WEISS & COMPANY - Key Persons
Job Titles:
- Associate
- Member of the Advisory Committee
Aaron Marcus brings a diverse background to Weiss. After graduating from Princeton University, he obtained a Master of Education degree from Boston University. Aaron's first career was teaching high school and middle school at various private schools in Boston, Chicago, and Pittsburgh, the latter while his wife, a physician, completed a residency. Along the way, he graduated from Chicago-Kent College of Law and worked at a national consultancy where he focused on wealthy client services.
During the pandemic Aaron shifted his professional focus more to tax work. He completed the work necessary to be confirmed as an Enrolled Agent. He's delighted to be working at Weiss and looks forward to learning with and from his colleagues.
Outside of the office he and his wife enjoy travelling to national parks within the U.S., both with their three children and as a couple. Aaron's idea of a great getaway is to go for a hike in the wilderness and return to an outside porch where he can sit on a comfortable chair and read.
Job Titles:
- Member of the Advisory Committee
- SENIOR MANAGER
Allen is a senior manager who has more than 30 years of audit, accounting, and tax experience. He provides assurance and tax compliance services to clients in construction, distribution, financial services, and real estate industries for clients ranging in size from $5 million to $100 million in revenues.
Outside of work, Allen enjoys singing in choir, participating in group exercise classes, and traveling with his family.
Job Titles:
- MANAGER
- Member of the Advisory Committee
Andrew is a manager in the firm's accounting and assurance department. Andrew began his career with Weiss as a tax season intern and has now been with the firm for over six years. Andrew provides assurance, consulting and tax services to clients in multiple industries, including entertainment, manufacturing, professional practices, not for profit, and service companies.
Outside of the office, Andrew enjoys watching movies with his two dogs and wife. Andrew also attempts to keep up on hobbies like beer brewing, gardening, and fishing.
Job Titles:
- Associate
- Member of the Advisory Committee
Andrew is a staff accountant in the firm's assurance services department. He provides assurance, consulting, and tax services to clients across various industries.
Outside the office, Andrew enjoys playing disc golf, camping, and fishing.
Job Titles:
- Associate
- Member of the Advisory Committee
- Supervisor
Anna Lomeyko is a supervisor in the firm's tax department. She has over ten years of experience in finance and tax services, providing services in both English and Russian.
Bonnie specializes in bookkeeping, accounting, payroll, consolidated financial statement preparation as well as business and software consulting and set up. Bonnie consults and works with new clients to train their personnel on tax, reporting, and recordkeeping compliance while continuously supporting current business clients. Bonnie will care more about your business than you do!
Before working in the public accounting area for 17 years, Bonnie's prior internal company positions ranged from controller of a large retail chain, accounting manager of independent insurance agent (where she obtained her insurance licenses in property and casualty and life as well as accident and health), and accountant for a video production company and recycled paper card company.
Job Titles:
- Associate
- Member of the Advisory Committee
- Senior Tax Accountant
Brett is a senior tax accountant in the firm's tax services department. He has 20+ years of experience in both public and private accounting. He currently assists Weiss with individual income tax filings. He is also an Enrolled Agent and is authorized to represent taxpayers before all levels of the IRS, including audits, collections, and appeals.
Britta is the firm's Administrative Manager and has been with Weiss & Company LLP for over 30 years. Britta is responsible for supervising and monitoring the work of administrative staff including hiring and training. Britta provides coaching and guidance to ensure maximum efficiency. Her day-to-day responsibilities include firm-wide implementation of project management and maintaining procedures, delegating and prioritizing tasks, tax return processing and file management, managing client databases, organization of mailings, tracking of continuing education credit, generating financial statements, proposals, and business valuations. Britta also organizes internal and external company events and coordinates volunteer and charitable opportunities.
Outside of work, Britta enjoys spending time with her husband, children, and grandchildren. She enjoys outdoor activities, traveling, cooking, and reading.
Job Titles:
- Member of the Advisory Committee
- SENIOR MANAGER
Bryna is a senior manager with over 20 years of experience in public accounting.
She provides accounting and tax services for small to medium size closely held businesses. Bryna has worked most extensively in the areas of individual tax compliance, family trusts and estate, and family wealth planning. Her areas of specialization include family trusts, tax consulting for not for profits and tax planning for high net worth individuals.
Bryna provides accounting services in English and Hebrew.
Bryna enjoys traveling and spending time with her children and grandchildren in Israel and Boston.
