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As a CPA and consulting firm, Shultz Huber & Associates, Inc. offers an array of accounting and tax services that position our clients for success.
Our professionals have diverse backgrounds and interests and are committed to serving our clients, our communities, and our profession.
Every member of our team knows that our personal service, attention to detail, and being proactive in understanding and meeting client needs is what keeps us in business. We strive to provide this for each client, on every project, creating an experience that not only inspires clients to remain with our team, but also refer others to us.
We are members of the AICPA Division for Firms, Private Companies Practice Section.
As members of this professional oversight group, we voluntarily submit to periodic inspections of our quality assurance process by our peers, complete continuing professional education requirements above regulatory mandated levels, and carry out other processes that help us ensure we are offering the best possible service and advice to our clients.
Membership in the AICPA requires a firm to undergo a peer review every three years. A peer review is an exhaustive review of our quality control standards and procedures by an independent reviewer approved by the AICPA.
The most recent peer review of Shultz Huber & Associates, Inc. was completed in 2020, and we earned the highest PASS designation under the program.
History
Our firm was founded as a partnership in 1969 and has grown to over 60 professionals and support staff. Charles E. Huber and Richard R. Shultz were two of the earlier partners within the firm.
Today, we are a full-service certified public accounting and business development firm with offices in Archbold, Bryan, Defiance, St. Marys, and Van Wert, Ohio. We serve a diverse clientele in a broad range of industries including construction, manufacturing, wholesale/distribution, real estate, professional service organizations, franchises, not-for-profit organizations, and retailers.
At SH&A, we incorporate our values into our actions and behaviors each and every day.
Integrity/honesty
Respect
Commmunity-minded
Family-oriented
Quality Service
Collaboration
Our Mission
We are trusted business advisors guiding clients to solutions and success beyond their expectations through personalized service and advice.
Firm Leadership
Click on any image to learn more about our team members’ specialties, education and experience.
Tyson L. Stuckey
Managing Shareholder
Tyson is the firm’s managing shareholder and is responsible for the firm’s strategic direction and operations. That includes working with the shareholder group to set long-term and short-term goals and implementing strategies and initiatives as they relate to these goals. In addition, Tyson is a client service shareholder and is responsible for providing accounting, auditing and taxation services to business and their owners. He leads the firm’s valuation services, assisting business owners in determining a value for their company for succession planning, gifting, estate values, sales and mergers, and other purposes. Prior to joining Shultz Huber & Associates, Inc., Tyson was a manager at a big six accounting firm.
Education
- Goshen College, Bachelor’s Degrees in Accounting, Business Information Systems, and Mathematics
- Keller Graduate School of Management of DeVry University, Masters in Accounting and Financial Management
- Tyson is a CPA in Ohio and Indiana as well as a Certified Valuation Analyst (CVA)
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Indiana Society of Certified Public Accounts
- National Association of Certified Valuation Analysts
- Participant in Several Community Civic and Professional Organizations
- Accounting and Finance Instructor at Several Colleges and Universities
Barbara L. Kohnen
Shareholder
Barb is a shareholder with the firm and serves a wide variety of large and small clients with concentrations in construction, agriculture and manufacturing. Her practice includes consulting, financial reporting and tax planning.
Education
- Findlay College, Bachelor’s Degree Majoring in Accounting and Business Administration
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Member and Past Chair, Board of Trustees of Van Wert Health
- Participant in Several Community Civic and Professional Organizations
Robin Brinegar
Shareholder
Robin joined the firm in 1997 and is a shareholder. Her experience includes both the accounting and tax aspects of various business types, as well as financial planning. She manages several service, retail, manufacturing and non-profit based clients and assists them with accounting needs, mergers and acquisitions and tax planning as well as consulting and software implementation.
