Our Team

Contact

Check me out on BrokerCheck

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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.

Contact

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. 

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.