Meet the Team

Partners:


Senior Managers:


Managers:


Supervisors:

  • Brendan Murphy, CPA
  • Raquel Forsland

Senior Accountants:

  • Justin Howard, CPA

Certified Bookkeepers:

  • Debbie Garrison - Quickbooks Pro Advisor
  • Moriah VanderMeulen - Quickbooks Pro Advisor

Staff Accountants:

  • Austin Piscotty
  • Dillon Fister, CPA
  • Megan Carvalho
  • Michael Ogden, CPA
  • Richard Ahlgren

Partners:

Edward J. Lampe, CPA - Managing Partner

Ed Lampe is the Partner-in-Charge of the Construction Group at Johnston, Gremaux & Rossi, LLP. Ed is a graduate of St. Mary's College of California with a Bachelor of Science Degree in Business Administration and a major in Accounting.

Ed has more than thirty five years of public accounting experience, concentrating primarily in the area of auditing and accounting, with special emphasis in construction accounting. He has been involved in the planning and execution of the following:

  • Negotiation and selling of construction businesses
  • Audits and reviews of construction companies
  • Business succession planning
  • Litigation support involving contractors
  • Forecasts and projections
  • Multi-state tax return preparation
  • Construction software selection
  • Labor cost control
  • Profitability analysis
  • Cash management
  • Accounting method issues

He is a member of American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants.

Additionally, Ed is also very active in many construction related associations including Associated General Contractors of California (AGCC), the Surety Association of Northern California, and the Construction Financial Management Association (CFMA). Ed is treasurer for the American Subcontractors Association of California and has served on the Safety Committee of the Engineering & Utility Contractors Association (EUCA). He is a past Chairman of the PKF International Task Force for Construction.

Back

Christopher M. Haley, CPA - Tax Group

Chris Haley is a graduate of the University of California at Berkeley with a Bachelor of Science degree in Business Administration with an emphasis in accounting and finance. Chris completed his Masters of Science Degree in Taxation at Golden Gate University.

Chris is the Tax Partner at Johnston, Gremaux & Rossi, LLP. Chris has special expertise in real estate, accounting methods such as percent of completion, cash basis, change in accounting methods, and S Corporations and has been a valuable member of JGR since he joined our firm in 1988.

Chris has written numerous articles that have been published in various publications. His article, Is Cash Basis Accounting Still Viable?, was published in the Journal of Construction Accounting & Taxation.

Chris has assisted clients in various ways including:

  • Tax issues
  • Accounting methods
  • Tax planning and research
  • Tax compliance
  • Multi state tax return preparation
  • Analyzing the financial and tax considerations of various transactions

Chris is a member of the American Institute of Certified Public Accountants and the California Society of CPAs. Additionally, Chris served on the planning committee for the California Society of CPA’s Real Estate Conference.

Back

Jeffrey T. DiMercurio, CPA - Construction Group

Jeff DiMercurio is a graduate of Cal-Poly – San Luis Obispo with a Bachelor of Science Degree in Business Administration with an emphasis in accounting.

Jeff has been a valuable member of JGR, LLP since July of 1998. He manages the Construction Group along with Ed Lampe and works with contractors with sales ranging from 1 million to 100 million.

He also leads the firm's marketing efforts.

Jeff has assisted clients in various ways including:

  • Compilations, Reviews and Audits of construction companies
  • Income tax and financial statement planning for contractors including accounting method issues
  • Analyzing the financial and tax considerations of various transactions
  • Business succession planning
  • Construction software selection
  • Working with contractors and their bonding companies to maximize bonding capacities which allows them to capture larger and more profitable jobs

Jeff is a member of the American Institute of Certified Public Accountants and the California Society of CPAs. He is past President of the Surety Association of Northern California and is also an active member of the American Subcontractors Association (ASA), and Engineering and Underground Construction Association (EUCA).

Jeff is an avid sports fan. His favorite teams are the Raiders, A's and Warriors. Jeff also loves to travel with his favorite country being Italy. 

Back

Joseph L. Ivankovich, CPA - Mid Market Group

Joe Ivankovich earned his Bachelor of Science Degree from Sacramento State University with an emphasis in Accounting.

Joe has over fifteen years of public accounting experience and he brings to JGR a wide range of experience including audit, review, consulting, and tax preparation.

Joe's area of special competence includes:

  • Economic, financial, operational and management consulting for small to medium sized businesses
  • Financial analysis, cash flow analysis, and projections
  • S Corporations
  • Accounting methods
  • Tax planning and research
  • Tax compliance
  • Analyzing the financial and tax considerations of various transactions

Joe is a member of Sacramento State University Alumni Association.

