Meet the Team

Managing Partner

• CPA, CFF, CGFM, CGMA
• Graduate of the University of Georgia with postgraduate studies at Georgia State University
• Member of American Institute of Certified Public Accountants (AICPA) and Georgia Society of Certified Public Accountants (GSCPA)
• Prior Member of the real estate and nonprofit committees of the GSCPA, Member of the Institute of Nonprofit Advisors, Past Chairman of the Governmental and Not-for-Profit Services
Committee of BKR International, Served on the Quality Review Committee of the GSCPA, Past Chairman of the Peer Review Committee of BKR International, Member of AICPA Private Company Practice Section Editorial Advisory Group

William Fricke is the founder and managing partner of Fricke & Associates, P.C. Serving over 2,500 individuals and 1,000 business clients since 1999, he provides trustworthy accounting, audit, tax and consulting services to individual, commercial, governmental, and nonprofit clients. As an engagement partner, William helped complete an audit of the US Department of Labor, which was the first ever audit of a Department of the Federal Government. Additionally, he led a joint venture to audit the U.S. Government’s pension plan for three years. At Fricke & Associates, P.C., William brings an experienced perspective and a meticulous eye which encourages the entire firm to deliver the highest quality of services to clients.

Deeply invested in his community, he serves as the Treasurer for nonprofit organizations: Warrior 2 Citizen, Inc., the Mount Vernon Chapter of the Sons of the American Revolution and The Roswell Mills Camp of the SCV. Providing vital leadership, William has also been the president of the Stone Mountain Kiwanis Club and a state officer of the Georgia Jaycees. Additionally, he has served as an elder, deacon, and chairman of the finance committee of his church, Mount Carmel Christian Church.

Specializations: Individuals, Small Business Enterprises, Law Firms, Medical Practices, Film and music production companies, Real Estate, High Tech Firms, Retail/Wholesale, Distribution/Manufacturing, Trusts, Nonprofit organizations, Government Contractors, Forensic Accounting, Litigation Support, and IRS Representation.

Partner

• CPA, CFP®
• Graduate from Clemson University with a BS in financial management
• Member of American Institute of Certified Public Accountants, Georgia Society of CPA’s, South Carolina Association of CPA’s, and Financial Planning Association

Marvin Bales is the partner in charge of the Marietta location of Fricke & Associates, P.C. Primarily, Marvin provides quality and customized tax, accounting, and audit services for the firm’s individual, commercial, and non-profit clients. Starting his career with Ernst & Young, Marvin became a CPA in 1988. Expanding his qualifications to better serve clients, he earned his title of Certified Financial Planner in 1995. Prior to joining Fricke & Associates, P.C., Marvin owned and managed his own firm for 17 years. His considerable experience and dedication to his clients sets the standard of excellence for the whole team.

He also owns a financial planning firm, CPA Financial Planning, LLC. Marvin enjoys the opportunity to help clients make wise long-term investments to reach their goals.

Specializations: Individuals, Small Business Enterprises, S-Corporations, C-Corporations, Partnerships, Medical Practices, Real Estate, Retail/Wholesale, IRS Representation, Personal Financial Planning, Income Tax Planning, Investment Planning, Life Insurance, and Annuities.

Principal

• CPA
• Graduate of the University of Pennsylvania’s Wharton School of Finance and Commerce with a BS in Accounting and Economics.
• Lifetime member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

Kenneth Alexander has a consistent track record of excellence in providing CPA services. He has extensive experience with upper income individual tax planning and preparation, which greatly supports the needs of our clients. Kenneth is skilled at helping clients plan for their taxes year-round.

When he is out of the office, Kenneth serves his community through his role as Treasurer of Greenwood Acres Civic Association. He has an artistic flair and enjoys making mandalas and mosaics. Additionally, he is an expert Lego building instructor.

Specializations: Real Estate, Banking, Home Building, Wholesale, and Retail Accounting and Taxation.

