Mark grew up in the Rogue Valley before leaving to attend Oregon State University (OSU). He received his B.S. in Business Administration (Accounting) from OSU in early 2002. Upon graduation he accepted a position as an Audit Associate at Grant Thornton LLP (international CPA firm).
Stewart has lived in the Rogue Valley since 1987. He graduated from Southern Oregon University (formerly Southern Oregon State College) in 1990 and was certified by the Oregon State Board of Accountancy in 1993.
Robert, a Rogue Valley resident most of his life, graduated from Crater High School, Central Point in 1983. He achieved his college education at Southern Oregon University (formerly Southern Oregon State College) in 1993.
Jeny was born and raised on the island of Kauai before leaving to attend Southern Oregon University. In 2004, she received a Bachelor of Science Degree in Business Administration with an emphasis in Public Accounting and a second Bachelor of Science Degree in Computer Science with an emphasis in Computer Information Systems.
A native of the Rogue Valley, Rory Tosh graduated Summa Cum Laude from Southern Oregon State College (now Southern Oregon University) with a B.S. degree in Administration - Accounting. Rory was voted Accounting Student of the Year, and worked an internship with the Secretary of State Division of Audits.
Susan St. Range is a CPA with extensive experience in both public and private accounting and is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants.
A native of the Rogue Valley, Dan Kosmatka graduated from Southern Oregon State College (now Southern Oregon University) with a B.S. degree in Business Administration. After gaining extensive experience while working for Deloitte Haskins & Sells, a “Big 8” accounting firm, in Honolulu, Portland, and Medford, he purchased its Medford office in 1976.
John Beall has a wealth of experience in both public and private accounting, starting in 1987. John gained significant knowledge working as the controller for three different small businesses, during which time he developed expertise in inventory management and construction accounting. He also has considerable experience in setup and implementation of accounting systems, such as Peachtree, ACCPAC, and MAS90. John has a Bachelor of Science Degree in Business Administration and Accounting, with a minor in Criminology. While born and raised in Los Angeles, California, John’s favorite place to visit is San Francisco. He also enjoys reading about American political history. John and his wife, Debbie, have two sons: Michael and Brandon, both of whom became Finance majors at Oregon State University.
Diane Berger is the firm's Accounting Services Manager. She is a CPA who worked as an accountant for corporate and non-profit entities before joining KDCO (now KDP) in 1997. She received her Bachelor of Arts degree in Business Administration with a special emphasis in Accounting at California State University, Fullerton. Her areas of expertise are working with business start ups, corporate and partnership tax returns, reviewed and compiled financial statements, special client projects, and the management and training of accountants assigned to the accounting services department. She is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants, and also one of two staff members certified as a QuickBooks Pro Advisor. Diane's favorite pastime is watching her children play volleyball and basketball. All three have received collegiate athletic scholarships—Fresno State, Utah State, and Dixie College. "Go Teams!"
Aria graduated from the University of Washington in 1998 with a Bachelor of Arts degree in Philosophy. She worked on a variety of small farms before moving to Southern Oregon in 2007. She returned to school to further her education and graduated with a Post Baccalaureate Certificate in Accounting in 2013, with an outstanding 4.0 GPA. Upon graduation, Aria was offered a position within the Audit Department at Lithia Motors and worked there for over three years. She received her Certified Public Accountant certification from the Oregon Board of Accountancy in 2016.
Outside of work, Aria has co-owned Earth and Sky Family Farm in Phoenix since 2008. Her small organic farm serves the local community and often receives positive feedback about their products and services.
Nick began at KDP a year ago as an intern and officially joined the team in the Tax Department this year. He recently graduated from Southern Oregon University with a Bachelor of Science degree in Business Administration that included a certificate in Business Information Systems and received his credits for the CPA exam requirement. He participated in the Accounting Students Association and was Vice President of Finance for Alpha Kappa Psi while at SOU.