Education
- Defiance College, Bachelor of Science in Accounting
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Wauseon Rotary Club
- NSCC Accounting Advisory Board
- NSCC Foundation Board Member
Stacey Baer
Shareholder
Stacey is a shareholder in the firm. She began her career with Shultz Huber & Associates in 1998. Stacey’s experience includes providing accounting and tax planning services for individuals and a variety of business professions, industries, sizes and types. In addition, she assists clients with consulting, software evaluation and implementation, sales, mergers and acquisitions. She also assists with the firm’s technology systems.
Education
- Defiance College, Bachelor’s Degrees in Accounting and Marketing
Professional and Community Involvement
- Accounting and MarketingG51 American Institute of
- Certified Public Accountants
- Certified QuickBooks ProAdvisor
- Ohio Society of Certified Public Accountant
- Van Wert Football Tailgate Tour Treasurer of the Board of Directors
- Van Wert County Revolving Loan Committee Member
Rob Bourn
Shareholder
Rob is a shareholder with the firm. He has over 20 years of experience providing accounting, auditing and tax services to clients in a variety of industries. Rob’s industry experience includes manufacturing, general contractors, specialty trade contractors, professional services, and not for profit organizations. He also assists in the firm’s tax administration, which includes providing direction and support, ensuring team members have the knowledge, skills and resources to provide quality service to clients.
Education
- University of Toledo, Bachelor of Arts in Accountancy
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Past President of the Wauseon Chamber of Commerce
- NetSense, a Professional Business Network
- Defiance Premier Networking
- Defiance Chamber of Commerce Director
Kimberly A. Ray
Shareholder
Kim joined the firm in 2004 and is a shareholder. She prepares business and individual tax returns, offers business and accounting software consulting services, prepares financial statements and conducts estate planning. Kim specializes in agriculture, manufacturing, construction and service industries.
Education
- Wright State University, Bachelor of Science in Accounting & Finance,
- Wright State University, Master’s in Business Administration, Concentrating in Management, Innovation & Change
Professional and Community Involvement
- Ohio Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Golden Key International Honour Society
- St. Marys Rotary Club
- United Way of Auglaize County, Treasurer
Steve Samples
Shareholder
Steve joined the firm in 1995 and is a shareholder. He supervises the audit of many of the firm’s audit clients and provides accounting and tax services to many business industries including telecommunications, agriculture, and franchise operations. He also heads the firm’s forensic accounting services.
Education
- Miami University, Bachelor’s Degree in Accounting
Professional and Community Involvement
- Association of Certified Fraud Examiners and the American College of Forensic Examiners
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Participant in Several Community Civic and Professional Organizations
Our Team
Click on any image to learn more about our team members’ specialties, education, and experience.
Tonya Bailey
Tonya joined the firm in 2016. Her responsibilities include reception and filing; processing payroll; assembling corporate and personal returns and financial statements; and general administrative tasks.
Education
- Northwest State Community College, Associate Degree in Business Administration
Ashley Bissell
Ashley joined the firm in 2005. Her responsibilities include accounting write-up, payroll report preparation, consulting with clients on various business matters, and preparation of financial statements.
Education
- Bowling Green State University, Bachelor’s Degree in Accounting
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
Adam Bogart
Adam joined the firm in 2022. His responsibilities include preparing accounting work, business and individual tax preparation, and financial statement reporting.
Education:
- Bowling Green State University, Bachelor’s Degree in Accounting
Vicki Boroff
Vicki joined the firm in 2016 as a human resource consultant. Prior to joining Shultz Huber & Associates, she worked in human resources in the retail sector for several years. Vicki provides small to medium businesses, especially those without an HR department, day-to-day assistance with compliance and employment issues including hiring, terminations, unemployment, workers’ compensation, investigations, labor relations and negotiations, training, employee handbooks, benefits and more.
Certifications
- Professional in Human Resources Certification
- Society for Human Resource Management Certified Professional
Professional and Community Involvement
- Society for Human Resource Management
- HR Certification Institute
Caleb Brinegar
Caleb joined the firm in 2014. His responsibilities include working on audit teams and helping clients with their accounting, tax, and special project needs. Prior to becoming a staff accountant, Caleb worked as an intern for two tax seasons for SH&A.