Daniel Boele, CPA  - Mid Market Group

Daniel Boele is a graduate of St. Mary’s College in Moraga, CA, with a Bachelor of Science Degree in Accounting.

Dan first came to JGR in September of 1997 where he started as a staff accountant and eventually worked his way up to a manager in the Mid-Market Group. Between 1997 and 1999, Dan passed all his exams with high marks and became a licensed CPA. In 2002, Dan began taking courses in pursuit of a Master’s Degree in Taxation, but after much consideration, decided to assist in anchoring the firm's Accounting & Auditing practice. Dan services audit, review, and compilation needs for Corporations as well as their annual income tax reporting.

Dan specializes in Manufacturing, Professional Service, and Contractors, as well as servicing the income tax needs of their respective owners. Dan also heads the firm's practice in audits of Employee Benefit Plans. The firm has developed a solid niche in auditing Defined Contribution Plans (401(k), 403(b), Profit-Sharing Plans, Safe-Harbor Match Plans, and ESOP’s. Dan is involved in the AICPA’s Employee Benefit Plan Audit Quality Center and is in tune with constantly changing trends, pronouncements, and focus of the auditing environment.

Dan oversees the in-house training of new staff members and draws on the strengths of others within the firm to develop expertise.

Dan likes to spend his free time enjoying the youth of his two young daughters. In addition, time permitting, he is committed to an athletic regimen that prepares him for various 10K, half marathon, and full marathon events in CA. Dan has a passion for snow skiing and is constantly wishing for early winter snow storms to get his skiing fix before tax season engulfs his time and energy.

Back


Senior Managers:

Adel Mitchell, CPA - Construction Group

Adel Mitchell is a manager with Johnston, Gremaux and Rossi, LLP. She is a graduate of California State University East Bay, with a Bachelor of Science Degree in Business Administration, with a concentration in Accounting.

Adel began her career while attending college working for a small local CPA firm. On graduation, she moved to an international firm in San Jose and spent two years auditing almost exclusively high-tech companies, then went on to a large regional firm for the next four years. Since then, along with working previously for JGR for seven years, Adel worked in private industry in internal audit, as an accounting manager, and most recently as a Controller for a medium sized Construction company. She returns to JGR after a three year absence.

Adel's responsibilities include:

  • Audited, reviewed and compiled financial statements for private companies, with specialization in Construction
  • Corporate and individual tax preparation and review
  • 401(k) Audits
  • Controller and accounting assistance
  • Corporate and individual tax preparation

Adel is a member of JGR's Auditing & Accounting committee, the California Society of CPA's, and serves on the Audit Committee for the local non-profit organization Save Mount Diablo.

Adel prefers to spend much of her free time outdoors running, hiking, and traveling, as well as attending musicals, plays and concerts. Her most favorite thing is spending time with her two adult daughters and dog.

Back

Bryanna Nance, CPA - Construction Group

Bryanna Nance is a manager with Johnston, Gremaux, and Rossi, LLP. She is a graduate of Sonoma State University, with a Bachelor of Science Degree in Business Administration, with a concentration in Accounting. She returns each year to Sonoma State to assist with recruiting new staff members.

Bryanna started her career with JGR in the Fall of 2009.

Bryanna’s customer responsibilities include:

  •  Reviewed and compiled financial statements of construction companies
  •  Corporate and individual tax preparation and review
  •  Business and individual tax planning
  •  Bookkeeping assistance
  •  Multi-state tax preparation

Bryanna is involved in the in-house financial statement and tax training for current and new staff members.

Bryanna is also a member of JGR's Human Resource Committee and Auditing & Accounting Committee.

Back

Ellen Torres, EA - Tax Group - High Net Worth Individual, Trust, Estate and Gift

Ellen Torres graduated from Vassar College with a Bachelor of Arts. After she graduated, she decided to pursue a career in tax and became an enrolled agent, a federally authorized tax practitioner. She took upper division and graduate classes in taxation at California State University, East Bay.

Ellen has extensive experience in individual income tax compliance and planning for high net worth individuals; estate and gift tax preparation and planning; and fiduciary income tax preparation. She works closely with clients, their investment advisors, estate planning attorneys, and professional Trustees to provide the best possible results for the client and ensure complex tax and estate planning strategies are implemented properly.

