Meet Our Mentor Office Staff

Home   ›   Staff
  • Administrative Assistant & Bookkeeper
    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 agreed-upon procedures. She holds a Bachelor of Arts degree from Cleveland State University.
  • Accountant
    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.
  • Director of Wealth Management
    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 and was responsible for leading and supervising a group of other financial advisors. From there, Brian became vice president of investments for a large...
  • Accountant
    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.
  • Accountant
    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 at NMS, where she had interned as a Chardon office tax season intern during her senior year of college.
  • Accountant
    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 returns, and individual and business tax return preparation.
  • Accountant
    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 as well as other accounting and tax services.
  • Director
    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 for all audit and attestation engagements. He continues to be a CPA in Ohio and serves on numerous boards within the community.

  • Administrative Assistant
    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.
  • 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...
  • Accountant
    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
    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.
  • Accountant
    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.
  • Manager
    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 in 1985.

AICPA Crains Weatherbed 100 Fast Track 50 NAVCA