Our People

Evan joined Leone, McDonnell & Roberts in 2002 after graduating from college and has since become a trusted advisor to businesses, nonprofit organizations, and individuals throughout the region. As a Partner, he leads audit engagements for a diverse client base, including manufacturers, nonprofit organizations, and employee benefit plans. In addition to his client responsibilities, Evan serves as the firm’s Managing Partner, helping guide the firm’s strategic direction and operations.

DESIGNATIONS

• Certified Public Accountant (CPA) New Hampshire
• Member, Delta Mu Delta International Honor Society

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New Hampshire Society of Certified Public Accountants (NHSCPA)
  • Board of Directors
  • Young Professionals Committee
  • Golf Tournament Committee
• Cornerstone Visiting Nurses Association
  • Board of Directors
• Rochester Opera House

EDUCATION

• Southern New Hampshire University
  • Bachelor’s degree, with honors (2002)

Jack joined Leone, McDonnell & Roberts in 1985. In this role, his tenacity, decisiveness, and visionary nature help him guide the firm’s overall strategy and day-to-day operations, including firm policy decisions, strategic planning, human resources and marketing.  Jack specializes in serving clients in the nonprofit and construction industries, as well as small, family-owned businesses. He has also served as the firm’s Managing Partner.

Jack credits his professional success to his hard work and the personal relationships he develops with his clients. He also places a strong emphasis on the value of honesty and is perpetually committed to providing trustworthy, reliable service.

Jack was raised in Scarborough, Maine and currently resides in Wolfeboro, New Hampshire. He and his wife, Tawna, have three children. In his free time, Jack’s hobbies include playing golf and running. He is also a sports fan and enjoys spending time with his family.

DESIGNATIONS

• Certified Public Accountant (CPA) – New Hampshire

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
• Great Waters
  • Board of Directors

EDUCATION

• Saint Anselm College
  • Bachelor of Science (1985)

Paula joined Leone, McDonnell & Roberts in 1988 and was admitted to partnership in 2005. Paula specializes in performing financial reporting for closely-held businesses and nonprofit organizations, as well as tax preparation services for closely-held businesses, nonprofit organizations and individuals.

Paula attributes her success to being committed and focused to her profession, having constant support from family, and utilizing a strong network of professional relationships.

Over the years, Paula’s knowledge has generated much more than high client satisfaction and superior results. She believes what clients appreciate most is her ability to obtain the necessary information needed to address unique situations, whether it means finding someone within the firm or taking advantage of her 35-plus years of referral sources. Some referral source examples include finding a reputable intermediary to facilitate an IRC Section 1031 Exchange, having long-standing professional contacts within various State of New Hampshire agencies and referring ideal candidates to clients for staffing or board memberships. People know she is part of a firm that is well connected throughout the communities they service.

Paula was raised in Dover, New Hampshire, where she resides today with her husband. While away from the office, she enjoys spending time with her family and friends, volunteering in her community, hiking, kayaking and relaxing with a good book.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
  • Massachusetts
• Volunteer of the Year Award, Dover Chamber of Commerce

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
• American Lung Association of New England Board Member
  • Board Member
  • Finance & Audit Committees
  • Former Chair, New Hampshire Leadership Committee
• Greater Dover Chamber of Commerce
  • Former Executive Committee, Treasurer
• Other local nonprofit organizations in varying capacities

EDUCATION

• Bentley College
  • Master of Science: Taxation
• Southern New Hampshire University
  • Bachelor of Science: Business Studies with a concentration in Accounting

Shauna began her career at Leone, McDonnell & Roberts, Professional Association in 2006. Joining the partner group in 2017, Shauna’s practice is primarily dedicated to providing audit and review services for nonprofit organizations and closely-held businesses. Shauna works with a wide range of clients, which include, but are not limited to for-profit businesses in various industries, nonprofits, affordable housing and HUD organizations. She also has experience in taxation. Prior to joining the firm, Shauna worked at a Massachusetts CPA firm for three years.

Shauna originally grew fond of the accounting industry after learning the experiences of friends and family who worked in the field and learning of their interactions with and commitment to serving their clients. Today she attributes her success to a number of factors, including her education and on-the-job training, the knowledgeable mentors she has worked with throughout her career and her commitment to never stop learning. Shauna believes the experience of having a family has emphasized the importance of working hard and efficiently in order to maintain a steady career-life balance.