Before joining the JGR team, Ellen worked at a boutique firm in San Francisco specializing in serving the tax needs of high net worth individuals, estates and trusts.

Ellen is a member of the Tri-Valley Estate Planning Council board of directors, the Estate Planning Council of Diablo Valley, the East Bay Association of Enrolled Agents, NAEA, CSEA, and the California Society of CPAs.

When she is not working, Ellen enjoys taking Pilates classes with her husband and spending time with her family, particularly her amazing granddaughter, Mara.

Back

Jennifer Lyssand, CPA - Construction Group

Jen Lyssand is a manager with Johnston, Gremaux and Rossi, LLP. She is a graduate of Sonoma State University, with a Bachelor of Science Degree in Business Administration, with a concentration in Accounting. She also holds a Bachelor of Arts Degree in Spanish.

Jen started her career at JGR the Fall of 2001. In 2007, she moved to the private sector for 3 years before returning to JGR in the Fall of 2010.

Jen’s customer responsibilities include:

  • Audited, reviewed and compiled financial statements of construction companies
  • 401(k) Audits
  • Corporate and individual tax preparation and review
  • Business and individual tax planning
  • Controller and bookkeeping assistance
  • Multi-state tax preparation
  • Agreed Upon Procedures engagements

Jen is involved in the in-house audit and tax trainings of current and new staff members.

Jen is also a member of JGR's Auditing & Accounting committee and the Technology committee.

Jen likes to spend her free time traveling around the world, playing soccer, biking, and spending time outdoors.

Back


Managers:

Barry Elghanayan, CPA - A&A Group/Technical Manager

Barry Elghanayan is a Technical Manager with Johnston, Gremaux & Rossi, LLP. He is a graduate of the Rochester Institute of Technology with a Bachelor of Science degree in Hotel and Restaurant Management, and has a Masters of Business Administration with an emphasis in accounting from Hofstra University. Barry Elghanayan has been with JGR since 2000, with the exception of October 2005 through October 2007.

Before rejoining JGR, Barry Elghanayan worked for Grassi & Company.

Barry Elghanayan has been an integral member of the Auditing and Accounting Committee at JGR, focusing on keeping the firm up to date on new pronouncements, as well as enhancing the skills of accountants at all levels.

Through October, 2005, Barry Elghanayan assisted clients in various ways, including:

  • Preparation of audited, reviewed, and compiled financial statements
  • Audits, reviews, and compilations of construction contractors
  • Tax planning and personal income tax projections
  • Preparation of individual, partnership, corporation, and S corporation income tax returns.

From October 2007 through the present date, Barry Elghanayan assisted JGR in the various ways, including:

  • Technical reviewing workpapers and financial statements to ensure compliance with currently in place pronouncements
  • Reviewing workpapers and financial statements to ensure compliance with JGR's quality standards
  • Reviewing workpapers and financial statements in an effort to identify areas where the firm can be more efficient
  • Creating a training program to enhance the skills of accountants

Back

Charlene Fuller, CPA - Tax Group

Charlene Fuller is a graduate of California State University East Bay with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting. She has also completed two Master's level tax courses.

Charlene started as a staff accountant in 1997 with a local CPA firm specializing in construction-related clients. She assisted with many audits and reviews and became a licensed CPA in 2000 after successfully passing all four parts of the CPA exam.

Charlene soon decided her specialty was taxation and has worked since 2000 in that area. She joined JGR as a tax manager specializing in individual tax in July 2013 after working with us the previous three tax seasons reviewing individual returns.

Charlene is responsible for over 150 individual tax clients, meeting their needs for:

  • Multi-state tax preparation and review
  • Tax planning and research
  • Analyzing the tax considerations of various transactions.
  • Handling correspondence with IRS and state tax agencies

Charlene truly enjoys training and mentoring and is responsible for hiring, supervising and training all tax season per diem staff.

Charlene is a member of the California Society of CPAs. She is also a member of JGR's tax committee.

Charlene enjoys spending her free time with her family including her grandchildren who are the joy of her life. She also enjoys socializing on weekend outings with her RV group and seeing the world by land and by cruise ship, especially Italy, her favorite country so far.


 Back

Kerri Lohr, CPA - Tax Group

Kerri Lohr is a graduate of Malone College in Canton, Ohio, with a Bachelor of Arts Degree, double majoring in Accounting and Business Administration. She moved from Ohio, where she was born and raised, to the Bay Area in the winter of 2000, due to her husband's career.

