Meet Your Team

Of Experienced Tax and Financial Planning Advisors

 

What’s the key to finding your financial clarity? Collaboration. 

全民竞彩手机致力于帮助企业主实现他们的竞彩目标. Delta将我们内部竞彩规划和注册会计师的综合服务结合在一起,从各个角度解决您的竞彩状况. 

Serving clients in Indianapolis, Chicago, and across the United States, we offer accounting and tax services, financial planning, 以及通过远程和面对面的会议进行全民竞彩产投资. 沟通是至关重要的,及时回应是我们客户的首要任务.

我们通过与懂得正确竞彩规划重要性的勤奋的企业主和高管合作建立了我们的公司. 我们的顾问与我们的客户建立伙伴关系,并争取在他们的竞彩上的每一个优势,以帮助他们实现他们的短期和长期目标.


Meet Our Team of Experienced

Tax and Financial Planning Experts


Dino Efthimiou, CFP® Photo
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Dino Efthimiou, CFP®

Co-Founder

Dino Efthimiou, CFP®

dino@deltawealthadv.com


With more than 15 years of experience in wealth management, Dino helps his clients through tax-efficient wealth strategies, cash flow management, retirement and estate planning services. 迪诺毕业于印第安纳大学布鲁明顿分校凯利商学院, where he was a member of the Indiana University Track & 田径队获得全美荣誉和撑杆跳十大冠军. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, 是由认证金融规划师标准委员会颁发的, Inc.

Dino, his wife, Stacey, and their children, Niko and Maia, live in the Meridian Kessler neighborhood of Indianapolis.

Niko Finnigan, CFA, CAIA Photo
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Niko Finnigan, CFA, CAIA

Co-Founder

Niko Finnigan, CFA, CAIA

niko@deltawealthadv.com


Niko在投资管理行业拥有超过十年的经验. Previously, Niko worked with pensions, 作为全球机构投资经理的基金会和捐赠基金. 他目前拥有特许金融分析师®(CFA®)和特许另类投资分析师®(CAIA®)称号. Niko毕业于印第安纳大学布卢明顿分校凯利商学院.

尼科和妻子亚历山德拉(Alexandra)带着两个孩子住在伊利诺伊州欣斯代尔(Hinsdale).

Ryan Robertson, CPA Photo
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Ryan Robertson, CPA

Partner

Ryan Robertson, CPA

ryan@deltawealthadv.com


With 10 years of experience in public accounting, Ryan specializes in tax planning, tax compliance, bookkeeping and general business advisory services for his business, individual and nonprofit clients. Before entering the financial services industry, Ryan于2009年毕业于普渡大学Krannert管理学院. Ryan是一名注册会计师(CPA),现任美国注册会计师协会和印第安纳注册会计师协会会员.

Ryan currently resides in McCordsville, Indiana with his wife, Abby, and their three kids, Lucy, Darla and Reggie.

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John Henn, CPA

Partner

John Henn, CPA

jhenn@deltawealthadv.com


约翰毕业于玛丽安大学,获得会计学学士学位. John was hired as the first full-time CPA for Haywood Henn P.C., 1999年晋升为初级合伙人,2009年1月成为高级合伙人. John is now a partner of Delta Wealth.  

John works with privately held business clients in retail, manufacturing, restaurants, and a wide variety of professional corporations.  He also has extensive experience in U.S. 劳工部的养老金审计和目前监督所有的会计和审计工作的公司.  In addition to assisting clients with their current accounting, tax and finance needs, 约翰致力于帮助客户实现长期战略目标.  He does this by actively listening, 为每个客户的特定需求开发定制的解决方案,并主动监控实现既定目标的进展.

John and his wife (Michelle, Indiana University) have two sons (Matthew, Purdue University and Mark, Indiana University). 亨恩一家喜欢户外运动、旅行和骑摩托车——无论是越野自行车还是街头自行车. He is an active member of his church, serving as a Eucharistic minister and usher; as well as the Boy Scouts of America where he previously held a variety of volunteer positions including serving as a den leader, assistant scoutmaster, Scoutmaster and troop committee member over a ten-year time period.  As he and Michelle begin the empty nest phase of their marriage, 他们正在寻找新的方式来回馈以信仰为基础的和当地的非营利活动.

