Every member of the HeimLantz team works in unison towards our chief goal of making lives better. We value our team because we know that every single professional—from the receptionist out front to the partner in the corner office—plays an integral role in serving our valued clients. As such, we are deeply invested in supporting our team members in their career growth. We understand that the personal successes of the HeimLantz professionals translate into the overall success of our clients and our firm.
Our commitment to creating an exceptional environment for our team members has been widely recognized. HeimLantz has been named one of the “Best Accounting Firms to Work For” by Accounting Today numerous times.
We invite you to peruse the bios below and get to know the storied professionals who make up the HeimLantz team.
Leadership Team
Paul Abbou, CPA, CFP®, PFS
Zachary J. Greene, CPA
F. Carter Heim, CPA, CFF, CGMA, MST
7 Attributes Certified Coach
F. Carter Heim, CPA, CFF, CGMA, MST
Carter’s favorite place in the world is the coast and fjords of Norway.
Thomas J. Lantz, Jr., CPA, CITP
Laura Macauley
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Director of Wealth Management
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Sheri loves being near the water.
Mary Ann Murray, CPA
Daniel T. Russell, CPA.ABV.CFF, CVA, MSA
Director of Business Development
Daniel T. Russell, CPA.ABV.CFF, CVA, MSA
Dan is a resident of Annapolis.
Amy K. Smith, CPA
Tax Compliance and Planning Leader
Amy K. Smith, CPA
Amy’s favorite holiday is Thanksgiving.
Kathleen Sulick, CPA, PFS
Jenny Wamsley, CPA
Director of Government Contractor Services
Jenny Wamsley, CPA
Jenny was raised in West Virginia.
HeimLantz Team
Jessica Andes
Patrick Balaban
Marie Bennett, CPA
Diane Brewer, CPA
Avis Butler
Jessica Clarke
Jan Chen
Renee L. Cosgrove
Yvette C. Cromwell Sosa, MBA
Kevin Delaney, CPA
Lindsey Delgado
Lindsay M. Douglas, MBA, CPA
Ferzana Faizy
Chi Guerrero CFP®, RMA®, CIMA®
Noreen Haenn
Annemarie K. Heim, CPA
Kit Horton
Maysarah Islam
Staff Accountant
Maysarah Islam
Maysarah’s favorite place to travel is Sylhet, Bangladesh.
Zsuzsanna Horvath
Administrative Assistant
Zsuzsanna Horvath
When Zsuzsanna was little, she wanted to be a ballerina.
DeeDee Janos
Amy Kingrey
Annmarie Kirby, EA
Lorraine Lagana
Shannon E. Lamon
Drew Lantz
Michele Ludwig
Wealth Management Assistant
Michele Ludwig
As a kid, Michele’s favorite toy was Crayons because she loved to color and…
Kathi M. Lynch
Mark Machi
Ellen McCullough-Eppard
Shari McLaughlin, CPA
Jacqueline Nicholson, CPA, CFP®, PFS
Financial Planner
Jacqueline Nicholson, CPA, CFP®, PFS
Jackie loves all things historical.
Madeline Nicolaisen, CVA
Joshua Price, CPA
Nicole Roudiez, CPA
Client Accounting Services Business Unit Leader
Nicole Roudiez, CPA
Nicole’s favorite game is Bananagrams.
Deborah Sneeuwjagt
Michele P. Sosnoski
Kelli Stoddard
Client Accounting Specialist
Kelli Stoddard
Her favorite toy as a child was her incredible hulk doll.
Meghan Stogbuchner
Nicolette Vaccaro, CPA
Amy M. Wilkens, CPA
Brenda Wilson
Nataliya Winters, CPA
Sharon M. Woodside, CPA
Manager
Sharon M. Woodside, CPA
Sharon is an alumna and lifetime member of the Penn State alumni association.
