SUCCENTRIX - Key Persons
Job Titles:
- Chairman
- Founder
- Member of the Corporate Office Team
Job Titles:
- Accountant / Franchise Support
Job Titles:
- CEO
- Member of the Corporate Office Team
Job Titles:
- President of Succentrix Business Advisors New Jersey
Carol Dreher was born and raised on Long Island, NY until she joined the US Air Force as a Security Police Specialist. Her military career took her to the other side of the world where she spent the last of her career in the Republic of the Philippines where she exited the military to become a mother to her son, Martin. Coming back to the states she and her family settled in North Carolina where she had a farm before moving to Florida. She has a Bachelor's of Science in Accounting from Franklin University in Columbus, Ohio.
Carol has a customer driven focus that is results oriented. A detailed professional with over 17 years of public accounting experience and 7 years of corporate accounting at the Director of Finance level. She is a team focused manager and builder of consensus with stakeholders supported by excellent communication, time management and planning skills.
Having worked with businesses at all stages of the business cycle, Carol is focused on giving the stakeholders what is needed for their businesses to thrive. Whether it's a small startup or a multi-million dollar entity, she has handled the bookkeeping and tax work for every type of entity from LLC's to Non-Profits and everything in between.
Providing prompt, friendly and professional service, whether your entity is big or small , Carol can assist you in your accounting, tax, payroll, bookkeeping or advisory needs. Please feel free to email or call to arrange a meeting for a consultation.
Job Titles:
- Member of the Corporate Office Team
- Corporate Administrator
Job Titles:
- MPAcc
- Owner of Succentrix Business Advisors Brighton / Reunion / Thorton
Gary Hulett, owner of Succentrix Business Advisors Brighton/Reunion/Thorton, was born and raised in eastern Kansas and then moved to Denver as a young man. He has called Colorado his home ever since.
Gary earned both his Bachelors of Science in Accounting and his graduate degree, an MPA professional accountancy and taxation emphasis, at Metropolitan Sate College in Denver. His MBA is from Fort Hays State University in Hays, Kansas. Between "the Centennial State" and the "the Sunflower State", Gary designed a career that would ultimately culminate into his dream of entrepreneurship.
Gary has worked in administration and management, in customer service and sales, and as a staff CPA. He has experience in compliance, billing, forecasting, payment processing and collections. Comfortable with audit work and tax, Gary's skills are as varied as the magnificent scenery of "colorful Colorado" where his career and aspirations merged so that he could do what he does best…help people by putting his tax and financial expertise to work.
Gary's greatest achievement is being able to work side by side with his daughter, Katelynn Portugal Hulett. Katelynn is truly the organizational mastermind behind the business. She is a task manager and time saver. Skilled in project management and focused on the details, she rounds out their Succentrix team. Together, Gary and Katelynn aspire to help independent business owners to reach their fullest potentials and highest goals.
In their free time, Gary and Katelynn spend time with family. They enjoy travel and exploring new things. If you and your small business, desire to work with accounting professionals who put your needs first, are attuned to your business objectives and work every day to earn your trust, look no further. You will find working with the Huletts as inspirational as the landscape of the west. Take the journey with professionals who have been there and who can admirably guide your course.
Gloria Ricci was born and raised Abruzzo, Italy. It is in Southern Italy, 50 miles East of Rome. Abruzzo is known as "the greenest region in Europe" and is interestingly also home to Calderone, Europe's southernmost glacier. Gloria earned he degree in economics from University G. D'Annunzio in Chieti, Italy and her masters degree in financial intermediation from Adriano Olivetti Institute for Business Administration in in Ancona, Italy.
Gloria comes from a family of entrepreneurs. At a young age, she discovered her aptitude for financial statement analysis. She spent the early years of her career analyzing financial statements, managing budgets and providing business consulting for entrepreneurs and small business owners. She was an advisor for Ernst & Young when she found her passion evaluating and verifying financial statements and providing due diligence reviewing asset and liability pro forma. Gloria opened her own practice advising small businesses in 2007.
In 2016, Gloria and her husband moved to Wichita Falls,TX with the air force. Gloria opened her office of Succentrix Business Advisors in order to continue the pursuit of her dream of serving entrepreneurs and independent business owners.
Gloria had always been the type of person to embrace change and adventure. So in 2023,when her husband received a job offer as a pilot in Georgia, she was ecstatic. She had always dreamed of living in a new place, exploring different cultures and making new memories with her family.
Gloria is now opening her office to serve the community in Marietta, Georgia her office will offer a wide range of accounting services, including tax preparation, bookkeeping, payroll and financial planning, and consulting. She has invested in the latest accounting software to ensure that her clients receive accurate and timely services.
Contact Gloria Ricci today to provide your business with a healthy financial future.