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Chris Haywood, CPA


Chris Haywood, CPA

jchaywood@deltawealthadv.com


Chris was a founding partner of Haywood Henn P.C. and for over 35 years, 他曾与私营企业主和个人合作,帮助他们实现竞彩目标. Chris专注于发展与每个客户的关系,以更好地了解他们的需求,并帮助他们积极主动地做出决定.

Chris is experienced in auditing, 税收和金融,并在财富和薪酬规划方面发展了一个利基. 他的客户包括多个行业的少数人持股企业,包括:专业企业集团, service industry, construction and real estate. 他还与许多高净值个人及其投资和法律顾问合作,以实现竞彩和遗产规划目标.

1979年毕业于印第安纳大学,获得会计学学士学位, 克里斯是印第安纳州的注册会计师. 在25年前创立自己的公司之前,他曾在当地和全国的一家会计师事务所工作. 他是the Indiana CPA Society和the American Institute of Certified Public Accountants的成员.

克里斯结婚了,有两个女儿,活跃在卡梅尔的Northview基督教生活教堂.

Megan Amick, CPA Photo
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Megan Amick, CPA

Senior Tax Manager

Megan Amick, CPA

mamick@deltawealthadv.com


Megan于1998年加入公司,并于2006年晋升为竞彩经理. 她为小企业提供会计和竞彩规划的所有领域的服务. 她还处理个人客户在竞彩规划和纳税申报方面的需求. Megan致力于与客户合作,提供及时有用的信息,帮助他们做出积极的竞彩决策. In addition to her client responsibilities, 她还参与培训和发展新员工和许多其他管理职能.

她是印第安纳州的注册会计师,是印第安纳注册会计师协会和美国注册会计师协会的成员.  她于1998年获得the Indiana University Kelley School of Business的理学学士学位.

梅根和丈夫贾拉德住在印第安纳波利斯,有两个女儿,艾米丽和艾迪森. They enjoy spending time together as a family whether it be traveling, 看女孩们做运动,甚至只是在家玩家庭游戏.

Sarah Wilkes, CPA Photo
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Sarah Wilkes, CPA

Audit Manager

Sarah Wilkes, CPA

swilkes@deltawealthadv.com


Sarah joined the firm in 2008 and became the A&A manager in 2013.  萨拉的主要研究方向是为小企业和养老金计划提供会计和金融服务, including audits, reviews and compilations of financial statements. Sarah非常精通QuickBooks,能够就Intuit QuickBooks软件的设置和使用提供见解和建议.  她还花大量时间与公司的竞彩客户在一起, 协助个人和企业客户进行竞彩规划和预测,并准备纳税申报表.

Sarah是印第安纳州的注册会计师,是印第安纳注册会计师协会和美国注册会计师协会的成员.  她于2006年获得印第安纳大学凯利商学院(the Indiana University Kelley School of Business)会计和金融双学位, 是2008年印第安纳州统一注册会计师考试的高分获得者.

Sarah is married, has two cats, two dogs, and two horses; and lives in Lebanon just outside the town limits.

Molly Griswold, CPA Photo Molly Griswold, CPA Hover Photo
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Molly Griswold, CPA

Audit Manager

Molly Griswold, CPA

mgriswold@deltawealthadv.com 


Molly自2010年以来在公共会计部门工作,自2021年以来一直在全民竞彩手机app下载工作.   Molly specializes in audit, assurance, and financial reporting.  协调和执行业务的所有阶段,以确保在最后期限内完成并提供优质的客户服务.   

