Meet Our Team
Brian joins the WDR team with over 15 years’ experience in both public accounting and the private sector. He is primarily involved in tax, accounting, management advisory and business services. Brian earned his Bachelor of Business Administration degree in Accounting from Siena in 2005. He became licensed as a Certified Public Accountant in 2007 and a Certified Valuation Analyst in 2015. Brian is skilled in general accounting and tax with specialized knowledge in manufacturing, mining, hospitality and retail automotive industries. Active in community service throughout his career, he now holds the office of Treasurer for the South Glens Falls Little League and serves on the Board of Directors for Community, Work & Independence, Inc., (CWI) in Glens Falls. Originally from West Babylon, New York, Brian currently resides in South Glens Falls, New York.
Diane is primarily involved in the accounting and bookkeeping divisions of the firm with responsibilities including annual 1099 and W-2 filings; sales, gas and use tax reporting; payroll processing and reporting. Diane also works closely with new businesses to set up their accounting from basic chart of accounts to various necessary registrations and reporting requirements. In addition, Diane is part of the tax preparation team. Diane has worked in public accounting for over fifteen years, having been involved in accounting in the private sector for thirty years prior to that. She completed formal QuickBooks training in 2007 and earned the Advanced ProAdvisor Certification in 2012. Diane finished her QuickBooks Online Certification in 2018 and her Advanced Online Certification in 2019. She is currently pursuing her QuickBooks Certification in Enterprise Solutions and Point of Sale. Diane is a licensed NYS Notary. A native of Grangerville, New York, she now resides in Clarks Mills, New York. Diane is an active member of the American Legion Auxiliary, Unit 278 and coordinates their blood drives in conjunction with American Red Cross.
Erin provides accounting, tax, sales tax, auditing, bookkeeping and payroll services to our clients. She has over thirteen years' of public accounting experience, in addition to her previous accounting work in the private sector. Erin received her Bachelor of Science degree in Business Administration from Empire State College in 2010 and is currently pursuing licensure as a certified public accountant. Erin is a native and resident of South Glens Falls, New York.
Jane is a member of the firm’s tax team. She primarily focuses on tax preparation, specializing in trust and estate work. Jane brings nearly 25 years of multi-jurisdictional public accounting experience as well as related private sector experience in the medical, hospitality and retail industries, to our firm. Jane earned her Bachelor of Science degree from McGill University in 1987 and her Associates degree in Accounting from Champlain College in 1991. She obtained her license as a Certified Public Accountant from Vermont in 1994. She further pursued and maintains licenses in both Connecticut and New York. Originally from Boston, Massachusetts, Jane currently resides in Queensbury, New York.
Janet is the firm’s Tax Manager, responsible for oversight and direction of the firm’s tax services. As tax manager, she focuses on tax review, staff training and development, tax research, tax planning, and resolution of IRS and NYS tax issues. Janet has over thirty years of public accounting experience, providing both accounting and tax services. Janet received her Bachelor of Science degree in Accounting from
Juston is the Controller. He has over 20 years of experience in public accounting providing operational and administrative support to the firm. Juston received his Associates Degree in Hotel and Restaurant Management from Paul Smith's College located in Paul Smiths,
Karalee joins the WDR accounting team with several years of private sector experience as a bookkeeper. She is primarily involved with the small business accounting and tax department focused on bookkeeping, year-end closings, sales tax preparation and tax return preparation. Karalee graduated Cum Laude from Brigham Young University in 2007 with a both Master of Science degree in Tax and Bachelor of Science degree in Accounting. She volunteers her time providing Income Tax Assistance with the VITA program through Saratoga Economic Opportunity Council. Currently, Karalee is pursuing certification as a public accountant. A native of Lindon, Utah, she now resides in Middle Grove, New York.
Karen has over twenty years of public accounting experience as well as over fifteen years of managerial and operations experience in the private sector. She is a member of the firms consulting team. Karen helps businesses with operational challenges, frequently working at client locations to assist with the developing custom procedure to improve efficiency and profitability. She has a vast knowledge of computer systems and software. Karen specializes in both tax and accounting for the construction industry. She received her Associates Degree in Accounting from Adirondack Community College in 1980 and her Bachelor of Science Degree in Accounting from the State University of New York at Plattsburgh in 1982. Karen became certified as a public accountant in New York in 1986 and certified as a QuickBooks online pro-advisor in 2014. She is a native of Fort Edward, New York and now resides in Queensbury, New York. Very active in the community, Karen is a member of the Glens Falls Rotary. She is a former member of the board and is currently involved with the foreign exchange program.
Kathy is primarily involved in the accounting and auditing practice. She specializes in not for profit and government audits as well as financial statement review. Kathy is one of the firm’s Quality Control Directors with responsibility for ensuring firm and staff compliance with licensing, peer review and continuing professional education requirements. She has over thirty years of experience in public accounting. Kathy earned her Bachelor of Science degree in accounting from the University of Albany and graduated with honors in 1984. She received her designation as a Certified Public Accountant in New York State in 1987. During her career, she has served on boards of charitable, as well as professional organizations. A native of Syracuse, New York, Kathy now resides in Queensbury, New York.
Kathy is a member of the firm’s administrative support team and assistant to the Firm Administrator. She has over 25 years of experience in the private sector in banking and accounting. Kathy primarily focuses on the firm’s human resources and bookkeeping, but also supports the front office team assisting clients and answering the telephone. A native of Warrensburg, New York, Kathy now resides in Athol, New York.
