Lori Kerch, CPA, CGMA

Lori Kerch is the Chief Financial Officer at Stambaugh Ness, where she leads the firm’s financial strategy and drives performance and long-term value.

Lori is an accomplished finance leader with extensive experience in the professional services industry. She brings a deep understanding of the factors that drive success for professional services firms.

Before joining Stambaugh Ness, Lori held several key financial leadership roles, where she executed global strategies, influenced cross-functional teams, and contributed to both short- and long-term corporate objectives. Her background includes specialized expertise in operational transformation, performance management, and comprehensive oversight of strategic and operational finance functions.

Lori’s extensive experience in the professional services industry will be instrumental as Stambaugh Ness continues to expand its market presence and evolve its service offerings. Her proven ability to drive financial strategy and lead with integrity makes her ideally suited to guide SN through its next chapter of growth and success. In her role, she will focus on integrating strategic financial planning with the firm’s profit and growth objectives, while driving measurable outcomes that enhance organizational value.

Candice Williams

Candice Williams is a Senior Accountant in Client Accounting Services at Stambaugh Ness, specializing in Deltek Vantagepoint for Architecture & Engineering firms.

Candice provides expert-level assistance to AE clients throughout the project lifecycle within Deltek Vantagepoint, including project setup, billing processes, revenue recognition, and project-related reporting. She leverages her in-depth understanding of Deltek Vantagepoint to resolve financial discrepancies and provides ongoing transactional support for areas such as accounts payable, accounts receivable, employee expense reports, and consultant invoices.

Candice also executes month-end closing procedures for clients within Deltek Vantagepoint and generates accurate and timely financial statements. She serves as a primary point of contact and problem-solver for clients and the Stambaugh Ness OAS team regarding Deltek Vantagepoint-related accounting issues, proactively identifying opportunities for process improvements and increased efficiency.

Before joining Stambaugh Ness, Candice served as a Project Accountant at CHA Consulting, Inc., where she delivered accounting solutions for infrastructure projects.

Education

  • Master of Business Administration in Data Analytics from Malone University
  • Bachelor’s degree in Organizational Leadership from The University of Akron

Noah Fielding

Noah Fielding is a Senior Project Accountant on the Ajera Outsourced Accounting Services Team at Stambaugh Ness.

Noah brings a strong foundation in strategic planning, problem-solving, and mission-driven performance to his role, with a focus on serving architecture and engineering firms. His experience includes overseeing financial operations, managing end-to-end financial functions, and ensuring tax compliance within project-based accounting systems. He is adept at developing and implementing streamlined processes to enhance financial transparency and operational efficiency for clients.

Before joining Stambaugh Ness, Noah served as a Fractional Controller and Staff Tax Accountant at ADKF, where he managed financial operations for a portfolio of clients, developed a lease tracking system, and prepared numerous tax returns.

A Marine Corps veteran with over 8 years of leadership experience, Noah also has experience in team management, training, and ensuring compliance with regulations.

Education

  • Bachelor’s degree in Accounting and Finance from the University of Incarnate Word.
  • Currently pursuing a Master of Business Administration degree from the University of the Incarnate Word.

Courtney Frazier

Courtney Frazier is a Project Accountant in Deltek Ajera Outsourced Accounting Services at Stambaugh Ness, specializing in Deltek Ajera for architects and engineers.

Courtney assists AE clients in the complete project cycle within the Ajera system, including project entry, billing, and project-related reporting. She reconciles financial discrepancies, provides recurring transactional assistance, and performs month-end closing services, including preparing financial statements.

Courtney is a problem solver for both clients and Stambaugh Ness, identifying the root cause of Ajera issues and proposing solutions. She also participates in the onboarding process for new OAS clients using Ajera and seeks ways to help clients and the firm enhance processes and profitability within the system.

Before joining SN, Courtney was a Senior Staff Accountant, working in finance and accounting outsourcing.

Education

  • Bachelor of Business Administration from the University of Dubuque

Patrick Ramos

Patrick Ramos is a Deltek Solutions Advisor at Stambaugh Ness, specializing in Deltek Vantagepoint and Deltek Vision solutions tailored for professional services firms such as architecture, engineering, environmental, and consulting organizations. 