在加入全民竞彩手机app下载之前,莫莉曾在道比·奥康纳(Dauby O’connor)工作 & Zaleski, LLC (DOZ) for over a decade.  While with DOZ she specialized in the real estate industry, serving not-for profit corporations, construction companies, multifamily housing developers, real estate limited partnerships, tax credit syndicators and property management organizations.  在DOZ的最后7年里,她还监督了所有专业人员的培训和发展. 

Molly自2012年起成为一名注册会计师(CPA),目前是美国注册会计师协会和印第安纳注册会计师协会的成员.  她于2010年毕业于印第安纳大学凯利商学院,获得会计和金融学位.  

Molly resides in Zionsville with her family.  在不服务客户的时候,她喜欢做饭、健身、打高尔夫和旅游. 




Kara Magsamen, CPA Photo
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Kara Magsamen, CPA

Tax Manager

Kara Magsamen, CPA

kmagsamen@deltawealthadv.com


Kara joined Delta Wealth recently as a Tax Manager.  她有9年的工作经验,为个人和小企业提供各种会计和竞彩咨询需求.  Kara是印第安纳州的注册会计师,是印第安纳注册会计师协会和美国注册会计师协会的成员.  她于2011年获得巴特勒大学专业会计硕士学位.   

卡拉和她的丈夫本,与他们的两个孩子金利和马华力住在费舍.    





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Elisa Skees

Manager Bookkeeping/Payroll

Elisa Skees

elisa@deltawealthadv.com


Elisa于2019年6月加入事务所,拥有6年的公共会计和事务所管理经验. Elisa擅长每月会计核算、竞彩报表编制和工资税合规. 她致力于帮助我们的客户获得商业成功,与他们建立实际和健全的竞彩流程. 伊莉莎发现,帮助客户变得更有条理,让他们在经营企业时不再被会计方面的工作压得不堪重负,这是有益的. 她致力于提供税收和金融服务,满足每个客户的独特目标. 伊莉莎是一名公证人,她有培训他人使用QuickBooks和其他会计系统的诀窍.

When not crunching numbers, 艾丽莎在她的教堂里志愿教幼儿园,喜欢打沙滩排球.

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Kristen Hopkins

Payroll Manager

Kristen Hopkins

khopkins@deltawealthadv.com

Kristen joined the firm’s payroll department in March 2021.  她有超过21年的经验,为许多企业提供工资, ranging from 1 to 100 employees.  克里斯汀致力于提供高质量的客户服务,并管理准确的工资. 

克里斯汀和她的女儿凯拉以及他们的狗德克斯特住在费舍尔.  She enjoys spending time with her family and friends.

 
Gary Hall, CPA Photo
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Gary Hall, CPA

Gary Hall, CPA

ghall@deltawealthadv.com

After serving seven years in the U.S. Navy, 1979年,他以最优等成绩从波尔州立大学毕业,获得会计学学士学位. 最初,他在一家地区公司工作,四年后成为合伙人. Twenty-six years ago, Gary started his own firm in Indianapolis, and then merged his practice with Haywood Henn in 2007.

Gary has extensive experience working with restaurant franchises, in addition to many medical and dental practices. 他是Indiana CPA Society和American Institute of Certified Public Accountants的成员.

Gary and his wife live in Indianapolis. He traded in his slalom ski for golf clubs and enjoys golf, gardening and volunteer work when not at the office.

Peter Frankos, CPA Photo
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Peter Frankos, CPA

Senior Staff Accountant

Peter Frankos, CPA

pfrankos@deltawealthadv.com


彼得在全国会计师事务所工作4年后,于2019年以高级会计师的身份加入了该事务所. 他与个人和企业合作,以确保税收符合联邦规定, state, and local jurisdictions. 他还就国际工作任务等各种问题提供个性化咨询.

Peter是印第安纳州的注册会计师,也是印第安纳注册会计师协会和美国注册会计师协会的成员. 他于2015年获得the Indiana University Kelley School of Business的会计和技术管理理学学士学位.