Brenda has worked in the accounting field for more than thirty years in Reno, NV and the Rogue Valley, joining Kosmatka Donnelly & Co. LLP as a staff accountant in 2011. She has a passion for her three children and one granddaughter, enjoying watching them play soccer for the past twenty years. She also loves watching her granddaughter dance ballet, tap and jazz. In her spare time, Brenda enjoys reading. Mystery books are her favorite. While in Reno, she was treasurer for the American Heart Association and dedicated some of her time to fundraising for the charity. Brenda is truly an asset to have on staff here at KDP!
Ben was born in Singapore and raised internationally until he attended college at the University of California, San Diego, where he attained a Bachelor's Degree in Economics. He is currently attending Southern Oregon University where he is earning a Post Baccalaureate Certificate in Public Accounting and plans to sit for the Uniform Certified Public Accountant exam.
Ben enjoys spending time with his fiancé, Christina, and their dog, Chance. They love the wonderful outdoors of Southern Oregon and frequently go hiking, biking and adventuring.
Sarah was born and raised in Medford, Oregon. She graduated from University of Oregon in 2007 with a Bachelor of Science degree in Psychology and a minor in Business Administration. After working as a Child Services Investigator and a Project Manager for a large print company, she returned to school to pursue a new career in Accounting. She graduated from Southern Oregon University in 2011 with a Bachelor of Science degree in Business Administration with emphases in Public Accounting. Upon graduation, she was offered a full time position as an internal auditor for a large auto retailer. Sarah was certified by the Oregon Board of Accountancy in 2014 while working as an accountant and tax preparer at Practice Financial Group. She began working for the firm in June 2015.
Sarah enjoys spending time with her family and friends, especially her husband and golden retriever, Gunner. She also enjoys running and exploring the outdoors.
Alyssa grew up in Medford, Oregon where she graduated from South Medford High School. She attended Southern Oregon University and received a Bachelor of Science Degree in Business Administration with an emphasis in Public Accounting.
Upon graduating from SOU in 2012, Alyssa began working for the Firm as a full time employee. She is currently going through the process of sitting for the Uniform Certified Public Accountant Exam.
Alyssa enjoys spending time with her family and friends, especially her daughter. She enjoys playing softball and watching a variety of sporting events, baking, and reading in her spare time.
Annie grew up in Ashland and earned an interdisciplinary Bachelor of Science degree in Business-Chemistry from Southern Oregon University in 2002. She worked as a full charge bookkeeper and accountant for a number of years before returning to SOU to obtain her Post Baccalaureate Certificate in Accounting in 2011 and was certified by the Oregon Board of Accountancy in 2013. Annie joined the firm in December 2015 and brings her strong background in accounting to focus primarily on tax preparation and planning for individuals and small businesses in a variety of industries.
Outside the office, Annie enjoys reading, playing amateur pool, and enjoying all the Rogue Valley has to offer with her family, friends and two boxer dogs.
Raised in the Rogue Valley, Tracy attended Southern Oregon University in 1997 before leaving school to serve an enlistment in the US Air Force. After the military, she returned to Medford and worked in general aviation, with 3 years as a Customer Service Manager. She completed her Bachelors of Science Degree in Business Administration, Public Accounting track, and a certificate in Accounting Information Systems at Southern Oregon University in June, 2016. Tracy began as an intern with KDP in 2015 while attending SOU and was brought on as a full-time staff member in 2016. She has also begun preparation to sit for the Uniform Certified Public Accountant exam.
Tracy enjoys spending time with her husband Josh and his two boys, traveling as much as possible, and enjoying the outdoors.
