JCCS - Key Persons


Alex L. Schillinger

Job Titles:
  • Shareholder / Helena
  • Shareholder / Helena, MT

Alissa A. Grimm

Alissa Grimm is a fourth-generation Montanan with a passion for the state that keeps her here. Outside of work you can find her whipping up a mean angel food cake, hiking, gardening or out on a day trip with her husband and two young girls. With a career in the accounting industry, Alissa has significant experience in tax, audit, review, compilation, consulting services and payroll services for a variety of clients. Her primary focus is federal and state taxation of individuals, partnerships, LLCs, S corporations and nonprofits. Alissa believes in effort and choice not luck and chance. And so she uses her expertise, passion and experience to help clients make informed decisions in addition to helping them with compliance returns. She works with her JCCS colleagues to help clients achieve other goals such as minimizing tax liabilities. For example, when reviewing a new client's past returns she noticed that depreciation had not been taken on them. She amended the past three years of returns to help the client capture a significant tax savings. She enjoys giving back to her community and serves on the Five Valleys Crime Stoppers Board and is a member of Missoula Sunrise Rotary.

Ally Czeck

Job Titles:
  • Planner
Ally is an enthusiastic planner and organizer who is always thinking one-step ahead to ensure our clients are receiving the best tax outcome today and in the future. She believes that building relationships with clients is an important aspect of the profession and the JCCS culture.

Angie Heppner

Job Titles:
  • Administrative Assistant / Whitefish
  • Administrative Assistant / Whitefish, MT
Angie Heppner has lived in Montana, for the past 38 years and just recently moved from Great Falls to Whitefish. She enjoys reading, hiking, camping and kayaking and more. She is an active member of her church and enjoys spending time with her two boys, her granddaughters, who are the light of her life and her family and friends. Angie is part of the JCCS administrative team. She has more than 30 years of customer service experience. It is her professional customer-first attitude that allows Angie to greet each client sincerely and make them feel welcome and an important part of JCCS. Whether she is helping to hand out tax returns and answer questions or working with a colleague on a project, her dedication to our clients and the continued growth of JCCS is evident.

Ashley Sellwood

Job Titles:
  • Administrative Assistant / Kalispell
  • Administrative Assistant / Kalispell, MT
Ashley Sellwood was delighted to join the JCCS team in 2016 and brings with her more than 13 years of customer service experience - along with her everlasting optimism and sunny disposition. She takes Ralph Waldo Emerson seriously when he wrote, "Though we travel the world over to find the beautiful, we must carry it with us, or we find it not." As a Montana native, no matter the distance traveled Ashley has always found her way back home. Two of Ashley's favorite journeys away (so far) have included time teaching English in China and guiding adventure tours in Thailand. She has indeed traveled the world and experienced much beauty. Not surprising given her passport, outside of the office Ashley lives for adventures of all types, including traveling, hiking, camping, rafting, rock climbing and dancing.

Becca Birdsell

Job Titles:
  • CVA

Bonnie Robertson

Bonnie is a native from Great Falls and enjoys all it has to offer. She is a mother of two sweet girls, Emma and Sophie and enjoys spending time with them outdoors.

Brenda Peyton

Job Titles:
  • Shareholder / Missoula
  • Shareholder / Missoula, MT

Brittney Turner

Job Titles:
  • Administrative Assistant / Great Falls
  • Administrative Assistant / Great Falls, MT
Areas of Expertise Administration Brittney was born and raised in Montana in the Bitterroot Valley. She has worked in an admin/receptionist position for the last 7 years with her experience being in the medical field and accounting field. She began her accounting office career in Kalispell in 2019, moving back to Hamilton in 2021 to be closer to family. She started with JCCS in Hamilton and has relocated to Great Falls office due to her husband's job. Brittney believes in the importance of creating a relationship with each client. She loves to bring a calm demeanor to the team and strives to brighten people's days with simple acts of kindness.

Calvin Root

Job Titles:
  • Member of the Education Committee
Areas of Expertise Tax Education Master of Professional Accountancy 2020 B.S. in Business Administration/Management Option 2018 Montana State University - Bozeman, Montana Calvin chose to become a part of the JCCS team because of the culture. From his first encounter with a recruiter to working through tax season, it was clear to Calvin that JCCS has an unwavering culture of integrity and always looks out for the client's best interest. Coming from a long line of small business owner's Calvin appreciates being a part of an organization that seeks to improve the financial lives of every client, no matter how big or small. With a focus in taxation Calvin strives to find clients the best solutions for both their short and long-term goals. Calvin completed both his undergraduate and graduate degrees at Montana State University, where he competed for the Bobcat Track & Field team as a thrower. After graduating, Calvin and his wife moved to the Flathead Valley to be closer to family and join the JCCS team. When outside of the office Calvin enjoys mountain biking, fishing, and spending time with his family.

