Our Firm

James Ebert

President

James started his accounting career in 2002. He graduated with a finance degree from Kent State University and an MBA from Case Western Reserve's Weatherhead School of Management. He provides advisory, financial statement preparation, and income tax planning and preparation, He also does trust and estate accounts.

He resides in Chardon with his wife. He has two kids who both live in Ohio. He loves to travel with his wife, research his family genealogy, and just about any outdoor activity.

Barry Owen

Vice President

Barry has been with the company since inception, in 1973. He likes to talk with the clients to find out what they value in their financial lives, then teach his clients about financial education. He also likes to work with small businesses, individuals and trustees. He has a "common sense" approach to accounting and finance.

He has a wife and two kids, along with two grand kids. He loves to research investment products and company stocks. In his free time, he collects toy trains, take day hikes in the national parks, and collects southwestern art. You may also find Barry in museums.

Gene Iannucci

Senior Accountant

Gene has been with the company since 1989. He enjoys meeting and preparing financial statements for small businesses and non-profits. He will also help individuals and families with their tax returns and trust accounts.

Gene and his wife have just celebrated their 40th wedding anniversary. They have two daughters, and three cats. His family enjoys sailing on Lake Erie in their free time.

Lauren

Office Manager

Lauren has worked with Accounting and Title companies in career. She has been with us since 2016. She enjoys being a grandmother and has two beautiful grandchildren.

Our Story

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