Our Team

Judy is a Principal at SSB. She has extensive experience with tax issues, estate and succession planning, trusts and multistate taxation. She has developed specialized knowledge in these areas from consulting with SSB clients, as well as her experience with two of the international firms along with the federal government. Judy uses her expertise to recognize tax opportunities and implications for privately held businesses, is passionate in assisting clients with tax planning and tax saving strategies, and she also specializes in IRS examination representation. Judy consults with clients in a variety of industries; however, she has developed advanced knowledge in the brewery industry—SSB is an Allied Member of the Ohio Craft Brewers Association. Judy shares her knowledge through speaking engagements and presentations.

Judy is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. She is also a member of the Mahoning-Shenango Valley Estate Planning Council and is active in the community, having served on the board of several community organizations. Judy is a graduate of Youngstown State University.

Tom is the Managing Principal of SSB. He provides strategic direction to the SSB team. He is a Certified Valuation Analyst (CVA) with experience providing business valuations, which are used in merger and acquisitions, divorces and for gift and estate tax purposes, for a variety of industries. He focuses on helping clients achieve their financial and business goals through assurance and business advisory services. He offers expertise in consulting, bank financing, growing businesses and exit planning for privately held companies. Tom specializes in the construction and manufacturing industries.

Tom is a member of the National Association of Certified Valuators and Analysts, the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is also a member of the Youngstown/Warren Regional Chamber and the Salem Area Chamber of Commerce, as well as the Mahoning-Shenango Valley Estate Planning Council. He serves on the Board of Directors of the Better Business Bureau. Tom is a graduate of Clarion University of Pennsylvania.

Chris is a Principal in charge of SSB’s taxation and consulting services group. She has experience serving a variety of industries, with specialization in health care, real estate and professional services. Chris assists businesses and high net worth individuals with tax planning, estate planning, transaction planning and general business consulting. She works with the owners of privately held businesses to help them grow their wealth, implement tax saving strategies and develop strategic plans to increase the profitability and success of their businesses. Chris is a Certified Minerals Manager (CMM)—she uses her expertise to assist clients with royalty and leasing issues related to the oil and gas industry.

Chris is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the National Association of Royalty Owners. She is a member of the Youngstown/Warren Regional Chamber, as well as the Salem Area Chamber of Commerce, and she is also a member of the Mahoning-Shenango Valley Estate Planning Council.

Chris serves as treasurer for the Young Women’s Christian Association. She is a board member for both the Jessica Moorhead foundation and the Sight for All Foundation. Chris is a graduate of Youngstown State University.

Tracie is a Principal at SSB. She assists closely held business owners with financial management, tax planning and consulting to help them grow their businesses. She listens carefully to their concerns and helps to develop and implement strategies to achieve their business goals. She consults with a variety of industries, including manufacturing, mining, construction and retail. Tracie directs SSB’s employee benefit plan audit team. She also provides human resource support and assistance to help clients build their management and accounting teams.

Tracie is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. She is a member of the Youngstown/Warren Regional Chamber, the Western Reserve Chapter of the Society of Human Resource Management and the Dover Club. Tracie serves on the Board of Directors of the Henry H. Stambaugh Auditorium Association. She is also active in recruiting SSB team members and works closely with the YSU internship program offering career advice and guidance to students. She is a graduate of the University of Akron.

Tom is a Senior Advisor at SSB. His expertise is consulting with closely held businesses with an emphasis on contractors, manufacturers and the food industry. He was the founder and managing partner of Stabi, Burnett & Company, which was acquired by SSB in 2019.  

 Tom is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. During his career, he has served on various nonprofit boards, including the Boy Scouts of America, Catholic Service League, Ursuline High School and various civic organizations. He is a graduate of Youngstown State University. Outside the firm, Tom and his wife enjoy spending time with their grandchildren and travelling Europe.

Joe is a Principal at SSB. He provides assurance, tax and consulting services to SSB clients. Joe has experience serving a variety of industries with specializations in the construction, trucking and manufacturing industries. He assists businesses and individuals with tax planning, overall strategy, operations and growth. His extensive knowledge of the unique tax and financial issues that contractors and logistics companies face is valued by his clients.

Joe is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He is a member of the Youngstown/Warren Regional Chamber, the Lawrence County Regional Chamber of Commerce and the New Wilmington Rotary Club. Joe is a graduate of Slippery Rock University of Pennsylvania.

Denise is a Principal at SSB. She focuses on helping her clients achieve their financial and business goals through assurance and business advisory services. She assists organizations with mergers and acquisitions, corporate restructuring, strategic and succession planning, obtaining new financing, improving operations and building management teams. Her energetic approach helps clients address their challenges and accomplish their goals. She is passionate about helping SSB clients stay abreast of the growing demands of a highly competitive marketplace. Denise has notable experience in the manufacturing and distribution industries, as well as professional practice sectors.