Shauna grew up in Deerfield, New Hampshire where she resides today with her husband Nate and their two children. While not in the office, she enjoys spending time with family, especially watching her daughters on the soccer field or basketball court. Additionally, whether she is running along the country roads in her home town or going on short hikes with her family, Shauna enjoys spending time outdoors.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
  • Massachusetts

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
• The Inn at Deerfield
  • Treasurer
  • Board Member
• Concord High School Soccer Booster Club
  • Treasurer

EDUCATION

• Bentley University, magna cum laude
  • Bachelor of Science: Accounting Information Systems (2002)

Peter has been a member of the Leone, McDonnell & Roberts, Professional Association team since 2003, becoming a Partner in 2019. He is responsible for multiple pension, 401(k) and 403(b) plan audits, and is recognized within the firm as an expert with regard to employee benefit plan audits. He is also responsible for audits of many of the firm’s manufacturing clients along with small and mid-size tax clients.

Since his public accounting career began more than 20 years ago, Peter has developed a strong background in and knowledge of several different industries. Specifically, he has spent more than a decade working with clients in both the manufacturing and not-for-profit sectors and has extensive experience with the Employee Retirement Income Security Act (ERISA).

Partially due to his friendly personality and strong communication skills, Peter is by nature a very sales oriented individual. He continually attempts to generate new business for Leone, McDonnell & Roberts and ultimately help the firm grow and prosper. In one example, Peter served as a liaison between the firm and an outside investment company, which enabled Leone, McDonnell & Roberts to offer investment planning services to its clients.

In addition to maintaining his focus on the success of both the firm and its clients, Peter extends his commitment and knowledge to local college students. Peter speaks periodically to students at the University of New Hampshire about the accounting profession.

After growing up in Plaistow, New Hampshire, Peter experienced life in other parts of the country, spending five years in Georgia and two years in Michigan. He then moved back to his home state and currently resides in Durham with his wife, Lori, and their two children. While away from the office, Peter is an avid outdoorsman and enjoys participating in a variety of sports.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
• James W. Foley Legacy Foundation
• New Museum of Portsmouth, Inc.
  • Board of Directors, Treasurer

EDUCATION

• University of New Hampshire
  • Bachelor of Science: Business Administration
• Oakland Community College
  • Associate degree: Criminal Justice

Christopher J. McKay, CPA, is a Vice President and Partner with Leone, McDonnell & Roberts, where he provides accounting, tax, and advisory services to closely-held businesses and individuals throughout New Hampshire and the Mount Washington Valley region. His practice includes a strong focus on multi-state taxation, high-net-worth individual compliance and planning, state domicile matters, business consulting, and financial operations.

Chris joined the firm in 2009 and was admitted to the partner group in 2020. In addition to serving clients, he plays a leadership role in the firm’s information technology and operational initiatives.

A Certified Public Accountant in New Hampshire, Chris is a member of the American Institute of Certified Public Accountants (AICPA) and the New England Society of Certified Public Accountants (NECPA).

Chris has long been active in community and civic organizations across New Hampshire. He currently serves as a Corporator for Meredith Village Savings Bank and has held leadership and board roles with several nonprofit and community organizations, including the Skyhaven Flying Club, Back Bay Hockey, and the Wakefield Budget Committee.

A graduate of University of New Hampshire, Chris earned a Bachelor of Science in Business Administration, graduating cum laude. He resides in Wakefield, New Hampshire with his wife and children.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
• New Hampshire Mutual Bancorp (NHMB)
  • Corporator
• Meredith Village Savings Bank (MVSB)
  • Corporator
• Skyhaven Flying Club
  • Board Member
  • Executive Committee, Treasurer
• Back Bay Hockey
  • Treasurer
• Wakefield, NH
  • Budget Committee 

EDUCATION

• University of New Hampshire, cum laude
  • Bachelor of Science: Business Administration (2009)

Jason has been with the Leone, McDonnell & Roberts, Professional Association since 2009 where he managed a multitude of accounting responsibilities at our Dover, New Hampshire location. Promoted to the Partner group in 2022, Jason specializes in several essential financial areas. Jason partners with clients in a wide range of industries on a daily basis to conduct and supervise audit fieldwork for nonprofit and employee benefit plans. He also collaborates with individuals and organizations to prepare and review both business and personal income returns. Put simply – Jason does a little bit of everything, and he does everything well!