Peter is an active member in the Indianapolis Umpire Association. He enjoys umpiring high school, travel, and college baseball games, as well officiating Catholic Youth Organization basketball games. In addition, Peter enjoys cooking, bicycling, and hiking.

Matt Horan Photo
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Matt Horan

Senior Staff Accountant

Matt Horan

mhoran@deltawealthadv.com


Matt加入全民竞彩手机app下载,成为一名拥有9年公共会计经验的高级会计师.  He specializes in tax planning, tax compliance, accounting and general advisory for businesses and individuals.  除此之外,他还负责养老金计划的合规审计工作.   马特发现,当他能帮助客户理解并实现竞彩目标时,他的工作最有回报, whether it be business related or personal. 

 Matt于2011年获得美国印第安纳波利斯玛丽安大学会计和金融双学士学位. 

 He resides in Indianapolis with his wife, daughter and 3 cats.  If not relaxing at home he enjoys traveling, 支持素食主义者和少数民族拥有的餐馆,以及鹰溪公园的跑步道. 


Alan Skillern, CFP®, MBA Photo
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Alan Skillern, CFP®, MBA

Net Worth Advisor

ALAN SKILLERN, CFP®, MBA

alan@deltawealthadv.com


A recent addition to the 全民竞彩手机app下载 team, Alan brings a unique perspective to the financial planning process. 在完成波尔州立大学(Ball State University)的竞彩规划课程后,他获得了专注于创业的MBA学位. In May of 2021, Alan became a CFP® professional. 对量身定制和全面建议的热情驱使艾伦确保行动项目成为现实.

Alan and his wife, 格温目前和他们的宠物猫迈克·泰森住在印第安纳波利斯西部的一处待修复的房子里.






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Linda Sackett

Office Manager

Linda Sackett

lsackett@deltawealthadv.com

Linda joined the firm in 2008 as Office Administrator, bringing administrative experience from multiple industries.  她是你接触办公室的第一个团队成员,致力于为客户提供优质的服务和解决方案.  Linda manages all administrative functions, scheduling, client portal maintenance, firm accounts receivable/payable, 以及协助竞彩准备服务和客户会计.  As part of her Human Resources responsibilities, she focuses on firm marketing, branding and staff recruitment.

琳达住在印第安纳波利斯,她是大学公园教堂的活跃成员,志愿参与神童辅导事工, Soul Care counseling ministry and the Guest Services area.  She has three children, six grandchildren, and enjoys spending time with family and friends, reading, traveling, and any outdoor activity.

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Lisa Orbaugh

Paraprofessional

Lisa Orbaugh

lorbaugh@deltawealthadv.com

Lisa于2017年加入公司,担任会计和薪资部门的助理专业人员.  她在薪资和会计服务方面有20年的经验.  丽莎为几家小公司做过会计方面的工作, customer service, and payroll functions. 

Lisa lives in Sheridan with her husband Jeff and two dogs.  She has one son. She enjoys spending time outdoors and traveling.

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Tammy Roudebush

Administrative Assistant

Tammy Roudebush

troudebush@deltawealthadv.com

Tammy joined the team in 2017 as an Administrative Assistant.  她曾在公共会计师事务所的管理和运营方面有经验, as well as a customer service and client relations background.  Tammy始终致力于为客户提供卓越的服务.

塔米和她的丈夫丹尼斯是印第安那州诺布尔斯维尔的本地人,现在仍然是这里的居民.  They have two adult children and two Labrador Retrievers.  She enjoys traveling with and visiting her children, spending time with family and friends, and supporting Purdue and LSU athletics. 

 Robert Krahulik  Photo  Robert Krahulik  Hover Photo
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Robert Krahulik

 Robert Krahulik 

rkrahulik@deltawealthadv.com 


作为事务所的新成员,Rob从事个人纳税申报单和审计测试工作. 他毕业于印第安纳大学凯利商学院,获得会计和金融学位,目前正在攻读注册会计师执照.

During his 4 years at Indiana University, 罗柏参加了小500自行车赛,最后在他大四的时候取得了胜利. 罗布继续参加自行车比赛,并指导现在的Little 500车手.



