Important Tax Season Updates We Think You Should Know

Meet Our Staff

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  • Julie Distler, CPA, MBA at NMS, certified CPA firm in Mentor, Ohio
    Registered Representative
    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 then moved on to become senior manager of internal audit for a large multinational insurance and financial services company. In 2017, she left to join...
  • Katy Bryant, payroll specialist for NMS, certified CPA firm in Mentor, Ohio
    Payroll Specialist
    Katy Bryant joined the practices of Miller + Associates in May 2010 and NMS in July 2021. She is a payroll manager and handles the payroll processing and preparation and filing of payroll tax returns.
  • Financial Advisor
    Chardon Office
    121 South Street
    Chardon, OH 44024
    Kayla Stowe has been part of the NMS family since graduating from Miami University with a degree in finance. Upon the founding of NMS Wealth Management, she quickly transitioned from the accounting practice to begin her career in financial planning, where she works with clients to define and pursue their financial goals.
    Kayla is a certified...
  • Mary Jo Weaver, local accountant for NMS, certified CPA firm in Mentor, Ohio
    Mary Jo Weaver graduated from Lake Erie College with a bachelor of science degree in accounting in 2001. She started with NMS in November 2014 when Joe Picardini sold his practice, Picardini & Associates CPA, to NMS. Mary Jo has worked in the public accounting field for 31 years, logging experience in live payroll, payroll taxes, individual and business tax return preparation and bookkeeping.
  • Accountant
    Megan Fennell graduated Summa Cum Laude with her Bachelor’s degree in accounting from Notre Dame College in 1997, and joined the NMS family close to its inception later that year. In her 22 years of experience with the firm, she has focused mainly on corporate, partnership and individual taxation.
  • Principal
    Michael Elliott is a a graduate of Franklin University, where he received his Bachelor of Science in Accounting and Business Administration. Michael passed the CPA exam and was licensed as a CPA in the State of Ohio in 2009, at the age of 22. At the time of his licensing, he was the youngest CPA in the state. Michael has been in public practice since 2007 and is currently a principal at NMS.
    In his...
  • Administrative Assistant
    Monique Bergmeier is the administrative assistant in our Burton office. She has been serving our Burton clientele since 2016 and enjoys being a part of this community. Outside of work, she enjoys cheering on her children at their sporting events and, on occasion, getting to travel with her husband.
  • Accountant
    Morgan Piecuch joined NMS as a staff accountant in May of 2021. She graduated Summa Cum Laude with a Bachelor’s of Science in accounting from Lake Erie College in 2021, and is working toward becoming a certified public accountant. Her background includes three years of banking experience at a credit union.
  • Accountant
    Noelle Muro joined the NMS team as a staff accountant in July of 2019. She graduated from Cleveland State in the summer of 2019 with a Bachelors in business administration. Noelle had two accounting internships during tax season prior to working at NMS.
  • Accountant
    Patrick Vitelli joined NMS in 2015 as an intern and has since become a full time staff accountant. He earned his Bachelor of Science in Accounting from Western Governors University. Previously, he was a chef, working at the Cleveland and Washington D.C. properties of the Ritz-Carlton hotel group. When not working, Patrick enjoys attending CrossFit and spending time with his family.
  • Accountant
  • Ray McIntosh, CPA for NMS, certified CPA firm in Mentor Ohio
    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.
  • Administrative Assistant
    Samantha Horton is from South Carolina and moved to the area in 2020. She has a wide-ranging work background, from construction to medical assisting.
  • Marketing Coordinator
    Sandy Ward joined NMS in May 2017 to assist with marketing efforts, which included building a branded and active social media presence. She also serves as marketing coordinator for Geauga Park District.
  • Client Services Associate
    Chardon Office
    121 South Street
    Chardon, OH 44024
    Stacie Kimpton is the newest member of the NMS Wealth Management team. Before joining NMS Wealth Management, Stacie had a career in Retail Management with Kohl’s Department Store and Ann Taylor Loft. The operational side of the business was Stacie’s main focus while in Retail Management.
    Stacie graduated from Bowling Green State...
  • Accountant
    Susan Colvin earned her Bachelor of Psychology from Ohio State University and completed her accounting classes at California State University in Los Angeles. She is a CPA in Ohio and has many years of experience in both public accounting and private industry. Her practice includes corporate, partnership and individual taxation. She joined NMS in June 2020.
  • Terri Lynagh, controller of NMS, certified CPA firm in Mentor, Ohio
    Terri Lynagh is a life-long resident of Lake County and began working at NMS in December 2020.
    She has more than 30 years of experience in all aspects of accounting.
    She also has several years’ experience as a controller for locally owned businesses and recently was a controller for a regional company.
  • Terri Miller, enrolled agent at NMS, certified CPA firm in Mentor, Ohio
    Terri Miller joined the practices of Miller + Associates in 2000 and NMS in 2021. She graduated from Kent State University with a BA in Business Administration and accrued several years’ experience managing small businesses. She is experienced in corporate and personal tax preparation, accounting, financial statements, payroll, business start-up, and financial and business consulting. Terri is...
  • Terry Liss, local accountant at NMS, certified CPA firm in Mentor, Ohio
    Terry Liss became an enrolled agent tax preparer in 2018, after 16 years with the IRS as a tax law specialist and instructor. He worked at Miller + Associates for three years and joined NMS in 2021. Terry has a master's degree in history and an accounting certificate from Lakeland Community College. As a kibbutz member in Israel for 25 years, he brings experience in farming, business and recreation...
  • Accountant
    Tina Blakeslee joined NMS in August 2015 and has been working in public accounting for more than 20 years. She is a tax preparer, can assist clients with QuickBooks setup and cleanup, and offers tax planning strategies for small business and individual clients.
  • Toni Erzen, enrolled agent at NMS, certified CPA firm in Mentor, Ohio
    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.
  • Accountant
    Bill Stewart graduated from Bowling Green State University in 1973 with a degree in journalism. After a brief career as a reporter and editor at a daily newspaper in Northwest Ohio, Bill enrolled at Cleveland State University to pursue a graduate business degree. He graduated, passed the CPA exam and worked in the tax accounting departments at Women’s Federal Savings Bank and Charter One Bank.

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