
Analyst
Hometown: Goshen, Indiana
Years with Insight: 1
I have worked in the accounting field for over 10 years — primarily in a bookkeeping and office management capacity. I have worked with both Quickbooks and Peachtree accounting software. One of my goals is to help clients understand and get the most benefit from their accounting software. As administrative support for the firm, I help make clients feel welcomed and valued.
In my personal life, I enjoy spending time with my family, golfing and running.
sadams@insightaccountinggroup.com
Compliance Manager
Hometown: Elkhart, Indiana
College: Indiana University South Bend
Years with Insight: 17
I’ve had the pleasure of working with a variety of clients and businesses during my professional career and I’ve enjoyed assisting them with their questions and decision-making process. My goal is to provide timely and pertinent information and to have fun working with clients as much as possible.
I’ve lived in Elkhart all my life and graduated from Jimtown High School. I received my B.S. degree from Indiana University at South Bend with a major in accounting. My current passions are spending time with my husband and two dogs, hiking at state parks and riding on bike trails.
melliott@insightaccountinggroup.com
Administrative Asst./Public Relations
Hometown: Elkhart, Indiana
Years with Insight: 1
Being one of the newest members of the Insight team, I have found this is truly a team that works together for the best interest of our clients — one of the aspects that attracted me to this firm. As the firm’s client advocate, I try to make sure that all client questions and concerns are answered to the client’s satisfaction. I also introduce to clients and potential clients the business coaching and business consulting services we offer.
Growing up in the North and South we finally settled in Elkhart, Ind., in my high school years. Now my home is here in Goshen. In my spare time you will find me out on the lake, traveling or spending time with my family.
dgallagher@insightaccountinggroup.com
Senior Analyst
Hometown: Bad Kissingen Germany
College: Indiana University South Bend
Years with Insight: 3
I earned my bachelor of science degree in accounting from Indiana University South Bend in December of 2001 and went on to pass the CPA exam in 2003.
Since joining the Insight Accounting Group team, I have been exposed to the many aspects of accounting and continue to learn and gain experience in order to meet the challenges of the profession. Providing timely and accurate information, while addressing each client’s unique situation and concerns, is a priority.
Born and raised in Germany, I now think of the United States as my home. I count travel, eating out (Italian is a favorite), and reading among the activities I enjoy.
bjoldersma@insightaccountinggroup.com
Director of Small Business Services
As director of the Small Business Services division for the firm, I am responsible for establishing and growing relationships with clients and helping them develop financial management tools to assist them in making their business decisions.
I previously worked in the Northern Indiana Entrepreneurial Business practice at Crowe and have 20 plus years serving small business clients. I grew up in Elkhart, Indiana, and so am very involved in the community including currently serving as a member of the YMCA Board of Directors. I have two daughters and a son and four grandchildren, with another grandchild due in the a few months.
kkegerreis@insightaccountinggroup.com
Analyst
Hometown: Elkhart, Indiana
Years with Insight: 3
I have over 20 years experience in financial management in private industry and public accounting. My responsibilities in the firm are preparing corporate and personal tax returns. I enjoy helping clients explore all tax opportunities to maximize deductions and minimize tax liability in the most timely and efficient manner.
I enjoy spending time with my grandchildren, family and friends, and crocheting.
hmarquis@insightaccountinggroup.com
Partner
Hometown: East Chicago, Indiana
College: Manchester
Years with Insight: 6
At Insight we strive to be much more than just our clients’ accountant. As consulting manager of the firm, my goal is to gather the experience and skills of our team and develop a consultative relationship with our clients and surrounding businesses. My expertise as a certified valuation analyst allows me to consult with business owners and assist with the purchase or sale of their business, divorce litigation, estate and gift tax, and succession planning.
rmendoza@insightaccountinggroup.com
Director of Tax
Hometown: Howe, IN
College: Indiana-Purdue University, Ft. Wayne
I bring to the firm 12 years experience in public accounting and as the firms tax director, I coordinate our firm’s tax services. I enjoy using my skills as a CPA and Certified Financial Planner® to help clients identify and resolve tax and financial planning issues.
