida office of Hill, Barth & King LLC and has been with the firm since 1982.

Barry has extensive experience in auditing, tax planning, estate planning and business consulting. He is Co-Chair of the firm’s Construction Industry Group. Barry provides a variety of accounting and tax services to clients ranging from individuals to small to medium size businesses.

Education

• BA degree in Accounting and Business Administration from Thiel College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, North Naples United Methodist Church

Christopher Marrie, CPA

Principal

Chris is a Principal in the Naples, Florida office of Hill, Barth & King LLC (HBK) and has been with the firm since 1998.

Chris has extensive experience in auditing and business consulting. Chris provides a variety of accounting and assurance services to clients including individuals, businesses and non-profits. He is a member of HbK’s Construction Industry Group and received the designation of Certified Construction Industry Professional (CCIFP) from the Institute of Certified Construction Industry Professionals, Inc. (ICCIFP). ICCIFP is a not-for-profit corporation established to promote the highest standards of construction financial management through the credentialing of construction financial professionals.

Chris has been instrumental in the growth of HbK’s Construction Niche. He will also serve as a member of the Quality Control Group reviewing audits as well as serving as Audit Principal on accounts in HbK’s southwest Florida offices.

Education

• B.S. in B.A. degree in Accounting, Youngstown State University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Past President, Naples Gulfshore Rotary Club

Ronald J. Walther, CPA

Principal

Ron is a Principal in the Naples, Florida office of Hill, Barth & King LLC and has been with the firm since 1983.

Ron has extensive experience in the area of estate planning including, planning for high net worth individuals, charitable giving strategies and litigation support. He also provides accounting services to large and small business clients and individuals.

Education

• BA degree in Accounting and Economics from Thiel College, Summa Cum Laude

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Naples Council on Planned Giving, Board Member
• Humane Society of Collier County, Past Board Member
• Collier County Historical Society, Past Board Member
• Tech Foundation, Past Board Member
• American Heart Association, Past Board Member
• Polo Club of Naples, Past Board Member

 

William E. (Bill) North, II, CPA, CCIFP

Principal

Bill is Principal in charge of the Sarasota, Florida office of Hill, Barth & King LLC (HbK). He became a Certified Public Accountant in 1998 and joined HbK in 2009.

Bill has extensive experience in the areas of taxation and business consulting for the construction industry. In 2005, he became a Certified Construction Industry Financial Professional. Bill also provides accounting services to various closely-held businesses as well as individuals.

Education

• B.S. degree in Accounting from the University of South Florida
• Certified Construction Industry Financial Professional

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Board Member, Gulf Coast Builders Exchange
• Member, Sarasota and Manatee County Home Builders
• Member, Sertoma Club of Sarasota
• Member, Construction Financial Management Association

John J. Fedorek, CPA

Principal

John is Principal in charge of the Stuart, Florida office of Hill, Barth & King LLC (HbK). John began his public accounting career with HbK in January 1979 upon graduation from Clarion University. He worked in HbK’s Boardman, Ohio office for 10 years before transferring to HbK’s Stuart office. John is licensed to practice in Florida and Ohio.

John has extensive experience in the areas of financial reporting, taxation, business consulting and estate and trust planning. He provides accounting, tax and consulting services to high net worth individuals as well as a wide range of industries including construction, manufacturing, wholesale distribution, professional firms and non-profit organizations.

John resides in Palm City with his wife, Wanda. In his spare time, he enjoys boating, scuba diving, traveling and working out.

Education

• BS/BA degree in Accounting from Clarion University

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, Ohio Society of Certified Public Accountants (OSCPA) 
• Member, HbK Executive Committee
• Finance Committee Chairman, First United Methodist Church of Stuart
• Director/Treasurer, Palm City Chamber of Commerce
• Member, Stuart/Martin County Chamber of Commerce
• Member, Treasure Coast Builders Association
• Director, Finance and Audit Committee Member Martin Health Systems 
• Past Chairman, YMCA of the Treasure Coast
• Past Director, YMCA of the Martin County Foundation
• Past President, Rotary Club of Stuart Sunrise

Gregory (Greg) R. Nuttall, CPA

Principal

Greg is a Principal in the Stuart, Florida office of Hill, Barth & King LLC and has been with the firm since 1985. He began his career in the Meadville, Pennsylvania office and transferred to Florida in 1991. He is licensed to practice in Pennsylvania and Florida.

