Contact Us

Main Office
3445 S Dixie Dr
Suite 200
Dayton, OH 45439
Main Number 937-297-3735
Fax 937-297-3742
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Bill Pohlman, CPA, CFP™
Partner
Phone Fax: 937-910-6672

Doug Talmage, CPA, CDFA™
Partner
Phone Fax: 937-910-6681

Vicki Prenger, CFP™, QPA
Partner
Phone Fax: 937-910-6691

Barbara Jones
Payroll Department Coordinator
Phone Fax: 937-910-6670

Dawn Leonard, EA
Client Manager
Phone Fax: 937-910-6679

Debby Jacobs, CPA
Senior Tax Specialist
Phone Fax: 937-910-6680

Karmin Laughlin
Administrative Assistant
Phone Fax: 937-910-6683

Kayleigh Crawmer
Accounting Specialist
Phone Fax: 937-913-5485

Lori Davis, CPP
Accounting/Payroll Manager
Phone Fax: 937-910-6686

Lori Wright
Receptionist
Phone Fax: 937-910-6685

Marjorie Gardner
Scan Specialist
Phone Fax: 937-910-6687

Matt Osborne
Accounting Specialist
Phone Fax: 937-913-5425

Mikka George
Bookkeeper/Loan & Distribution Specialist
Phone Fax: 937-910-6678

Nancy VanHorn, CPP
Assistant Accounting Manager
Phone Fax: 937-910-6688

Rebecca Profitt, QKA, QPA
Senior Allocator
Phone Fax: 937-910-6671

Sabrina Fournier, FPC
Accounting Specialist
Phone Fax: 937-913-5604

Sarah Galley, PHR
Firm Administrator
Phone Fax: 937-910-6690

Valerie Pierce
Tax Specialist