Job Titles:
- PARTNER
- Earns Certified Valuation Analyst ( CVA ) Credential
Chris is an accounting services partner who leads the firm's accounting & advisory services department. He has more than 25 years of accounting, auditing, business valuation and consulting experience. Chris's experience includes servicing clients in many industries, such as distribution, manufacturing, entertainment, construction, not for profit, restaurants, advertising, healthcare, and professional service firms. He shares oversight of the employee benefit plan audit practice of the firm.
Chris was born and raised in Kalamazoo Michigan and moved to the Chicago area in 1998. When Chris is not in the office (or at a client's office), he can be found with one of his three children at their various activities around Northbrook, or on the golf course.
Dan joined Weiss as a principal in 2022 with 38 years of public accounting experience, the last 14 as an independent practitioner headquartered in Glenview. He focuses his practice on closely-held businesses and individuals in diverse industries, including professional practices, service companies and healthcare, providing them with advice, planning and compliance on a broad range of tax matters.
Job Titles:
- MANAGING PARTNER
- Member of the Advisory Committee
Dan is an assurance services partner who has more than 35 years of accounting and auditing experience. Dan has consulted on a broad range of business matters for clients in a number of industries, such as distribution, entertainment, manufacturing, printing, professional corporations, not-for-profit and real estate. He has managed audits of privately held corporations, partnerships, and not-for-profit entities and is responsible for clients ranging from $5 million to $75 million in revenues.
Dan's analytical approach to accounting and auditing has served him well in his quest to master the game of golf. He and his wife enjoy travelling together and spending time with their two grown children.
Job Titles:
- Member of the Advisory Committee
- SENIOR MANAGER
Dan is a senior manager in the firm's assurance services department. Dan provides assurance, consulting, and tax services to clients in multiple industries, including manufacturing, professional practices and service companies. Dan's areas of specialization include: audit and review services for closely held businesses and tax exempt organizations, and corporate, partnership, and individual tax services.
Dan enjoys spending time outside playing in the backyard with his wife and daughter, gardening, and training for his next marathon.
Job Titles:
- Member of the Advisory Committee
- PARTNER
Dennis is an assurance services partner who has 20 years of audit, accounting, tax, and consulting experience. Dennis provides assurance, consulting, and tax services to clients in multiple industries, including manufacturing, entertainment, construction, employee benefit plans, and professional practices. He is responsible for clients ranging from $5 million to $180 million in revenues and shares oversight of the firm's employee benefit plan audits practice.
When Dennis is away from the office, he enjoys spending time with his wife and daughters and fiddling around on his guitar. Dennis also stays active on the weekends by playing organized baseball and working on his golf game.
Job Titles:
- Associate
- Member of the Advisory Committee
- Staff Accountant
Diana is a staff accountant in the firm's tax department. She provides tax and related accounting services to clients across various industries. She is fluent in Ukranian.
When she is not working, Diana enjoys reading books related to health and wellness. She loves to travel and spend time outdoors, especially cycling and hiking.
Job Titles:
- Member of the Advisory Committee
- PRINCIPAL
Donna is a principal in the firm's audit & assurance service department. She has 35-plus years of experience providing assurance, accounting, taxation, and business consulting services to clients in several industries including distribution, real estate, professional services, and not-for-profit organizations.
When Donna is not in the office, she enjoys spending time with her husband, two daughters and grandchildren. She also enjoys traveling and watching sports.
Edyta is a senior in the firm's accounting services department. She started working at Weiss in December 2023, but she started working with Weiss professionals almost a decade earlier. From 2015 to 2022, Edyta worked with Weiss personnel through her work as a controller at another company. Dan Fortman, Managing Partner at Weiss, reconnected with Edyta in late 2023 and by the end of that conversation, Edyta knew she was meant to work at Weiss. The transition was practically seamless since she knew so many people at the firm, but more importantly, she knew the culture at Weiss.
Within Weiss, Edyta focuses on accounting and controllership to a variety of clients. She is also bilingual in Polish.
When she is not working, Edyta is busy traveling, hiking, skiing, or carpooling! Both of her children are on the swim team, and they have demanding schedules with practices and meets. Edyta is usually there to cheer them on.
Job Titles:
- Associate
- Member of the Advisory Committee
Erin is a supervisor in the firm's tax department with over 15 years of tax and accounting experience. She provides tax and accounting services to both individuals and closely held business entities. Erin has worked most extensively in the areas of individual tax compliance and family office services.
Outside of the office she enjoys spending time with her family and friends, traveling, and golfing.
