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Principals & Staff

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Phil S. Willis, CPA

Phil is the man with the plan who started it all in 1967. His unwavering commitment to do his share and a little bit more means our clients benefit not only from his business and financial wisdom, but also from his prowess with a snow shovel and salt spreader as they walk up our sidewalk in the dead of winter.

 
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Connie M. Wortman, EA
Small Business Department Manager
Connie is the person to see in Southern Michigan if you want your books done right at a reasonable price. Whether helping with your start-up business, or cleaning up an accounting mess, you can rest assured that she will hold your hand gently throughout.
 
S. Brian Jurasek, CPA, CGMA
Managing Principal
Brian is a legend not only in the CPA world, but also the basketball world, having starred at Concord High School and Albion College. Now he puts that competitiveness to work for our clients, never settling for less than excellence as a CFO or controller for hire.
 
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Lori A. Adair

Accountant

Lori serves clients as part of W&J’s highly-regarded CFO/Controller team, in addition to handling W&J’s own human resources functions. When not helping business run smoothly, she can be found at the pool with her husband, kids and grandson.
 
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Dennis C. Regan, CPA

Dennis is an income tax and estate planning guru, having cut his teeth at a “Big Eight” CPA firm before coming to W&J in 1981. Although semi-retired now so he has more time to ride his bike, travel and attend the opera, he is still a trusted advisor to high net worth clients.

 
William M. Heikoop, CPA

Will comes to us from the Great White North (Canada), but you can’t even notice the accent anymore. Instead, you will notice his exceptional knowledge of your business and how to apply accounting and tax laws to your circumstances. He is also one of Grand Rapids’ premier Sage 100 ERP software specialists.

 
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Nancy L. Barton, CPA

Nancy is so easy-going, it is easy to imagine her as a flower child in a former life. But don’t let that fool you. As a leader of our auditing department, she is dedicated to making sure our clients’ financial statements are presented in accordance with GAAP (or IFRS, if that’s your thing).

 
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Richard T. Schefferly, CPA
Principal
Rick’s dynamic personality allows him to juggle many tasks, as he practically becomes part of your company to assist with your accounting, financing and taxes. Just don’t expect him at your office around November 15th each year… something about deer.
 
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Barbara Adams
Secretarial Supervisor
Barb always knew she wanted to be in the accounting world, but upon realizing she doesn’t like math, she opted for the administrative roles. Without Barb, the Jackson office might just fall apart during tax season, as she handles our e-files.
 
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Eric D. Rett, EA

Eric has over 30 years of experience, mostly as a public accountant providing tax advisory, business financial, and employee benefit services. He is a Western Michigan University graduate who dreams about the Broncos winning a national championship, but realizes fantasy sports may be more realistic.

 
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Christine E. Kratzer, CPA/ABV

Christine has come a long way from the tough streets of Ferndale, Michigan. With her dad as a math teacher and her own interest in baking, she knows a lot about pi and pie. When it comes to her job, she knows a lot about governmental and not-for-profit auditing, plus she’s one of our resident business valuation experts.

 
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Sara K. Sauer, CPA

Sara is a W&J-lifer thus far in her career, having started in 2004 after graduating from Western Michigan. Since then, she has become a “Jill of all trades,” working on taxes, financials, audits and whatever else needs to get done around here. In her spare time, she enjoys spending time at Houghton Lake with her family.

 
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Michele M. Lauer, CPA

Michele is W&J’s only dual-licensed CPA, which is a result of her starting her career with a larger firm in Chicago in 2000. She lives by the motto “work hard/play hard,” so when she’s not providing clients with accounting, tax and consulting services, you’ll find her outdoors… either on the lake or riding the snowmobile trails.

 
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Thomas B. Jurasek, CPA/ABV, CGMA
Principal

Tom is walking in his dad’s footsteps, becoming a valued employee here at W&J, with an especially key role in the CFO/Controller services we provide. One of our many Albion college graduates, he is always looking for the next adventure, whether that be climbing a mountain or off-roading in his Jeep.