My husband, daughter and I live on Dallas Lake in Lagrange County and I enjoy boating, gardening and just about any other outdoor acitivity.
amiller@insightaccountinggroup.com
Compliance Manager
As compliance manager, I have the responsibility of maintaining the firm’s quality control, which includes making sure the firm and its team members are in compliance with the rules and regulations set forth by the AICPA, Indiana CPA Society, and the Indiana Professional Licensing Agency. In addition, I am responsible for ensuring that all team members are aware of any new accounting standards as they are issued and become effective. I specialize in services for manufacturing companies.
I have a bachelor of science degree in financial accounting and a master of accountancy degree from Manchester College. Previously divisional controller for Adorn LLC, a division of Patrick Industries, I also was a member of the audit staff of McGladrey & Pullen. I currently serve as chairman of the Elkhart County Junior Achievement Board of Directors and reside in Goshen with my wife, Amy.
cmiller@insightaccountinggroup.com
Senior Analyst
With expertise in fixed assets and depreciation, I will be responsible for compiling financial statements as well as reviews and 401(K) audits.
Over the past 20 years I have held accounting positions with several local companies and organizations, included the past two and a half years with Crowe. I reside in Milford and I am currently studying for my master’s in business administration at Indiana Tech.
joaks@insightaccountinggroup.com
Small Business Services Manager
With 25 years in public accounting and a special expertise in payroll services, I am responsible for managing client projects, preparing financial statements and outsourced controllership services. For the past 12 years. I worked in Crowe’s Northern Indiana Entrepreneurial Business practice.
In addition to serving as treasurer of the Big Brothers Big Sisters Board of Directors, I am a member of the Elkhart Chamber of Commerce Business Recognition Council.
I enjoy spending time with family and friends, reading and watching sports — especially the Cubs, Irish and Colts.
kpeterson@insightaccountinggroup.com
President
Hometown: Bristol, Indiana
College: Manchester
Years with Insight: 21
A great deal has changed in my 26 years in the accounting field but keeping clients educated and informed has always been a priority. As the managing partner of the firm, my focus is building the best team possible and providing exceptional service to our clients. Our goal is to help clients develop a profitable business so they can achieve the kind of lifestyle they deserve. I believe our clients’ businesses should work for them rather than the other way around.
A native of Bristol, Ind., I received my bachelor of science degree in accounting and business administration from Manchester College. I enjoy golfing, landscaping and helping people achieve their dreams.
mpletcher@insightaccountinggroup.com
Senior Analyst
I came to Insight from in the Northern Indiana Entrepreneurial Business practice at Crowe and have been bookkeeper and treasurer for Simonton Lake Marina and Harbor Isle Marina for the past 20 years. A graduate of Indiana University South Bend with a degree in business administration, I serve as treasurer of Elkhart Memorial High School Dollars for Scholars.
A resident of Elkhart, I have four children and two grandchildren.
cslabaugh@insightaccountinggroup.com
Firm Administrator
Hometown: Elkhart, Indiana
Years with Insight: 11
My responsibilities at Insight Accounting Group include the areas of human resources, firm administration, and payables and receivables. I supervise the administrative assistant and the bookkeeper, as well as facilitate the Phone Right seminar. In my role, I also help to provide a professional and comfortable environment for our clients.
Over the eleven years I’ve been with the firm, I’ve watched our firm grow and have seen many positive changes, including new opportunities to help our clients grow and improve their business. Several years ago when we joined the Ran One consulting firm, the first thing we changed was calling ourselves team members instead of staff. It’s a very positive concept — one that reminds us we are all in this together.
Outside of the office I enjoy boating with my husband on Lake Wawasee, traveling, cooking and spending time with my family and grandsons.