Job Titles:
- Member of the Advisory Committee
- PARTNER
Eve is a partner in the firm's assurance and tax services department with over 20 years of experience. Eve provides assurance, consulting, and tax services to clients in several industries, including construction, design, manufacturing, professional practices, real estate, retail, and healthcare. She also provides these services to investment entities related to high net worth individuals and families. Eve's areas of specialization include corporate, partnership, trust, and individual tax compliance and planning advice as well as accounting services for closely held businesses and tax-exempt organizations.
Eve provides accounting services in English and Polish.
Outside of the office, Eve enjoys spending time with her family, playing piano, gardening, going on walks, and playing with her dogs.
Job Titles:
- Member of the Advisory Committee
- PRINCIPAL
Job Titles:
- Member of the Advisory Committee
- SENIOR MANAGER
George is a senior manager in the firm's assurance services department and is part of the controllership services group. George has over 15 years of experience in public accounting. He has serviced clients in multiple industries, including construction, distribution, entertainment, investments, medical, manufacturing, and real estate. George also has over 10 years of experience as a controller in the construction industry.
Job Titles:
- ASSOCIATE
- Senior Tax Accountant
Gina is a senior tax accountant in the firm's tax department. She has over 6 years of experience in tax and accounting services. She is an Enrolled Agent authorized to represent taxpayers before all levels of the IRS, including audits, collections and appeals. Gina's areas of specialization include individual, gift, trust, and estate tax compliance for high net worth individuals.
Outside of the office, Gina enjoys spending time with her family, attending baseball games with her son and working in her garden.
Job Titles:
- Associate
- Member of the Advisory Committee
- Senior Associate
Grace is a senior associate in the firm's tax services department. She provides accounting, consulting, and tax services to clients in a variety of industries.
Outside of the office, Grace enjoys reading and spending time with family and friends. She is also a sports fanatic and loves watching movies.
Job Titles:
- Member of the Advisory Committee
- PARTNER
Howard is a partner who focuses primarily on tax matters, with over 40 years of experience advising clients on tax compliance, business and estate planning, family succession, and other related accounting disciplines. Howard also has a wealth of experience as an attorney, representing clients in United States Tax Court on income and estate tax disputes and providing litigation support services, such as expert witness testimony in multiple jurisdictions and forums, including FNRA arbitration, federal district court, and state court. His practice encompasses a broad range of client industries with a focus on real estate development, packaging, and financial services.
Howard and his wife are avid golfers and enjoy traveling with their two grown children.
Job Titles:
- ASSOCIATE
- Member of the Advisory Committee
- Staff Accountant
Ian is a staff accountant in the firm's assurance services department.
Ian provides assurance, consulting and tax services to clients for a variety of industries including manufacturing, professional services, and not-for-profit entities. Ian's areas of specialization include: Audit and review services for private companies and tax exempt organizations.
During his free time, Ian enjoys golfing and hiking.
Jim is a tax partner who leads the firm's tax planning & compliance department. Jim has over 25 years of experience in public accounting in both large and mid-sized firms, along with five years in private industry. Jim has worked closely with a variety of individuals and small business owners in various industries, providing tax compliance and consulting services. Jim provides a perspective on issues from the client's point of view, due to experience in private industry. His industry experience includes manufacturing, distribution, entertainment, construction, real estate, not for profit, and professional practices. Jim has extensive experience assisting clients in resolving tax inquiries and controversies with federal, state, and local authorities.
Jim enjoys spending time with his wife and two children. He enjoys travelling and relishes in the occasional, however inconsistent, game of golf. As a bit of a foodie, Jim has made an effort to visit just about every restaurant in Chicago. A native Chicagoan, he can also be found cheering on the Cubs, Bears, and Blackhawks.
Job Titles:
- ASSOCIATE
- Member of the Advisory Committee
Jay is a senior accountant in the firm's accounting service department with over 40 years of accounting experience, including 20 years with corporate and midsize companies and 17 years with public accounting firms.
Outside of the office Jay enjoys traveling, gardening, and spending time with his family.
Jean has worked at Weiss for 20 years in administrative roles, in particular assembling returns and financial statements. A major local sports fan, Jean loves cheering for the Blackhawks and the Cubs and indulging her spoiled mutt, Boots.
Jenny has worked at Weiss for more than 10 years, first as a receptionist and currently in an administrative role that includes tax return processing, generating financial statements, and monthly employee reports. Jenny has an Associate degree from Triton College. In her spare time, she enjoys spending time with her family including her two grandchildren and going to see live music with friends.
