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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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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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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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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.

Marisa joined McCrate, DeLaet, & Company in 2020 with experience in both industry accounting and public accounting. She specializes in business and individual taxation. Marisa graduated from Ohio University with a Bachelor of Business Administration in Accounting, Business Pre-Law, and Finance. She obtained her Master of Business Administration from Louisiana State University – Shreveport. Marisa is a member of the Ohio Society of CPAs. She resides in Maria Stein with her husband Mitch and son Wade. In her free time, she enjoys running, reading, and spending time outdoors.

Jordan joined McCrate, DeLaet & Company in 2020. He graduated from Wright State University with a double major in Accounting and Finance. He earned his master’s degree in accounting from Wright State University in 2019. In his spare time, Jordan enjoys watching sports and hanging out with family and friends.

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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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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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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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Kenzie joined McCrate, DeLaet & Company in 2021. She graduated from Wheeling University with her Bachelor of Science, double majoring in Accounting and Business Administration. While at Wheeling, she was a member of the volleyball team. She continued her education at Wheeling to receive her Master of Business Administration in 2021. She is from New Knoxville, Ohio. In her free time, she enjoys working out/staying active and spending time with friends and family.

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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.