Principal

• CPA
• Graduate from Georgia State University with his BBA
• Member of The American Institute of Certified Public Accountants and Georgia Society of Certified Public Accountants

Beginning his career over 35 years ago in Atlanta, Andrew Tallant is an established and seasoned professional CPA. In 1991, he opened his own office in Norcross. He continued to practice there until his merger with Fricke & Associates, P.C. Andrew primarily provides tax, accounting, and consulting services for our individual and business clients.

Active in his community, Andrew volunteers and serves as a Committee Member with the Boy Scouts of America and a Board Member of the Atlanta Junior Rowing Association. In spare moments, he is enjoying breeding and showing champion Hungarian Vizslas.

Specializations: Small Business Enterprises, S Corporations, C Corporations, Partnerships, Trusts, Medical Practices, Law Firms, Real Estate, Retail/Wholesale, IRS Representation, and Income Tax Planning.

Principal

• Graduate from Georgia State University with his BBA
• Diverse experience working with WTBS and Turner Broadcasting as a Controller and Assistant Controller

With an established financial career spanning well over four decades, Morray Scheinfeld brings extensive wisdom and expertise to Fricke & Associates, P.C. He delivers reliable and accurate tax and accounting services for our clients. Before coming to Fricke & Associates, P. C., he owned his own firm for 33 years.

When away from the office, he travels with his wife, spends time with his family, watches and plays sports with his grandchildren, and enjoys a good book.

Specializations: Small Business Enterprises, Individuals, S Corporations, C Corporations, Partnerships, Medical Practices, Retail/Wholesale, and Professional Corporations.

Principal

• CPA, CGMA
• Graduate of Jacksonville State University
• Managing Partner at Hawkins, Moore & Cubbedge prior to its merger with Fricke & Associates,
P.C. in 2017

In addition to running her own firm for 30 years, Jean Hawkins has a diverse background which includes experience in the education and banking sectors. Her experience and passion for service help her understand and care for clients effectively. She is whole-hearted and passionate about serving our clients and the community as well.

Jean has served her profession and community in various leadership roles through organizations such as Inpact (a global association of accounting firms), Marietta First United Methodist Church, Cobb County Boys & Girls Club, Marietta Kiwanis Club, 10 Women of Hope, United Arts of Cobb, Leadership Cobb Alumni Association, and the Marietta Country Club. When she is not volunteering, Jean likes to read, travel, spend time with family, and enjoy the arts.

Specializations: Estate and Gift Tax, Corporate Tax, Individual Taxation, and Tax and Business Planning.

Principal

• CPA
• BS from the University of Alabama and MPA from Georgia State University
• Partner at Hawkins, Moore & Cubbedge prior to its merger with Fricke & Associates, P.C. in 2017

With over 45 years of experience as a CPA, Frank Moore is a seasoned professional with vast wisdom to share with our team and our clients. Although experienced in many areas, Frank is especially gifted with tax and business planning. Because of his experience and consistent track record, he has been trusted by clients as an executor and trustee over 25 times.

Beyond the office, Frank deeply loves serving his community. He has held many leadership positions in organizations, such as Marietta Kiwanis Club, Chattahoochee Technical College, Theatre on the Square, Marietta First United Methodist Church, the Marietta Country Club, the Aviation Museum, the Friends of Brown Park Advisory Board, and the Cobb County Safety Village Advisory Board. Frank is passionate about furthering the efforts of causes which improve the safety, education, quality, and soul of his community. In his free moments, he spends quality time with his family, reads, and enjoys gardening.

Specializations: Estate and Gift Tax, Corporate Tax, Individual Taxation, and Tax and Business Planning.

Principal

• CPA
• Graduate of Valdosta State University
• Over 4 decades of experience

Kenneth Henry is devoted to his work as a CPA. In 2017, he had semi-retired after 39 years of service with a regional CPA firm, but he could not stay away. Kenneth came to work for Fricke & Associates, P.C. in 2018 to continue his fulfilling work helping individuals and businesses. His passion for service inspires our team and our clients as well.

