A graduate of Case Western Reserve University, Rich is the firm's Managing Partner and has over twenty-five years of accounting, tax and banking experience. He consults frequently on business valuation, financing and acquisitions, and he leads the firm’s financial services unit.Rich, is an active member of the American Institute of Certified Public Accountants (AICPA) and the OhioSociety of Certified Public Accountants. He holds the AICPA's Personal Financial Specialist (PFS) Credential, which is granted exclusively to CPAs who have the powerful combination of extensive tax expertise and comprehensive knowledge of all areas of financial planning.
In his role as Tax Partner, Mike brings over two decades of tax and business accounting experience. He is responsible for all phases of client service and consulting in tax compliance for both individuals and businesses. His consulting experience includes tax research and planning for all manners of complex transactions including estate and business succession planning.Mike is licensed by the Ohio Department of Insurance to advise on annuities, as well as life, health, disability and long‐term care insurance. He is a University of Akron graduate and an active member in various business and professional associations including the American Institute of Certified Public Accountants (AICPA), the Ohio Society of Certified Public Accountants. He also holds the AICPA's Personal Financial Specialist (PFS) Credential.
With over 30 years of accounting and auditing experience, Carol is responsible for all phases of service for clients ranging from small local businesses to large multi-scale enterprises. Consulting services include research of accounting and financial statement presentation issues, training of accounting staff, implementation and testing of accounting controls and assisting clients with various accounting software. She has developed specialized knowledge in the construction and manufacturing industries and is also in charge of the firm’s quality control and continuing education programs.Carol is a University of Akron graduate and an active member in various business and professional associations including the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
As Partner in charge of Health Care Services, Diane joined the firm in 2001. She has extensive experience working with professionals to develop and implement financial strategies that positively impact their businesses and individual financial well being. She has years of know-how and understanding in what needs to be done from top to bottom to run a medical practice efficiently and utilizes her experience to evaluate and negotiate practice transitions and hospital-based relationships.Diane is an active member in a number of industry associations, including the Ohio Society of Certified Public Accountants, the National Society of Accountants and the Medical Group Management Association. She also shares her knowledge and experience as a regular columnist for M.D. News Magazine.
Dave is a certified public accountant with over 30 years of Public Accounting, Corporate and Banking experience. His background includes operations management, tax compliance, product development and senior management responsibility focused on finance and profitability. His consulting experience extends to all operational, financial and tax aspects for a variety of industries including construction, manufacturing and automobile dealerships. He was the owner and president of H&H Accounting & Tax Service, Inc. which was merged into Weidrick Livesay & Co. in 2012.A graduate of the University of Akron, Dave is an active member of various industry and professional organizations, including the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants, as well as serving on various business advisory boards.