Our Team
Robert M. Smith, CPA
Mr. Smith, managing partner, brings over 30 years of experience in public accounting. His areas of expertise include profit enhancement, business development, succession planning for closely held small businesses, and tax and estate planning. He also assists clients with financing.
Patrick T. Walz, CPA, CVA
Mr. Walz, partner, has 29 years of experience in public accounting. He is a graduate of University of Michigan and specializes in compilations, reviews, audits, business valuations, computer systems and the preparation of financial statements for corporate clients in the manufacturing and retail industries.
Christina M. Heap, CPA
Mrs. Heap, partner, is a graduate of Siena Heights University with a Bachelor's of Business Administration in Accounting. Mrs. Heap also holds a Masters in Business Administration from Walsh College. Tina has 28 years of public accounting experience and specializes in providing tax and other related services to physicians and small businesses.
Amy L. Clark, CPA
Mrs. Clark is a graduate of the University of Michigan with a Bachelor's Degree in Business Administration. Amy has been a part of the Bond & Company family since 2010 and specializes in tax planning and preparation for business and high net worth individuals. Amy has over 30 years of public accounting experience.
Anna E. Idziak, CPA, CFE
Mrs. Idziak is a graduate of Michigan State University with a Master's of Science in Accounting. Anna has been a member of the Bond & Company family since 2010 and specializes in audit and assurance services, preparation of corporate and individual tax returns, financial statements, as well as year end tax planning and projections. Anna is also a certified fraud examiner and works closely with businesses on minimizing risks associated with fraud. In Addition, Anna is the Treasurer of the Ella Sharp Museum, and volunteers with Lumen Christi High School.
Mary Iocca-Smith
Mrs. Iocca-Smith is a graduate of Michigan State University where she received her Bachelor of Science degree in Public Administration. Mary also studied at Eastern Michigan University for her Masters in Business Administration. Prior to joining Bond & Company in 2003, Mary served as a corporate controller. Mary has over 25 years experience in the preparation of financial statements, corporate tax returns and individual tax returns, and specializes in Sales and Use Tax audits.
Gwen Hamel
Ms. Hamel has over 35 years of bookkeeping and accounting experience. She has extensive knowledge in the preparation of payroll and payroll compliance issues. Gwen works with both businesses and non-profits to streamline their bookkeeping functions.
Shawn Baker
Mrs. Baker graduated from Siena Heights University with an Associates Degree in Business. Before joining our team, Shawn owned and operated a bookkeeping company for 9 years. Shawn is a Certified Quickbooks Proadvisor who provides on-site bookkeeping assistance.
Jaime Disbrow
Ms. Disbrow is a graduate of Siena Heights University with a Bachelor's degree in Business Administration. She is ASFP accredited and has five years of tax preparation experience.
Adam Soper
Mr. Soper is a graduate of Adrian College and Baker College with a Bachelors of Science in Mathematics and Accounting. He is currently pursuing his CPA certification.
James Tharp
Mr. Tharp is graduate of Baker College with a Bachelor’s of Business Administration in Accounting. His ambitions include pursing a graduate accounting degree and CPA certification.
Christopher Potts
Mr. Potts is a graduate of the Ross School of Business at the University of Michigan with a Bachelor’s of Business Administration in Accounting. He is currently pursuing his CPA certification.
Crystal Rose, CPA, MST
Crystal Rose is a graduate of Eastern Michigan University with a Masters of Science in Taxation and her CPA license. Crystal has two years of tax and accounting experience.
Thomas Berkemeier
Mr. Berkemeier is a graduate of University of Dayton with a Bachelor’s of Business Administration in Accounting. He is QuickBooks Online Advanced Certified and has two years of tax and accounting experience. Thomas is currently pursuing his CPA certification.
Vickie Terry
Mrs. Terry has over 20 years experience providing administrative and technical support in business and educational settings. She provides notary services and is responsible for front end procedures and daily tasks that keep the office running smoothly.
Keri Philipp
Mrs. Philipp is a graduate of Baker College with a Bachelor’s of Business Administration in Accounting and minor study of Computer Information Systems. She has more than 15 years in customer service experience and plans on pursuing her CPA certification.
Nancy Lund
Mrs. Lund is a long-time Jackson native with over 20 years experience providing administrative and secretarial support in the public accounting field.
