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  2. Our Team

Our Team

Don Goettemoeller

(937) 492-3161
ssteineman@mccrate.com

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.

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Donald C. Goettemoeller, CPA, PFS

Accounting & Audit Partner, Financial Advisor

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Don joined the McCrate, DeLaet & Co in 1978 as an accounting and auditing partner and today is also a wealth management advisor. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. He passed the FINRA Series 7 and 66 exams, as well as the Ohio Life & Health Insurance exam. Don specializes in personal financial planning, construction industry, non-profit organizations, technology applications, employee benefit plans, and accounting and auditing standards. He received his Bachelor of Arts in accounting and finance in 1978 from Miami University of Ohio. In previous years, Don served as the treasurer and director of the Sidney/Shelby County Chamber of Commerce, president of the Sidney/Shelby County YMCA and president and trustee of Wilson Memorial Hospital. Don looks at his role toward his clients as one of a counselor who provides guidance on financial and tax matters, and he works with his clients to help them achieve financial independence, offering them an improved process of planning for life’s critical financial events. Don lives in Sidney with his wife, Bev; their three children, Lauren, Ryan and Christian; and their dog and two cats. He enjoys cycling, playing racquetball, golfing and snow skiing.

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David W. Fortney, CPA, PFS

Tax Partner, Financial Advisor

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Dave’s career with McCrate, DeLaet & Company began in 1989. As a tax partner and certified public accountant, Dave specializes in tax services. He is also a financial advisor and Personal Financial Specialist with McCrate, DeLaet Financial Advisors and has passed the FINRA Series 7 and 66 exams and the Ohio insurance exam. His comprehensive experience and knowledge allow him to advise clients effectively on the entire scope of their financial situations, including estate planning and financial services. He has a deep understanding of how to help clients make tax-optimized decisions about their retirements, estate planning, investments and insurance situations.

Dave graduated from Ohio University with a Bachelor in Business Administration in accounting and finance. He is also a member of the American Institute of CPAs and Ohio Society of CPAs. As an active member of the community, Dave serves as treasurer of Connection Point Church of God and former chair of the Finance Committee for Dorothy Love Retirement Community.

Dave and his wife, Cheryl, live in Sidney, where they enjoy bicycling, motorcycling and spending time with their family, which includes their three grown children.

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Sarah Stammen, CPA

Tax Partner, Financial Advisor

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Sarah is a partner at McCrate, DeLaet & Company. She started as a staff member of the firm in 2006 and has continued with a passion to help her clients. She is responsible for preparing and reviewing returns and financial statements, directing the firm's tax preparation process. Sarah is a member of the American Institute of CPAs and the Ohio Society of CPAs, focusing on their tax and small business sections. Sarah is also a financial advisor and has passed the FINRA Series 7 and 66 exams. Sarah participates in Women in Leadership of West Central Ohio and is a member of the Sidney Rotary Club. She is the co-chair for Ft. Recovery Combined Charity. Sarah specializes in the agriculture industry and taxation for individuals, partnerships, corporations, gifting, and QuickBooks. She earned a master’s in accounting with a taxation specialization and a bachelor’s in business administration with a specialization in accounting, both from Bowling Green State University. She enjoys spending time with her family, walking and reading. She lives on a farm near Fort Recovery with her husband, Tim, and they have three children—Charlie, Kaitlyn and Kent.

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Mark Hoge, CPA, CVA

Tax Partner, Financial Advisor

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Mark joined McCrate, DeLaet & Company in 2010 with six years of prior experience at a large multinational accounting firm. Mark specializes in taxation (corporate, partnership, individual, and estate), business valuations, wealth management planning, and other business consulting services. Mark holds the CVA credential (Certified Valuation Analyst) and has performed business valuations for purposes including estate and gift taxation, marital dissolution, mergers and acquisitions, and purchase price allocations. 


He is a member of the American Institute of CPAs, the Ohio Society of CPAs and the National Association of Certified Valuators & Analysts. He serves his community as a board member for S&H Products and the New Knoxville Ranger Athletic Boosters. 


