Mentor Office

Anita Schueran started at NMS in 2010 with the merger of SR Snodgrass. She coordinates billing and provides administrative support for the Mentor office, as well as works in client services preparing individual tax returns, bookkeeping, and performing...

Brandon Armstrong graduated from Franklin University in 2019 with a Bachelors in Forensic Accounting and Financial Management. During his college years he interned as a bank teller and an internal auditor.

Mentor Office
8383 Mentor Avenue
Mentor, OH 44060
Brian Distler began his career as a financial advisor and district manager with one of the largest financial planning firms in the country. As a district manager, Brian worked with his own clients...

Chris Trock has worked in public accounting since 1987 focusing on tax and financial statement preparation and bookkeeping. She specializes in Quickbooks and has been a ProAdvisor since 1992.

Emily Kotfis earned her Bachelors in accounting from Lake Erie College in 2016 and her Masters of Business Administration from Lake Erie College in 2017. She spent a year and a half gaining investment operations experience before joining the audit department...

Faye Freed started at NMS in November 2010, when Ray McIntosh sold his practice, McIntosh & Company, to Neece, Malec, Siefert & Vitaz. She had worked for Ray in the same capacity since October 1983, logging experience in bookkeeping, payroll tax...

Jessica Kapis graduated from Kent State University with a Bachelor of Science in business administration and accounting, and received her CPA license in 2013. She has worked in public accounting since 2011, performing audit and attestation engagements...

Audit Director
Joe Michalski graduated from The Ohio State University in 1999 with a Bachelor of Science in business administration and accounting, and received his CPA license in 2005. He currently manages the firm's Mentor office and has overall responsibility...

Judy Mast is an administrative assistant for the Mentor office. She has a BA in communications from Bowling Green State University since 1988. Judy is a notary public for the State of Ohio.

Mentor Office
8383 Mentor Avenue
Mentor, OH 44060
Before joining NMS Wealth Management, Julie Distler began her career as an accountant with a Big 4 accounting firm. While there, she specialized in auditing real estate investment companies. She...

Ray McIntosh received his CPA license in 1972 and is a member of the AICPA and the OSCPA. He had his own accounting practice for over 30 years until merging into NMS.

Toni Erzen has worked in public accounting for 21 years. She has an associate's degree in accounting and earned her BA in Business Management from Hiram College in 2007. Toni became an enrolled agent through the IRS in March 2017.

Tricia Sauto has worked in public accounting since August 1985, became a CPA in December 1987, and earned her CGMA designation in February 2014. She is a member of the AICPA and the OSCPA, and graduated from the University of Akron with BSA in accounting...