Partner & Staff Profiles   Partner Profiles William B. Boles, CPA, ASA, CFP (717) 238-0446 ext. 113 bboles@bmbecpa.com  Shareholder 1978 to present   EDUCATION AND PROFESSIONAL DESIGNATIONS University of Drexel, Pennsylvania - Bachelor of Science Certified Public Accountant Senior Member of the American Society of Appraisers, Business Valuation Division Certified Financial Planner Accredited in Business Valuation by the American Institute of Certified Public Accountants WORK EXPERIENCE Boles Metzger Brosius & Emrick PC (Shareholder 1978 to present) - ◊ General accounting practice, including representing and advising clients in all tax matters; business valuations, divorce and estate planning. Consulting in business valuation and litigation support services since 1978, such services include ESOP annual as well as initial valuations, board of director tender offer evaluations, estate and gift taxation matters, domestic relation issues-equitable distribution, depredation of value or income litigation, planning for buy, buy/sell agreements, valuation of intangibles, and the purchase and sale of a business, valuation of family limited partnership. BGM Financial Associates, Ltd. ( Shareholder 1992 to 2004) - Financial planning and investment management, including advising clients in all financial areas. Laventhol & Horwath (Director of Tax Services 1969 to 1978) - Represented and advised various corporations, partnerships, trusts and individuals in all tax matters. United States Internal Revenue Service (Revenue Agent, Field Audit Division 1964 to 1969) - Numerous individual and corporate tax examinations, both civil and criminal. PROFESSIONAL AND CIVIC ACTIVITIES American Institute of Certified Public Accountants, Member Member of Tax Division AICPA National Business Valuation Conference Orlando, FL 2004, New Orleans, LA 2007 Pennsylvania Institute of Certified Public Accountants, Member Member, Federal Tax Committee Chairman, Federal Tax Committee 1998-2000 Testified on behalf of Pennsylvania Institute of Certified Public Accountants on Governance and Oversight of the IRS and Taxpayer Protection and Rights, December 10, 1997, Hearings held by Senator Santorum and U.S. Representative Goodling Federal Tax Conference, Speaker, Valley Forge & Harrisburg, 1997 Controllers Conference, Speaker, Trevose, 2002, (Business Valuation issues/succession planning) Estate and Personal Financial Planning Conference, Speaker, Hershey, 2002 Federal Tax Committee - Member Past Chairman South Central Chapter Pennsylvania Institute of Certified Public Accountants Past President Past Chairman of Tax Committee American Society of Appraisers - Member Hampden Township Vacancy Board - Past Member Hampden Township Industrial Development Authority - Past Chairman Parents Anonymous of Pennsylvania - Past Treasurer Speaker and panel discussion participant for tax seminars presented to various professional organizations. Also participated in televised panel discussions on individual taxation over WHP-TV and WGAL-TV. Speaker and organizer for continued education programs presented by Boles Metzger Brosius & Emrick PC  as an approved sponsor by the Pennsylvania State Board of Accountancy. Co-Author of Practical Estate Planning Techniques in Pennsylvania, National Business Institute, Inc.  ↑ Top of Page Brian J. Metzger, CPA (717) 238-0446 ext. 124 bmetzger@bmbecpa.com  Shareholder 1978 to present, President EDUCATION AND PROFESSIONAL DESIGNATIONS Kings College, Wilkes-Barre, Pennsylvania - Bachelor of Science, Accounting Certified Public Accountant WORK EXPERIENCE Boles Metzger Brosius & Emrick PC (formerly Boles, Grove and Metzger, P.C.), President and Managing Partner (Shareholder from 1978 to present) general accounting practice; accounting and auditing of both profit and non-profit entities, business consultant, tax planning and representation, development of clients' internal management systems, forecasts and projections, and business valuations. Laventhol & Horwath (Professional Staff 1977 to 1978) assigned to accounting and auditing department of Harrisburg, Pennsylvania office. Quaker Empire Construction Co. (Controller 1975 to 1976) implementation and development of job cost management and accounting systems. Parente, Randolphe & Co. (Professional Staff 1973 to 1975) general accounting practice. PROFESSIONAL AND CIVIC ACTIVITIES