Education
- Ohio University, Bachelor’s Degree with Accounting Major and Economics Minor
Professional and Community Involvement
- Treasurer of Fayette Athletic Boosters
- Archbold Rotary Club Board Member
- Free Clinic of Fulton County Board Treasurer
Katilyn Browder
Katilyn joined the firm in 2022. Her primary responsibilities include preparation of business and individual tax returns, bookkeeping, and preparation of financial statements.
Education:
- Manhattan Area Technical College, Associate Degree in Accounting
Gina Brown
Gina joined the firm in December 2022. Her responsibilities include bookkeeping services, period end preparation and assisting other team members as needed.
Education:
- Lakeland Florida Business College, Associate Degree in Accounting
James Burgei
Jim joined the firm in 2000 and has over 25 years of experience in accounting, auditing, taxes and consulting. He has worked with clients in a variety of industries including construction, professional service, manufacturing, restaurant and non-profit. Prior to joining the firm, Jim worked as a manager with a regional CPA firm in Zanesville, Ohio.
Education
- The Ohio State University
Professional and Community Involvement
- American Institute of Certified Public Accountants
Katelyn Coning
Katelyn joined the firm in 2019. Her responsibilities include financial statement preparation, providing monthly accounting services, business and individual tax preparation, and assisting with various projects.
Education
-
Ball State University, Bachelor’s Degree in Accounting and Minor in Marketing
Kara Dahlke
Kara joined the firm in 2021. Her primary responsibilities include preparation of business and individual tax returns, bookkeeping, and preparation of financial statements.
Education
-
Ohio Northern University, Bachelor of Science in Accounting
Peggy Drees
Peggy joined the firm in 2016. Prior to joining the team at SH&A, she was in the banking and financial services industry for 21 years. Her responsibilities include administrative duties and payroll preparation, including payroll reports and the assembly of tax returns and financial statements.
Sara Edwards
Sara joined the firm in 2022. Her responsibilities include financial statement preparation, providing monthly accounting services, business and individual tax preparation, and assisting with various
projects.
Education:
- University of Northwestern Ohio, Bachelor's Degree in Accounting
Zach Faulkner
Zach joined the firm in 2023. His responsibilities include financial statement preparation, business and individual tax preparation, providing monthly accounting services to clients, and assisting with various projects.
Education:
- Purdue University Global, Bachelor of Science in Accounting
Valerie Fogle
Valerie joined the firm in 2018. She has over 20 years of experience working in accounting and finance in various industries.Her duties with the firm include managing accounting functions, annual budget formulation, and preparing and analyzing management reports.
Education
- Tiffin University, Bachelor of Administration in Organizational Management
Professional and Community Involvement
- Marine Corps League
- Zonta Club of Defiance
- Women’s Giving Circle of Defiance County
- St. Mary Parish Finance Council
Josh Ford
Josh joined the firm in 2019. His responsibilities include helping clients with their accounting, tax and special project needs. Prior to becoming a staff accountant, Josh worked in private industry.
Education
- Lourdes University, Bachelor of Science Degree in Accounting
Tony Giovarelli
Tony joined the firm in 2022. His responsibilities include helping clients with their accounting, tax and special project needs. Prior to becoming a staff accountant, Tony worked as an auditor for the State of Ohio.
Education
- Defiance College, Bachelor of Arts in Business Administration
Adam Goergens
Adam joined the firm in 2022. His responsibilities include preparing accounting work, business and individual tax preparation, and financial statement reporting.
Education
- Bowling Green State University, Bachelor’s Degree in Accounting
Nanette Grace
Nan joined the firm in 2015. Her responsibilities include preparing monthly accounting work, as well as business and individual tax preparation, financial statement reporting and special projects.