Laura is a member of the firms consulting team working closely with businesses on operational challenges, growth and development strategies, infrastructure creation and special projects. A member of the tax team, she focuses on tax return preparation as well as tax resolution and audit representation. Laura joined the WDR team with over twenty years of experience in operations, management, human resources, marketing and accounting as an executive in the private sector and has ten years’ experience in public accounting. She has diverse industry experience including hospitality, restaurant management, property management, retail, construction, and real estate development. Laura received her Bachelor of Science degree in Hotel & Resort Management from Rochester Institute of Technology in 1987 and was awarded the American Hotel & Lodging Educational Institute’s Certified Hotel Administrator, in 1994. Laura graduated with honors from University at Albany in 2014 with her Master of Science degree in Accounting and became licensed as a Certified Public Accountant in 2015. A graduate of Adirondack Regional Chamber of Commerce Leadership Program, she currently sits on the Board of Directors for Warren County Economic Development. Originally from Scotia, New York, Laura now resides in Lake George, New York.
Nancy is the firm's Front Office Manager and frequently the initial contact for clients visiting or calling the office. She has extensive office experience ranging from executive support, ombudsman to graphic design as well as over eight years’ professional support in public accounting. Nancy earned her Bachelor of Science degree in Elementary Education from SUNY Plattsburgh. Originally from Warrensburg, she now resides in South Glens Falls, New York.
Patti is the Firm Administrator overseeing the day to day operation of firm. She also provides bookkeeping, sales tax, payroll and accounting services to our clients. Patti has over twenty years of private sector accounting experience, including operating her own successful business, as well as to two year's experience in public accounting. In addition, to her accounting knowledge, she has extensive leadership, management and sales expertise. Patti completed her Associates degree in Accounting at Champlain College in 1986. She volunteers her time with the Elks and other worthwhile organizations. Patti is a lifelong resident of Queensbury, New York.
Robin is a member of the firm’s audit team as well as the fraud engagement team. She adds almost 10 years accounting experience to the firm. Robin predominantly concentrates on governmental accounting, not-for-profit accounting, financial statement preparation and specializes in not-for-profit tax return preparation. In addition to public accounting, Robin was an adjunct professor with SUNY, teaching courses in Government and Not-for-profit accounting. Prior to joining our team, Robin worked in the private sector in education, bookkeeping and internal audit capacities. Robin completed her Bachelor of Science degree in Anthropology at the University of Wisconsin in 2005, her Associate in Applied Science, Accounting, summa cum laude, from SUNY Adirondack in 2011 and her Master of Science in Accounting from the University at Albany in 2015. She was awarded the Academic Excellence Award in Accounting from SUNY Adirondack and was inducted into Beta Gamma Sigma International Honor Society for her academic excellence while at the University of Albany. Robin obtained her license as a Certified Public Accountant in 2016 and her Certified Fraud Examiner designation in 2018. In 2019, The Post Star honored Robin in their annual recognition of outstanding residents highlighting her leadership in business and community as well as active community and volunteer participation. Robin holds the office of Treasurer for the Queensbury Land Conservancy. She served one term on the Board of Bothe World Awareness Children’s Museum as Treasurer. Robin will join the Board for the SUNY Adirondack Foundation in 2021. Robin is originally from Palatine, Illinois and currently resides in Moreau, New York.
Roy provides accounting and tax services to our clients. As a member of our tax team, his focus is on partnership, corporate and individual return preparation. Roy has over forty years of public accounting experience. He obtained his Bachelor of Science degree in Accounting from the State University of New York at Albany in 1971. Roy became certified as a public accountant in New York in 1977. A life long resident of Fort Ann, New York, Roy is a member of the Elks club as well as the treasurer for both the Fort Ann Cemetery and the Glens Falls Lions Club.
Sabrina joins the WDR audit team with over six years’ experience in banking and finance. She is primarily focused on governmental and not-for-profit accounting, financial statement preparation, as well as not-for-profit and individual tax return preparation. Sabrina completed her Bachelor of Science degree in Accounting with a concentration of information systems at Siena College in 2016. She earned her Master of Science degree in Accounting from Siena College in 2017. Sabrina was inducted into the 21st Century Leaders Society in 2015 in recognition of high academic achievement and outstanding leadership characteristics. In 2016, she was inducted into the Beta Alpha Psi International Honor Society in acknowledgment of outstanding academic achievements as a financial information professional. The Beta Gamma Sigma International Honor Society inducted Sabrina in 2017 in further recognition of her high scholastic achievement. Sabrina is currently pursuing her certification as a public accountant. She is a native of Queensbury, New York.
Susan brings over 20 years’ experience in both public accounting and the private sector to the WDR team. She is primarily focused on Financial Services as well as Trust, Estate and High Net Worth Tax planning and preparation. Susan earned her Bachelor of Business Administration in Accounting from Siena in 1996 and became a Certified Public Accountant in New York in 2012. She completed her QuickBooks ProAdvisor training in 2013. Susan is a licensed notary public. She is a lifelong resident of the Saratoga region, currently residing in Wilton, New York.
Steve is primarily involved in the accounting and auditing practice of the firm. A member of the tax team, he specializes in corporate and partnership tax returns. In addition, Steve is responsible for the firm's information technology including developing systems, preliminary troubleshooting of all computer / network related issues and is our on site liaison with our cloud provider. He has nearly thirty years of accounting experience, including service in public accounting as well as in the private sector. Steve completed his Bachelor of Science degree in Accounting at Virginia Tech in 1984 and was originally licensed in the State of Virginia to Practice Public Accounting. He became certified to practice public accounting in New York in 1989. A native of South Glens Falls, New York, Steve now resides in Queensbury. He has served as a board member for several community and civic organizations and is currently an advocate for greyhound and thoroughbred rescue.