Amy Baird

As an Ajera Outsourced Accounting Services Accountant, Amy works with project-based firms across the country; providing financial expertise and AE industry insight. Having spent time in architecture firms herself, Amy brings a unique understanding of the inner workings of an AE firm to her role.

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Teri Nichols, CFE, MBA

Teri joins our team having 16 years of government-industry audit experience. She is a former Supervisory Auditor for the Defense Contract Audit Agency, who audited cost allowability, allocability, reasonableness, and compliance. She is an expert in Generally Accepted Government Auditing Standards (GAGAS), Federal Acquisition Regulation (FAR), and Cost Accounting Standards (CAS). In addition to her extensive experience in performing a variety of audits on major and non-major contractors, she also worked as a Forensic Accountant/Federal Auditing Agent for DCAA’s Office of Investigative Support Division, investigating and testifying as an expert witness in civil and criminal cases for DCIS, Army CID and, NCIS.

Hobson Hogan

Hobson has represented many buyers and sellers across the AEC industry for over 15 years as an advisor. His experience includes several deals spanning a variety of markets and geographies involving private firms, publicly traded firms, and private equity firms in North America, Europe, Latin America, and the Middle East. He excels at solving complex issues to help clients achieve their growth goals.

Education

  • BIE, Georgia Tech
  • MBA, University of North Carolina – Chapel Hill

Jennifer Knox, PE, MBA

As a Consultant in our Strategic Growth Advisory group, Jennifer’s architecture, engineering, and construction industry background is a true asset to our clients, helping firms improve business practices and drive leadership and ownership transitions. She has over 10 years of experience in construction, engineering, and project management. Her responsibilities have ranged from being an owners PM at a Fortune 500 Company to leading Strategy and Growth for a small skilled trades contractor.

Her passion for the AEC industry is built on a strong appreciation for the amazing work and community impact these individuals contribute day in and day out. Jennifer leverages her diverse background and MBA to help firms build collaborative cultures to drive success.

Professional & Community Highlights

    • BS & MS in Civil Engineering
    • Professional Engineer (PE)
    • Executive Master of Business Administration (MBA)

Karen L. Sigel

Karen has more than 20 years of in-depth experience in the Deltek CRM and Proposals systems. Her experience working for an ENR Top 500 architecture/engineering firm provided her with insider knowledge of the industry and hands-on front line of Deltek products. Her areas of specialization include Deltek Vision and Vantagepoint CRM/Marketing software implementation and training.

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Julie Green

Julie, a Certified Ajera Consultant, possesses a dynamic array of skills. Her collaborative approach, driven by an unwavering commitment to client success, consistently leads to remarkable outcomes and enhanced project profitability. Beyond her generalist proficiency, she leads a Cincinnati Ajera User Group and actively engages with AUA, showcasing her commitment to the field.

Certified Ajera Professional

Lucas Klein, ABV

Lucas has many years of M&A advisory experience including lead roles in guiding transactions from engagement to closing, ensuring desirable outcomes for business owners and strategic investors. Prior to joining Stambaugh Ness, Lucas completed multiple pandemic-era deals and was known for his ability to successfully match buyers and sellers in niche or highly specialized industries.

Education

  • BA, California State University – Long Beach

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Patrick Dolan, CPA

As a Senior Manager, Patrick has an impressive depth of experience compiling, reviewing, and auditing financial statements in several industries. He has advanced expertise in auditing and accounting issues with privately held companies, working proactively with owners and their staff. Patrick also oversees the audits of employee benefit plans, such as 401k and ESOP plans.

Education

  • BBA degree in Accounting & Economics from Western Michigan University

ask patrick about

The 26 international vacations he has taken in the last 4 years.

Julie Felpel, CPA

As an accounting and auditing Director at Stambaugh Ness, Julie works primarily with clients in the architecture, engineering, and construction industries. During her 20+ years of accounting experience, predominately in the areas of non-public accounting and retirement plan auditing, Julie has developed specific expertise in planning, supervising, and completing assurance engagements, including audits, reviews, compilation, and special projects. Julie is a Certified Public Accountant.

Education

  • BS degree in Accounting from York College of Pennsylvania

Ask julie about

The whirlwind month she experienced after college graduation.

Dennis Kelly

Dennis has over a decade of experience in private and public accounting.​ As a senior tax manager, he assists and facilitates international filings, planning, and research primarily for clients within the Architectural, Engineering & Construction (AEC), and Manufacturing & Distribution industries.

Education

  • BS degree in Accounting from DeSales University

ask Dennis about

The time his dad didn’t meet Richard Karn (Al from Home Improvement), even though he was 10 feet away from him.