SFW PARTNERS - Key Persons
Associate
Adam joined the firm in 2024. He earned a Bachelor of Science Degree in Accountancy from Arizona State University and a Master of Science Degree in Accountancy from the University of Missouri.
His primary focus is to perform audit, review, and compilation engagements.
With more than 18 years experience, Alicia focuses on providing accounting, audit, and tax services to closely held businesses. She has also provided business consulting and valuation services to clients. Her areas of specialty include construction, manufacturing, restaurants, employee benefit plans, and professional services.
Alicia graduated with honors from the University of Missouri-Columbia with a Master of Accountancy. She went on to obtain her CPA, earning the Gold Medal Award for the highest score in the state of Missouri on the exam.
As a member of SFW Partners' Assurance Services Committee, Alicia assists with the design and monitoring of accounting and auditing quality control program. This committee is also responsible for analyzing new accounting and auditing pronouncements as well as the development and implementation of these standards into our practice.
Alicia is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. She was previously an instructor at Surgent McCoy CPE, LLC, a national continuing education provider.
Job Titles:
- Principal
- Member of the American Institute of Certified Public Accountants
Becky joined the SFW Partners in 2003 and has experience in audit, review, and compilation engagements as well as corporate and individual taxation.
Becky graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science of Accountancy in 2001 and from the University of Missouri-Columbia in 2003 with a Master of Business Administration degree.
Becky is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
Blake joined SFW Partners in 2017 after earning a Bachelor of Science and Master's Degrees in Accountancy with a specialization in taxation from Southern Illinois University - Edwardsville.
His primary focus is on individual and corporate taxation.
Job Titles:
- Senior Manager
- Member of the American Institute of Certified Public Accountants
Brett joined SFW Partners in 2024. He has over 20 years of experience in tax compliance and consulting. Most of his experience is in closely held entities and high net worth individuals. Brett also has extensive experience with multistate taxation, as well as nonprofit reporting/taxation. Before joining SFW Partners, Brett was the managing director of tax at a local public accounting firm. Brett also has experience in industry, working a few years as a Tax Manager for a publicly traded company.
Brett graduated cum laude in 2006 with a master's degree in accountancy (Certificate in Taxation) from the University of Missouri-Columbia.
Brett is currently a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
Away from the office, Brett enjoys taking his kids to their soccer and volleyball games as well as playing softball and golf.
Job Titles:
- Senior Manager
- Member of the American Institute of Certified Public Accountants
Brian joined SFW Partners in 2017 and has experience in public accounting with a primary focus on providing accounting and tax services to individuals and closely-held small businesses.
Brian graduated from Southeast Missouri State University in 2012 with a Master of Business Administration degree.
Brian is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
Bryan has experience in providing assurance, tax, and consulting services to closely held businesses and their owners. He also specializes in serving high net worth individual tax clients. Before joining the SFW Partners, Bryan spent nine years at BKD, a national public accounting firm, serving their closely held family business clients in assurance and tax in the manufacturing, distribution, real estate, and construction industries. He also served as CFO of Royal Papers, a janitorial supply company in St. Louis and as the Director of Tax Strategies at Moneta Group, a financial advisory firm serving high net worth clients.
Bryan is a 2004 graduate of Missouri State University, Springfield, with Bachelors of Science in Accounting and Marketing. He is currently a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
As an active member of the community, Bryan serves in the following capacities:
Member of the Board of Directors of Wings of Hope
Treasurer of the Board of Directors of Sunset Country Club
Finance committee member of Ursuline Academy
Member of the Board of Directors of Holy Cross Academy
Finance Council member of Our Lady of Providence Catholic Church
Charlie joined SFW in 2022. He earned his Bachelor's and Master's Degree in Accountancy from Truman State University.
His primary focus is to perform audit, review and compilation engagements as well as individual and corporate taxation.
Job Titles:
- Accounting Services Associate
Drew joined the firm in 2018 after earning a Bachelor of Science Degree in Accountancy with minors in Finance and Data Analytics from Missouri State University.
His primary focus will be to perform audit, review and compilation engagements as well as individual and corporate taxation.
Drew is also a volunteer with the Down Syndrome Association of Greater St. Louis.
Job Titles:
- Manager
- Member of the American Institute of Certified Public Accountants
Jennifer joined SFW in 2024, bringing with her a wealth of experience from her previous role at a multi-family office. Her primary focus lies on providing accounting and tax services to individuals and trusts.
Jennifer is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
With over 30 years of public accounting experience, John's client base is made up exclusively of closely held entities, and he prides himself on providing excellent service, responsiveness, creativity, and practical and effective problem-solving business solutions. Prior to joining SFW Partners, John was the managing partner of his own CPA practice, Schnurbusch & Associates, which was founded in 1999.
