Staff Directory

Steve is an Enrolled Agent, and Senior Clergy Tax Specialist. He has personally overseen the preparation of more than 100,000 clergy tax returns and represented over 1500 pastors in IRS proceedings. He is actively tutoring  the next generation of Clergy Advantage Tax Specialists and is an expert in “all things clergy tax.” His expertise in

Zan is a senior Clergy Tax Specialist with a focus on customizing coordinated tax and investment strategies. He is especially skilled at implementing strategies that enhance a ministers ability to maximize retirement and keep housing allowance distributions for life. He graduated from Muhlenberg College in Allentown, Pennsylvania with a degree in accounting and economics and

Cheryl graduated Cum Laude from Geneva College in western Pennsylvania in Business Administration and is also an Enrolled Agent. Her meticulous attention to the individual needs of the ministers she serves will be evident when you work with her.  Cheryl is a pastor’s daughter, a pastor’s wife and an accomplished pianist, vocalist and music instructor.

Chuck graduated with a BBA in Accounting from Texas Christian University in Fort Worth. He sold his very successful CPA Practice in Wylie, TX to relocate in Colorado with his wife, Tena. As pastor of his church’s worship team he played guitar.  He learned his passion for music is second only to his passion for

Myron Berg, EA, is a veteran accountant with over 50 years of tax preparation under his belt. We like to say that, “Myron wears well.” He’s a native of Minneapolis, MN but completed his tax education at Southern Illinois University and earned his Enrolled Agent Status in 1976. In addition to his expertise with ministers’

JoAnn graduated from Geneva College in Pennsylvania and began her career with a Colorado CPA firm. Eventually she opened her own business as an accountant, tax preparer, and bookkeeper.  Her husband David is a graduate of the Reformed Presbyterian Theological Seminary in Pittsburgh, PA.  As a pastor’s wife, JoAnn home-schooled her three children and served

Thea is an English Communications graduate from Trinity International University in Chicago. The daughter of a pastor and a pastors wife for two decades. She and her husband, Brad are both passionate about the local church and are especially interested in evangelism. After years of working with Clergy Advantage as a client, she realized an

Bebe has a degree in math from Baylor University. She taught math at Plano Senior High School in Texas when she began serving as a tax preparer for clergy and business tax returns. She and her husband Paul relocated to Colorado as the Lead Pastor of Bent Tree Church. Bebe is active with her husband

Nichole graduated Magna Cum Laude from Kaplan University in 2013 with an accounting degree. Her attention to detail, love of accounting, and passion for helping those who serve in ministry be more successful makes her a wonderful resource for ministers. Having been a volunteer church treasurer and finance team member, she understands church operations and

Ken has twenty years of experience in financial services operations, including accounting and tax reporting. He approaches his challenges with a focus on finding solutions. He has BA in organizational management from Colorado Christian University and a master of finance degree from CSU Global. Ken and his wife stay busy keeping up with their three

Following graduation with a BS in Accounting from CU – Boulder, Mary worked as a tax accountant with Deloitte & Touche, Denver.  After her three children were born she served churches and synagogues as an accountant, while continuing her annual tax season work.  Mary grew up in a family which included 15 pastors and missionaries,

Benjamin (Ben) Schmitt graduated summa cum laude from Colorado State University with a BS in Biochemistry and a Minor in Spanish. His strong analytical and problem-solving skills are a perfect fit to help ministers optimize their clergy tax benefits. Ben and his wife, a missionary from the Philippines, reside in Loveland with their two young

Esperanza discovered how much ministers need specialized tax and financial services while serving as the Finance Director of a local church. Desiring to fill that gap led her to Clergy Advantage where she has become an ace clergy tax advisor. Her goal is to help ministers discover and use their many tax advantages for success