Jason graduated cum laude from the University of New Hampshire. He first interned at Leone, McDonnell & Roberts as a UNH undergrad where Jason gained firsthand experience working with our diverse client base as an advisor and problem solver. At Leone, McDonnell & Roberts, we know talent, skill, and capability when we see it. We hired Jason right after he graduated and he’s been with us ever since! Now, more than twelve years later, Jason has become an invaluable contributor to our firm’s success, effortlessly keeping up with our lightning-fast pace and customizing his approach to meet the needs and challenges of every individual client.

Jason’s a lifelong athlete who still enjoys playing hockey and golf in his spare time. He also loves spending time with friends at home in Dover or with family members living in Massachusetts.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire

MEMBERSHIPS

• New England Society of Certified Public Accountants (NECPA)
• American Institute of Certified Public Accountants (AICPA)
• Seacoast Educational Endowment for Dover (SEED)
  • Treasurer
  • Board Member

EDUCATION

• University of New Hampshire, cum laude
  • Bachelor of Science: Business Administration – Accounting, Finance

Brieanna first joined Leone, McDonnell & Roberts, Professional Association in 2011. Brieanna joined the partner group in January 2025 and works from our Dover, NH location overseeing many of the firm’s nonprofit, HUD, and low-income housing audits. Throughout her tenure at Leone, McDonnell & Roberts, Brieanna has earned a reputation for leveraging her impeccable attention to detail and strong organizational skills to deliver the financial support clients need to navigate through the potentially arduous audit process seamlessly and successfully.

Brieanna graduated from Southern New Hampshire University in 2010 with a Bachelor of Science degree in Accounting. She launched her career at a firm located in Tewksbury, MA that same year. There, Brieanna teamed with clients in a diverse range of industries and gained invaluable experience in professional tax management.

At Leone, McDonnell & Roberts, Brieanna has proven that math and numbers aren’t her only superpowers. She also has exceptional people skills and enjoys traveling to client locations where she can closely collaborate with her colleagues to understand their specific needs and concerns. Brieanna effortlessly establishes herself as a trusted resource to our clients, acting as an extension of their organization to ensure they hit every audit deadline and deliverable. As a dedicated Leone, McDonnell & Roberts contributor, Brieanna uses her extensive insight and knowledge to develop customized financial audit solutions to help resolve any client issue.

When not hard at work in the office, Brieanna enjoys spending time with her husband and two children. She spends considerable time traveling New England watching her children’s sporting events.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
• Granite State Managers Association (GSMA) 2024 President’s Award

MEMBERSHIPS

• New England Society of Certified Public Accountants (NECPA)
• American Institute of Certified Public Accountants (AICPA)
• Granite State Manager’s Association (GSMA)
  • Treasurer

EDUCATION

• Southern New Hampshire University
  • Bachelor of Science: Accounting

Ryan launched his accounting career with Leone, McDonnell & Roberts, Professional Association in 2013 as a recent college graduate. Although new to the field, Ryan’s accounting skills and insights helped him quickly establish himself as an invaluable on-site resource for both clients and colleagues alike. In January 2025, Ryan was promoted to Partner in our Wolfeboro, NH office. In this role, Ryan manages multiple areas of accounting expertise. Some of his many specialties include audits of closely-held companies and nonprofit organizations as well as tax planning and preparation for both individuals and businesses.

Ryan brings a diverse range of skills and talents to the firm that extend beyond his exceptional accounting capabilities. Ryan is committed to customer service excellence at all times, continuously building and expanding relationships with clients for long-term professional partnerships. He is also a natural problem-solver, going above and beyond to resolve customer questions and concerns for optimal results.