Education
- Indiana Institute of Technology, Bachelor’s Degree in Accounting and Master’s in Business Administration
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Ohio School Board Association
- Crestview Board of Education
Jill Griesdorn
Jill joined the firm in 2018. Before joining the SH&A team, she worked in campaign finance and the legal field. Jill provides services to a broad range of clients including preparing monthly accounting work, business and individual tax preparation, and financial statement reporting.
Education
- Wright State University, Bachelor of Science in Business, Accounting
- Wright State University, Bachelor of Science in Education
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- St. Marys Kiwanis Board Member
- Women in Leadership of West Central Ohio
- Friends of the Saint Marys Theater and Grand Opera House
Ashley Grimm
Ashley joined the firm in 2021. Her responsibilities include financial statement preparation, business and individual tax preparation, providing monthly accounting services to clients, and assisting with various projects.
Education
- University of Toledo, Bachelor’s Degree in Accounting
Alicia Hammon
Alicia joined the firm in 2017. Her responsibilities include accounting, auditing, and attestation services to clients. Prior to joining Shultz Huber & Associates, Alicia worked in corporate accounting in Toledo and was a member of the audit staff at a big four firm in Massachusetts.
Education
- University of Massachusetts Dartmouth, Bachelor’s Degree in Accounting
- Bryant University, Master’s Degree in Professional Accountancy
Logan Huff
Logan joined the firm in 2021. His responsibilities include financial statement preparation, providing monthly accounting services, business and individual tax preparation, and assisting with various projects.
Education
- University of Northwestern Ohio, Bachelor’s Degree in Accounting
Judy Kuhn
Judy joined the firm in 1989. Her responsibilities currently include administrative duties, payroll preparation including payroll reports, and assembly of tax returns and financial statements.
Education
- International Business College
TJ Legge
TJ joined the firm in 2023. His primary responsibilities include preparation of business and individual tax returns, bookkeeping, and preparation of financial statements.
Gavin Liechty
Gavin joined the firm in 2020. His responsibilities include financial statement preparation, business and individual tax preparation, providing monthly accounting services to clients, and assisting with various projects.
Education
- Lourdes University, Bachelor of Science in Accounting
Shane Manson
Shane joined the firm in 1998 as our IT manger/consultant. He manages and supports the firm’s technology systems at all Shultz Huber & Associates locations. He also provides consulting, support and technology services to the firm’s clients as well as other area businesses.
Certifications
- Certified Sonic Wall Security Administrator
- Microsoft Certified Professional
Terry Melton
Terry is experienced in financial accounting as well as federal, state and local income tax areas. He has worked with clients in a wide variety of industries. Prior to joining Shultz Huber & Associates, Terry was on the audit staff of a big eight accounting firm. Prior to that, Terry served as a Captain in the United States Air Force. He has worked in a semi-retirement status since May 2015 and is a former shareholder of the firm.
Education
- Bowling Green State University, Master’s Degree in Accounting
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Defiance Area Foundation Trustee, Past President, Current Secretary of the Board
- Defiance Rotary Foundation Trustee
- Justin Coressel Foundation Trustee
Kristen Myers
Kristen joined the firm in 2022. Her responsibilities include administrative duties; payroll preparation, including payroll reports; and assembly of tax returns and financial statements.
Jennifer Nichols
Jenny joined the firm in 2015. Her primary responsibilities include payroll processing and payroll reports, as well as various accounting, financial and tax return duties. Her previous accounting experience includes tax preparation for a large tax preparation company, as well as various accounting and managerial responsibilities in the manufacturing industry.
Education
- Bowling Green State University, Bachelor of Science in Business Administration
- Bluffton University, Master’s in Business Administration
Ryan Nunn
Ryan joined the firm in 2019 as an IT consultant. He assists in implementing, managing and supporting the firm’s technology systems. Ryan supports all Shultz Huber & Associates locations, with a primary focus on Defiance, Bryan and Archbold. He also provides consulting, support and technology services to the firm’s clients.
