Our Team

Don Goettemoeller

Phone: (937) 492-3161

E-mail: 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

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

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

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

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

Director of Wealth Management

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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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Richard J. Rihm, CPA

Manager

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

Manager

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

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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Kevin Schlarman, CPA, CFP(R)

Manager, Financial Advisor

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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 a CERTIFIED FINANCIAL PLANNER^TM professional and has also passed the FINRA series 7 and 66. Kevin lives in Osgood with his wife Katrina and daughter Lucy. He enjoys watching sports, spending time with family and friends, and staying active outside.

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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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Danielle Magoto, CPA

Manager

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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Rebecca L. Beaver, CPA

Senior

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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Darian Mescher, CPA

Senior

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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Macy Guillozet, CPA

Senior

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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Janice K. Harshman, EA

Senior

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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Paula A. Sheridan

Professional Staff

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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Alice A. Berning

Professional Staff

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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Nate Yoakum, CPA

Professional Staff

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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Brenda Barhorst

Professional Staff

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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Andrea Wynk

Professional Staff

E-mail: awynk@mccrate.com

Andrea joined the team at McCrate, DeLaet & Company in 2019 as a Staff Accountant. She graduated from Ball State University with a Bachelor’s of Science in Accounting. Her specialties include preparing corporate, partnership and individual tax returns, payroll and audits. She is from Maria Stein, Ohio. In her spare time, Andrea enjoys reading, staying active and spending time with family and friends.

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Connor Rose

Intern

Connor joined McCrate in 2019. He is currently studying accounting at Wright State University. He works on corporate, partnership, and individual tax returns. Connor is a student affiliate of the Ohio Society of CPAs. His interests include volunteering in the construction of Redskin Memorial Park, softball, golf, deer hunting, and helping out on his family's farm.

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Tom Kueterman

IT Specialist

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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Janie Willis

Administrative Services

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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Beth Valentine

Administrative Services

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

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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