Kerri became a tax manager at JGR in the summer of 2005. She began her career at Deloitte & Touche in Columbus, Ohio and eventually transferred to their San Francisco office, spending a total of five and a half years with that firm, before spending an additional two years at Bay Area Regional/Local CPA firms.

Kerri specializes in real estate, construction, and high-net worth individuals. She has considerable experience in partnership and S-Corporation taxation.

Kerri has been involved in the planning and execution of the following:

  • Multi-state tax preparation and review
  • Preparation and review of individual, partnership, corporation and S- Corporation income tax returns
  • Tax planning and research
  • Analyzing the tax considerations of various transactions

Kerri is extensively involved in the in-house tax trainings of current and new staff members and is in charge of the training of all tax season per diem hires.

Kerri is a member of the California Society of CPAs and the Ohio Society of CPAs, maintaining current CPA licenses in both states. She is also a member of JGR's tax committee and the human resources committee.

Kerri likes to spend her free time traveling the world with her husband and rooting for her favorite Ohio collegiate and professional sports teams.

Back

Michael J. Smith, JD, MST, MBA, CPA/PFS - Tax Group

Michael Smith joined Johnston, Gremaux & Rossi as Tax Manager in December 2015. He graduated from the University of Oregon with a Bachelor of Science in Accounting and an MBA in Finance. Michael has continued his professional education throughout his career and earned a Master of Science in Taxation from Golden Gate University, a Master of Science in Wealth Management from the College for Financial Planning, and a law degree (Juris Doctor) from the Santa Barbara College of Law. He recently earned Certificates in Advanced Studies in Taxation and Estate Planning from Golden Gate University. He has also earned several professional certifications including - Certified Pension Consultant (CPC), Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Personal Financial Specialist (PFS).

In addition to his 20 plus years in public accounting, Michael worked in the financial services industry for several years and was an executive with a national financial planning and wealth management firm. Michael was a senior consultant and provided comprehensive financial advisory services and investment management for high net-worth individuals and small businesses. Michael’s broad professional background provides unique insights to financial problem solving. He has enjoyed helping clients with a variety of important financial services including:

  • Business and Individual Income Tax
  • Estate & Gift Taxation
  • State Planning
  • Financial Planning, Risk Management, and Investment Strategies
  • Business Valuation

Michael is a member of the AICPA - Tax, Financial Planning, and Business Valuation Sections. He is also a member of the California Society of CPAs.

Michael has several personal interests. He is a musician and operates a small recording studio in his home. He also enjoys writing non-fiction and researching a variety of arcane subjects, computer programming, graphic art, and bicycle riding.


 Back

Stephanie Kozlik, CPA- Tax Group

Stephanie Kozlik is a graduate of Cal Poly- San Luis Obispo with a Bachelor of Science Degree in Business Administration with a concentration in Accounting.

Stephanie began her career in public accounting at RSM in San Francisco in 2009 working mostly on audited financial statements of financial institutions. Stephanie started at JGR in the tax department in 2012 when she moved to the Easy Bay and started her family.

Stephanie assists her clients in various ways including:

  • Preparation and review of individual, partnership, and corporate income tax returns
  • Real Estate and 1031 Exchanges
  • Tax planning and research
  • Bookkeeping assistance
  • Multi-state tax preparation

Stephanie is also involved in recruiting, the in-house tax trainings of current and new staff members, and is on the Tax committee.

Back

Tara Schoennauer, CPA- Tax Group

Tara Schoennauer earned her Bachelors of Science Degree in Management Science from the University of California, San Diego. She then earned a Professional Certificate of Accounting from the University of California, San Diego Extension.

Tara began her career in public accounting in 2010. She has a background in both audit and tax. Tara has chosen to specialize in tax and is pursuing her Masters of Taxation from Golden Gate University.

She specializes in partnership, corporate and individual income tax. Her areas of technical focus have been real estate, multistate activity, tax planning and high net worth individuals. Tara enjoys participating in the in-house tax trainings as well as networking and recruiting events.

When she's not at work or studying, Tara is chasing around her two young sons, cooking, doing yoga, dancing or playing co-ed soccer.

Back

Days until April 15

Latest News

© Johnston, Gremaux & Rossi, LLP 2021, 333 Civic Drive, Pleasant Hill, CA 94523
T: (925) 944-1881 F: (925) 933-9167 E: info@jgrcpa.com

Connect: Facebook LinkedIn Twitter Google+
Links: Search Site Map Privacy Policy Disclaimer

Get In Touch

Client Portal Login

Subscribe to our Newsletter