Certifications
- Microsoft Certified Professional
Education
- Northwest State Community College, Associate Degree in Network Administration
Fenil Patel
Fenil joined the firm in 2023. His responsibilities include financial statement preparation, business and individual tax preparation, providing monthly accounting services to clients, and assisting with various projects.
Education
- University of Toledo, Bachelor of Science in Accounting
Jenessa Peters
Jenessa joined the firm in 2016 after nearly four years of accounting experience at another firm. As a payroll specialist, her primary responsibility is preparing payroll and completing related payroll activities, such as tax deposits and reports. Her goal is to ease the burden of payroll for the clients she serves.
Education
- University of Northwestern Ohio, Bachelor of Science in Accounting
Logan Petersen
Logan joined the firm in 2018. His responsibilities include preparing accounting work; business and individual tax preparation; financial statement reporting; and payroll and tax reporting.
Education
- Northwest State Community College, Associate Degree in Accounting
- Defiance College, Bachelor’s Degree in Accounting
- Ohio University, Master’s of Accountancy
Jaime Pittman
Jaime joined the firm in 2020. Her responsibilities include payroll preparation, reception and administrative tasks.
Alyssa Pluta
Alyssa joined the firm in 2021. Her responsibilities include preparing accounting work, business and individual tax preparation, and financial statement reporting.
Education
- Spring Arbor University, Bachelor’s Degree in Accounting
Kent Poor
Kent joined the firm in 2016. His primary responsibilities include providing accounting, auditing and taxation services to clients in several industries. Kent has 18 years of previous public accounting experience with a Columbus firm.
Education
- The Ohio State University, Bachelor of Science in Accounting and Finance
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
Carter Putnam
Carter joined the firm in 2022. His responsibilities include preparing accounting work, business and individual tax preparation, and financial statement reporting.
Education:
- University of Northwestern Ohio, Bachelor’s Degree In Accounting with CPA
Penny Relyea
Penny joined the firm in 2000. Her responsibilities include accounting work, payroll reporting, financial statement preparation and assisting clients with business matters. Penny has extensive training in payroll taxes.
Education
- Northwest State Community College, Associate Degree in Accounting
Jenna Schmitmeyer
Jenna joined the firm in 2016. Her primary responsibilities include providing accounting, auditing and taxation services to various clients in several industries. Prior to joining the firm, she was an in-charge auditor with a regional CPA firm in Columbus, Ohio.
Education
- The Ohio State University, Bachelor of Science in Accounting
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
Stacy Schoen
Stacy joined the firm in 2022.Prior to joining the team at SH&A, she was a 911 dispatcher for four years. Her responsibilities include administrative duties and payroll preparation, including payroll reports and assembly of tax returns and financial statements.
Alex Schomaeker
Alex joined the firm in 2014. His responsibilities include accounting and tax work for both individuals and businesses.
Education
- Bowling Green State University, Master’s of Accountancy
- Defiance College, Bachelor of Arts in Accounting
Kim Semer
Kim joined the firm in 2017. Her responsibilities include preparing monthly accounting work, individual and business tax returns and financial statement reporting.
Education
- Defiance College, Bachelor’s of Arts in Accounting
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Williams County Community Theater, Treasurer
Clarissa Seibert
Clarissa joined the firm in 2022. Her responsibilities include payroll preparation, reception and administrative tasks.
Lani Shilt
Lani joined the firm in 2022. Her responsibilities include preparing accounting work, business and individual tax preparation, and financial statement reporting.
Education:
- Bowling Green State University, Bachelor’s Degree in Accounting
Nikki Spradlin
Nikki joined the firm in 2023. Her primary responsibilities include preparation of business and individual tax returns, bookkeeping, and preparation of financial statements.
