Staff


        Name: Tim Terry
Position: Founder, Partner
Expertise: Financial and tax planning. Business advisory services.
Fun fact: Has traveled to more than 60 countries
Philosophy: Strive to create a work of art in everything you do
Interests: Family, piano, literature, philosophy
Someday I hope to: Play “Rhapsody in Blue”
Education: Loras College
Family: Wife Gretchen, children Maggie, Liam, Lila and Rosie
Affiliations: Willowwind School, president board of trustee and Preucil School of Music board
       Name: Paula Rogers, CPA
Position: President, Partner
Secret power: No-nonsense approach
Expertise: Accounting systems and financial consulting for individual and corporate clients
Passion: Doing a good job
Interests: Coaching children’s activities, running, reading
The three most important things in my life: Family, friends and religion
Family: My husband Mark and children Brandi and Trae
Major life accomplishments: Having a wonderful family and career
Education: College of St. Benedict in St. Joseph, Minnesota
Member: American Institute of CPAs, Iowa Society of CPAs, Professional Women’s Network, Accounting Advisory Committee Member for Kirkwood Community College
       Name: Rhonda Andrews
Position: Vice President, Partner
Secret Power: Friendly spirit
Education Mount Mercy College
Passion: I believe in dedication to my clients and coworkers. I began my accounting career with TLD. Now I’m a partner, and I plan on retiring from this firm in the future.
Year joined the firm: 1994
The three most important things in my life: Family, friends and security
Interests: Travel, spending time with family
Family: Husband Mike and son Tyler
       Name: Kim Vine, CPA
Position: Vice President, Partner
Specialty: Small business and individual tax planning
Secret power: Dealing with complex tax issues
Year joined the firm: 1993
Passion: Getting to know my clients
The three most important things in my life: Faith, family and friends
Interests: Working with kids in our church’s religious education program, volunteering at school and little league, reading, golf
Memberships: American Institute of CPAs, Professional Women’s Network
Education: Mount Mercy College
Family: Husband Martin and children Sondra, Spencer and Maria
       Name: Todd Helle
Position: Treasurer, Partner
Secret power: Keen intellect and tremendous endurance
The three most important things in my life: Family, faith and health
Education: Central College
Interests: Golf, jogging, spending time with family, coaching children’s youth sports
Family: Wife Sarah and children Grant, Lauren and Morgan
       Name: Barry Frantz
Position: Managing Director, Partner
Specialty: Tax planning and preparation for corporations, partnerships, fiduciaries and individuals
Professional interests: Retirement plans
Year joined the firm: 2001
Secret power: My passion for sports translates into my professional work because it gives me a competitive edge.
Four most important people in my life: My wife Chris and my children Zach, Alex and Jaycee
Interests: Golf, coaching youth sports
Education: Wartburg College
Major life accomplishment: Raising three children with a wife that travels 25% of the year
       Name: Robin Jackson
Position: Accountant
Specialty: QuickBooks
The three most important things in my life: Family, friends and making time for myself
Most important people in my life: My parents. They are my main source of advice and who I look up to.
Interests: Volleyball, softball, reading
Education: Simpson College
       Name: Lori Hannen, CPA
Position: Accountant
Specialty: Real estate partnerships and flow-through entities
Passion: Raising a child who respects others which translates into treating everyone with respect
Education: Mount Mercy College
Interests: Reading, walking, aerobics, volunteering at my church and my daughter’s school
Someday I hope to: Be able to look back at my life and say I made a difference in the life of my child while helping alleviate the stress of others with regard to their financial and tax matters.
Family: Husband Bill and daughter Ashley
       Name: Sonja J Dunlap
Position: Accountant

Expertise/Specialty: Tax planning, preparation, and
accounting for small businesses

Family: Sons William and Kevin and grandchildren Claire, Aaron and Zoe

Philosophy: To always go the “extra mile” to do and be
the very best

The three most important things in my life: Family, health, and faith

Major life accomplishments: Raising two sons to become wonderful young men.  Starting a business from “scratch” and growing it to over 600 clients