Jeremy Gates, CPA Photo Jeremy Gates, CPA Hover Photo
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Jeremy Gates, CPA

Jeremy Gates, CPA

jgates@deltawealthadv.com


自2004年以B学位毕业以来,Jeremy一直在金融和会计领域工作.S. in Business from Indiana University. He returned to school in 2009 and graduated from IUPUI with a M.S. in Accounting in 2011.

 Jeremy is a licensed CPA and brings a diversified skillset to DWA. He has worked for Ameriprise Financial, Charles Schwab, Ernst & Young, and SEI AFO before finding his way to DWA in early 2022. He has experience in financial planning and securities, tax compliance for investment partnerships, hedge and private equity funds, and family office accounting. For the past several years, 他主要从事个人和企业的竞彩合规工作. 

 Jeremy and his wife, Bena, live in Westfield with their son, Sylas, and their two dogs, Lucky and Sparky.


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LeeAnn Andrews

LeeAnn Andrews

landrews@deltawealthadv.com

Bio coming soon!



Dan Holt, CPA Photo Dan Holt, CPA Hover Photo
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Dan Holt, CPA

Dan Holt, CPA

dholt@deltawealthadv.com


Dan specializes in the construction and nonprofit area.  Audits, reviews, accounting, 非营利组织的规划和竞彩合规约占丹为客户提供的服务的45%.   他的其他工作集中在建筑和普通业主经营的企业以及个人纳税申报单.  Dan has been a CPA for 39 years, 在2022年加入DWA之前,曾在俄勒冈州和印第安纳州的大型当地和区域公司工作.  Prior to working in public accounting, 丹在一家石油和天然气勘探公司工作了六年.   

 丹是美国注册会计师协会和印第安纳注册会计师协会的成员.

 Dan is a 1981 graduate of Indiana University, with a B.S. degree in Accounting.


Rachel Martin Photo Rachel Martin Hover Photo
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Rachel Martin

Staff Accountant

Rachel Martin

rmartin@deltawealthadv.com

Rachel于2022年加入全民竞彩手机app下载,担任员工会计师,在个人和企业竞彩准备方面拥有超过4年的经验. Prior to entering the tax services industry, Rachel于2015年获得普渡大学理学学士学位,并于2017年获得鲍尔州立大学文学硕士学位.

Rachel lives near Broad Ripple and enjoys hiking, biking, and going out to local restaurants around Indianapolis.


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Shannon Wiggins

Bookkeeper

Shannon Wiggins

swiggins@deltawealthadv.com

香农于2022年初加入公司,成为记账团队的一员.  She has over 10 years of experience in accounting.  香农曾在小型和大型企业工作,协助每月竞彩报告的日常会计职能.   She earned her accounting degree from Marian University.

香农和她的丈夫在空闲时间看他们的3个孩子做运动.  They also enjoy traveling and being outside as a family.


Mary Pat Young, CPA Photo Mary Pat Young, CPA Hover Photo
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Mary Pat Young, CPA

Mary Pat Young, CPA

mpyoung@deltawealthadv.com

Mary Pat provides assurance services (audit and review), tax planning and preparation for all types of taxpayers, business consulting, 以及与一般会计和竞彩报表编制相关的服务. Mary Pat’s experience includes non-profit, the construction industry, printing, the food industry, and retail.

Affiliations

        Member:  American Institute of Certified Public Accountants

        Indiana CPA Society

Education

         B.S., Accounting, Indiana State University

在业余时间,玛丽·帕特和丈夫李喜欢打高尔夫球,并参加尽可能多的职业高尔夫比赛.  玛丽·帕特和李有两个20多岁的孩子,杰克逊和杰西卡.


Barbara Buschman, CPA Photo Barbara Buschman, CPA Hover Photo
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Barbara Buschman, CPA

Barbara Buschman, CPA

bbuschman@deltawealthadv.com

Bio coming soon!