IRS - Key Persons
Since joining the firm in 1999, Bryan has served a wide range of business and individual clients in various industries handling their accounting, audit, tax and consulting needs. Throughout his tenure at LKR, Bryan has exemplified the core values of our firm, displaying a strong work ethic, a deep commitment to quality and excellent client service, a drive for continuous improvement, and an outstanding ability to navigate the ever-changing landscape of the accounting profession.
In addition to his client relationships, Bryan is primarily responsible for the firm's information technology infrastructure, strategy, security, and application efficiency. Information technology advancements have been a significant driver for growth in our practice and in our clients' businesses and Bryan has been integral in the delivery of service through software selection, integration and utilization, training, and development.
Bryan earned a Bachelor of Science degree in Accounting with a minor in Business Administration from Elon University. Originally from Liberty, North Carolina, Bryan lives in Browns Summit with his wife Karen and two sons. He enjoys running, mountain biking, spending time with his friends and family, and rooting for the Wolfpack, Steelers, and Pirates.
Job Titles:
- Member of the American Institute of Certified Public Accountants
Dave is a member of the American Institute of Certified Public Accountants and the North Carolina Association of CPA's. He is a graduate of Leadership Greensboro. He was the Treasurer of the Greensboro City Club and the Nat Greene Kiwanis Club. He is a past Chairman of the Board of the United Arts Council of Greensboro, President of the Nat Greene Kiwanis Club, the Institute of Internal Auditors and the Leadership Greensboro Alumni Association. He has been awarded the Greensboro Jaycees Boss of the Year Award and the NACLO Leadership's Distinguished Leadership Award.
Job Titles:
- Member of the American Institute of Certified Public Accountants
Debbie is a member of the American Institute of Certified Public Accountants and the North Carolina Association of CPA's ("NCACPA"). She is currently a member of the Not-For-Profit Committee, Chair of the Member Connections Committee and current Board member of the Piedmont Chapter of the NCACPA. Previously for the NCACPA, she has served on the Board of Directors, Executive Committee, Audit Committee, and is a past President of the Piedmont Chapter of the NCACPA. Debbie is a past Accounting Chair of the United Way of Greater Greensboro Cabinet. She is a member of Mt. Tabor United Methodist Church, where she has been a former trustee of the General Endowment Trust Fund and Sunday school teacher.
Job Titles:
- CFP, PFS / Tax Partner
- Member of the American Institute of Certified Public Accountants
- Tax Partner
Diane, the firm's Tax Partner since 2000, has a Bachelor of Science in Business Administration and a Master of Accounting, concentrating in taxation from the University of North Carolina at Chapel Hill. In addition to her CPA designation, Diane is a Certified Financial Planner and Professional Financial Specialist.
Prior to joining the firm in 1990, Diane worked in the Tax Department with Arthur Andersen, LLP.
Diane's extensive background in tax and business advisory services includes corporate, partnership, individual and international taxation. She spends substantial time on business transaction planning and consulting. Her knowledge base and experience allows her to coordinate the needs of the business with the needs of the business owners. Diane's client's include those in the real estate, healthcare, hospitality and entertainment industries.
Diane is a member of the American Institute of Certified Public Accountants and the North Carolina Association of CPA's. She is currently a member of the Carolina Theatre Board of Directors and a past Treasurer. She is an active Chairperson for the Small Business Council of the Greensboro Chamber of Commerce, a frequent speaker at chamber events and instrumental in creating and continues to co-chair the annual executive women's conference, Women's Executive Connection: The New Face of Business.
Diane and her husband Duke have two children. She is an active member and Sunday School teacher at St. Mark's Church, a grade parent at her daughter's school, PTA Treasurer, prior treasurer for Communities in Schools and an athletics coach. She enjoys boating, waterskiing and fitness.
Job Titles:
- Director of Individual Tax
John, originally from Long Island, New York, attended the University of North Carolina at Greensboro and graduated in 1985 with a Bachelor of Science in Accounting.
John joined the firm, working part time while attending college, in 1984. After college, he continued with the firm and became a partner January 1, 1991.
John has extensive audit, accounting and tax experience related to industries including real estate, manufacturing, distribution, construction, service and non profits. John also has broad experience in business consulting, business valuations and start up enterprises.
John is a member of the American Institute of Certified Public Accountants and the North Carolina Association of CPA's. He is a graduate of Leadership of Greensboro, a past Treasurer of the Make A Wish Foundation and a past Treasurer and Chairman of the Board of the United Arts Council of Greensboro.
John resides in Greensboro with his wife Harriett Lee and in his spare time enjoys boating, water-skiing, golfing and fitness.
Job Titles:
- Partner
- Member of the American Institute of Certified Public Accountants
Josh is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Josh earned a Bachelor of Science degree in Criminal Justice and a Bachelor of Arts degree in Business Administration with a concentration in Management from High Point University as well as a Master of Science in Accounting from the University of North Carolina at Greensboro. Originally from Bradenton, Florida, Josh lives in Greensboro with his wife Sondra. He enjoys traveling, fishing, spoiling his two dogs, spending time with his friends and family, and pulling for the Tarheels, Braves, and Tampa Bay Buccaneers.
Job Titles:
- Partner
- Member of the American Institute of Certified Public Accountants
Martin joined the firm in 2010 and primarily focuses on entrepreneurial to mid-size businesses including real estate development, service businesses, construction contractors, non-profit companies, and high net worth individuals. His unique skillsets and experience allow him to work alongside clients with needs across the spectrum of accounting, audit, tax and consulting.
Martin is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. He graduated magna cum laude from the University of North Carolina at Greensboro with a Bachelor of Science degree in Accounting and Finance along with a Master of Science in Accounting. He lives in Gibsonville with his wife Lonna and recently celebrated 19 years of marriage. He has three adult daughters and two granddaughters. He is a Tarheels, Yankees, and Cowboys fan and enjoys spending time with his family and friends, hunting and fishing, and tending to a plentiful garden.
Mike is originally from Laurel, Maryland. He attended the University of North Carolina at Greensboro and graduated in 1994 with a Bachelor of Science in Accounting. Mike joined the firm in 1995 and became a partner on January 1, 2004. He has an excellent knowledge of audit, accounting, tax, and consulting services. His expertise can be found in many different areas including manufacturing, distribution, real estate investments and development, sports franchises, various service businesses, and high net worth individuals. He is also the coordinator for firm recruiting. He serves on the Board of Directors for Caldwell Academy, is co-founder of the Wreaths Across America location in Greensboro serving our nations veterans, and is a member of the American Institute of Certified Public Accountants, the North Carolina Association of CPA's, and Westover Church. He is a former United Way of Greater Greensboro Loaned Executive and volunteer. Mike is a sports enthusiast and loves golf, the Commanders, the Orioles, and the Terrapins. His favorite thing to do is vacation at the beach with his wife Kim and their three children. NC license #25052
Job Titles:
- Member of the American Institute of Certified Public Accountants
Patrick is from Candor, North Carolina. He attended Catawba College, graduating in 2000 with a Bachelor of Arts in Business Administration, and the University of North Carolina at Greensboro, where he graduated in 2001 with a Masters of Accounting.
Patrick began as an intern with the firm in 2000 and, after graduating, joined the firm full time. He is concentrating in the audit and accounting, along with involvement in the tax services relating to small business and individual.
Patrick is a member of the American Institute of Certified Public Accountants and the North Carolina Association of CPA's. He enjoys participating in recreational activities and spending time with his wife Maegan, two daughters, family and friends.