Lisa is a highly experienced finance and accounting director with extensive knowledge of all functions of an accounting department including payroll, accounts payable, billing, and preparation of financial statements. Coupled with her proficiency in accounting software, Lisa delivers a highly-specialized client experience that elevates the overall accounting function of a firm while helping them reach their goals.

Collaborating with clients, Lisa provides solutions to strengthen critical accounting operations, including timely month-end close and financial reporting. In particular, Lisa has deep working knowledge of project-based industries including architecture and engineering.

Education

• York College of Pennsylvania

Kristi Weierbach, Ph.D., SPHR, SHRM-SCP

As Managing Director of Workforce Advisory at Stambaugh Ness, Kristi Weierbach helps AEC firms navigate complex workforce issues that impact performance and growth. She works with organizations facing hiring shortages, turnover, unclear job structures, and inconsistent HR practices, guiding them toward solutions that make their workplaces more effective and resilient.

Kristi’s work centers on taking the often-messy parts of AEC firms, including people and culture, and elevating them to strategic drivers of performance. She leads projects in compensation analysis by helping firms understand competitive pay, build a pay band structure, and help handling outliers or compression issues. Kristi also helps develop a job architecture framework that provides career paths, giving employees clarity and helping firms grow in a structured way.

Her work includes helping AEC firms with strategies for finding and keeping talent, aligning performance with strategic initiatives or priorities, and creating incentive programs that not only reward employees but help drive the behaviors needed to achieve desired results. She also supports clients with HR risk and compliance, reducing exposure to costly issues before they arise. Across all areas, her goal is simple: help AEC firms find, keep, and support the people who keep their projects moving.

In addition to her client work, Kristi is an active blogger and frequent presenter, sharing insights on workforce trends and the changing needs of the AEC industry. She combines deep and strategic HR expertise with a grounded, approachable style that helps leaders feel confident and supported through every stage of their business lifecycle.

Education

• Ph.D. in Organizational Management with a specialization in HR from Capella University
• MBA in Business from Capital College, The Pennsylvania State University
• BS degree in Accounting from Capital College, The Pennsylvania State University

Professional & Community Highlights

• Senior Professional in Human Resources, HR Certification Institute
• SHRM Senior Certified Professional, Society for Human Resource Management
• Fundamental Payroll Certified, American Payroll Association

Ask Kristi About

The time her palms were scanned at the airport.

Marla brings with her a wealth of expertise honed through her extensive career, during which she navigated intricate tax challenges and delivered tailored solutions to complex tax situations. Her track record of leadership, coupled with her comprehensive understanding of tax compliance and regulatory requirements, positions her as an invaluable addition to the SN team.

Marla has over three decades of extensive expertise across both public and private sectors, with a focus on law and taxation. Prior to joining SN, Marla served as the Managing Tax Director at BDO USA’s National Tax Office, specializing in accounting methods, tax controversy, and risk management. Additionally, she managed hundreds of tax matters that resulted in large reductions of tax liabilities and audit findings; and served as a well-known tax thought leader as a result of her numerous presentations, articles, and interviews.

Marla spearheads the operations of SN’s National Tax Office, providing strategic direction and oversight to ensure unparalleled client service and solution delivery.

Education

• Master of Laws, Taxation from Penn State Dickinson Law
• Juris Doctorate from Penn State Dickinson Law
• Master of Business Administration (MBA) from Shippensburg University
• Bachelor of Science in Business Administration (BSBA), Accounting from Shippensburg University

Professional and Community Highlights

• Certified Public Accountant
• Bar Membership, Commonwealth of Pennsylvania
• American Institute of Public Accountants, Member
• Pennsylvania Bar Association, Member

As Managing Director, Sean provides high-level leadership and guidance to SN’s Deltek Vision and Vantagepoint sales and consulting teams. With 25 years of comprehensive experience in Deltek software and services leadership, Sean is perfectly positioned to drive growth and enhance the SN client experience.

Prior to joining SN, Sean served as Vice President of Sales at Deltek, where he was responsible for sales execution within Deltek’s extensive portfolio of 5,000+ government contract and professional services customers in North America. Sean’s wealth of experience within the technology and AE industries, combined with his results-driven approach, helps elevate SN’s collaboration with project-based firms nationally to maximize overall profitability and productivity.