Patrick works closely with existing and new Deltek customers to ensure they’re getting the most value from their investment. By understanding each client’s goals, challenges, and priorities, Patrick helps uncover opportunities to enhance efficiency, streamline operations, and improve overall business performance.

Patrick is committed to long-term client success and delivers strategic guidance that maximizes the impact of Deltek solutions well beyond the initial implementation.

He has proven experience in ERP solutions, with a focus on selling to the AEC and professional services industries.

Education

  • Bachelor’s degree in Marketing from Old Dominion University

Andrew McNeill

As Finance Consultant for Deltek Vision/Vantagepoint at Stambaugh Ness, Andrew engages with clients to provide services, including system reviews, implementations, upgrade assistance, consultative training, and troubleshooting. He also advises clients on best practices for system optimization, particularly in relation to accounting and associated modules. With a passion for delivering value, Andrew presents multiple solutions tailored to clients’ specific needs.

Andrew is experienced in conducting and managing Vision/Vantagepoint Finance system implementations, coordinating data migration efforts, and performing consultative training. He is adept at proactively identifying and addressing potential client issues, managing project plans, and coordinating custom services.

Before joining Stambaugh Ness, Andrew gained valuable experience working with architectural engineering (AE) firms, including his roles as Financial Analyst/Project Accountant at SFCS Architects and Accountant/Accounting Finance Manager at Salas O’Brien.

Education

  • Bachelor of Business Administration from Old Dominion University
  • Associate of Science in Business Administration and Management from Virginia Western Community College

Deltek Vantagepoint Certified Professional

 

 

 

Kendra Whitham

Kendra is the Senior Client Account Manager for the Deltek team at Stambaugh Ness. With a deep understanding of client needs and a passion for delivering exceptional service, Kendra manages the daily interaction between our clients, Deltek, and the Stambaugh Ness team. She ensures clients have the resources and support they need to maximize the value of their Deltek applications.

A former Deltek associate with over 15 years of office management and information technology experience, Kendra is dedicated to providing expert service and support. She is committed to proactive communication, responsiveness, and exceeding client expectations. Kendra works closely with project-based firms to equip them with the technology tools they need to gain a competitive advantage, maximize their IT investment return, and achieve their strategic goals.

Steve Jarmon

With over 20 years in the IT industry, Steve Jarmon, Senior Business Development Executive for Stambaugh Ness TechSolutions, is a trusted partner to businesses seeking to leverage technology for growth and success. He has a proven track record of building and managing complex technical projects, including computer networks, VoIP systems, and ground-up network builds.

Steve’s deep understanding of the latest technology trends and solutions allows him to quickly identify challenges and provide expert guidance on best practices to improve operational efficiencies, enhance cybersecurity, and protect your company’s reputation.

Contact Steve to explore how Stambaugh Ness TechSolutions can help you achieve your business objectives through strategic technology solutions.

Education

  • Southern Methodist University School of Engineering, MCSE
  • University of Oklahoma

Jared Bradley, CPA, CCIFP

With over 15 years of financial expertise, Jared specializes in strategic compliance solutions and audits under the Federal Acquisition Regulation (FAR) for engineering and architecture firms. His work experience includes financial statement audits, FAR audits, and employee benefit plan audits.

Jared spent over three years as a controller in the construction industry, managing financial reporting, compliance, and project finances in a fast-paced, high growth, deadline-driven environment. In addition to being a Certified Public Accountant, Jared holds the Certified Construction Industry Financial Professional (CCIFP) designation.

Professional Highlights

  • Certified Construction Industry Financial Professional (CCIFP)
  • American Institute of Certified Public Accountants, Member
  • Construction Financial Management Association, Member

Barbara Stiles, FSMPS, CPSM

Barbara Stiles, a seasoned AEC industry leader with over 30 years of experience, is a Senior Consultant in Stambaugh Ness’s Strategic Growth Advisory practice.

Previously Vice President of Business Planning for a major engineering firm, Barbara brings proven strategic growth, business development, and marketing expertise.

As a Fellow of SMPS and a CPSM, she provides valuable guidance to AEC firms on enhancing their business development strategies, improving internal processes, and achieving their growth objectives.

Education

  • Bachelor of Arts, University of Central Florida

Professional Highlights

  • SMPS Fellow (FMSPS)
  • Certified Professional Services Marketer (CMPS)