Ryan graduated cum laude from the University of New Hampshire in 2012 with a Bachelor of Science in accounting. He completed his graduate degree in 2013, earning a Master of Science in accounting. When not in the office, Ryan can be found camping, riding his bike, and spending time with his three sons and daughter. Ryan and his wife, Shaylyn, reside in Wolfeboro along with their children.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire

MEMBERSHIPS

• New England Society of Certified Public Accountants (NECPA)
• American Institute of Certified Public Accountants (AICPA)
• Wolfeboro Area Chamber of Commerce
  • Treasurer of the Board of Directors
• Nancy Clement Black Memorial Fund
  • Trustee

EDUCATION

• University of New Hampshire, cum laude
  • Bachelor of Science: Business Administration with concentration in Accounting
  • Master of Science: Accounting

Tom joined Leone, McDonnell & Roberts, Professional Association in 1987 and currently works part time in the firm’s North Conway and Wolfeboro offices. Over the years, Tom has helped guide the day-to-day operations at our North Conway office, working toward the overall growth and sustainability of the firm in the community. Tom specializes in providing reliable consulting and tax planning services for private, family-owned businesses. He is also involved with the firm’s nonprofit organization practice.

Prior to joining Leone, McDonnell & Roberts, Tom worked at a regional CPA firm in Chicago, Illinois for eight years. Tom began his public accounting career in 1979.

With a professional background of more than 40 years, Tom has established the necessary experience and acumen to assist his clients with a wide range of issues. In one instance, he helped an inn and restaurant client more than double its business interruption insurance payout. For another client, Tom assisted with converting the business to a limited liability company saving them significant tax dollars. Beyond his client success stories, he has shared his extensive knowledge as a volunteer and board member for numerous nonprofit organizations.

Tom was inspired to pursue a career in the accounting field due to his interest and natural abilities in problem solving. Today he attributes his success to his strong people skills and the lasting relationships he builds with his clients.

Born and raised in Chicago, Tom currently resides in Wolfeboro with his wife, Rita, and their two children. Outside the office, Tom’s hobbies include biking, skiing, hiking and fishing.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
• Volunteer of the Year Award, Mount Washington Valley Economic Council
• Volunteer of the Year Award, Starting Point

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
• Assistance Canine Training Services
  • Treasurer
  • Board Member
• Mount Washington Valley Economic Council
  • Member, Loan Review Board
• Friends of Pop Whalen
  • Treasurer
  • Board Member

EDUCATION

• Illinois State University
  • Bachelor of Science: Accounting (1979)

Joe joined Leone, McDonnell & Roberts, Professional Association in 2005, and is responsible for managing client relationships and staff. Joe also oversees client development.

In addition to his management duties, Joe provides a wide array of reliable, high quality services to his clients. He maintains particular specialization with financial planning, investments, retirement plans and insurance, as well as tax return preparation and planning for individuals, corporations, partnerships, trusts and estates, gift taxes, not-for-profits and retirement plans. Moreover, Joe has extensive experience representing both businesses and individuals during audits before the IRS and the State of New Hampshire. He works with a variety of clients including those in the manufacturing, construction, consulting, sales, wholesale and retail, country club, condo association and real estate industries.

Joe began his career more than two decades ago, working for two small New York City CPA firms over the course of a six-year period. He then transitioned to a large firm, Grant Thornton LLP, where he performed audits of public and private companies that included filings with the SEC. In 1998, Joe joined H. Richard & Co., CPAs in New Hampshire, which merged with Leone, McDonnell & Roberts approximately six years later.

Growing up, Joe always excelled in math and science and especially enjoyed complex problem solving. These skills and interests led him to focus on accounting and finance in college and pursue a career in the field. Today, Joe attributes his success to his friends, family and the numerous influential colleagues he has worked with over the years. He also credits his appreciation for life and not taking things for granted to his mother and brother, both of whom lost their battles with cancer.

Joe was raised on Long Island, New York. He currently resides in Exeter, New Hampshire. Outside the office, Joe enjoys boating, playing golf and spending time with family and friends.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
  • New York

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Exeter Area Chamber of Commerce
• University of Buffalo Alumni Association
• Exeter Country Club
  • Board of Directors
    • Vice President

EDUCATION

• University of Buffalo, The State University of New York
  • Bachelor of Science: Business Administration – Accounting and Finance (1985)

In her role as Principal, Tavia oversees work performed by the firm’s staff level employees, such as audits, reviews, compilations and tax preparation.

Tavia joined Leone, McDonnell & Roberts, Professional Association in 1995. In her role as Principal, she oversees work performed by the firm’s staff level employees, such as audits, reviews, compilations and tax preparation. In her own client responsibilities, Tavia specializes in accounting systems analysis and consulting. She also consults with clients regarding their tax planning, banking and financing needs.