American Institute of Certified Public Accountants - Member since 1997 Pennsylvania Institute of Certified Public Accountants - Member since 1996 Pennsylvania Institute of Certified Public Accountants, Committee on Cooperation with the Bar - Past Member Pennsylvania Institute of Certified Public Accountants, Committee on Taxation - Past Member Past Chairperson of Holy Name of Jesus Church's parish council Presenter and Discussion Leader, Pre-Canna Program, Harrisburg Diocese Knights of Columbus - 4th Degree Member Finance Committee, Holy Name of Jesus Church Speaker and Organizer for continued education programs presented by Boles, Metzger Brosius and Ritter PC as an approved sponsor by the Pennsylvania State Board of Accountancy.   ↑ Top of Page Brent W. Emrick, CPA / ABV, CFP CPA, CFP (717) 238-0446 ext. 123 brentemrick@bmbecpa.com Shareholder 1989 to present, Staff accountant 1989 EDUCATION AND PROFESSIONAL DESIGNATIONS Penn State University, Middletown, Pennsylvania - Master of Administration, Business Penn State University, Middletown, Pennsylvania - Bachelor of Business Harrisburg Area Community College, Harrisburg, Pennsylvania - Associate In Arts Certified Public Accountant Accredited in Business Valuation by the American Institute of Certified Public Accounts Certified Financial Planner WORK EXPERIENCE Boles Metzger Brosius & Emrick PC (Shareholder 1989, Staff Accountant 1980, Supervisor 1983, Manager 1986) General accounting practice, including representing and advising clients in all tax matters, business valuations, financial and estate planning. Walter Fry, CPA (Staff Accountant 1977 to 1980) Bookkeeping, financial statement preparation, tax return preparation, including corporations, individuals and fiduciary. Dauphin Deposit Bank (Trust Department, 1975-1977) Administrator of estates and trusts, preparation of Pennsylvania inheritance tax, federal estate tax and fiduciary income tax returns. PROFESSIONAL AND CIVIC ACTIVITIES American Institute of Certified Public Accountants - Member Pennsylvania Institute of Certified Public Accountants Legislation Committee Past President - South Central Chapter Summerdale PA Community Federal Credit Union - Treasurer Estate Planning Council of Central Pennsylvania - Past President Hemlock Girl Scout Council - Former Treasurer Boy Scout Troop 89 - Former Scoutmaster Speaker and panel discussion participant for tax and financial planning seminars presented to various professional organizations. Speaker and organizer for continuous education programs presented by many organizations including the Pennsylvania Institute of Certified Public Accountants, and the Pennsylvania Controllers Forum. ↑ Top of Page Theodore D. Brosius, CPA (717) 238-0446 ext. 118 tedbrosius@bmbecpa.com  Shareholder 1998, Professional staff EDUCATION AND PROFESSIONAL DESIGNATIONS Lebanon Valley College – Bachelor of Science -1988 Certified Public Accountant – 1992 WORK EXPERIENCE Boles Metzger Brosius & Emrick PC (formerly Boles, Grove & Metzger, P.C.) (Shareholder, 1998, Professional staff, 1988 to 1991, Senior 1991 to 1992, Supervisor 1992 to 1995, Manager 1995 to 1997) General accounting practice, including audit, review and compilation procedures for corporations, local governments and non-profit organizations, preparation and review of corporate, partnership, individual and fiduciary tax returns, corporate and personal income tax planning, preparation of business valuations for Employee Stock Ownership Plans, mergers and acquisitions, estate and gift tax returns, and management advisory services. PROFESSIONAL AND CIVIC ACTIVITIES  South Central Chapter of the Pennsylvania Institute of Certified Public Accountants, Treasurer, 2005, Secretary, 2006, Vice President, 2007 Harrisburg Area YMCA - East Shore Branch Board of Managers, 2007 - present Winchester Park Homeowner's Association - Treasurer - 2003 - present Ned Smith Center for Nature and Art - Treasurer 2000-2004 Board Member - 1998-2004 Finance Committee - Chairman Investment Committee - Chairman Teen Challenge Training Center Golf Committee (Harrisburg Center) - 2002-2005 Recipient of the 40 Under 40 Award presented by the Central Pennsylvania Business Journal for 2004. American Institute of Certified Public Accountants - Member since 1992 Pennsylvania Institute of Certified Public Accountants - Member since 1992 