Greg Stewart is a native of Arkansas. He was born and raised in Little Rock and today makes his home in Benton. With a natural talent for math, Greg followed his passion for business and accounting early in his career. In fact, Greg has utilized his skills in the franchising world, in the recreation industry and the financial planning field. Diversity in his career has allowed Greg to be exposed to rewarding challenges and to experience a thirst for continued forward motion.
Greg is comfortable working with independent contractors as well as leadership teams with budgets and bottom lines driving their day to day activities. Greg enjoys working with people with a wide array of talents and specialties. Greg is wonderful communicator and emanates a warm and inviting demeanor. His natural curiosity and zest for life makes him a pleasure to be around in the business arena or in the community regardless!
The choice where a person decides to live can boil down to access to natural resources or proximity to friends and family. Perhaps one seeks a diverse array of activities and opportunities to allow them flexibility throughout their years. Much like choosing a location, many small business owners desire to do work with other entrepreneurs who are interesting and creative. Greg Stewart loves to spend time with his family, to participate in outdoor activities and express his appreciation for gardening, animals and nature.
Allow Greg to work with you on your monthly accounting, taxes and payroll needs because he is excellent at what he does. Get to know Greg as a person because, like Arkansas, he has a wide array of interesting facts that make him a pleasure to be around. The stand out boasting rights about you and your business will emerge in your marketplace as you and Greg fortify you niche and signature. In your success, the mockingbird will sing your song and the apple blossom will bloom for you! Carry on Arkies! "You run deep in me" "Oh Arkansas" Carry on!
Heather Luquette is the ideal professional for your small business because not only is she a savvy business woman, she is also a stellar accountant. Dedicated to her field, Heather has helped to craft money saving techniques in niche markets, navigated shift changes in management systems to insure healthy industry growth and ridden the tidal wave of the health care industry for over twenty years of her career. Heather is a compassionate listener, a keen observer and is often described as "invaluable". Certainly every entrepreneur wants this kind of business advisor!
Born and raised in Prairieville, a suburb of Baton Rouge, Heather is surrounded by friends and family in her marketplace. Naturally gifted with an understanding of math and numbers, she graduated from LSU and launched her career with ease. Heather has always embraced the challenges associated with growing emerging industries. She is meticulous in her approach as well as "cool calm and collected" when it comes to problem solving.
What is notable about Heather is that her quiet confidence is unshakable. She enjoys the challenge of problem solving and sees the obstacles that new business owners face as the opportunity to "write the story a new way". Understanding people is her special gift. Heather is able to break down financial challenges into palatable concepts that benefit independent business owners and then clearly articulate a game plan to benefit the entrepreneurs that she works with.
Heather enjoys travel and time with her family. She is well read and a gentle conversationalist. She embraces mentoring opportunities and getting to know people one on one. Choose Heather as your business advisor to streamline your business knowing that she will reassure you and guide you with patience, kindness and compassion…she is the perfect business advisor!
Job Titles:
- Member of the Corporate Office Team
- Corporate Treasurer / Co - Founder
Job Titles:
- Member of the Corporate Office Team
Job Titles:
- Owner of Succentrix Business Advisors Miami
- President of Succentrix Business Advisors Miami
Kris Crego, owner of Succentrix Business Advisors Miami, specializes in monthly accounting, tax preparation, payroll for his clients, you can also count on him to be your trusted business advisor! Kris has a passion for problem solving and working with entrepreneurs. He grew up working in the family business in Hollywood, FL until he decided to study business management in order to earn his undergraduate degrees. Later, Kris was awarded his Master of Accountancy from the University of Miami.
In his early career, Kris specialized in providing reporting services, projection analysis and sales management for manufacturing, distribution and upscale retail professionals. He excelled in market research, developing top -producers and optimizing company growth. As his career grew, Kris found himself rigorously directing national accounts for a multitude of industries. He found the work to be invigorating, challenging and exciting and decided that translating this success to the independent business owner would be the ultimate reward.
As a consultant, Kris traveled extensively. He found himself in Illinois, Missouri, Texas and Vancouver, BC. Having honed his skills in all areas of his career.
Kris is a wonderful communicator who cares deeply about developing relationships with his clients. Relatable and reachable, your experience with Kris is guaranteed to produce an upward trajectory for your business. Together, you will custom craft the perfect level of accounting, tax and payroll services to reach your personal and professional goals.
Every once in a while, you get lucky enough to sit next to someone on a plane or a bus whom you get a warm comfortable easy vibe from. Some people call this "maternal" energy. Leonie Reid radiates it from her core. Her soft smooth smile draws you in and her eloquent accent will have you hanging on her every word.
Leonie was born and raised in the Parish of St. Elizabeth , Jamaica. She earned her undergraduate degree, a Bachelors' of Science in public accounting, at Mercy College in the Bronx, NY. She earned her M.B.A in finance at South University in Savannah, GA where she makes her home to this day.