Tavia has extensive experience working with closely-held construction companies, including general contractors and sub-contractors. In addition, she possesses a deep understanding of construction from both sides of the desk. Tavia grew up working on job sites during the summers helping her father, a contractor in his own right, allowing her to develop familiarity with the workers, foremen, job superintendents, needs of the owners and the bankers who serve them.

Tavia began her public accounting career in 1992 at the CPA firm of DiSalvo & Associates, PA. There she assisted with payroll preparation, tax return preparation and write-up work. Tavia also got a taste for the accounting profession in a part-time role at Street Electric, Inc., a family-owned electrical contracting company, where she assisted with all aspects of monthly and annual financial statement preparation. While at Street Electric, Inc., she served as an assistant to the company’s controller, who was one of Tavia’s greatest mentors. Tavia is forever grateful to this mentor, who previously served in the same role for the producers of the “Rambo” series of films with Sylvester Stallone, for the invaluable knowledge and experience she gained as a result of her tutelage.

With an accounting background of more than two decades, Tavia has developed the necessary skill set to provide expert recommendations to help her clients succeed. On numerous occasions, she has assisted small businesses faced with tens of thousands of dollars in software upgrades to utilize much less expensive software and customize it to meet their needs. In another instance, Tavia helped a contractor uncover software problems and recreated their data to help save them hundreds of thousands in tax dollars.

When determining the career path that would best fit her personal interests and priorities, Tavia chose accounting because she felt she could take it with her wherever she goes. She desired a career where she was not forced to sit in one place and do the same thing every day. Tavia’s decision proved to be the right one, as her career has allowed her to travel, meet interesting people, and observe the fascinating and diverse effects finance has on people’s lives. Today she attributes her success to her faith, her supportive family and the first-class working environment at Leone, McDonnell & Roberts.

Tavia was born and raised in Meredith, New Hampshire with her parents and sister. She currently resides in Center Sandwich with her husband and son. Outside the office, Tavia maintains a variety of hobbies and interests, including long-distance swimming, trap-shooting, fine guns, fast cars, big trucks, traveling anywhere with warm temperatures and water, photography, art, cooking and snorkeling. She also enjoys staying actively involved with her son’s activities.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
• QuickBooks Online Certified ProAdvisor (Level 1 & Level 2)
• QuickBooks Desktop Certified ProAdvisor (Level 1 & Level 2)

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)

EDUCATION

• Plymouth State University (1992)

Kimberly started her career at Leone, McDonnell & Roberts in 2015 after graduating from Plymouth State University. During her time at Plymouth State, she earned a Bachelor of Science in Accounting and a minor in Professional Communication. She also earned the distinction of being a Top 20 Senior and graduating summa cum laude (she doesn’t like to brag—but we’re happy to do it for her!).

A Principal in our Dover, New Hampshire office, Kimberly has focused on auditing, with some tax work that spans nonprofits, manufacturing, and employee benefit plan audits. Kimberly loves working with clients in various industries, gaining an understanding of different verticals, forming professional relationships, traveling to clients, and working as a team to achieve goals and deadlines. She also assists in the firm’s recruiting process and training new staff members, proving that she’s a true team player willing to jump in and help out with whatever the firm needs.

Kimberly is a member of the American Institute of Certified Public Accountants (AICPA) and the New England Society of Certified Public Accountants (NECPA).  She serves on the Society’s Leadership Council. An active member of the Board of Directors for Dover Adult Learning Center (DALC), Kimberly serves as the Treasurer and on the Finance Committee.

A resident of Somersworth, NH, Kimberly enjoys camping, boating, snowboarding, and spending time with family and friends. With a strong sense of adventure and passion for travel, Kim hopes to visit all of the National Parks in the United States.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
  • Leadership Council
• Dover Adult Learning Center
  • Board of Directors
  • Treasurer
  • Finance Committee

EDUCATION

• Plymouth State University, summa cum laude
  • Bachelor of Science: Accounting (2015)
  • Minor: Professional Communication

Angela joined the Leone, McDonnell & Roberts, Professional Association team in 2008 and currently serves as Manager in our North Conway office where she specializes in a variety of tax and audit services. Her areas of expertise include audit, reviews, and compilation services within the nonprofit sector as well as tax preparation and planning for individuals, partnerships, and S corporations in a wide range of industries. In her role as Manager, Angela gets to do what she does best: use her accounting and business skills to help individuals and organizations financially succeed.