Speaker and organizer for continuing education programs presented by Boles Metzger Brosius & Emrick PC as an approved sponsor by the Pennsylvania State Board of Accountancy. ↑ Top of Page   Professional Staff Mike Zelko, CPA, CFF, ABV (717) 238-0446 ext. 127 mzelko@bmbecpa.com Manager EDUCATION AND PROFESSIONAL DESIGNATIONS York College of Pennsylvania, Bachelor of Science, 1987 Certified Public Accountant, 1992 Accredited in Business Valuation by the American Institute of Certified Public Accountants, 1999 WORK EXPERIENCE Boles Metzger Brosius & Emrick PC (Professional staff, 1987 to 1991, Senior 1991 to 1995, Supervisor of Business Valuation Department 1997 to present) General accounting practice, including audit, review and compilation procedures for corporations, local governments and non-profit organizations. Preparation and review of corporate, partnership, individual and fiduciary tax returns, and corporate and personal income tax planning, preparation of business valuations for Employee Stock Ownership Plans, mergers and acquisitions, divorce, and estate and gift tax issues, and management advisory services. BGM Financial Associates, Ltd. (Supervisor, 1996 to 1999, Shareholder, 2000) Financial planning and investment management, including serving on the Investment Committee for the selection of appropriate investments for clients in all planning areas Villa Teresa (Controller 1995 to 1996) Responsible for all financial affairs of 184 bed nursing home, including managing accounting staff, preparation of financial statements, filing appropriate tax forms with federal and state taxing bureaus, preparation of Medicare and Medicaid cost reports, management of pension plan and investments. PROFESSIONAL AND CIVIC ACTIVITIES American Institute of Certified Public Accountants, Member since 1992 Pennsylvania Institute of Certified Public Accountants, Member since 1992 Speaker and organizer for continued education programs presented by Boles Metzger Brosius & Emrick PC as an approved sponsor by the Pennsylvania State Board of Accountancy. Chairman Business Valuation Committee South Central Chapter, Pennsylvania Institute of Certified Public Accountants, 1997 Treasurer Lawton Athletic Association 1999, 2000 School Board member St. Catherine Laboure School 2000-2001 Finance Committee member St. Catherine Laboure Church    ↑ Top of Page Linda Haines, CPA (717) 238-0446 ext. 114 lhaines@bmbecpa.com Manager EDUCATION AND PROFESSIONAL DESIGNATIONS Messiah College, Bachelor of Science, 1993 Certified Public Accountant, 1997 WORK EXPERIENCE Boles Metzger Brosius & Emrick PC  (Professional staff, 1995 to 1996, Senior 1996 to 1999, Supervisor 2000 to Present), General accounting practice, including audit, review and compilation procedures for corporations and non-profit organizations. Preparation and review of corporate, partnership, individual, and fiduciary tax returns, and corporate and personal income tax planning. Balloon City, USA (Bookkeeper, 1993 to 1995), Maintenance of general ledger, accounts receivable and accounts payable for home office. Maintenance of general ledger of company’s two subsidiaries. PROFESSIONAL AND CIVIC ACTIVITIES American Institute of Certified Public Accountants - Member since 1997 Pennsylvania Institute of Certified Public Accountants - Member since 1997 Chairman Communications Committee - South Central Chapter, Pennsylvania Institute of Certified Public Accountants - 1997 to 2003 Social Activities Committee - South Central Chapter, Pennsylvania Institute of Certified Public Accountants – 2004 to present ↑ Top of Page Matt O'Leary, CPA (717) 238-0446 ext. 136 moleary@bmbecpa.com Senior     Natalie Perate (717)238-0446 ext. 115 nperate@bmbecpa.com Senior     Bruce Amerman, Jr. (717) 238-0446 ext. 135 bamerman@bmbecpa.com Staff   Peter McCachren (717) 238-0446 ext. 116 pmccachren@bmbecpa.com Staff ↑ Top of Page   Accounting Services Department Sally Gorecki, CCP (717) 238-0446 ext. 121 sgorecki@bmbecpa.com Payroll and Bookkeeping Specialist       Carol Gross (717) 238-0446 ext. 120 cgross@bmbecpa.com Payroll and Bookkeeping Preparer ↑ Top of Page   Tax Preparer Betty Fox betty@bmbecpa.com   Administrative Deanna Boles dboles@bmbecpa.com Vicki Emrick vemrick@bmbecpa.com Jane Hamilton jhamilton@bmbecpa.com    Firm Administrator Jennifer Dougherty jdougherty@bmbecpa.com ↑ Top of Page