When Kenneth is not in office, he enjoys freshwater fishing, hiking, and spending time with his family. He also enjoys doing volunteer work for his church.

Specializations: High Net Worth and Retired Individuals’ Tax Services, Small Business Formation, Growth and Succession Planning, Individual and Business Cash Flow and Tax Planning, Financial Institution Taxation, Executive Deferred Compensation Planning, Tax Issues in Mergers and Acquisitions, Professional Service Companies, Business Entity Selection, QuickBooks Consulting, Payroll Compliance Issues, Trust and Estate Tax Planning and Related Issues, IRS Representation, Real Estate Taxation Planning and Related Issues, Employee Benefits, Qualified and Non-qualified Stock Option Tax Issues.

Senior Accountant

• CPA
• Bachelor of Business Administration in Accounting degree and Master of Taxation degree from Georgia State University
• Member of American Institute of Certified Public Accountants and Georgia State Association of CPAs

Working as a CPA since 2014, Josh provides tax and accounting services to our individual and business clients. He is especially skilled with federal and state income tax compliance services, audit representation, multi-state sales tax preparation, personal property tax and payroll tax returns, and client accounting services. His attention to detail and passion for accounting is evident in everything he does for Fricke & Associates, P.C.

When away from the office, Josh enjoys exploring new restaurants with his wife and watching home improvement television shows.

Specializations: Individuals, Small Business Enterprises, S-Corporations, Partnerships, and IRS Representation.

Senior Accountant

• CPA
• BSBA in Accounting and Finance from Thomas Edison College, MBA from the University of South Carolina, and MPAcc from Clemson University
• Treasurer for the Columbia Chapter of the American Marketing Association, active membership in American Institute of Certified Public Accountants and Georgia Society of CPAs

Known for his dedication to clients and continuing desire to learn, Matthew Aguilar serves both individual and business clients effectively. He worked as a financial advisor, tax accountant, and professional consultant tutor prior to coming to Fricke & Associates, P.C. His diverse background makes him even more successful when handling the tax and accounting needs of our clients.

In spare moments, Matthew enjoys trying new restaurants with his family, lifting weights, and playing chess.

Specializations: Individual income tax, S Corporations, Partnership tax returns, Section 199A, Income tax planning, Business Personal Property returns, QuickBooks, Bookkeeping, UltraTax, and Researching tax rules.

Tax & Accounting Manager

• CPA
• Graduate of Thomas More College and Keller Graduate School, bachelor’s degree in business management and master’s in accounting
• Skilled Quickbooks consultant and Quickbooks Online Pro-Advisor

With over 24 years of experience, Jeanette Villanueva cares for the needs of individual, business and estate clients with genuine care and a seasoned perspective. She is gifted with tax planning and helping our clients understand long-term business projections. Jeanette is technically savvy and grounded with extensive experience, making her an integral part of the Fricke & Associates, P.C. team.

Outside of the office, Jeanette enjoys spending time with her family and hunting for antique treasures. Also, she loves being active outdoors through horseback riding, bike riding, and hiking.

Specializations: Estate returns, Small Business Enterprises, Individuals, S Corporations, C Corporations, Partnerships, Medical Practices, Law Firms, Retail/Wholesale, IRS Representation, Income Tax Planning, QuickBooks Consulting, Payroll Tax Returns, Sales Tax Returns, and Business Personal Property Tax Returns.

Senior Accountant

• Graduate of Pfeiffer University and Florida State University, Bachelor’s in Accounting and Master’s in Business Administration
• Active member of AICPA and NATP

Michele Hernandez is a seasoned professional with 20 years of experience in private industry and public accounting and 16 years in business accounting and preparation of personal and business tax returns. She is passionate about helping our clients reach their goals and grow successfully. Michelle is certified as a QuickBooks Pro Advisor as well as being skilled with other programs, such as Xero and Accounting CS. Primarily, she provides services related to client accounting and tax return preparations.