Mark attended the University of Cincinnati and received his Bachelor of Business Administration in accounting and his master’s in taxation. In addition to the CPA and CVA credentials, he passed the FINRA Series 7 and 66 exams, as well as the Ohio Life & Health Insurance exam. 
Mark lives in New Knoxville with his wife Kristy and their three children. Outside of work he enjoys sports, golfing, and family time.

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Brad Hoge

Financial Advisor

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Brad joined McCrate, DeLaet & Company in 2018 as a full-time Wealth Management Advisor after having spent the past 11 years as a financial advisor with a Fortune 500 company.  He specializes in investment portfolio management and design, insurance and risk management, retirement planning, and business retirement plans (401k, Simple, SEP IRAs).  He has a passion for the investment world and enjoys analyzing investment trends, market cycles, and current economic news.

Brad graduated in 2005 from the University of Cincinnati with a Bachelor of Business Administration degree in Finance and a minor in Business Entrepreneurship.  He has passed the FINRA Series 6, 7, 63, and 65 exams, and holds his Ohio Life & Health insurance license.

Brad is an active member of his community.  He is currently serving as president of the New Knoxville Ranger Athletic Boosters, and vice president of the New Knoxville Youth Baseball board.  He has also served as a member of his church board and past president of West Central Ohio NAIFA. 

Brad lives in New Knoxville with his wife Krista and their three children Connor, Caleb, and Courtney.  He enjoys golfing, reading, and spending time with his family and friends in his spare time.

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Gloria M. Miller, CPA

Tax Manager

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Gloria joined McCrate, DeLaet & Company in 1973. She is a certified public accountant and manager and a member of the American Institute of CPAs and the Ohio Society of CPAs. Gloria specializes in trucking, small business, and taxation (corporate, individual, and payroll). Gloria graduated from Manchester College in 1973 with a Bachelor of Arts in business administration. She lives in Versailles and enjoys traveling. She is also active with Women in Networking in Shelby County.

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Richard J. Rihm, CPA

Tax Manager

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Rick started at McCrate, DeLaet & Company as a network administrator in 1979 and now serves as a manager at the firm. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. He also serves his community as a member of the Kiwanis Club of Sidney and is a former treasurer and advisor for Big Brothers Big Sisters of Shelby and Darke counties. Rick specializes in taxation (individual, corporate, and payroll), small business, compilations, and reviews. Rick received his Bachelor of Business Administration in accounting from the University of Notre Dame in 1979 and takes pride in providing exceptional service to his clients. He lives in Sidney and enjoys traveling, walking, and spending time with his family and friends. Don’t be too surprised if you recognize him — Rick was once in a television commercial.

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Jane K. Gariety, CPA

Accounting Manager

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Jane joined McCrate, DeLaet & Company in 1999 and in her role as an accounting manager seeks to provide timely support to clients to help them run and grow their businesses. She is a member of the American Association of Certified Public Accountants and the Ohio Society of CPAs. Additionally, she serves her community as a member of both the Sidney Rotary Club and the Jackson Center Corporate Challenge Committee. Jane specializes in taxation (individual, corporate, partnership, and nonprofits), sage50 - U.S. edition support, compilations, and reviews. Jane earned her Bachelor of Science degree in business administration in 1996 from The Ohio State University. She currently lives in Jackson Center with her husband, Pete. The two have four grown children and nine grandchildren — and there are two more on the way! She loves spending time with her grandchildren and watching her Ohio State Buckeyes in action on the gridiron.

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Jeff Pohl, CPA

Manager

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Jeff joined McCrate, DeLaet & Co in 2016 with over 30 years of experience in public accounting. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. Jeff specializes in taxation (individual, corporate, and partnership), small business, agriculture, construction, compilations, and reviews. He has served his community in the past by being the Treasurer of Chickasaw Community Park Association, and a Councilman for the Village of Chickasaw. Jeff graduated from Miami University in Oxford, OH in 1983 with a Bachelor of Science majoring in Accounting. He lives in Chickasaw with his wife Lora and their 3 children.