John graduated from the University of Missouri-Columbia in 1988 with a Bachelor of Science in Accountancy. His professional and civic activities include memberships in the American Institute and Missouri Society of Certified Public Accountants, former advisory board member of the West County Branch of Eagle Bank & Trust (now Enterprise Bank & Trust), and serves as board member and treasurer for charitable and non-profit organizations in the St. Louis area.
John's emphasis is on providing clients with high-level tax and business management advice as well as estate planning. He has experience in a variety of industries including restaurant, manufacturing, law firms, construction, medical practices, non-profit organizations, service businesses, wholesale and retail distribution, financial institutions, real estate development, hospitality companies, and music entertainment.
John has accepted numerous speaking engagements for local financial organizations and has appeared on the FOX 2 News Morning Show, The Big 550 KTRS giving tax planning advice, and KSDK Channel 5 on the Jeff Duncan Show, commenting on tax law changes. He was also featured on KMOV-TV 4, reviewing tax software and advocating the value of having your tax returns prepared by a CPA firm.
When he's not working, John enjoys spending time with family, playing baseball and golf, bicycling, and watching sporting events. His daughter and only child, Taylor, was born on April 15, the tax return due date.
Job Titles:
- Accounting Services Senior Manager
Jordan joined SFW Partners in 2018 after earning a Bachelor of Science and Master's Degrees in Accountancy from Mizzou. He has also received a Certificate of Taxation.
His primary focus is to perform audit, review and compilation engagements as well as individual and corporate taxation.
Job Titles:
- Education Instructor for Surgent McCoy
- Tax Specialist
Karen serves as a continuing education instructor for Surgent McCoy and is a frequent presenter on tax topics for South Carolina Association of CPAs.
Job Titles:
- Recruiting and Onboarding Specialist
Job Titles:
- Learning and Development Specialist II
Kendall joined SFW Partners, LLC Talent Development Team in 2023. Early in her career, Kendall served as a business analyst for both the finance and mortgage industries, but realized her true passion was to help develop the talents of others. She traded industries and moved into Organizational Development where she applies her love of organization and structure with her skills for coaching and elevating talents in the workplace.
Kendall's responsibilities include managing training programs, learning portal oversight, and supporting our emerging leaders in their career development. She also enjoys facilitating and creating training content that engages students and encourages positive mindset shifts.
Kevin joined SFW Partners in 2015 and has experience in audit, review, and compilation engagements as well as in corporate and individual taxation.
In 2014, he earned his Bachelor of Science in Accounting from Missouri State University and went on to graduate with his Master of Accountancy from Auburn University in 2016.
Job Titles:
- CVA
- Education Instructor for Surgent McCoy
- Member of the Missouri Society of Certified Public Accountants
Lance has over 26 years of experience in taxation and public accounting and directs SFW Partners' Tax Services Department. He has appeared as an expert witness in numerous civil and criminal cases. Recognized for his creative solutions to complex income and estate tax problems, his client base is exclusively closely held entities.
Lance graduated from St. Louis University and began his career with a large international accounting firm, where he concentrated on the taxation of closely held corporations and their shareholders. He also worked in their London office, focusing on expatriate taxation.
Helping CPAs keep current on tax law, Lance serves as a continuing education instructor for Surgent McCoy. The South Carolina Association of CPAs presented him with the Discussion Leader of the Year award.
Lance is a member of the Missouri Society of Certified Public Accountants, the National Association of Certified Valuation Analysts, and a board member of AGN, a worldwide association of accounting firms.
Majd joined SFW Partners in 2023 after earning Bachelor and Master of Accountancy degrees from Lindenwood University.
Her primary focus is to perform audit, review and compilation engagements as well as individual and corporate taxation.
Michael joined SFW Partners in 2024 and has experience in audit, review, and compilation engagements as well as in corporate and individual taxation, where his work is currently focused.
He graduated from Millikin University in 2019 with his Bachelor of Science in Accounting and minor in Finance.
In his spare time, Michael enjoys playing golf and attending sporting events with his wife and friends.
Job Titles:
- Consultant
- Director of Talent Strategy
Nancy has served as a consultant for much of her career, providing talent solutions for small businesses, to Fortune 500 companies, as well as the Department of Defense. She has developed Advanced Certificate Programs on Leadership and High-Performing Teams for prestigious schools including Washington University and St. Louis University.
Paul joined SFW Partners in 2008 and has experience in audit, review, and compilation engagements as well as corporate and individual taxation. Paul's areas of expertise include providing tax, accounting, and auditing services to individuals and privately held businesses.
Paul graduated from the University of Missouri-Columbia in 2007 with a Master of Accountancy.
He is a member of the Missouri Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Job Titles:
- Accounting Services Associate
Job Titles:
- Reception / Executive Assistant