Roger is one of the founding partners of the firm. He provides auditing, tax, and consulting services for patron-owned farm supply, consumer, manufacturing, and utility cooperatives, other agribusiness companies, mutual insurance companies, and non-profit organizations. He also provides tax services for local agriculture-related businesses and individuals and performs practice monitoring (peer review) engagement for other CPA firms.
Roger has worked with the cooperative system for more than 30 years and feels that the cooperative model is the best structure for business organization and operation.
Roger practices in Wisconsin, Minnesota, Colorado, and Iowa. He is an active member of the National Society of Accountants for Cooperatives and is currently serving as a national director. He is also an active member of the American Institute of Certified Public Accountants, the Wisconsin Institute of Certified Public Accountants, and the Cooperative Network, and is active in several community- based organizations.
Dirk works with a wide variety of clients, ranging from cooperatives to non-profit organizations. He is extensively involved with our cooperative clients, providing auditing, tax preparation, and consulting services. Dirk is also a tax partner, providing services for all taxation needs and clients. He keeps abreast of our clients’ industries through research and review of relevant weekly communications and updates.
Dirk is a member of the Wisconsin Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the National Society of Accountants for Cooperatives, as well as other professional societies.
Dirk enjoys spending time with his family and is active with various local religious and community organizations.
Margo is an audit partner who specializes in audit and review engagements for non-profit organizations, property and casualty insurance companies, employee benefit plans, and utilities. Margo serves on the firm’s accounting and audit committee.
A graduate of the Carlson School of Management at the University of Minnesota where she received her Bachelor of Science in Business – Accounting Degree, Margo is professionally licensed in Minnesota and Wisconsin.
Margo takes an active role in her family and in serving her community. She is past Chair of the Amery Area Community Foundation and is the Organizational Leader of her local 4-H Club. She also enjoys watching her three children participating in sporting events and showing beef cattle.
Dean has been with the firm for more than 25 years. He graduated from Moorhead State University in Moorhead, Minnesota, with a Bachelor of Science Degree in Accounting. He has extensive experience with auditing and assurance services for non-public companies, non-profit organizations, and governmental entities. He specializes in cooperative auditing and taxation. He also has experience with tax services for individuals and corporations.
Dean is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, and the National Society of Accountants for Cooperatives. He is also active in various community organizations.
Matt has more the 20 years of experience working in public accounting, specializing in tax services and consulting to a variety of industries and client types, including cooperatives, non-profit organizations, real estate entities, utilities, contractors, common interest realty associations, individuals, and many others.
His strong business and tax background make him a sought after reference source for both the firm’s clients and other professionals. Matt enjoys working with clients in structuring transactions to minimize income taxes. He often represents taxpayers during audits by various taxing authorities.
Matt serves as the in Partner in Charge of the Golden Valley and Maple Grove offices. He serves on the firm’s tax committee and is an active speaker at the firm’s educational events. His professional memberships include the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, the North Hennepin Chamber of Commerce, and the North Central Chapter of the National Society of Accountants for Cooperatives. Matt currently serves on the local board of the North Central Chapter of the National Society of Accountants for Cooperatives.
Matt graduated from Minnesota State University – Mankato where he received his Bachelor of Science Degree Cum Laude. In his spare time he enjoys outdoor activities, golfing, and spending time with his wife Beth and their two children.
Jake joined the firm in 2005 and currently focuses on cooperatives and other ag-related entities. He earned his degree from Minnesota State University – Mankato and his CPA license from the Minnesota Board of Accountancy. He is a member of the Minnesota Society of CPAs, the American Institute of Certified Public Accountants, and the National Society of Accountants for Cooperatives.
Outside of work Jake likes to spend time in the outdoors golfing, hunting, camping, or riding mountain bike. He also finds time in his busy winter schedule to play on a men’s league hockey team.
Jim graduated from Mankato State University in 1979 and been a member of the firm his entirev career. His primary focus is providing audit, tax, and consultation services to agribusiness entities in Minnesota and South Dakota. He is also heavily involved with individual, corporate, partnership, and LLC taxation.
Jim’s highly respected reputation is built on a wealth of knowledge gained from many years of experience, along with his desire to add value for his clients. He is always eager to expand his client base and tackle new challenges.
Jim is a happy family man and active in his community with personal interests in golf, music, and fishing.
Todd is a partner in the Osceola and St. Croix Falls offices and is a member of the firm’s tax committee. Todd specializes in accounting, compilation, and tax services for businesses and individuals. He works closely with businesses in the real estate, mortgage, manufacturing, insurance, hospitality, medical, and various other professional industries.
Todd received his Bachelor of Science Degree in Accounting from University of Wisconsin – Superior. He is a member of the Wisconsin Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.
Todd serves as the treasurer of Redeemer Lutheran Church and as the treasurer of the Osceola Mainstreet/Chamber of Commerce. He is also treasurer of a local rental company that focuses on commercial buildings and apartment rental properties. Todd is married to Rebecca and they reside in St. Croix Falls, Wisconsin, along with their two children, Hope and Trey.
Abby has been with the firm for over ten years. Abby’s public accounting experience includes providing audit and accounting services to clients in a variety of industries, including agriculture, non profit, town mutual insurance companies, and utilities. She currently provides supervision and performance of audits for numerous cooperatives and non-profit organizations with our firm.
Abby graduated from Globe University with a Bachelor of Science in Accounting and is a member of the National Society of Accountants for Cooperatives.
Brittany started her career in the public accounting sector where her primary focus was electric cooperatives, employee benefit plans, and labor unions. From there she worked in the private sector and has recently held the position of CFO at a cooperative.
Brittany graduated with a Bachelor of Science in Accounting and Finance from the University of Wisconsin – Eau Claire and is a member of the American Institute of Certified Public Accountants and the Wisconsin Institute of Certified Public Accountants.
Adam has experience in both public and private accounting and performs audits for cooperatives, nonprofit organizations, and town mutual insurance companies.
Adam graduated from the University of Wisconsin – Eau Claire with degrees in both Accounting and Management Information Systems.
Sam specializes in audit and review services for cooperatives and also provides income tax preparation services for individuals and cooperatives. Sam received his Bachelor Degree in Professional Accountancy from Augustana College and is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, and the National Society of Accountants for Cooperatives.
Outside the office, Sam enjoys spending time with his family and friends, hunting, fishing, camping, and traveling.
Marshall specializes in audit and review services for cooperatives. He received his Bachelor Degree from the University of MN in 1983. Marshall has been with CarlsonSV since 1996. He graduated from Glyndon-Felton High School in 1979. Outside of the office, Marshall enjoys golfing, fishing, home projects and investing.