Beyond her professional support of Leone, McDonnell & Roberts’ clients, Angela also lends her invaluable insight to colleagues and local organizations as a teacher and trainer. She has partnered with the Mount Washington Valley Economic Council’s Nonprofit Bootcamp where she’s taught courses on several industry-relevant topics including

• Internal controls
• Risk assessment
• Reading financial statements
• Board responsibilities for nonprofit organizations

Angela’s problem solving and math skills prompted her to pursue a BS in Accountancy from Case Western Reserve University where she graduated cum laude. In 1992, she launched her professional accounting career at Coopers & Lybrand (now PricewaterhouseCoopers) where she gained invaluable experience partnering with clients that specialized in financial services. Coopers & Lybrand is also where Angela first developed her affinity for teaching and training.

Over the last 25+ years, Angela has gained the experience, skills, and competencies needed to serve and support clients with a diverse range of accounting issues. Her unwavering professionalism, follow-through, and organizational capabilities are just some of the many key differentiators that have contributed to Angela’s success at Leone, McDonnell & Roberts.

When she’s not in the office, you’ll find Angela spending time with her husband, Robert, and two sons at their Center Conway home, where she stays active by gardening, hiking, skiing, and reading. For Angela, the combination of working at an accounting firm with such a strong commitment to quality while living in a beautiful, small mountain town is the ultimate professional/personal life balance.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
  • Virginia

MEMBERSHIPS

• New England Society of Certified Public Accountants (NECPA)
• American Institute of Certified Public Accountants (AICPA)
• Spirit of NH Volunteer Service Award from Volunteer NH (2016)
• ACTS – Assistance Canine Training Services
  • Treasurer
• White Mountain Community Health Center
  • Treasurer
• Robert Frost Public Charter School
  • Former Founding Trustee, Board Chair, Treasurer

EDUCATION

• Case Western Reserve University, cum laude
  • Bachelor of Science: Accounting (1992)

Jonathan brings more than a decade of public accounting experience to his role as Manager at LMR. Before joining the firm, he spent 13 years with a regional accounting and tax firm, advising small to mid-sized closely-held businesses and building a strong foundation in tax planning, compliance, and practical business guidance.

His approach is grounded in clarity. Complex financial situations don’t intimidate Jonathan — they motivate him. He enjoys helping clients and colleagues understand complicated financial concepts in a way that actually makes sense. Clean books, thoughtful planning, and forward-looking advice are where he does his best work. At LMR, he values the firm’s flexibility, strong technology platform, and right-sized structure, which allow him to deliver high-level work while maintaining balance and responsiveness for clients.

Jonathan earned his undergraduate degree in Political Science from Saint Michael’s College before completing his master’s in accounting at Western New England University. He is a Massachusetts CPA and a member of the AICPA, MSCPA, and NECPA. He also passed all four sections of the CPA exam on his first try, a detail he won’t brag about — but we will.

Raised in South Hadley, Massachusetts and now a Greenfield resident, Jonathan stays active in his local community through his involvement with the Friends of the Greenfield Public Library and the Trustees of the Greenfield Public Library.

Outside of work, peers are often surprised to learn he’s more introverted than he appears. He recharges with puzzles, golf, video games, and a steady rotation of horror and sci-fi films and series.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • Massachusetts

MEMBERSHIPS

• New England Society of Certified Public Accountants (NECPA)
• Massachusetts Society of Certified Public Accountants (MassCPA)
• American Institute of Certified Public Accountants (AICPA)
• Friends of the Greenfield Public Library
  • Board of Directors
• Trustees of the Greenfield Public Library
  • Chair

EDUCATION

• Saint Michael’s College
  • Bachelor of Arts: Political Science (2009)
• Western New England University
  • Master of Accounting (2013)

Christine first started at Leone, McDonnel & Roberts as an intern in the summer 2017. Her talent and work ethic impressed us so much we offered her a job before she left to complete her senior year of college. She graduated in 2018 from the University of New Hampshire with a Bachelor’s degree in Business Administration and Accounting, and promptly joined our team full time as an Accountant.

During her time with the firm, Christine has focused primarily on audit and tax services, but has also contributed to our review and compilation capabilities. She loves spending her time helping clients and developing strong professional partnerships. She also enjoys continually gaining industry knowledge and accounting expertise—and it shows! In 2020, Christine earned her certified public accountant designation and in July 2026, she was promoted to Manager. Christine assists with the firm’s hiring and recruitment initiatives as well as the LMR mentor program.