 
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Elizabeth J. Hitchingham, CPA

Elizabeth came to W&J in 2014 with valuable experience in accounting & auditing and employee benefit plans, and is an important member of the team who just gets the work done in a no-drama way. She once spoke three sentences in a row, but then quietly resolved to never be so boisterous again.

 

Kyle D. Luttig, CPA
Kyle is a graduate of Hillsdale College, where he graduated a 4-time national champion while on the shotgun team.  While at school, Kyle worked in a small tax practice to begin honing his experience (while being a national champion and attending school).  Kyle’s ability to focus and succeed on multiple tasks will be a large asset to W&J and our client service mentality.
 
Jessica Walters
Accountant

Jessica has always known accounting was what she was meant to do! So, from the moment she stepped onto the campus of Adrian College, her goal was to graduate with a Master’s degree in as little time as possible and that is exactly what she did. Jessica’s experience started at a small CPA firm in Adrian, where she completed two tax seasons (while being in graduate school, on the volleyball team and studying for the CPA exam).  Jess has great attention to detail and is fabulous at juggling multiple tasks at once.

 
Stephen Shaffer
Data Scientist

Steve has seen it all when it comes to computers and data, from working at billion dollar corporations to fine-tuning data visualization for clients across the country.

 
Amy Lundberg
Director of First Impressions

Amy is the first person you will see when you come into our Jackson office.  She is a Michigan native, but new to the Jackson area.  Amy lives on Lake Somerset with her husband and children.  When she is not working she busy completing her Bachelor’s degree in Health Information Management. When time allows, reading, crocheting and cooking are a few of her hobbies.

 
Sadie Wayman
Accountant

Sadie is another Albion College graduate. While at school, she rode for the college’s Hunt Seat Equestrian team. Sadie initially went to school to pursue general business, but found herself in an accounting class watching pieces of a puzzle coming together to form statements. She has always loved puzzles and was driven by the satisfaction derived from arriving at a solution. She would describe her work approach as patient and methodical, and this love of working gradually away at problems has followed her life outside of work as well.  She enjoys reading and knitting in her free time, as well as rollerblading and going on adventures to find new coffee shops and study nooks.

 
Brittnee Tomlin
CPA

Brittnee is a graduate of Southern Nazarene University in Oklahoma. She received her CPA license in 2013 while working at a small firm in Oklahoma. She moved to Grand Rapids in July of 2014, and despite her first brutally cold winter decided to stay. Brittnee enjoys helping people with all of their tax needs. For the past few years she has been working to develop in-depth knowledge on state and local taxes. In her spare time she is busy chasing after her son and playing tennis.

 
Carrie Tynan

Carrie serves clients as part of W&J’s payroll department and internal HR. Her background in accounting, human resource and business management has given added vision to the W&J culture; she is someone who is not afraid to tackle any project we throw her way. Carrie’s motto for success is to dream big, stay positive, work hard and enjoy the journey.

 
Adam

Data Guy
Adam is from the mitten but currently resides in Oklahoma, he traded the snow for tornado alley. Adam has joined the data Segment– WJ Data – to create custom web applications and storage solutions. With a Diet Coke and late nights, he will make something out of nothing.

 
Sue Jones

Director of First Impressions
Sue is the first person you will see when you come into our Grand Rapids office.

 
Cindy Heathman

Client Accounting Services
Cindy comes from a medical background but her level of detail has slotted her into the perfect role in our ‘CAS’ segment to help clients with various levels of their business.

 
Brandon Fisher

Accountant
Brandon hails from Albion College, as the 7th Albion College grad at the firm at the time of his hire. Brandon grew up working in a multi-generational family construction business, so his willingness to get up early and roll up his sleeves is apparent. Brandon will be working in all segments of the firm as he works towards his CPA certification.