We are proud to introduce you to Lance CPA Group. In the past year we have grown from a team of three to a team of eight and might we say- we couldn’t be happier! Each member adds unique insight, talents, and specialties to the mix- making us very well-rounded and capable to meet the needs of all our clients.
We are fun-loving combination of accountants and creative-types with a passion to serve our clients. We enjoy working together (albeit we only really see each other in person when we have conferences or retreats) and having fun together. The Lance CPA Group team makes sure to prioritize our team dinners and activities as we know that only creates a better work environment in general.
From our Customer Success Manager, to your accountant, to the Managing Director, we know you will love each of our team members as much as we do!
Joshua Lance, CPA, CGMA
Managing Director
Joshua Lance, CPA, CGMA
Managing Director
With his undying love for the old sitcom “Full House”, Josh is easily the nerdiest of our crew. He’s a licensed Certified Public Accountant and Chartered Global Management Accountant (CGMA). Despite his uncanny knack for using old man phrases, Josh was named as one of the Top 40 Under 40 in 2017 and 2018 by CPA Practice Advisor.
Samantha Aycock
Director of Operations
Samantha Aycock
Director of Operations
Samantha attended the University of Illinois at Chicago where she received a Bachelor’s degree in Finance. For 6 years she worked as an accounting analyst for an international law firm in Chicago. Sam is most known for her overly cautious nature. Case in point, she is afraid there might be a bear in her backyard in the Chicago suburbs— an ACTUAL bear. We can’t make this stuff up people.
Dalton Cousar
Customer Success Associate
Dalton Cousar
Customer Success Associate
Dalton is a US Navy veteran. He’s our Customer Success Associate and loves chatting with new people. To that end, Dalton bartends most nights in downtown San Diego all because of that cheesy, 80’s Tom Cruise movie. When he’s not behind the bar he’s soaking up the sun on the beach with his dog Jethro.
Jamie Engelhardt
Operations and Marketing Manager
Jamie Engelhardt
Operations and Marketing Manager
If she’s not photographing every single elementary school event for her kids’ school, you’ll probably find Jamie binging on chips, salsa and margaritas with one of her closest friends. Jamie graduated from the University of Northwestern with a degree in Intercultural Studies. Her passion for photography and creativity led her down the path to marketing.
Mandy Rodenburg, CPA
Accounting Manager
Mandy Rodenburg, CPA
Accounting Manager
We can always count on Mandy to provide us with a humorous antic from her adventures with small children. She is a Certified Public Accountant and holds a degree in Mathematics from Purdue University and a Masters in Accounting from UIC. Her kiddos keep her busy, and in her free time (what free time?!) she enjoys traveling, dining out, and art.
Jenni Hughes, CPA
Tax Manager
Jenni Hughes, CPA
Tax Manager
Jenni has a BA in Communications from the University of Wisconsin and an MS in Accounting from UW-Milwaukee. Even though she’s a Packers fan, we still let her work for our Chicago-based firm. When she’s not attending her kids’ soccer, basketball, or football games, she enjoys exercising, paddle boarding, and traveling.
Saima Uribe
Tax Accountant
Saima Uribe
Tax Accountant
Saima earned her Bachelor of Science degree in Accounting with a minor in Human Resources from Purdue University. When she’s not working on your taxes, you’ll find her at a tournament watching one of her four sons take down a competitor on the wrestling mat. She loves her kids, but don’t make her take them shopping. They are constantly rushing her, telling her not to buy a new pair of boots, and insisting on hitting up the food court.
Susan Heidenreich
Accountant
Susan Heidenreich
Accountant
Despite being a total Monica (if you don’t know this reference you are dead to us), Susan still easily manages to be everyone’s favorite person. With degrees in both Psychology and Sociology from Indiana University, she spent the early years of her career in human resources before transitioning to accounting.
Ekaterina Angert
Accountant
Ekaterina Angert
Accountant
Ekaterina (Kat) holds an accounting degree from her native Russia, as well as a Masters of Accounting and Financial Management from Devry University. Since working for our firm, Kat has taken up craft beer and coffee— two things she would never have consumed in her past life. Bad influence? That’s just the way we like it.
Katie Milton
Accountant
Katie Milton
Accountant
In high school Katie found out she was destined to be an accountant after a 70-year-old nun gave her the only “C” she’d ever received. The leaves in her still life art drawing did not have “enough personality.” Katie graduated from Marquette University with a BS in Accounting in 2000, and has worked in the public accounting sector as well as in international accounting, financial planning, and analysis. She lives in Chicago with her husband and two daughters.