PARTNERS

Education, Certifications & Affiliations University of New Orleans, Bachelor of Science in Marketing, 1982 Certified Public Accountant, Licensed in Louisiana Continuing Professional Education of 40 to 60 hours per year Member-American Institute of Certified Public Accountants Member-Society of Louisiana Certified Public Accountants Significant Career Experience With 30 years of public accounting and consulting experience, Lisa […]

Education, Certifications & Affiliations Louisiana State University, Baton Rouge, Louisiana, Bachelor of Science in Accounting, December 1983 Certified Public Accountant, Licensed in the state of Louisiana Continuing Professional Education 40 to 60 hours per year as a Certified Public Accountant Member-American Institute of Certified Public Accountants Member-Society of Louisiana Certified Public Accountants Significant Career Experience

Education, Certifications & Affiliations University of New Orleans, Bachelor of Science, in Accounting, December 1995 Certified Public Accountant, Licensed in the State of Louisiana Continuing Professional Education of 40 to 60 hours per year Member-American Institute of Certified Public Accountants Member-Society of Louisiana Certified Public Accountants Significant Career Experience James has more than two decades of

Jonathan Koenig, a licensed CPA in Louisiana, serves as Managing Partner of Wegmann Dazet. For over 25 years Jonathan has helped numerous local business owners overcome obstacles and achieve success. As leader of the firm’s Client Services Department, he is accustomed to the common issues and challenges that owners of growing businesses face on a

Education, Certifications & Affiliations Southeastern Louisiana University, Bachelor of Science in Accounting, 2002 University of New Orleans, Master of Science in Accounting, 2005 Certified Public Accountant, Licensed in Louisiana Continuing Professional Education of 40 to 60 hours per year Member-American Institute of Certified Public Accountants Member-Society of Louisiana Certified Public Accountants Significant Career Experience Tommy has

Education, Certifications & Affiliations Southeastern Louisiana University, Louisiana, Bachelor of Science in Accounting, 2000 Certified Public Accountant, State of Louisiana Continuing Professional Education of at least 40 to 60 hours per year as a Certified Public Accountant Member – American Institute of Certified Public Accountants Member – Society of Louisiana Certified Public Accountants Current Board

Education, Certifications & Affiliations Southeastern Louisiana University, Bachelor of Science in Accounting, 2005 Southeastern Louisiana University, Bachelor of Arts in Marketing, 2005 Certified Public Accountant, Licensed in Louisiana Certified Fraud Examiner, Association of Certified Fraud Examiners Continuing Professional Education of 40 to 60 hours per year Member-American Institute of Certified Public Accountants Member-Society of Louisiana Certified Public

Education, Certifications & Affiliations University of New Orleans, Bachelors of Science in Accounting, August 2002 University of New Orleans, Masters in Tax, May 2004 Certified Public Accountant, Licensed in the states of Louisiana and Mississippi Continuing Professional Education 40 to 60 hours per year as a Certified Public Accountant Member-American Institute of Certified Public Accountants

Education, Certifications & Affiliations Louisiana State University, Baton Rouge, Louisiana, Bachelor of Science in Finance, 1996 Certified Public Accountant, State of Louisiana Continuing Professional Education of at least 40 to 60 hours per year as a Certified Public Accountant Member of American Institute of Certified Public Accountants, Society of Louisiana Certified Public Accountants Supporting Member