Robert brings significant experience working with small and mid-sized businesses to achieve government contract accounting compliance. Prior to joining SN, Robert served as the founder and President of Left Brain Professionals, an accounting and advisory firm serving the compliance needs of government contractors.
Robert’s deep understanding of how to navigate the Federal Acquisition Regulations (FAR) and Cost Accounting Standards (CAS) ensures that clients receive unparalleled guidance in achieving and maintaining compliance.
Robert is adept at crafting tailored solutions to meet the unique needs of each client, including strategic planning, cost and pricing models, financial analysis, negotiation strategies, regulatory compliance, and the design and implementation of DCAA-compliant ERP and accounting systems.
Additionally, he is a national presenter and author, sharing innovative approaches to profitability and compliance.
Education
- BA degree in Accounting from Queens University of Charlotte
- MS, Accountancy from College of Charleston
Professional Highlights
- Certified Professional Contracts Manager (CPCM)
- Certified Federal Contracts Manager (CFCM)
- Certified Commercial Contracts Manager (CCCM)
- National Contract Management Association (NCMA) Fellow
- NCMA National Achievement Award Recipient
- NCMA Top Professional Under 40 in Contract Management Award Recipient
Ashley Jazayeri is a Senior Consultant with Stambaugh Ness’s State Tax Advisory Group, bringing extensive experience in state and local tax (SALT) issues. In previous roles before joining Stambaugh Ness, Ashley focused on Tax Credits & Incentives and State and Local Taxes.
Ashley specializes in helping clients find solutions to complex state tax challenges, saving them money on compliance costs and state audits. Her expertise includes post-Wayfair nexus rules, state registrations, reverse sales and use tax audits (RSUTA), sales and use tax filings, and voluntary disclosure agreements.
Ashley is committed to optimizing tax strategies and ensuring regulatory compliance for companies operating across multiple jurisdictions within the United States.
Education
- Carroll College: Bachelor’s degree, International Relations and Affairs, Political Science
- Al Akhawayn University: Bachelor’s degree, International Exchange Student, International Relations and Affairs, Political Science
Ellen Keeley is the Director of Product Management at Deltek, a strategic partner of Stambaugh Ness.
With 29 years of experience in the architecture and engineering (AE) software industry, including the last 14 years specifically in Product Management, Ellen is dedicated to the continuous evolution of Deltek Ajera and Vantagepoint. Her work ensures that these essential product-based ERP solutions not only meet but consistently exceed the expectations of firms.
Ellen plays a crucial role in shaping the future of Deltek’s offerings, driven by a commitment to helping clients optimize their operations and achieve greater success. Her deep industry knowledge focuses on product development directly benefiting the firms that rely on Ajera and Vantagepoint for their business needs.
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.
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.
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.
David brings a unique perspective to the table with the experiences he has gained during his tenure within government agencies, including the General Services Administration and the Defense Contract Audit Agency (DCAA). This invaluable background equips David with a deep understanding of governmental operations, enabling him to help clients navigate government contracting complexities. His grasp of the nuances of government procurement and ability to interpret the Federal Acquisition Requirements (FAR) makes him a true asset to firms working within the govcon environment.
Jeff’s passion for numbers and client commitment make him a valuable partner to Stambaugh Ness. He guides corporate clients in setting up successful retirement plans, recognizing the positive impact these programs can have on employees’ lives. With a focus on relationship management and business development, Jeff brings a wealth of knowledge to his work, including expertise in 401k administration.
Jeff has been with Stonebridge Financial Group since 2007 and is a two-time recipient of the Financial Times 401 Top Retirement Advisers in the United States award.
Education
- BS, Business with a concentration in Management and Marketing, Lebanon Valley College
Professional & Community Highlights
- Two-time recipient of the Financial Times 401 Top Retirement Advisers in the United States award
- Certified 401(k) Professional
- Accredited Investment Fiduciary
- Chartered Retirement Plan Specialist
- Past President of the Elizabethtown Roary Club
- Executive Treasurer for Pennsylvania DeMolay
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