In his role, Kevin leads SN’s rapidly growing national assurance practices and develops strategies to accelerate digital transformation within those areas. This commitment to future-forward thinking provides clients with a technology-driven audit process that produces a smarter, more accurate, insightful, and streamlined audit experience.

With more than 20 years of accounting industry experience, Kevin has extensive auditing, accounting, and consulting knowledge. Before joining SN, Kevin honed his skills, serving in leadership roles that included directing the commercial audit practice of a large regional public accounting firm and several years in the audit practice of a National and a Big 4 firm.

Don’t worry; even an assurance expert like Kevin enjoys extra-curricular activities, including hiking and keeping up with his alma mater’s football team, “We Are”!

Education

• BS degree in Accounting from Pennsylvania State University

Professional & Community Highlights

• AICPA & PICPA member
• Harrisburg Regional Chamber and CREDC, Board Member, Audit Committee
• Humane Society of the Harrisburg Area, Board Treasurer, Audit Committee
• Forty Under 40 Winner, Central PA Business Journal

Kevin’s Favorite Book

The Checklist Manifesto by Atul Gawande

With over a decade of experience in the AEC industry, Jeff Adams is a seasoned M&A advisor who helps firms achieve their strategic growth objectives. As Director of SN’s Merger and Acquisitions practice area and Certified M&A Advisor, he leads the M&A team, partnering with architecture, engineering, and construction firms on both the buyer and seller sides to strategically position them for greater future success. Jeff has successfully advised numerous M&A transactions, ensuring smooth and successful transitions for his clients. He also hosts the popular AEC Unscripted: M&A Edition podcast, where he shares insights and best practices with AEC leaders, including executives from ENR Top 500 firms.

During his career, Jeff has gained extensive experience overseeing strategy and operations related to accounting, financial planning, and analysis. Before joining SN, he held an executive leadership role at an engineering firm, where he played a pivotal part in leading his firm through a successful acquisition process.

Education

• Bachelor of Business Administration (BBA), Accounting from Georgia Southern University
• Associate of Science, Business Administration and Management, General from Abraham Baldwin Agricultural College

Professional and Community Highlights

• Mosaic Georgia, Board Member
• Georgia Southern University, Advisory Board Member – Construction Management

Listen to the Latest Episode of AEC Unscripted: M&A Edition

Scott is an AE industry veteran with 30 years of experience in strategy, marketing, and business development. As a former Vice President and Chief Marketing Officer for a mid-sized engineering firm, Scott brings a unique perspective to his client work, delivering first-hand industry insight and knowledge.

Scott is a sought-after national speaker who has presented for numerous industry organizations, including ACEC, AIA, ASCE, NCSEA, PSMJ, ROG, SDA, SMPS, and USGBC. A prolific writer, Scott has authored 15 books and written numerous ebooks, white papers, and blogs, including his Marketropolis blog for Engineering News-Record. He is a past president of the SMPS Foundation, an AEC research-focused nonprofit organization, and has served on the national board of directors for the Society for Marketing Professional Services (SMPS). In addition to being a Fellow of SMPS, Scott is also a Certified Professional Services Marketer.

Prior to joining Stambaugh Ness, Scott was the owner/principal of Aecumen, LLC, a firm providing consulting, facilitation, and training for AEC companies.

Education

• BS degree in Marketing from The Pennsylvania State University
• Certificate in Professional Photography from the New York Institute of Photography

Professional Highlights

• National AE Industry Presenter
• Society of Marketing Professional Services, Fellow
• SMPS Foundation, Former Trustee and President
• Forty Under 40, Central Penn Business Journal
• Outstanding Alumnus of the Year, Leadership York

Community Highlights

• Sitting Vice President of Marketing and Development for the Northern Central Railway, a nonprofit excursion railroad in southern York County. (Formerly known as Steam Into History.)
• Former President and Director of Historic York, Inc.
• Former Director of the York County Convention & Visitors Bureau
• Former Director of the American Red Cross – York County Chapter
• Former Secretary and Director of Leadership York
• Former Vice President and Director of Main Street York
• Former Task Force Member for William C. Goodridge Freedom House & Underground Railroad Museum