Don joined KDP in May 2017 as a Senior Audit Manager. He manages several of their annual nonprofit and municipal audit engagements. He's a CPA and member of the American Institute of Certified Public Accountants. Originally from Texas, Ewalt graduated from Texas Tech University in Lubbock and earned a Bachelor of Fine Arts in Studio Fine Arts. During nine years at Barnes & Noble, he obtained a Bachelor of Business Administration in Accounting from Texas Tech University. Ewalt spent six years at the Dallas office of BKD, LLP, one of the largest public accounting firms in the United States. He specialized in working with higher education institutions, governmental municipalities, not-for-profits, foundations and charities. Ewalt has also worked with federal and state grant compliance requirements in addition to analyzing internal controls, aiding in preparation of financial statements and implementing new accounting standards. He served as the in-charge on the City of Lubbock, Texas, the City of Shreveport, La., the City of El Paso Employee's Pension Fund, Texas Wesleyan University, Centenary College, University of Dallas, Partnership with Native Americans and CHRISTUS Spohn Health System Foundation.
A native Southern Oregonian, Denise graduated from Hidden Valley High School and then from University of Oregon with a Bachelor of Science Degree in Accounting. She worked as an auditor for Moss Adams, LLP in Los Angeles, where she was involved in the audits of nonprofits, manufacturing organizations, banks, and service providers. Denise has also worked in the Finance, Accounting, and Inventory management departments of small to large manufacturing organizations, including Harry & David in Medford.
Denise has spent the last three years honing her consulting skills working with non-profits and for profits. She has worked with clients to improve their financial reporting, understand and interpret their financial statements, understand profit margins, forecast future cash flows, develop budgets, prepare for audits, analyze inventory flow, and ensure compliance with rules and regulations. One of Denise's strengths is turning accounting and financial data into meaningful information to inform better business decisions and planning.
Outside the office Denise enjoys spending time with her husband Jason, her son and her pets. Most weekends you can find them out exploring the great outdoors, golfing, fishing, hiking, crabing, or just enjoying our beautiful area.
Vicki was born in a small coastal town in Northern California and raised in Southern Oregon. She graduated from North Medford High School and went on to the University of Southern California. She later graduated from Southern Oregon University (SOU), with honors, receiving a Bachelor of Science in Business Administration and a certificate in Accounting Information Systems. While attending SOU, Vicki worked as an associate for Isler Medford, LLC where she gained tax and advisory experience. After graduating SOU she accepted a position with Ashland Partners, LLP as an Associate in their verification practice. After considering her career path and goals, Vicki accepted a position with Moss Adams, LLP which provided significant opportunities to expand her tax knowledge. Vicki was able to capitalize on her previous experience at Isler (and life experience as a Realtor and mother), to move quickly through the ranks at Moss Adams; advancing to the role of Tax Manager in three years. Vicki made the difficult decision to leave Moss Adams and pursue a career in industry, at the Southern Oregon University Foundation. This transition brought into focus all of the aspects she loved about her career in public accounting and also gave her the insight of being "on the other side of the desk." Vicki's blended experience with public accounting, industry, and marketing gives her a diversely informed perspective she leverages to her clients' advantage.
Vicki is a member of the American Institute of Certified Public Accountants and is currently serving as Past Chair of the Southern Oregon Chapter of the Oregon Society of CPAs. She also serves as a member on the Women's Leadership Conference Finance Committee.
Outside the office Vicki enjoys spending time with her husband David, their two sons (Tyler, who is attending Oregon State University and Alex, who is working full time while attending Rogue Community College), and their puppy Oliver. In her spare time, she enjoys reading, playing tennis, and more recently, gardening.
Stephen moved to Oregon in 2001 from the San Francisco Bay area where he worked in private accounting at both large and small companies growing from a Staff Accountant to Corporate Controller. Since coming to Oregon Stephen spent 12 years at Lithia Motors as a Sales Tax Accountant. After working at Lithia he ventured away from Accounting for a few years and joined KDP in March of 2017 as a staff accountant.
Stephen is working on completing his BSBA from CSUEB, and plans to take the CPA exam. He has spent the last 6 years as Treasurer for Boy Scout Troop 88 in Eagle Point and Merit Badge Counselor. He enjoys spending time with family, friends and playing golf.
