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DALE A. SCHWIETERMAN, CPA
Managing Partner
Dale joined McCrate, DeLaet & Co. in 1972. He is a graduate of Bowling Green University with a Bachelor of Science Degree in Accounting.
Dale is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA). He is very involved with the OSCPA being past chairman of the Agri-Business Committee and past President of the Lima Area Chapter of the OSCPA.
Being very involved in community activities, Dale is chair for the Business Development Committee of Marion Community Development Organization, and is treasurer for the Spiritual Center of Maria Stein.
Specialized industries conferences that Dale has attended include the following:
- Advanced Grain Symposium (2006)
- Farm Taxation - Planning Opportunities and Pitfalls (2007)
- 2008 National Conference on Agriculture (AICPA)
- Grain Observation and Inventory Valuation
- Futures Grain Merchandising
- Tax Strategies for the High Income Individual / Wealth care Planning (2006)
- Planning Opportunities in Farm Taxation
Dale resides on a farm near Celina in Mercer County with his wife Nancy and their five children.
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DAVID J. MONNIER, CPA
Partner
Dave joined McCrate, DeLaet & Co. in 1974. Dave is a graduate of Bowling Green University with a B.A. in Accounting.
Currently Dave serves on the Holy Angels Church Finance Committee and the Salvation Army Endowment Committee. Dave is involved in the community by being a director with Wilson Memorial Hospital. Dave is a member of the AICPA and the Ohio Society of CPAs. Dave previously served as treasurer and director of the Sidney/Shelby Chamber of Commerce. Dave also served on committees with United Way, Lehman High School, and Holy Angels School.
Specialized industries that Dave has attended include the following:
Sub S Corporations Planning for the Older Client
Valuations of Closely Held Businesses Estate and Gift Taxation
Tax Strategies For the High Income Individual
Dave lives in Sidney with his wife Ann and their three children.
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Don joined the firm in 1978. He is a graduate of Miami University of Oxford with a B.A. degree in Accounting and Finance.
Don is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. Don is involved in the community by being a director and president of Shelby County Youth Soccer. Don has previously served as president and trustee of Wilson Memorial Hospital, president and director of the Sidney-Shelby County YMCA and YMCA Foundation, and treasurer and director of the Sidney/Shelby County Chamber of Commerce.
Industries that Don has specialized in are:
Financial Planning* Construction Industry
Nonprofit Organizations Technology Applications
Employee Benefit Plans Accounting and Auditing Standards
Don lives in Sidney with his wife Bev and their three children.
*Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. This is not an offer to sell securities in any other state or jurisdiction. Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through McCrate, DeLaet Financial Advisors, LLC. McCrate, DeLaet Financial Advisors, LLC and 1st Global Capital Corp. are unaffiliated entities.
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DAVID W. FORTNEY, CPA
Partner
Dave graduated from Ohio University with a B.B.A. in Finance and Accounting. He is a member of the AICPA and OSCPA.
Dave's specialization is in:
- Financial Planning*
- Estate Planning
- Taxation of Estates and Trusts
- Individual and Corporate Taxation
Dave resides outside of Sidney with his wife Cheryl and their three children.
*Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. This is not an offer to sell securities in any other state or jurisdiction. Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through McCrate, DeLaet Financial Advisors, LLC. McCrate, DeLaet Financial Advisors, LLC and 1st Global Capital Corp. are unaffiliated entities.
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Richard T. Martin, CPA, EA
Manager
Dick joined McCrate, DeLaet & Co. November 1, 2006 after 34 years in accounting and tax practice at 1443 N. Main Ave., Sidney Ohio.
He holds a Bachelor of Science degree from Urbana University. Dick is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA). He is also enrolled to practice before the Internal Revenue Service.
Specialized areas of tax practice include:
- Individual and small business
- Farm - Individual, partnerships and corporations
Dick lives on a farm southeast of Sidney with his wife Suzie.