Job Titles:
- Member of the Advisory Committee
- PARTNER
Jeremy is a partner in the firm's assurance services department with over 15 years of experience. Jeremy provides assurance, consulting, and tax services to clients in multiple industries, including manufacturing, distribution, retail, healthcare, nonprofit, printing, professional practices, service companies, common interest realty associations, and technology companies. Jeremy's areas of specialization include audit and review services for closely held businesses and tax-exempt organizations, accounting consulting and corporate, partnership, and individual tax services.
Jeremy enjoys spending time with his wife and children, often playing games, camping throughout the Midwest, or baking and decorating cakes.
Job Titles:
- ASSOCIATE
- Member of the Advisory Committee
- Senior Accountant
Joanna is a Senior Accountant in the firm's accounting & advisory services department. Joanna provides accounting, consulting, and tax services to clients in many different industries.
Outside of the office, Joanna enjoys going on road trips, sightseeing, and hiking.
Job Titles:
- MANAGER
- Member of the Advisory Committee
Jordan is a manager in the firm's accounting and assurance services department with over four years of experience. Jordan provides assurance and tax services to clients in many industries. Jordan's areas of specialization include audit and review services for closely held businesses, assurance services for employee benefit plans, accounting and QuickBooks consulting, and corporate, partnership, and individual tax services.
During her free time, Jordan likes to run, read books, and spend time with her family and friends.
Job Titles:
- ASSOCIATE
- Member of the Advisory Committee
- Senior Associate
Julissa is a senior associate in the firm's accounting and advisory services department. She provides accounting, assurance, and tax services to clients across various industries.
Outside the office, Julissa enjoys reading, painting and spending time with family and friends.
Karen is a principal in the firm's tax & compliance services department. Karen has over 35 years of experience in public accounting. She holds a certificate in Divorce Financial Analysis. Karen has worked closely with a variety of clients in a diverse range of industries to provide tax compliance and consulting services. Karen's industry experience includes real estate, divorce consulting, and professional service orientated practices.
Karen spends her time away from the office with her two toy poodles, Max & Benny. She also enjoys world travel.
Job Titles:
- Operations
- Talent Acquisition Manager
Kari is the Talent Acquisition Manager for the firm, where she helps attract, develop, and retain top talent.
She partners with senior leaders to spearhead and execute campus recruiting, internship programs, talent acquisition, on-boarding, employee relations, performance management, and talent development.
Job Titles:
- Member of the Advisory Committee
- PARTNER
Katherine Chung is a partner in the firm's tax services department with more than 20 years of experience. Katherine works closely with various individuals and business clients in diverse industries, including manufacturing, retail/distribution, real estate, professional practices, service companies, and restaurants. Katherine's areas of specialization include federal, state, and international tax planning and compliance for closely held, small to mid-market companies that are taxed as pass-through entities and C corporations; and high-net-worth individuals.
In her free time, Katherine enjoys home décor projects, spending time outdoors with family, and traveling.
Kathy has worked at Weiss for more than 10 years in administrative roles that include tax return processing, generating financial statements, maintaining client databases, and processing account receivables and billing. A graduate of Lewis University, she worked in a similar role for another firm before taking time off to raise her children. Outside of work, she and her husband enjoy spending time with their children, going to shows at the Marriott Theatre and traveling.
Job Titles:
- ASSOCIATE
- Member of the Advisory Committee
Katy is a staff accountant in the firm's accounting & advisory services department. She worked as an intern for two tax seasons, and provides accounting, consulting, and tax services to a variety of clients.
Job Titles:
- Senior Manager
- Operations
Keith is a senior manager and the firm's Director of Information Technology. He has over 30 years of experience in public accounting. Keith provides accounting and tax services for small businesses, including real estate, healthcare, and service corporations. In addition, he prepares financial forecasts and projections. Keith is a certified QuickBooks Pro advisor and does installation, setup, training, and consulting. Keith has also developed an expertise in computer software and hardware troubleshooting.
Outside of work, Keith enjoys bowling, golf, and participating in fantasy sports leagues.
Job Titles:
- Member of the Advisory Committee
- PRINCIPAL
Kim is a principal in the firm whose primary focus is on the audit & assurance service department. She has over 40 years of experience in accounting, auditing, financial forecasts and projections, and compliance. Kim has experience servicing clients in a variety of industries including manufacturing, wholesale, real estate & construction, professional services, distribution, and not for profit. She is also proficient in tax work related to those industries. In addition, she has demonstrated strong leadership in engagement management, technical review of financial statements, compliance with quality control standards, and resolving complex accounting issues.