Education: University of Iowa
       Name: Mike Mesch, CPA, ABV
Position: Managing Director – Business Valuations & Advisory Services
Specialty: Business valuations, succession planning, financial, tax and business consulting
The three most important things in my life: Family, financial security and health
The three most important people in my life: My wife Steffani and my brothers Rob and Jeff
Passion: Meeting different people and helping them realize their dreams through financial advice and prudent business exit/succession strategies
Interests: Mountain biking, camping, golf, cookouts
Year joined the firm: 2004
Education: University of Iowa
       Name: Joan Marquardt, CPA
Position: Accountant
Specialty: Tax preparation for individuals, small businesses and not-for-profit organizations
Secret power: Organization
Year joined the firm: 2005
Education: Midland Lutheran College in Fremont, Nebraska
Passion: Growing and learning through education and life experiences
Interests: Reading, spending time with family, trying new recipes
Major life accomplishments: Finding Mr. Right and celebrating 25 years of marriage. Our two sons who have bright futures ahead of them. Obtaining a college degree as a nontraditional student, graduating summa cum laude and then passing the CPA exam.
Family: Husband Bill and sons Dennis and Tim
       Name: Brandon Yuska
Position: Accountant
Education: Iowa State University
Specialty: Small business consulting
The three most important things in my life: Family, friends and happiness
The three most important people in my life: My wife Jodie and my parents
What I’m passionate about: Sports and officiating. This translates into my work because to excel in athletics and officiating, you need to have drive, a great work ethic and consistency.
Interests: Officiating baseball and football
       Name: Joe Adducci
Position: Accountant
What I’m passionate about: Self-improvement and developing my skills and abilities
Interests: Attempting to cook, sports, traveling, running and technology
Someday I hope to: Travel extensively throughout the world
       Name: Shelly Zell, EA
Position: Accountant

Year joined the firm: 2007
Specialty: Individual tax preparation
Education: University of Iowa
Interests: Photography, ceramics, and reading
The three most important things in my life: Family, friends, and health

       Name: Corinne Lineback
Position: Accountant
Philosophy: Always give my best
Interests: Reading, running, volunteer activities
Someday I hope to: Become a gourmet cook
Education: Augustana College
Family: Husband Rich, children Rob & Kristen
Secret power: Creating order from chaos
The three most important things in my life: Family, faith and self.
Passion: Helping others.
Major life accomplishments: I hope to have raised two confident and well-adjusted individuals.
       Name: Bethany Williams
Position: Accountant
Philosophy: Live every day better than the last.
Passion: My passion is traveling, learning about other cultures and how they interact with each other.  This translates into my professional work because I have learned that everyone is unique in their own way, and that there is more than one way to get the job done.
Hobbies & Interests: Cooking, traveling, and trying to learn new languages
Family: My parents, Roger and Deb, and sister Laura
The three most important things in my life: Learning, volunteering, and enjoying life
Education: Coe College
       Name: Derek Friesth
Position: Financial Reporting Valuation Analyst

Specialty: Financial analysis, business valuations, consulting
Philosophy: I firmly believe in treating everyone fairly and that the words “impossible” or “can’t” are imaginary in my no nonsense approach to work and life

Passion and how does this translate into your professional work: I am passionate about enjoying life and helping others find fulfillment in theirs. When combined with my passion for Finance, this allows me to help people achieve their financial goals by providing them a greater understanding of their financial picture and offering a different perspective.
Interests: Soccer, football, running, the outdoors, motorcycles, meeting new people and traveling

The three most important things in my life: Faith, family, and friends

Education: University of Iowa, Finance
       Name: Steve Palmersheim
Position: Accountant

Passion: My passion is to help people succeed. This translates into my work because I have the drive and dedication to assist businesses and individuals in succeeding with their goals.

Interests: Repairing electronics, Hawkeye football, movies and traveling

Family: Wife Sarah, son Isaac and two cats

Education: University of Iowa, Accounting & Finance
       Name: Mia Haynes
Position: Accounting Associate

Hobbies & Interests:  Any outdoor activities, sports, music, kickboxing and animals.

Family: Daughter, Mahayla

The three most important things in my life: Family, friends and enjoying life

The most important person in my life: My daughter, she is what makes my world turn; she can turn any cloudy day into a ray of light.

Major life accomplishments: Obtaining my Accounting degree as a non-traditional student.

Someday I hope to:  Travel to Thailand to meet my biological family.

Educations: Kirkwood Community College, Associates in Accounting
       Name: Rosalie Wolf
Position: Director of Operations
Philosophy: See the good in everyone and respect differences
Interests: Travel, nature, reading, spending time with family
Education: University of Northern Iowa
Family: Husband Joe, son Michael and daughter-in-law Sarah, son Timothy and daughter-in-law Kristen
Secret power: Always finish what you start and do it to the best of your ability
The three most important things in my life: Family, faith and friends
Passion: To keep learning and to appreciate what life has to offer.
       Name: Laura Burkle
Position: Development Director
Year joined the firm: 2007
The three most important things in my life: Family, friends and health
Interests: Running, cooking, traveling, volunteering, anything involving kids
Education: University of Iowa
What I’m passionate about: Working with and getting to know people from all different walks of life