Denise is a member of the American Institute of Certified Public Accountants and its Employee Benefit Plan Audit Quality Center. She is a member of the Ohio Society of Certified Public Accountants, the Youngstown/Warren Regional Chamber and the Salem Area Chamber of Commerce. She serves on the Board of Directors of Salem Regional Medical Center. Denise is a graduate of Youngstown State University.

Janice is the Principal in charge of the SSB accounting and assurance services team. She is a Certified Fraud Examiner (CFE) enabling her to provide litigation support and forensic accounting services for individuals and businesses, which includes providing an expert opinion in court cases. Janice regularly speaks at conferences and events on identity theft and fraud. She has extensive experience in accounting and business consulting. Janice is also a Chartered Global Management Accountant (CGMA) and, with this expertise, she provides value-added services for her closely held business clients, including assistance with financing and tax and succession planning. She services a variety of industries, including manufacturing, insurance, distribution and wholesale and exempt organizations.

Janice is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the Association of Certified Fraud Examiners. She is a member of the Youngstown/Warren Regional Chamber and the Salem Chamber of Commerce, where she serves on the Board of Directors. Janice is a graduate of Youngstown State University and serves on the Youngstown State Penguin Club Board of Trustees.

Connie is a Manager at SSB and a member of SSB’s tax team. She consults with SSB clients on business and individual tax planning, multistate taxation issues and payroll administration and taxation. She is a QuickBooks ProAdvisor and assists SSB clients with accounting system setup and evaluation. Connie has advanced knowledge in the health care industry. In addition, she is an instructor at Youngstown State University and frequently speaks on tax and accounting topics for local professional groups.

Connie is a member of the Ohio Society of Certified Public Accountants. She is a member of the Youngstown State University Budget Advisory Council and the Youngstown State University Part Time Faculty Committee. She also serves on the Youngstown State University Women in Accounting Day Committee. Connie is a graduate of YSU and received her Master in Accounting from the University of Akron.

Moira is a Manager at SSB and a member of the SSB accounting team. She provides assurance services to SSB clients. She has specialized knowledge in the manufacturing industry and employee benefit plan auditing. Moira also provides consulting and controllership services and assists SSB clients with accounting systems setup and evaluation. Clients who work with Moira appreciate her down-to-earth approach.

Moira is a member of the Ohio Society of Certified Public Accountants and the Youngstown/Warren Regional Chamber—Canfield Council. She is a graduate of Miami University.

Sam is a Manager at SSB and a member of the SSB tax team. He provides tax compliance, planning and research services for both business and individual clients. Sam is a Certified Financial Planner (CFP) which enables him to assist SSB clients with their financial planning. His concentration is in the manufacturing, real estate and farming industries and comprehensive knowledge of the Affordable Care Act.

Sam is a member of the Ohio Society of Certified Public Accountants, the Mahoning-Shenango Valley Estate Planning Council and the Mahoning Valley Young Professionals. He also serves on the Board of The Piggyback Foundation of Youngstown. Sam is a graduate of John Carroll University in Cleveland and received his Master of Taxation from the University of Denver.

Jessie is a Manager at SSB. She is a Certified Valuation Analyst (CVA) and a member of the SSB business valuation team. She performs business valuations, employee benefit plan audits and agreed-upon procedures for SSB clients. Jessie is also a Certified Global Management Accountant (CGMA) and has a concentration in the manufacturing and service industries. In addition, Jessie is also a faculty member of the Lariccia School of Accounting and Finance at YSU.

Jessie is a member of the American Institute of Certified Public Accountants and its Employee Benefit Plan Audit Quality Center, and she is an AICPA Leadership Academy Alumni. Jessie is also a member of the National Association of Certified Valuators and Analysts, and she serves on the Executive Board of the Ohio Society of Certified Public Accountants. She is a member of the Youngstown/Warren Regional Chamber. Jessie is an MBA graduate of YSU.

Kayla is a Supervisor at SSB and a member of the SSB tax team. She provides tax compliance, planning and research services for businesses, individuals, estates and trusts. She has specialized knowledge in multistate taxation. Kayla assists SSB clients in problem solving with the IRS and other agencies to resolve tax discrepancies and reduce or eliminate fees, penalties and interest. Kayla has a concentration in the manufacturing, construction, mining and brewery industries.

Kayla is a member of the Ohio Society of Certified Public Accountants and the Ohio Craft Brewers Association. Kayla is a member of the Polka Dot Powerhouse, and she is a committee member of the Mahoning County Pop Shop. Kayla is a graduate of Thiel College in Pennsylvania.

Brian is a Supervisor at SSB and a member of the SSB accounting and auditing team. He provides accounting and auditing services to SSB clients. Brian has specialized knowledge in the construction industry, as well as employee benefit plan auditing. Brian also provides clients with consulting and training in QuickBooks.

Brian is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is a graduate of Mount Union College in Alliance.

Joyce is a Senior Team Accountant with advanced experience in tax preparation and accounting services. She has specialized knowledge in contracting, manufacturing, restaurant and service industries. Joyce is a member of the Ohio Society of Certified Public Accountants and is a graduate of Youngstown State University.