Leonie has over twenty years of accounting and tax experience. She has worked in the banking industry as a staff accountant, in a law firm on the accounting team and annually as a tax advisor for individuals and small businesses during tax season. To this day, she works as an adjunct professor at both Virginia College and Strayer University in Savannah teaching finance, economics, accounting and financial management. Her greatest joy is providing her students with a rewarding and enriching learning experience.
Leonie and her husband have two highly successful sons. Both are engineers. One works in the public sector and one serves in the United States Army. Leonie decided to open her own branch of Succentrix Business Advisors at the urging of her family. She has helped so many people over the years with their financial needs, that it made good sense for her to be able to work for herself and enjoy the relationships that she has developed.
Sitting side by side with Leonie, looking over your financials on the computer, you will feel not only the pleasure of her company, but you will also appreciate her ability to provide you with accurate, complete, proactive, and strategic accounting and tax services. She enjoys chatting about gardening or travel, family or friends. Know that you and your small business are in caring, compassionate and trusting hands. This journey is one that you will embark upon together. The destination will be your bright and successful future.
Job Titles:
- Payroll Specialist / Franchise Support
Lucille is a Certified Public Accountant with over 25 years of experience in both public accounting and corporate roles. Known for her diverse skill sets encompassing accounting, financial reporting, audit, controls and risk management, she has established herself as a trusted leader and advisor for medium and large-sized companies.
Understanding the pressures faced by business owners, Lucille recognizes the crucial need for reliable and skilled resources, especially when it comes to providing accurate financial insights. Her executive financial leadership in public companies and regulated industries has equipped her with an edge that allows her to identify how to optimally communicate financial information leaders need to understand where the business is and to inform decision making. Lucille's approach is not just about technical expertise; it's complemented by her passion for people, processes, proactive communication, and ethical practices.
Lucille is excited about utilizing her experience and expertise to provide value added services to small and medium-sized businesses and strongly believes in adapting service offerings to cater to the ever-evolving needs of businesses. Her commitment to providing clients with the necessary financial support echoes her dedication to their success.
Outside of her professional commitments, Lucille finds joy in moments spent with her family, dedicating her time to volunteer work, and actively participating in her church community.
Job Titles:
- Partner, Accounting & Advisory Services / ATLANTA, GEORGIA
Manish is a senior level, finance & accounting executive with over 25 years of success. He has led diverse teams of 80+ professionals and has extensive experience in corporate financial reporting and modeling, corporate strategy and financial management, enterprise risk and internal control assessments, start-up ventures, and leadership experience in Fortune 500 level companies and public accounting firms including Xerox, Pricewaterhouse Coopers, The Washington Post Company, Sony Corporation, and Arthur Andersen.
Manish is a licensed CPA, completed his MBA from the Kellogg School of Management of Northwestern University, and BBA in Accounting from the Ross School of Business of the University of Michigan, Ann Arbor.
Job Titles:
- Partner, Client Experience / ATLANTA, GEORGIA
Nita's experience includes being an independent, full-time real estate investor, and sales & property management professional as a licensed Realtor with Long & Foster and Prudential. During her real estate career, Nita administered and negotiated rentals, discounted note acquisitions, and major renovations to improve and reposition real estate. Her customer focused experience extends as owner of boutique bakery in Mumbai featured in local food guides. Nita completed a B.S. in Accounting from HR College of Commerce & Economics in Mumbai.
Penelope Davies was born and raised in the U.K. She has a Bachelor of Arts in Economics (Hons) and has an international background. She has worked in different countries including the U.K., Bermuda, Bermuda U.S. offices and Germany. Penelope is an Accounting Professional, ACCA Qualified, with 20 years accounting experience. Industries she has worked in include restaurants, retail, banking, financial services, the leisure industry (golf and hotels), construction and fund management.
Penelope has worked for small, medium and large businesses, advising and helping business owners manage the financial aspects of their business, whilst working at the Controller and Director level. She really enjoys meeting and working with people and loves to help business managers and owners succeed. Penelope has also worked preparing monthly and annual financial statements for multiple companies incorporated within a large U.K. Banking Division.
In her earlier career Penelope was successful as a manager who was solely responsible for the management and profitability of individual Restaurants and Retail outlets for well-known worldwide and high street companies.
Penelope and her family have moved to the Sarasota and Bradenton area and they could not be more happy living there. Her family loves travel and to get out and about together, her kids certainly keep her busy!
How can Penelope best help you? Do you need assistance with individual tax preparation, business tax preparation, payroll services, bookkeeping and accounting or advisory services? If so, she can certainly help.
Job Titles:
- Member of the Corporate Office Team
- Accounting Specialist Partner - Succentrix West Monroe
Sylvia is a highly skilled accountant with attention to detail and the dedication that it takes to solve your small business needs. Allow her to be your consultant, your accounting professional, your tax advisor and your friend. She might feel like family before you know it which is, as you know, a currency all its own!
Job Titles:
- COO
- Member of the Corporate Office Team