With a career spanning over three decades, Tony knows AE deeply, having long served at senior levels within the governmental and financial compliance function of one of the largest engineering firms in the U.S. Known for his consultative approach, Tony adeptly guides clients through complex challenges, offering clear and practical solutions.
A nationally recognized speaker, Tony’s extensive network within the state departments of transportation, AASHTO, and ACEC communities allows him to provide an impartial interpretation of the Federal Acquisition Regulation (FAR) across the country. His commitment to clarity, positive outcomes, and improved profitability for AE firms has earned him respect and strong relationships nationwide.
Education
- Bachelor of Science in Business Administration (BSBA), Accounting and Finance from Duquesne University
- MBA, Accounting from Duquesne University
Professional and Community Highlights
- Certified Public Accountant, registered in PA and NY
- American Institute of Certified Public Accountants, Member
- AASHTO Committee on Internal and External Audit, Presenter
- ACEC/AASHTO Audit Guide Task Force, Member
- ACEC/AASHTO National Compensation Matrix Task Force, Former Member
- ACEC National and State Conference, Presenter
- ACEC TX Leadership Institute, Presenter
- Regularly present for state DOTs
- Duquesne University Accounting Advisory Board, Former External Director
Kate’s 25 years of experience in the Architecture and Engineering industry includes leadership roles as a Consultant, Principal-in-Charge, and National Engineering Director. Her primary focus is on helping clients with transition strategies including ownership transition and mergers and acquisitions. Kate applies a “lead with people” approach as she partners with firms to successfully anticipate and prepare for their future.
Education
- B.A. in Psychology from University of Colorado Denver
- B.S. in Mechanical Engineering from University of Colorado Denver
- MBA, General Business and Finance from University of Denver – Daniels College of Business
Professional and Community Highlights
- ACEC-CO, Vertical Design Committee member and sustaining member
- A3LC Liaison Committee member
Kelly is an experienced director who serves clients with tax compliance, planning, and strategic tax advisory services in a wide range of industries including architecture and engineering, manufacturing and distribution, and government contractors. She has worked extensively with corporations, pass-through entities, multi-state returns, individuals, IRS and state correspondences, and accounting for income taxes under ASC 740. Additionally, Kelly has specialized expertise in helping firms to enhance their cash flow by utilizing the research and development tax credit.
Education
- BS degree in Accounting from Mount St. Mary’s University, cum laude
- MBA from Mount St Mary’s University
As Managing Director of Project Management & Ajera Consulting, Val brings over 25 years of accounting, consulting, and business management experience in the industry. With specialized expertise in project management, Val works collaboratively with firms to apply best practices, maximize workflow processes and utilize enhanced reporting for increased efficiency and profitability.
Serving for several years as the Controller and Managing Vice President of an MPE engineering firm, Val possesses valuable “in the field” knowledge of the business nuances of a professional services firm. An accomplished speaker, she is a frequent presenter at national industry conferences.
Education
- BSA degree in Accounting from the University of Phoenix
Professional Highlights
- Certified Ajera Professional, Deltek University
What Motivates Val
The synergy created by marrying best practices, efficiencies with tools, and working within the creative culture each client brings to the equation.
Phil leads the Stambaugh Ness TechSolutions team, providing technology consulting and implementation to over 800 clients, including the architecture, engineering, manufacturing, governmental, and healthcare industries. Working closely with clients, Phil develops innovative solutions to contribute to the company’s growth and profitability.
Always thinking strategically, Phil frequently performs client technology process assessments to fully understand their current needs and where they want to be in the future.
Phil manages and deploys technology initiatives for clients via ERP, EDI, and CRM, as well as developing and managing all aspects of their technological infrastructure, technology inventory, and staff. His years of experience also include performing IT security audits, intrusion/penetration testing, and long-term strategic planning.
Education
- The Pennsylvania State University
- YTI Career Institute
Ask Phil About
The time gasoline was the drink of choice.
As Director, Steve brings over 25 years of experience serving architecture, engineering, and construction (AEC) firms with tailored audit, review, and compilation services. He also has extensive expertise in auditing employee benefit plans for organizations of all sizes, including plans with more than 20,000 participants. Steve partners with clients to strengthen financial reporting, ensure compliance, and uncover opportunities for efficiency and profitability.
As a U.S. Army veteran, Steve applies a disciplined, solutions-oriented approach to every engagement. Beyond assurance services, he advises on internal controls, cash flow optimization, and strategic planning to help clients achieve sustainable growth. Steve’s approach is to serve as a valued partner who thinks strategically and asks the hard questions that help clients meet their long-term goals. His ability to translate complex financial data into actionable insights makes him a trusted resource for AEC firms seeking operational excellence.
Education
- BS degree in Accounting from the University of Maryland
Professional & Community Highlights
- Certified Construction Industry Financial Professional (CCIFP)
- Leadership York, Board of Directors, Former Treasurer
- Cultural Alliance of York, Board of Directors, Treasurer
Steve’s Best Advice
Kill them with kindness, it’s contagious.
Jennifer brings more than 25 years of public accounting experience and deep institutional knowledge of Stambaugh Ness to her role as Chief Financial Officer. A longtime leader within the firm, she has played an integral role in guiding its growth, operations, and strategic direction.
As a member of Stambaugh Ness’s Management Committee, Jen has been actively involved in firm leadership, financial oversight, and long-range planning. Her career progression within the firm gives her a comprehensive understanding of its business model, culture, and the evolving demands of a growth oriented professional services firm.
With a strong foundation as a CPA, Jen brings technical rigor and practical judgment to financial decision-making, ensuring disciplined stewardship and sustainable growth. As CFO, she leverages her leadership experience and institutional insight to support the firm’s long-term success.
Education
- MBA with a concentration in Accounting from The University of Pittsburgh
- BS degree in Health Policy and Administration from The Pennsylvania State University
Professional & Community Highlights
- Leadership York, Graduate, and former Treasurer
- Presenter for World Trade Center, Central PA
- Presenter for MANTEC
- Women & Minority Business Owners Have Many Resources, Published by Central Penn Business Journal
Jennifer Recommends This Advice
Life is Short – so buy the shoes, drink the wine and eat the dessert.