Leadership Team

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CBM’s leadership team is responsible for the overall management and operations of the firm, as well as the delivery of high-quality client service. We invite you to learn more about our team leaders by accessing their bios below.

Partners

Daniel L. Weaver
CPA

President and Managing Partner

Richard E. Morris
CPA, MST

Executive Vice President | Director - Tax Services

John R. Comunale
CPA

Executive Vice President | Director - Automotive Dealership Services

Judy Barnhard
CPA, CFP®, CDFA®

Executive Vice President | Director - Professional Services, Wealth Management and Financial Planning Services

Tom Bailey
CPA, CVA

Partner | Director - Construction and Real Estate Services

Dominick V. Bellia
CPA, CITP

Partner | Director - Client Accounting and Advisory Services

Holly W. Caporale
CPA

Partner | Director - Not-for-Profit Services

Jordan P. Egert
CPA, CFE, CDFA®

Partner | Director - Divorce and Litigation Services

Daniel Keefer
CPA, CVA

Partner

Julia Lafferty
CPA

Partner | Director - Not-for-Profit and Employee Benefit Plan Services

Keith A. Laudenberger
CPA

Partner | Director - Automotive Dealership Services

Reema Patel
CPA, CFP®

Partner | Director - D-PATH

Angela Prochaska
CPA

Partner | Director - Tax Services

Jane Ochsman Rowny
CPA, CFP®, CDFA®

Partner | Director - Divorce and Litigation Services

Steve Snee
CPA

Partner

Mark Thomas
CPA

Partner

Winnie S. Yang
CPA

Partner

Senior Advisors

Ted Chaconas

Senior Advisor

Anthony A. Cuozzo, Jr.
CPA

Senior Advisor

S. Vincent Crescenzi

Senior Advisor

Patricia A. Drolet
CPA, PFS

Senior Advisor

Gail Halpern
CPA

Estate and Trust Senior Advisor

Debora E. May
CPA, CFP®

Senior Advisor

Jeffrey A. May
CPA

Senior Advisor

Peter B. Reilly
CPA, CVA

Senior Advisor

James A. Tortorella
CPA

Senior Advisor

Joseph F. Wilson, Jr.
CPA, MST

Senior Advisor

Managers

Stephanie Anderson
CFA, CFP®, CDFA®

Manager, Divorce Financial Planning and Wealth Management

Joseph J. Barreca
CPA

Senior Manager, Not-for-Profit Tax

Michelle M. Belfont
CPA

Senior Manager

Chizoba (Chichi) Bhene
CA(SA)

Audit Manager

Thomas J. Burton
CPA, MBA

Senior Tax Manager | Director – Construction and Real Estate Services

Paulette A. Clarke-McFarland

Audit Manager

Gemma Coronado
CPA

Senior Manager

Michael Corvelli
CPA

Tax Manager

Paula B. Ellenberg
CPA, CVA, MST

Senior Tax Manager

Gregory M. Estes
CFA

Senior Portfolio and Relationship Manager, May Barnhard Investments | Director - Wealth Management and Financial Planning Services

Shiwen Gao
CPA

Manager

Josh Hahn

Portfolio Manager

Anne Hayes
CPA

Strategic Finance and Advisory Manager

Sally Hudson
CPA, CISA

Audit Manager

Bryan Klieber
CPA

Manager

Shane Martin
CPA

Manager

Amanda McWilliams
CPA

Senior Manager

Abbie (Niehoff) Frishman
MPS, CFP®, CDFA®

Manager, Divorce Financial Planning Services

Mihaela “Mikki” Obreja
CPA, CVA, MBA

Senior Tax Manager | Director - Professional Services

Alain Pankopf
CPA

Manager

Lori Reynolds

Manager | Director - Employee Benefit Plan Services

Jessica Rose

Senior Manager | Director - Client Accounting and Advisory Services

Linda Senior
CPA/PFS

Manager

Christina Vacek
CPA

Manager

Ginger Wu
CPA

Manager

Lingni Xu
CPA

Manager

Operations

Rossio Goodno

Director of Finance

Linda Murphy

Director of Office Operations

Tana Papinova

Director of Human Resources

Lucy Perez

Tax Process Manager

Michelle Vance

Production, Training and Database Manager