Regan has over 11 years of accounting and finance experience, including over six years in public company management roles. Regan specializes in providing strategic advisory services for early-stage and growing clients, including publicly traded companies and those preparing for an IPO or M&A event. Prior to entering the consulting field, Regan started her career in the audit department of Ernst & Young, and most recently served as the VP of Finance for a publicly traded company managing a team of 18 professionals. When Regan isn’t providing invaluable services for her clients, you can find her at a local CrossFit gym, at the beach, or on the golf course.
Dan is a Certified Public Accountant with over 15 years of combined experience serving clients in a wide range of industries. Before moving back to San Diego and building a professional services team, Dan was a Director at Ernst & Young in the London office. Dan focuses on developing key relationships and gaining an understanding of each client’s unique needs and challenges, and works to develop a custom project plan for services. When Dan isn’t working on behalf of his clients and team, he enjoys spending time with his wife and son, both in and out of the ocean on a paddle board, skis, or on the golf course.
Stefanie is a Certified Public Accountant with over 10 years of combined experience serving public and private clients in a wide range of industries. Before joining Lohman & Dehner, Stefanie was a Senior Manager in the audit practice at KPMG, LLP. With her experience she is positioned to help prepare clients for upcoming audits under AICPA and PCAOB standards, review consolidated financial statements and accompanying footnotes, review complex accounting transactions, and identify performance improvement opportunities. When Stefanie isn’t working on behalf of her clients, she enjoys spending time with her husband and daughter, camping, hiking, and traveling.
Leslie is a Certified Public Accountant with over 15 years of experience in accounting for startups in a wide range of industries including biotech, advertising, and solar energy. She has helped several companies prepare for IPOs and acquisitions. She specializes in technical accounting, including revenue recognition, financial instruments, stock based compensation, business combinations, software development, leases, grants, and IFRS. Leslie has extensive experience preparing for and managing audits and transactions. She has also lead the charge on systems implementations including ERPs and equity management solutions. When she’s not reading the ASC, you can usually find her hiking, kayaking, playing with her dogs, or reading.
Elizabeth is a Certified Public Accountant with over 11 years of experience in public and private accounting. Elizabeth started her career at Ernst & Young, where she gained experience in a variety of industries, including insurance, financial institutions, energy, and healthcare. Elizabeth then moved into the private sector, where she gained full-cycle in-house experience in the entertainment industry and as the accounting lead for a rapidly growing retail start-up. Her combination of Big 4, Fortune 500, and startup experience provides Elizabeth with a unique perspective to advise our clients at any stage. While not working, you can find Elizabeth playing sand volleyball, attending concerts or traveling.
Shannon has over 11 years of accounting experience for various small to mid-sized companies in the financial services, solar, tech, and bio-tech industries. She has focused her time streamlining and documenting accounting processes. Shannon has managed a team of accounting professionals and has overseen AP, AR, GL, Payroll functions within an accounting department. With that, she has facilitated the implementation of ERP systems, equity management tools, and various efficiency software solutions to establish proper controls. She has also prepared and lead teams through public and private financial audits. In her spare time, Shannon enjoys spending time with her family and dogs, being active outdoors, or attending a local sporting event.
Eileen has been an accounting and finance professional in San Diego for over eight years, including five years in various roles at a fortune 500 company and utility. The diversity of Eileen’s experience with those respective companies gives her a unique perspective into management strategies integral to the continued success of small and medium sized businesses. Eileen excels at implementing her strategies on an everyday basis by working with company management to take on their accounting and finance needs so her clients can focus on their core business. Eileen enjoys spending off-hours sampling new restaurants in San Diego, going to the beach, and spending time with her family.
Marissa has over six years of accounting and finance experience, with extensive experience in financial institutions and commercial lending. Her experience working in federally-regulated, heavily-audited institutions brings a strong attention to detail and a focus on documentation and internal controls. Marissa enjoys problem-solving, and loves to dig in to problem areas and develop solutions. In her spare time, you can find Marissa hiking, trying new recipes, or at her local OrangeTheory studio.
Kelly is a Certified Public Accountant with over six years of experience in public and private accounting. During her career, she has worked with companies of all sizes throughout various industries, including manufacturing and distribution, healthcare and financial institutions. Kelly offers a unique insight into improving business processes across various areas that gives our clients the ability to focus on growing their companies. In her spare time, Kelly enjoys baking, being outdoors and watching college football.
Pat is a CPA candidate and former collegiate athlete. After playing four years of college baseball and getting his bachelor’s degree in accounting in New York, Pat moved back to San Diego to get his MSA from San Diego State University with an emphasis in financial reporting. He has worked with a variety of small businesses in San Diego, helping to bring their owners clarity and comfort through timely and accurate financial reporting. While not working or studying for the CPA exam, Pat enjoys lifting weights, golfing, and going to baseball games.
Handles all the ruff work.