Camas Anderson

Job Titles:
  • Administrative Assistant

Carey Monson

Job Titles:
  • Accounting & Payroll Professional / Whitefish
  • Accounting & Payroll Professional / Whitefish, MT

Carla Reneau

Job Titles:
  • Administrative Assistant / Missoula
  • Administrative Assistant / Missoula, MT
Carla Reneau is service. Throughout her 30-some-year career her job titles have ranged from administrative assistant to customer service representative to barista. She's worked in insurance, retail and now financial services. Job title aside, Carla has always considered service to be her main duty - service to clients and to co-workers. Known to be organized, efficient and professional, Carla is at her best when she's working as an integral part of a team, inside the workplace or out. She's always looking for ways to support her co-workers and client teams toward the goal of client satisfaction and growth. A Montana native, she truly appreciates the splendor of the state and its seasons - and notes that her appreciation became more poignant after living in the Los Angeles and Seattle areas. Now based in Missoula, Carla and her family enjoy time in the outdoors as well as supporting local community events and schools. Special Olympics and other volunteer opportunities are big highlights for the family.

Christie Gaines

Job Titles:
  • Accounting & Payroll Professional / Kalispell

Christine Samuels

Job Titles:
  • Administrative Assistant / Whitefish

Dana Sondergaard

Job Titles:
  • Chief Financial Officer, Shareholder / Great Falls

Daniel J. Konen

Job Titles:
  • Shareholder / Great Falls

David L. Gilmer

Job Titles:
  • ABV / Director of Tax, Shareholder

Drew F. Rieker

Job Titles:
  • Shareholder / Missoula

Gregory D. Peck

Job Titles:
  • Shareholder / Kalispell

Jake Carter

Job Titles:
  • Shareholder / Whitefish

Jamie Ballas

Job Titles:
  • Accounting & Payroll Professional / Missoula

Jerry L. Lehman

Job Titles:
  • Shareholder / Great Falls

Jessica Cooper

Job Titles:
  • Accounting & Payroll Professional / Bozeman

Joe Legg

Job Titles:
  • Accounting & Payroll Professional / Great Falls

John E. Stevens

Job Titles:
  • President & CEO, Shareholder / Whitefish

Joyanna Winterrowd

Job Titles:
  • Accounting & Payroll Professional / Great Falls

Kellie Schramm

Job Titles:
  • Accounting & Payroll Professional / Bozeman

Kristy Forsman

Job Titles:
  • Administrative Assistant / Missoula

Lana Kadoshnikov

Job Titles:
  • Shareholder / Missoula

Lila Adkins-Pepin

Job Titles:
  • Accounting Assistant / Great Falls

Lina Wade

Job Titles:
  • Accounting & Payroll Professional / Great Falls

Linda Pierce

Job Titles:
  • Administrative Assistant / Hamilton

Lindsey Johnson

Job Titles:
  • Administrative Assistant / Bozeman

Lindsey Nichols

Job Titles:
  • QKC, QKA / Director of Employee Benefits, Shareholder

Mandi Boutilier

Job Titles:
  • Shareholder / Great Falls

Maria M. Snow

Job Titles:
  • Accounting & Payroll Professional / Great Falls

Marija Berney

Job Titles:
  • Shareholder / Whitefish

Michelle Woods

Job Titles:
  • Accounting & Payroll Professional / Missoula

Nicole Rieker

Job Titles:
  • Shareholder / Missoula

Rebekah Webb

Job Titles:
  • Accounting & Payroll Professional / Great Falls

Roxanna Darling-Proulx

Job Titles:
  • Administrative Assistant / Helena

Samantha Page

Job Titles:
  • Administrative Assistant / Great Falls

Sharon L. Rhodes

Job Titles:
  • Shareholder / Missoula

Stephanie Hancock

Job Titles:
  • Accounting & Payroll Professional / Great Falls

Tasia Knight-Holmes

Job Titles:
  • Accounting & Payroll Professional / Great Falls

Tiffany Stemple

Job Titles:
  • Shareholder / Kalispell

Tobin Blome

Job Titles:
  • Accounting & Payroll Professional / Missoula

Tony Vanorny

Job Titles:
  • Director of Audit & Accounting, Shareholder / Kalispell

Trina Thomson

Job Titles:
  • Accounting & Payroll Professional / Kalispell

Tyler Bryant

Job Titles:
  • Shareholder / Helena

Victor Lombardo

Job Titles:
  • Director of IT / Missoula