Bryant is a Senior Team Accountant at SSB. He has experience providing accounting, auditing and tax compliance services to SSB clients. Bryant has a concentration in tax return preparation and employee benefit plan auditing. Bryant is currently pursuing his Master of Accountancy at Youngstown State University.

Nick is a Team Accountant at SSB. He has experience providing accounting and tax compliance services. Nick is a graduate of Kent State University.

Eric is a Senior Team Accountant at SSB. He has experience providing accounting, auditing and tax compliance services. Eric has specialized knowledge in affordable housing developments and low-income housing tax credits. He also has specialized competencies in conducting multifamily quality control loan review. Eric is a graduate of the University of Mount Union.

Jeff is a Senior Tax Accountant at SSB and a member of the SSB tax team. He has experience providing tax compliance, planning and projection services for businesses, nonprofit organizations and individual clients, including organizations with multistate operations. Jeff assists SSB clients in resolving notices from tax agencies. His concentration is in the service industry. Jeff is a graduate of the University of Cincinnati.

Judi is a Senior Accounting Specialist with experience providing tax compliance, accounting and bookkeeping services to businesses and individuals. She consults and trains clients in QuickBooks. Judi is a graduate of Youngstown State University.

Jenny is a Senior Tax Preparation Specialist with advanced experience in tax preparation of complex, consolidated and multistate tax returns for businesses and individuals. She researches, develops and conducts in-house CPE tax-related training courses.

She is a graduate of Grove City College in Pennsylvania.

Lauren is a Senior Team Accountant at SSB. She has experience providing accounting and tax compliance services to SSB clients. Lauren also provides clients with QuickBooks training and consulting services. Lauren’s concentration is in the health care, service and retail industries.

Lauren serves as a Board Member of the Mahoning Valley Young Professionals, and she is a member of the United Way of the Mahoning Valley. She is a graduate of Point Park University in Pittsburgh.

Micki is a Senior Accounting and Payroll Specialist at SSB. She has experience providing accounting, bookkeeping, payroll tax and trust compliance services to both public and privately held businesses, nonprofit organizations and individual clients. Micki assists SSB clients with payroll tax research and processing. She also consults and trains clients in Sage 100 (formerly Peachtree). Micki has a concentration in the medical, manufacturing and construction industries.

Nico is a Senior Team Accountant at SSB. He has experience providing accounting, auditing and tax compliance services to SSB clients. Nico has a concentration in the construction and manufacturing industries. He is a member of the Mahoning Valley Young Professionals. Nico is a graduate of Youngstown State University.

Julie is a Senior Team Accountant with advanced experience in payroll taxes, tax preparation and assurance services. She has specialized knowledge in contracting, health care and manufacturing industries. Julie provides clients with consulting and training in QuickBooks, Sage 50 (formerly Peachtree) and payroll administration. Julie is a graduate of Youngstown State University.

Amanda is a Team Accountant at SSB. She has experience providing accounting and tax compliance services to SSB clients and is a QuickBooks ProAdvisor. Amanda is a graduate of Youngstown State University.

Elaine is a Team Accountant at SSB. She has experience providing accounting and tax compliance services to SSB clients. Elaine has a Master of Accountancy degree from Youngstown State University.

Drew is an Accounting Intern at SSB. He has experience providing accounting and tax compliance services to SSB clients. Drew is pursuing a Bachelor of Science in Business Administration degree with a major in Accounting from Youngstown State University.

Lish is an Administrative Specialist with SSB. She provides administrative support and performs administrative tasks for all team members of the firm, including typing and proofreading for final presentation of client financial statements, business valuations and other client documents. Lish collates client tax returns and monitors the e-filing processes to ensure timely filing of all tax returns.

Julie is the Firm Administrator with SSB. She assists the management team in administration of the firm relating to quality control, accounts payable, bookkeeping, payroll, employee benefits and policies and procedures. Julie coordinates all functions of the administrative team to maximize efficiencies and communication and to strengthen teamwork. She coordinates marketing, networking and community involvement efforts of the firm.

Janet is an Administrative Specialist with SSB. She provides administrative support and performs administrative tasks for all team members of the firm, including typing and proofreading for final presentation of client financial statements, business valuations and other client documents. Janet oversees the maintenance and retention of electronic and physical client documents.

Audra is an Administrative Specialist. She delivers a high level of professional courtesy to SSB clients. She performs various administrative duties, including processing client financial statements, collating tax returns and monitoring the e-filing processes to ensure timely filing of all tax returns. 

Pat is the Director of First Impressions at SSB. She ensures a positive first impression of the firm for all clients and guests by delivering a high level of professional courtesy in person and on the phone. Pat maintains a pleasant and helpful environment to enhance team members’ productivity and success. She performs various administrative duties.

Donna is SSB’s Technology Team Director. She ensures the security of the firm and clients’ information through safe technology practices. She researches and secures cutting edge technology products that enable the firm to operate efficiently and progressively and stays current with technology issues unique to the accounting profession. Donna manages, trains and assists team members with the use of technology through all aspects of the firm operations.