Michele’s adventurous spirit has led her to many exciting places, including living abroad in Istanbul Turkey and Sao Paulo Brazil. In spare moments, she loves traveling, reading, sailing, and bike riding.

Audit Manager

• Graduate of the University of Southern Mississippi
• Served on the Quality Review Committee of the Georgia Department of Audits and Accounts

With over 37 years of experience in the governmental sector and 20 years of experience with commercial businesses and nonprofit organizations, Russell Gillis brings a unique perspective to all his tax, audit, consulting, and accounting work. He worked for the Georgia Department of Audits and Accounts for over 17 years prior to coming to Fricke & Associates, P. C. Russell primarily handles individuals, small business enterprises, nonprofit organizations, and federal, state and local government engagements. His extensive experience and diverse background greatly contribute to our firm.

Away from the office, Russell enjoys playing golf and is a member of Free Chapel Worship Center.

Senior Accountant

• CPA, PFS, CFP®
• Graduate of the University of Memphis, BBA and MBA
• Active member in American Institute of Certified Public Accountants, National Association of Personal Financial Advisors,
Financial Planning Association, Georgia Society of CPAs, and Tennessee Society of CPAs

Scott Winkler is a certified CPA in Georgia and Tennessee. His vast experience guides all his tax work for our individual and business clients. In addition to his work for our firm, he also is the Principal of Winkler Financial Planning, LLC, a fee-only registered investment advisory firm. His firm offers retirement planning and investment management. Prior to his time at Fricke & Associates, P.C., Scott worked in the wealth and investment management group at SunTrust Bank.

Specializations: Investment Management, Retirement Planning, Retirement Income Distribution Planning, Tax Planning and Preparation for Individuals, Fiduciary Taxation, Estate Settlement.

Associate Accountant

• BBA in Accounting from Kennesaw State University
• Moved from being an intern at Fricke & Associates, P.C. to a permanent staff member

While working as an intern, Al Montazeri’s potential was easily noticed. He was hired full-time after his graduation and has grown as a professional steadily since. He is known for being a hard worker and a skilled accountant. From living in Canada to speaking Persian, Al has a diverse background which helps him engage with a variety of clients.

In spare moments, Al keeps in shape through Cross Fit training and boxing. He also enjoys relaxing with documentaries and spending time with his niece.

Associate Accountant

• Graduate of Kennesaw State University, BBA in Accounting
• Skilled with QuickBooks

Jane Chen is a capable and effective staff accountant with over 10 years of experience in public accounting. At Fricke & Associates, P.C., Jane provides tax and accounting services for individuals and businesses. Whether preparing a tax return, managing a client’s bookkeeping, or providing a QuickBooks consultation, she meticulously works to deliver the highest quality services for our firm’s clients. Jane’s dedication is appreciated by the firm and our clients as well.

When away from the office, Jane enjoys gardening, culinary adventures, and hiking with her family.

Associate Accountant

• Over 30 years of accounting experience
• Skilled with QuickBooks – both Online and Desktop, Accounting CS, Peachtree Accounting Conversions, Payroll Platforms (ADP, Paycor, Paychex, and others), Business and Licensing Setup

Bitsy Ogata is a well-connected and talented professional. She is skilled with bookkeeping, accounting and tax compliance. In addition to her extensive experience, she is also a Xero Certified Advisor, a Certified QuickBooks Online Advanced ProAdvisor, a Certified Benefits Counselor, and a Licensed Health and Life Insurance Agent. In the past, Bitsy has contracted with and managed the accounting departments for CPA firms, businesses, and diverse industries throughout the country. Her seasoned perspective and motivated spirit contribute to our firm’s success daily.

Outside of the office, Bitsy invests her free time as the Treasurer for her neighborhood Homeowners Association. Now that she has retired from being a professional horsewoman, she enjoys devoting her energy to civic and social activities with friends and family.