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Rebecca L. Beaver, CPA

Senior Accounting Specialist

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Becky became a part of McCrate, DeLaet & Company in 1996 and has continued to serve the firm in her role as a senior accounting specialist. She is a member of the American Institute of Certified Public Accountants as well as the Ohio Society of CPAs. She also volunteers her time as a member of the Houston Ball Association and as a lector at Sts. Peter & Paul Catholic Church. Becky specializes in taxation (corporate, individual, and payroll, general ledger write-up, and Sage. She received her Bachelor of Science in accounting and finance from Bowling Green State University in 1995. Becky lives in Houston with her husband, Matt, and their five children, Isaiah, Dominic, Elijah, Luke and Carmen. They also have a German Shorthaired Pointer named Gunner who brings joy to their lives.

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Danielle Magoto, CPA

Senior Accountant

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Danielle joined the team at McCrate, DeLaet & Company in 2013. In the same year, prior to becoming a part of our team, she received her Bachelor of Science in accounting with a minor in finance at the University of Cincinnati. She also has two years of previous experience in working in compliance tax with the Kroger Co. She is a member of the Ohio Society of CPAs and AICPA. Danielle specializes in taxation (corporate, partnership, and individual). Danielle lives in Versailles with her husband, AJ, and she enjoys boating, water activities and being outdoors.

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Kevin Shlarman, CPA

Professional Accounting Staff

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Kevin joined McCrate, DeLaet & Company in 2016 with previous corporate tax experience. He is a professional member of the Ohio Society of CPAs and American Institute of Certified Public Accountants. Kevin graduated from The Ohio State University with a Bachelor of Science Degree in Business Administration with a focus in Accounting & Finance. Specializations include corporate and individual taxation. He is also a financial advisor having passed the FINRA Series 7 and 66 exams. Kevin lives in Osgood with his wife Katrina. He enjoys watching sports, spending time with family and friends, and staying active outside.

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Darian Mescher, CPA

Staff Accountant

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Darian joined McCrate, DeLaet & Company in 2016. She graduated from Urbana University with a double major in Accounting and Business Management with a Field of Emphasis in Honors. Her specialties include preparing corporate and individual tax returns with a focus on farm taxation. Darian is from Maria Stein, Ohio. She enjoys horse back riding, spoiling her family's dogs, and spending time with family and friends.

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Shelby Gibbs, CPA, CFE

Staff Accountant

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Shelby joined McCrate, DeLaet & Company in 2015 with one year of previous experience in auditing. She is a Certified Fraud Examiner (CFE) and member of the Association of Certified Fraud Examiners and the Ohio Society of CPAs. Additionally, she is involved with the Shelby County Animal Rescue Foundation, the Shelby County Farm Bureau and the Shelby County Cattlemen’s Association. Shelby attended Ohio Northern University and earned her Bachelors of Science in Accounting and her Masters in Forensic Accounting and Auditing in 2015. Shelby lives outside Jackson Center with her husband, Jason, and their two former shelter dogs, Barley and Porter. She enjoys riding horses, reading, and helping with farm work in her spare time.

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Brenda Barhorst

Staff Accountant

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Brenda joined McCrate, DeLaet & Company in 2018 after having 19 years experience in the accounting field.  She attended Houston High School and Upper Valley J.V.S. in addition to Edison and Ashworth colleges.  She is a member of the Shelby County Relay For Life Event Leadership Team as well as an avid supporter of the American Cancer Society.  Brenda resides in Minster with her husband, Aaron, as well as two children, Drew and Brielle.  She enjoys traveling (anywhere with a beach), THE Ohio State University, reading, and spending time with family and friends.