Lucia Hagy is a CPA who began her public accounting career with KDCO (now KDP) in 1999. Over the years, Lucia has gained experience in the preparation of individual and partnership tax returns, and specializes in the preparation of corporate tax returns. She has also gained valuable experience in the preparation of reviewed and compiled financial statements for a variety of industries.
Lucia emigrated from the Netherlands as a young child and was raised on a dairy farm in Caldwell, Idaho. She attended the University of Montana on a running scholarship. She graduated in the top 10% of her class with a degree in Business Administration, which earned her membership in the National Honor Society, Beta Gamma Sigma. She later pursued an accounting concentration certificate at the University of Washington.
Lucia enjoys traveling with her husband, Michael, and their three children. Together, they have visited over 20 national parks. Lucia and her husband also stay active in the community by volunteering to coach their children's soccer teams for the last ten years.
Valen is a Southern Oregon native. Upon graduating from North Medford High School in 2007, he attended Oregon State University studying Electrical and Computer Engineering. He was accepted to Southern Oregon University in 2009 with a focus in Accounting and a minor in Accounting Information Systems. He was on the Dean's List in 2009. Valen graduated from Southern Oregon University in 2012 with a Bachelor of Science in Business Administration. He held an administrative assistant internship at Pacific Retirement Services while in school. After graduation, Valen worked as a Senior Accounts Payable Administrator at Lithia Motors and was offered a position as a Staff Accountant at NIC Industries, Inc. before coming to KDP.
In his off time, Valen enjoys playing basketball, poker, board games, family time, and going on outdoor adventures with his fiancé.
After earning her Post-baccalaureate Certificate in Accounting in 2013 at Southern Oregon University, Tera worked as a staff accountant for Moss Adams, LLP, gaining valuable experience preparing corporate tax returns and then as a financial analyst for Knife River Corporation with a broad range of responsibilities, including: capital expenditure and fixed asset accounting, managing the intercompany balancing process, insurance renewals, balance sheet reconciliations and support to operations managers. Tera was confirmed as a Certifed Public Accountant by the Oregon Board of Accountancy in 2015 and she joined the KDP CFO Services team in 2017. Tera's blend of public accounting and corporate accounting experience gives her invaluable insights that she leverages to her clients' advantage in her CFO Services work. Tera is a council member of the Southern Oregon Chapter of the Oregon Society of CPAs, and for the Women Build Program and Habitat for Humanity. In her free time, she loves to travel and explore the outdoors.
Elly was born and raised in Grants Pass and graduated from Hidden Valley High School in 2012. In 2014, she received a Bachelor of Science Degree in Business Administration with an emphasis in Public Accounting and a certificate in Accounting Information Systems. Elly joined the firm as a full time employee in January of 2015 and is currently going through the process of sitting for the Uniform Certified Public Accountant exam.
Elly spends her free time with her family and close friends. She enjoys playing volleyball, yoga, and watching her younger brother play soccer.
Theresa administers KDP’s Information Technology services, providing design, integration, and support for the firm’s clients and employees--as well as serving as Director of Marketing for the firm. Theresa has worked in the Information Technologies field since 1989, focusing on database design, network administration, programming, and technical training. Certified as a Quickbooks Pro Advisor, she can also help you integrate your computer accounting systems. "I love a mystery, and I love being a hero. It feels great to solve a problem or find the right solution for a client or colleague.” In her off time, Theresa plays timpani for the Rogue Valley Symphony, extra percussion for the Britt Festival Orchestra, and a little jazz drums with friends around the valley. She enjoys spending time with her husband, Sean, and three daughters—especially on the Oregon coast.
Matt grew up in Claremont, California and obtained his B.A. in economics from Sonoma State in 2008. After graduating from college, Matt spent several years working in outdoor programs aimed at helping troubled teens. In 2013, Matt returned to California and obtain an advanced degree in accounting from U.C. San Diego. Matt moved to Southern Oregon in 2015. Since moving to Oregon, Matt has completed all sections of his CPA exam and is looking forward to obtaining his CPA license in the upcoming year. In his spare time, Matt enjoys backpacking, spending time with his fiancé, and helping with his family's real estate business.