Firm Administrator

• Xero certified and proficient in accounting programs including Quickbooks, Creative Solutions Accounting, Peachtree, Client Bookkeeping Solutions, Sage FAS Asset Accounting, Automatic Trial Balance Solutions, Fixed Assets CS, Sales Tax Pro, File Cabinet Solutions, LaCerte and Ultra Tax Programs as well as Microsoft Office Programs and Visual Practice Management.
• Over 18 years of experience with CPA firms and over 14 years in Business Management

Lori Morse ensures that quality service is provided to all clients. Her role includes vital tasks such as maintaining client financial records, bookkeeping, preparing financial statements, managing general ledgers and bank accounts, handling inventory records and depreciation schedules. She also manages the preparation of payroll tax returns and live payroll for clients. Lori is known for her attention to detail and commitment to excellence.

Lori is an active member of Smyrna First United Methodist Church, serving in their Guardian and Stephen Ministry programs. She has also been involved in volunteer work through MUST Ministries, Trinity House, and The Bridges. Annually, she enjoys participating in Relay for Life in Cobb County to benefit the Cancer Society.

Administrative Assistant

• Studied at Highland Park College and Georgia State University
• Worked for Grant Thornton, Georgia Pacific, and Koch Industries.

Joining the team in 2018, Angela Cook helps to keep Fricke & Associates, P.C. running smoothly. She effectively manages the needs of our staff and ensures that our clients receive the highest quality of service. Angela is known for her ability to multi-task and a keen eye for details.

Outside of the office, Angela avidly reads about ancient history and geography, crochets, and travels. She is deeply invested in her community through serving at her church, Simpson Street Church of Christ, as well as with Habitat for Humanity and Hosea Feeds the Hungry and Homeless.

Administrative Assistant

• Studied Business Administration at Claflin University in South Carolina
• Worked in Claflin University’s Development Office

Joining the firm in 2014, Briana Satterfield skillfully manages the daily logistics at Fricke & Associates, P.C. Handling a constant flow of activity with ease, Briana keeps the staff running smoothly and our clients’ needs met according to our standards for excellence. She promotes a positive attitude and strong work ethic throughout the firm.

Originally from Indianapolis, Briana feels at home and rooted through her local church, New Life Baptist Church. She enjoys giving back to her community through service efforts by her church.

Receptionist

• Over 20 years of experience with CPA firms
• Skilled with communication and administrative tasks

Barbara Lunceford establishes a welcoming presence and a positive first impression when a client first calls or arrives at our firm. Having been with Fricke & Associates, P.C. for over 20 years, Barbara has become the face of the company in Marietta that our clients look forward to seeing. When she is not communicating with clients, she also handles many vital administrative tasks, including corresponding with clients and tax agencies.

In her free moments, Barbara enjoys traveling to spend time with her grandchildren. She credits their energy and joy for keeping her smiling on and off the job.

Administrative Assistant

• Graduate of Georgia Southern, BA in Business
• Over 20 years of accounting industry experience

Joining the firm over 13 years ago, Kelly Greene is a successful communicator and collaborator. She maintains positive client relationships through genuine and consistent communication. As part of her job, she provides vital support to the partners and helps Fricke & Associates, P.C. operate optimally. Kelly assists with important tasks such as the compilation, e-filing of tax returns, project organization, and file maintenance.

In her spare time, Kelly enjoys spending quality time with her family and reading.

Administrative Assistant

• Studied Business Administration at the University of Missouri and Columbia College
• Began accounting work at age 19 in her family’s business

Niel Harris began as a client for Fricke & Associates, P.C. and happily joined our staff. Her enthusiasm for numbers and our firm make her a breath of fresh air and energy to our team. Niel provides vital support to the partners as well as helping promote our clients’ achievements.

Residing in Marietta, Niel enjoys soaking up time with her four children. She serves at her church in women’s ministry and finds great joy investing in and encouraging women.

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