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Barbara Shively, EA

Staff Accountant

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Barbara joined the team at McCrate, DeLaet & Company in 2004 as the staff accountant with 15 years of experience in tax preparation, payroll and monthly bookkeeping at a CPA firm. She received her Bachelor of Science in accounting from Miami University of Ohio in 1976 and earned the designation of enrolled agent in 2009. She is also a member of the Ohio Society of CPAs. Barbara specializes in taxation (individual, corporate, farm, payroll, and clergy), farm accounting, and compilations. She ensures that she takes care of her clients in the same way that she would like to be treated and considers herself as someone who is not only easy to talk to but is also a very good listener. Barbara lives in Troy with her husband, Steve, and she serves as the treasurer at her church. She has four adult children and two grandchildren, and she enjoys spending her time camping, canoeing, reading, gardening and being with her family.

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Janice K. Harshman, EA

Senior Tax Specialist

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Janice is a senior tax specialist at McCrate, DeLaet & Company and has been with the firm since 2009. She brought with her 10 years of prior experience in tax preparation and was also an instructor at Edison Community College. She is a member of the National Association of Enrolled Agents, the National Association of Tax Professionals (also state board member of NATP), the Ohio State Society of Enrolled Agents and the Professional Tax Preparers. Additionally, she is involved in her community as a chair of the Altrusa International Foundation of Troy, Ohio, and as a member of the choir and Outreach Committee of First United Methodist Church of Troy. Janice specializes in taxation (individuals, corporate, partnerships, non-profits, and payroll), processing payrolls and associated tax filings. Janice received her Bachelor of Science in education in 1982 from Miami University and her Associates of Arts in Business in accounting in 2015 from Edison Community College. She currently lives in Troy with her husband, Scott, and together they have three grown children and two grandchildren. She enjoys spending her spare time singing, sewing, quilting, gardening, traveling and baking.

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Alice A. Berning

Professional Accounting Staff

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Alice joined McCrate, DeLaet & Company in 1987 with four years of previous accounting experience. Alice specializes in bookkeeping, write-ups, payroll, individual taxation, and QuickBooks. Alice lives in Sidney with her husband, Patrick, and together they have three children: Jill, Lora and Keith.

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Paula A. Sheridan

Professional Accounting Staff

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Paula is a staff accountant and tax preparer for McCrate, DeLaet & Company and has been with the firm since 2014. She brought with her more than 20 years of experience in tax preparation. She is an associate member of the Ohio Society of CPAs and also serves her community as a member of the St. Patrick Catholic Church Finance Committee and a board member of the Education Commission Lehman Foundation. Paula specializes in taxation (farm and payroll). Paula received her Bachelor of Business Administration in accountancy in 1977 from Ohio University. She lives in Troy with her husband, Ed, and they have four grown children and six grandchildren. While she’s not a fan of flying, she loves spending her time quilting and paper crafting.

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Tom Kueterman

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Tom joined McCrate in 2018 as the IT Specialist. He spent 21 years in Norwalk, OH while serving as a business director for multiple organizations. Tom received his Bachelor of Science in Chemical Engineering from the University of Dayton. He lives in Celina, OH with his wife Melanie and dog Benny. They have a son named Andrew. Tom enjoys woodworking, fishing, and boating. 

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Scott Steineman, CPA, CITP

Manager, Financial Advisor

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Scott joined McCrate, DeLaet & Company in 2014 after having 5 years' experience in public accounting. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. Scott specializes in audits (manufacturing, non-profits, employee benefit plans, and information technology), reviews, compilations, agreed-upon procedures, business taxation, retirement plans, and wealth management planning. Scott received his Bachelor of Arts in accounting from Capital University in 2011. He has passed the FINRA Series 7 and 66 exams and the CITP to become a Certified Information Technology Professional. He enjoys sports, and hanging out with family and friends.

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Macy Guillozet, CPA

Staff Accountant

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Macy started her career at McCrate, DeLaet & Company in 2016. She graduated from Wright State University with a Bachelors of Science in Accounting. Macy is a member of the American Institute of Certified Public Accountants, Ohio Society of CPAs, and Treasurer of Fort Loramie's Gym Committee. Her specialties include preparation of corporate and individual tax returns, payroll, and audits. She lives in Fort Loramie, Ohio with her husband Seth and son Cam. In her spare time, Macy enjoys hanging out with family and friends.

