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

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

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

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

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.”

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,

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

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

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.

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

Debbie’s passion is to serve the tax needs of ministers. She has been with Clergy Advantage for over 6 years. She recognized the unique tax

Carrie is a life-long resident of Illinois and graduated from Illinois Wesleyan University with a bachelor’s degree in Accounting.  She has over 20 years of tax

Dawn is a Colorado native and a graduate of the University of Denver, where she earned her degree in finance and marketing. For more than

As a pastor’s wife, Liz understands the unique challenges and opportunities that come with life in ministry—especially in the area of finances. She brings more