Lucia Savage was raised in the Rogue Valley and graduated from Phoenix High School. She received a Bachelor of Science Degree in Business Administration with a specialization in Accounting and a Bachelor of Science degree in Computer Information Science from Southern Oregon University in 2002. She joined KDCO (now KDP) in 2006 and is currently involved in most services provided by the firm. Lucia enjoys spending time with her husband, Mike, and their children, camping, cooking, and spending time with family and friends.
Born and raised in South Lake Tahoe, Andrea's family later moved to Medford, Oregon where she graduated from South Medford High School. She attended the University of Oregon and Southern Oregon University, where she received a Bachelor of Science degree in Business Administration with an emphasis in Public Accounting, and a certificate in Accounting Information Systems. Upon graduation, Andrea worked for Lithia Motors, Inc. for over three years. During that time she gained extensive experience in internal controls, SOX and operational audits, financial reporting, IT systems, fraud investigations and financial statement audits. Andrea enjoys spending her free time with family and friends, hiking, golfing, traveling, yoga, and playing at the river, lake or coast.
Shannon is a staff accountant with 14 years experience in education fund accounting and 24 years in small business accounting. Snook graduated from Southern Oregon University with a Bachelor of Science in Business Administration, with a focus in Public Accounting. She worked for the Grants Pass School District #7 for 14 years as a staff accountant and accounting supervisor. While there she prepared and maintained annual budgets, supervised internal controls, assisted multiple staff members with budgets and daily trouble-shooting solutions and was instrumental in training and transitioning from nine separate school accounting systems to a uniform system to ensure accuracy and internal controls.
Jamie joined the team as an Associate in 2017. She graduated Summa Cum Laude from Southern Oregon University in 2016 with a Bachelor of Science in Business Administration. Her concentration was in Public Accounting and she also graduated with a minor in Economics. Stone was named 2016 Accounting Student of the Year at Southern Oregon University.
Debbie Wright, (formerly Kosmatka) joined KDCO (now KDP) in 2009 and is experienced in bookkeeping for small businesses, primarily in the real estate industry. Debbie learned the basics in accounting while helping her husband, Mike, administer their family business in real estate appraisal. Since she joined KDP, she has gained experience in accounts payable, payroll, and accounts receivable. Debbie enjoys spending time with her husband and children, reading, gardening, and participating in cardio activities—especially karate. A quote she lives by is: “Practice + Confidence = Success!”
Bryant moved to the Rogue Valley from the San Francisco Bay area in 2010. He worked in worked in public and private accounting in various roles since 2007. He joined KDP in October of 2015.
Bryant has an MBA from the Thunderbird School of Global Management and is a licensed CPA in the state of Oregon since December of 2017. When not working he enjoys spending time with family and friends and exploring Oregon's beautiful great outdoors!
Michelle Johannes is the owner of mj communication which is a Marketing and Public Relations company that also focuses on Brand Awareness, Social Media, Client Outreach and Event Coordination. She is pleased to call KDP, Certified Public Accountants one of her clients. She, along with the KDP marketing team, is responsible for all of the KDP marketing and branding efforts both internally and externally.
Prior to mj communication she was the Membership and Marketing Director for Rogue Valley Country Club, managing all membership, marketing, sponsorship sales and member & guest relations. Prior to the Club she worked at the ABC affiliate in Eugene where she managed all of the quality and content concerning the brand and image of the station as a whole, as well as the editors, producers and designers on staff. She was also the Small Market Representative for ABC Affiliate Group representing 100 small markets to ABC News and ABC Entertainment group managers.
Michelle grew up in Medford and graduated with a Journalism and Communication degree from the University of Oregon. She is married to Glenn who is a teacher at Scenic Middle School. They have three young boys who are always on the move.
Find Michelle's website at: www.mjcommunication.net
© 2018 KDP Certified Public Accountants, LLP All Rights Reserved.
Websites Design by Service2Client.com