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Nate Yoakum

Professional Staff

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Nate joined McCrate, DeLaet & Company in 2018. He graduated from Ohio Northern University in 2018 with his Bachelor of Science in Accounting with a minor in Finance. He specializes in corporate and individual taxation. He is originally from Bainbridge, Ohio but lives in Ada, Oh with his wife Madison. In his spare time he enjoys hunting, fishing, golfing, and hanging out with family and friends.

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Janie Willis

Administrative Services

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Janie joined McCrate, DeLaet & Co. in 2003 as a secretary and financial services assistant. She has an Associates Degree in Applied Business & Office Administration from Edison Community College. She has made a career in administrative support with over 25 years experience in the field. She is a Notary Public for the State of Ohio.

Janie lives in Sidney, OH with her husband, Chad, and their two ragdoll cats. She loves cats and enjoys participating in car shows and Camaro club events, watching football, cooking and trying new recipes. She also collects stamps, adding to a collection her grandmother and father started over 50 years ago.

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Angie Mills

Administrative Services

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Angie came to McCrate, DeLaet & Company in 2014 after completing her associate degree in business at Miami Jacobs Career College. She assists the company as a receptionist and in return processing. She loves working with numbers and using Excel, both of which inspired her to pursue a career in financial services.

Angie lives in Sidney with her husband, Fred, and they have three children—Matt, 24, Nikki, 23 and Relissa, 5. She also has a grandson, Carter, who is 3 years old.

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Beth Valentine

Administrative Services

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Beth joined McCrate, DeLaet & Co. in 2017. She lives in Sidney, OH with her husband Larry. Together they have two children, three grandchildren, and two cats. She enjoys spending time camping, traveling, reading, and relaxing with family and friends. She also does a variety of crafts including repurposing silverware and wine bottles into wind chimes and other decorative items. 

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Connie Caudill

Administrative Services

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Connie joined McCrate, DeLaet & Company in 2016 with over 25 years experience in medical offices. She graduated from Fairlawn High School and Upper Valley J.V.S. Connie resides in Sidney, Oh with her husband James.  They have two adult children.  She loves spending time with family, watching movies, and playing with their two dogs. When you see Connie around the office, she is always brightening the mood with her contagious smile!

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Dale A. Schwieterman

Tax & Accounting Managing Partner - Retired

Dale joined McCrate, DeLaet & Company in 1972 and today has retired as managing partner.  He makes himself available as a sounding board for his clients, as well as their friends and family. He focuses on building relationships and understanding their situations in order to give actionable advice. Dale is a problem solver and passionate about helping his clients find solutions.

Dale graduated from Bowling Green State University with a Bachelor of Science in accounting in 1972. He is a past member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. Dale has served as past chairman of the Agri-Business Committee and past president of the Lima Area Chapter of the OSCPA.

He and his wife, Nancy, have five grown children and reside on a farm near Celina in Mercer County.

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David J.Monnier, CPA

Tax & Accounting Partner - Retired

Dave has been an integral member of the McCrate, DeLaet & Company since 1974. As tax partner, Dave focuses on sub-S corporations, estate and gift taxation, business valuations and tax strategies for high-income individuals, as well as those in retirement. No matter what his clients need, Dave makes himself available to listen to their needs and create strategies to help them.

Dave graduated from Bowling Green University with a Bachelor of Arts in accounting. He is involved with the American Institute of CPAs and the Ohio Society of CPAs.He also actively participates in the local community of Sidney, where he and his wife, Ann, live. He serves on the Holy Angels Church Finance Committee and as director and finance chairman for Wilson Memorial Hospital. He previously served as treasurer and director of the Sidney/Shelby Chamber of Commerce and on multiple committees for United Way, Lehman High School and Holy Angels School.

Dave and Ann have three adult children, Kurt, Kevin and Kim

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