Education:
- Wright State University, Bachelor’s Degree in Accounting
Alli Thurman
Allison (Alli) joined the Firm in 2023 and is a people and HR consultant. She oversees various aspects of the Firm’s team experience through processes and procedures related to attracting/recruiting, onboarding, development/training and retention, as well as acting as a consultant to clients.
Education
-
Cornell University, Strategic Human Resources Leadership Certification
-
Indiana Wesleyan University, Master’s in Management, Concentration in Strategic Leadership
-
Purdue University, Bachelor of Science in Biology/Associate of Science in Chemistry
Chelsea Waidelich
Chelsea joined the firm in 2016. Her responsibilities include providing accounting, auditing and taxation services to clients. Prior to joining Shultz Huber & Associates, Chelsea was part of the audit staff at a mid-sized public accounting firm in Indiana. She holds CPA licensure through the state of Indiana.
Education
-
Goshen College, Bachelor of Arts in Accounting
Nick Waidelich
Nick joined the firm in 2022. His responsibilities include helping clients with their accounting, tax and special need projects.
Education:
- Adrian College, Bachelor of Science in Accounting
- Adrian College, Master’s in Accounting
Kris Walters
Kris joined the firm in 2019 and has over 25 years of experience in accounting, auditing, taxes and consulting. Prior to joining Shultz Huber & Associates, Kris was an accountant for a local CPA firm. Her areas of expertise include small business, non-profit and tax.
Education
- Bluffton College, Bachelor’s Degree in Accounting & Business Administration (Finance)
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Treasurer of Miss Northwest Ohio Scholarship Program
- Northwestern Ohio Community Action Commission, Inc. Board Member
Katie Watson
Katie joined the firm in January 2018. Her responsibilities include bookkeeping services, period end preparation, financial statement preparation and assisting other team members as needed.
Education
- Ball State University, Bachelor’s Degree in Accounting and Minor in Marketing
Jill Welty
Jill joined the Firm in 2023 and is an administrative assistant. Her duties include supporting accounting operations, greeting clients, filing, and general office responsibilities.
Education
- Bowling Green University, Bachelor’s of Science in History and Education
- Appalachian State University, Master’s of Educational Media
- Appalachian State University, Certificate of Sociology
Stephanie Wilhelm
Stephanie joined the firm in 2022. Her responsibilities include bookkeeping services, period end preparation, and assisting other team members as needed.
Education
- Northwest State Community College, Associate of Applied Business – Business Management
Mindy Williams
Mindy joined the firm in 2007. Her responsibilities include preparing monthly accounting work, financial statements, as well as quarterly and annual payroll reports. She also provides assistance to clients on various business matters.
Credentials
- Certified QuickBooks ProAdvisor
Education
- Northwest State Community College, Associate Degree in Accounting
- Defiance College, Bachelor’s Degree in Accounting
Tonya Wise
Tonya joined the firm in 2022. She has over 30 years of experience working in accounting, auditing and management in various industries. Her responsibilities include accounting work, payroll reporting, financial statement preparation, and assisting clients with business matters. Prior to joining the firm, Tonya worked at a CPA firm in Angola, Indiana.
Education
- Tri-State University, Bachelor’s Degree Business Administration (Accounting)
Lindsy Wyse
Lindsy joined the firm in 2012. Her responsibilities include preparing monthly accounting work, financial statements, as well as quarterly and annual payroll reports. Lindsy’s prior experience includes being the lead accountant for a management firm in central Ohio.
Education
- The Ohio State University, Bachelor of Science in Accounting
Timothy Yoder
Tim works comprehensively with closely-held businesses and their unique planning needs in taxes, profitability, mergers and acquisitions and many other business issues. He also works extensively with non-profit organizations and their funding, cash flows and special reporting requirements. Tim has worked in a semi-retirement status since May 2015.
Education
- Goshen College, Bachelor of Arts in Accounting
- Bluffton University, Master’s in Business Administration
Professional and Community Involvement
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants