Our People
Our Team Stands at the Heart of What We Do
The reason our clients choose to work with us and stay with us is our people. HeimLantz professionals are not just known for what they do, but for how they do it.
At HeimLantz, our strength lies in the people behind the numbers.
Our team is made up of dedicated professionals who bring not only technical expertise but also a genuine commitment to helping clients succeed and real-world experience within the business sectors and disciplines we serve.
With diverse backgrounds, shared values, and a passion for problem-solving, our people are the driving force behind the trusted relationships we build and the meaningful impact we deliver.
Leadership Team
Thomas J. Lantz, Jr., CPA, CITP
Laura Macauley
Nicole Roudiez, CPA
Daniel T. Russell, CPA.ABV.CFF, CVA, MSA
Zachary J. Greene, CPA
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Amy K. Smith, CPA, PFS
HeimLantz Team
Paul Abbou, CPA, CFP®, PFS
Jessica Andes
Patrick Balaban
Marie Bennett, CPA
Diane Brewer, CPA
Avis Butler
Nicolette Cerros, CPA
Jan Chen
Jessica Clarke
Renee L. Cosgrove
Yvette C. Cromwell Sosa, MBA
Kevin Delaney, CPA
Lindsey Delgado
Lindsay M. Douglas, MBA, CPA
Ferzana Faizy, MBA
Chi Guerrero CFP®, RMA®, CIMA®
Noreen Haenn
Annemarie K. Heim, CPA
F. Carter Heim, CPA, CFF, CGMA, MST
Kit Horton
Zsuzsanna Horvath
DeeDee Janos
Amy Kingrey
Lorraine Lagana
Shannon E. Lamon
Drew Lantz
Justin Lantz
Michele Ludwig
Kathi M. Lynch
Mark Machi
Ellen McCullough-Eppard
Shari McLaughlin, CPA
Jacqueline Nicholson, CPA, CFP®, PFS
Cubi Perrin
Nina Posidelow
Tonya Pressley
Joshua Price, CPA
Deborah Sneeuwjagt
Michele P. Sosnoski
Meghan Stogbuchner
Dolly Suarez, CPA, CFP®
Kathleen Sulick, CPA, PFS
Jenny Wamsley, CPA
Madeline Werner, CVA
Amy M. Wilkens, CPA
Brenda Wilson
Nataliya Winters, CPA
Sharon M. Woodside, CPA