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Gloria M. Miller, CPA
Manager
Gloria is a graduate of Manchester College with a B.A. in Business Administration. She is a member of the AICPA and OSCPA. Gloria has been with McCrate, DeLaet & Co. since 1973.
Gloria's community/professional activities include member of Women in Networking, Shelby County.
Industries that Gloria is specialized in are:
- Trucking
- Retailing
- Payroll Taxation
Gloria lives in Versailles.
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Richard J. Rihm, Jr., CPA
Manager
Rick is a graduate of Notre Dame University with a B.B.A. in Accounting. He is a member of the AICPA, OSCPA, and the AICPA Technology Section. Rick joined McCrate, DeLaet & Co. in 1979.
Rick specializes in:
- Individual and Corporate Taxes
- Computer technology
Rick resides in Sidney.
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Diane L. Jutte, CPA
Manager
Diane is a graduate of Defiance College with a B.S. in Accounting. She is a member of the AICPA and OSCPA.
Diane specializes in:
- Taxes - Individual, Corporate, and Partnership
Diane lives in Minster with her husband Ed and their four children.
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Rebecca L. Beaver, CPA
Specialist
Becky graduated from Bowling Green University with a B.S.B.A. in Accounting and Finance. She is a member of the AICPA and the OSCPA.
Becky specializes in:
- Individual and Corporate Taxation
- General Accounting
Becky lives outside of Sidney with her husband Matt and their four boys.
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Jane K. Gariety, CPA
Specialist
Jane is a graduate of Ohio State University with a B.S. in Business Administration. She is a member of the AICPA and the OSCPA. Jane also volunteers as treasurer for the Sidney Rotary Club and the Jackson Center Corporate Challenge Committee.
Jane specializes in:
- Taxation, Individual, Corporate, and Non-Profit
- Peachtree, Member of Sage Accountants Network
Jane lives in the Jackson Center area with her husband Pete.
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Barbara Shively, EA
Barb is a graduate of Miami University with a B.S. in Accounting. Barb specializes in:
Barb lives in Troy with her husband Steve. They have four children.
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Deborah K. Olson, CPA
Audit Senior
Deb graduated from Miami University with a B.S. in Accounting. She is a member of the Ohio Society of CPAs.
Deb specializes in:
- Taxation - Individual and Corporate
- QuickBooks and Peachtree consulting
- General Accounting
Deb lives in Greenville with her husband Neil and their three children.
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Sarah Stammen, CPA
Tax Senior
Sarah is a graduate of Bowling Green with a Masters of Accountancy and a Bachelor of Science in Business Administration. She is a member of the AICPA and the OSCPA.
Sarah specializes in:
- Taxation - Individual, Partnership, and Corporate
- Farm Taxation
Sarah lives in Ft. Recovery with her husband Tim.
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Michael G. Marshall, EA
Specialist
Mike went to the University of Texas in Austin and studied business. He is enrolled to practice before the Internal Revenue Service.
Mike specializes in:
- Taxation - Individual and Corporate
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Alice A. Berning
Alice has been with McCrate, DeLaet since 1987.
Alice specializes in payroll processing and preparation of payroll returns. She also does client write-up, compilations, and financial statements.
Alice lives on a dairy farm in the Anna area with her husband Patrick and their three children.
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Kathleen H. Marquardt, CPA
Kathy is a graduate of Hillsdale College with a B.A. in Accounting.
Kathy specializes in:
- Audits
- Individual & Corporate taxes
Kathy lives in Piqua with her husband Scott. They have two children.
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Ashley Hess
Ashley joined the firm in October of 2008 with a Bachelors in Accounting from Bowling Green State University. She is completing her Masters in Business at Wright State Lake campus.
Ashley lives in Chickasaw.
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Janice Harshman
Janice joined the staff in January 2009. She is graduate of Miami University.
Specializes in:
- Individual and Corporate taxes
Janice lives in Troy with her husband. They have 3 children.
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