Our Team >> Partners
New clients typically meet with a partner of the firm who is a dedicated, experienced certified public accountant. Personal contact with clients is our highest priority, so we can assess each client’s needs on an individual basis. Although each client confers principally with a partner in charge, teamwork is encouraged and the team approach is often used to solve difficult technical problems. Thus the combined efforts of a tax specialist or an audit specialist may be utilized to provide the highest quality service to ensure positive results for our clients
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John R. Rogers, CPA
Founding Partner
Service Areas:
Income Tax Planning, Consulting
Estate Planning
Experience:
Jack Rogers, CPA has been practicing public accounting since 1952 and has experience in tax planning and preparation and
auditing not-for-profit organizations and governmental entities.
Education:
BA from DePaul University, 1951
Affiliations:
American Institute of Certified Public Accountants, Counsel
Illinois CPA Society, Past President
National Association of State Boards of Accountancy, Member
Cornerstone, Incoming Chairman
Provena Villa Franciscan Advisory Board, Advisor
Salvation Army, Board Member
Contact
(815) 730-6250 x1029
jrr@wrdr.com
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Edward R. Marso, CPA
Managing Partner
Service Areas:
Income Tax Planning, Consulting
Assurance and Advisory Services
Not-For-Profit Auditing
Governmental Auditing
Employee Benefit Plan Auditing
Nonpublic Auditing
Experience:
Ed Marso has been practicing public accounting since 1984 and has been a part of auditing governmental entities,
not-for-profit entities, employee benefit plans and commercial enterprises. He also has experience in tax planning and preparation
for individuals and corporate clients.
Education:
Master of Business Administration, Lewis University
Bachelor of Arts, College of St. Francis
Affiliations:
American Institute of Certified Public Accountants
Illinois CPA Society
Illinois Government Finance Officers Association
Illinois Association of School Business Officials
Contact
(815) 730-6250 x1030
erm@wrdr.com
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Cathy A. Thomas, CPA
Partner
Service Areas:
Income Tax Planning, Consulting
Assurance and Advisory Services
Estate Planning
Not-For-Profit Auditing
Experience:
Cathy Thomas has been practicing public and private accounting since 1980 and has been a part of auditing governmental
entities, not-for-profit entities, and nonpublic entities. She also has experience in tax planning and preparation for
individuals, estates, gift tax, and corporate clients.
Education:
Bachelor of Science, Illinois State University
Affiliations:
American Institute of Certified Public Accountants
Illinois CPA Society
Estate Planning Council of the Greater Joliet Area
Provena Saint Joseph Medical Center Foundation Board
Kiwanis Club of Joliet
Joliet Region Chamber of Commerce Council of Working Women
Contact
(815) 730-6250 x1020
cat@wrdr.com
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Howard D. Ellison, CPA, CVA, CMA
Partner
Service Areas:
Income Tax Planning, Consulting
Assurance and Advisory Services
Valuation and Litigation Support
Experience:
Howard Ellison has been practicing public and private accounting since 1991 and has been involved with tax planning and
preparation for individuals and business entities, specializing in closely-held family businesses for litigation, merger
and acquisition, pension valuations and litigation support services.
Education:
Bachelor of Business Administration, College of St. Francis
Affiliations:
American Institute of Certified Public Accountants
Illinois CPA Society
National Association of Certified Valuation Analysts
Institute of Management Accountants (IMA)
IMA Calumet Chapter, Past President
Contact
(815) 730-6250 x1031
hde@wrdr.com
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David M. Meyer, CPA
Partner
Service Areas:
Not-For-Profit Auditing
Governmental Auditing
Experience:
Dave Meyer has been practicing public accounting since 1992 and has been a part of auditing in the public sector
including counties, cities, villages, townships, school districts, not-for-profit organizations and agencies of the State of
Illinois.
Education:
Bachelor of Science, University of Illinois
Affiliations:
American Institute of Certified Public Accountants
Illinois CPA Society
Illinois Association of School Business Officials
Contact
(815) 730-6250 x1034
dmm@wrdr.com
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James A. Ruzon, CPA
Partner
Service Areas:
Income Tax Planning, Consulting
Assurance and Advisory Services
Experience:
Jim Ruzon has been practicing public accounting since 1974 and has experience in tax planning and preparation and auditing
for governmental entities, employee benefit plans and non-public companies.
Education:
Bachelor of Arts, Lewis University
Affiliations:
American Institute of Certified Public Accountants
Illinois CPA Society (ICPAS)
ICPAS Specialized Industries Committee, Past Member
ICPAS Agribusiness Committee, Past Chairman
Guardian Angel Community Services, Member
International Network of Professional Accountants (INPACT) Americas, President
Contact
(815) 730-6250 x1042
jar@wrdr.com
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