Greg has extensive experience in tax planning, retirement planning, business consultation and financial reporting. He provides accounting and tax services to a wide range of industries including construction, manufacturing, common interest realty associations, nonprofit organizations and individuals.

Education

• BA degree in Accounting and Business Administration from Thiel College

Professional/Civic Associations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
• Member, National Association of Certified Valuation Analysts (NACVA)
• Kiwanis Club of Stuart, Florida, Past President
• Tri County TEC, Past Director
• Tri County TEC Foundation, Past Chairman
• Treasurer, Martin County Leadership Alumni, Inc.
• Chairman, HPS, Helping People Succeed, Inc.
• Director, American Red Cross / Martin County Chapter

Stephen C. Schramm, CPA/PFS, CFP®

Principal

Stephen C. Schramm is a Principal in the Hill, Barth & King LLC Stuart office and has been with the firm since 2004.

Graduate of West Virginia University (Bachelor of Science/Accounting) and University of Florida (Masters of Accounting/Taxation), Stephen started his professional career with Arthur Andersen & Co. in Orlando, FL and Denver, CO where he specialized in the real estate, manufacturing and financial institution industries. In 1992, Stephen established a public tax and accounting firm. The firm went on to obtain several multi-million dollar tax-service contracts with the federal government. In 1996, Stephen began emphasizing personal financial advisory services based on the belief that a client’s tax and financial issues are interdependent. He believes, and industry experts agree, that the future of the industry is to provide comprehensive services including tax consulting and preparation, investment advisory services and financial planning. Stephen’s extensive financial knowledge enabled him to become one of a small group of Certified Financial Planners (CFP®) who is also a Certified Public Accountant/Personal Financial Specialist (CPA/PFS).

Stephen enjoys waterskiing, snow skiing, reading, traveling and spending time with his wife, Colleen, and their two children, Maclean and Katie.

Education

• Graduate of West Virginia University (BS) and University of Florida (MA)

Professional/Civic Associations

• Certified Public Accountant; FL
• Certified Public Accountant; CO
• Personal Financial Specialist (CPA/PFS)
• Certified Financial Planner (CFP®)
• N.A.S.D. Series 7, 63 and 65 Exams (Investment Advisor)
• Member, Financial Planning Association
• Member, American Institute of Certified Public Accountants
• Member, Martin County Estate Planning Council
• Past Chairman, Board of Directors for the YMCA of the Treasure Coast
• Member, Florida Institute of Certified Public Accountants
• Executive Committee/Treasurer/Board Member, Economic Council of Martin County

Rita Stikelether, CPA/PFS

Principal

Rita is a Principal in the Fort Pierce, Florida office of Hill, Barth & King LLC (HbK). She is also a Financial Advisor with HBKS Wealth Advisors (HBKS). Rita joined HbK and HBKS in 2009. Prior to joining the firms, Rita was President of Stikelether & Associates , P.A., certified public accountants in Fort Pierce. This is the second time Rita has been affiliated with HbK, as she was employed by the firm from 1988 to 1992 during which time she was appointed Principal of the firm.

Rita has extensive experience working with families and individuals as a CPA. She also earned the Personal Financial Specialist (PFS) designation awarded by the American Institute of Certified Public Accountants to recognize CPAs who provide financial planning service. Rita spends significant time as a business consultant to privately held companies throughout the region. She has years of experience in financial planning and investment management.

Education

• Associates in Arts degree from Indian River State College
• B.S. Degree in Business Administration from the University of Georgia

Professional/Civic Associations

• Member, Florida Institute of Certified Public Accountants (FICPA)
• Member, American Institute of Certified Public Accountants (AICPA)
• 2008 Chairwoman for the American Heart Association’s Go Red for Women’s Luncheon
• Parish Council Member, Saint Anastasia Catholic Church
• Chair of The Arts & Cultural Alliance of St. Lucie, Inc.