Outside of the office, Christine enjoys going to the beach, boating and spending time with her family.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
• 2025 New Hampshire Society of Public Accountants Marlene Gazda Hamel Dedicated Employee Award
• 2026 Forbes’ Best-In-State CPA

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
  • Young Professionals Committee
• My Breast Cancer Support
  • Board of Directors, Treasurer
  • Finance Committee

EDUCATION

• University of New Hampshire
  • Bachelor of Science: Business Administration – Accounting (2018)

Lynn has been with Leone, McDonnell & Roberts, Professional Association since 2002. In her 20+ years with the firm, Lynn has served in a multitude of capacities, proving that when it comes to accounting proficiencies, there’s truly nothing she can’t (and more importantly, nothing she won’t) do to support her growing portfolio of clients.

In her current role as Supervisor in our Wolfeboro, NH branch, Lynn’s area of expertise includes single audit, trusts, and estate. Lynn loves doing taxes (yes, really) and working with intricate number detail throughout the preparation and filing process. Her enthusiasm for her work shows; Lynn’s clients value her experience and insight, knowing their tax responsibilities are in capable, competent hands.

A Toledo, Ohio native, Lynn pursued an advanced accounting certificate in Accounting Coursework from Northeastern University after earning her MBA from the University of Detroit. Prior to joining Leone, McDonnell & Roberts, Lynn sharpened her accounting skills at a tax practice in Revere, MA as well as a CPA firm in Lowell, MA. As a seasoned team veteran, Lynn partners with Leone, McDonnell & Roberts clients running businesses in a diverse range of verticals including Community Action Partnership, a local nonprofit organization that provides services, assistance, and care to residents in need.

Accounting isn’t Lynn’s only passion. She’s a self-proclaimed “gardening fanatic” who spends her free time outside honing her green thumb. She’s also an avid animal advocate who has volunteered countless hours at cat rescues. Lynn’s professional affiliation with Community Action has also inspired her personal life; she’s currently forming her own nonprofit cat rescue organization to give back to her surrounding community.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
• Enrolled Agent (IRS)
• AICPA Advanced Single Audit

MEMBERSHIPS

• New England Society of Certified Public Accountants (NECPA)
• American Institute of Certified Public Accountants (AICPA)
• Another Chance Animal Rescue
  • Treasurer
• Ralphie’s Retreat
  • President
• Those Cat Rescue People

EDUCATION

• University of Detroit
  • Master of Business Administration
• Northeastern University
  • Advanced Accounting Certificate

Katie arrived at Leone, McDonnell & Roberts after graduating summa cum laude from UNH with a B.S. in Business Administration with an option in Accounting 2012 and an M.S. in Accounting in 2013. She is a member of the American Institute of Certified Public Accountants (AICPA) and the New England Society of Certified Public Accountants (NECPA).

Katie focuses her expertise primarily on audit and attestation engagements for closely-held businesses and not-for-profit organizations, including single audits. She also performs tax preparation services for closely-held businesses and not-for-profit organizations. In her role as Supervisor, Katie gets to work and problem solve with various audit teams, as well as build strong client partnerships. Her talent for mastering constantly-evolving standards and excitement for learning new things have made her an invaluable asset to the Leone, McDonnell & Roberts team.

An Exeter, NH native, Katie moved to Dover after college, where she currently resides. Outside the office, when the weather is nice, you can find her out on the Dover Community Trail. She is also an avid hockey fan and enjoys baking. Katie loves foreign languages and has studied five languages besides English, earning a Spanish minor in college.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)

EDUCATION

• University of New Hampshire, summa cum laude
  • Bachelor of Science: Business Administration (2012)
  • Master of Science: Accounting (2013)

A licensed New Hampshire CPA, Abby Lamothe joined Leone, McDonnell & Roberts in 2018. She first started with the firm as an intern in the summer of 2014, while she was completing her Bachelor of Science degree in Business Administration with a concentration in Accounting from the University of New Hampshire. Abby is a Supervisor in our Dover office.

Abby received her Master of Science in Accounting in 2015 and entered the workforce, gaining significant professional auditing experience as a healthcare and nonprofit auditor traveling throughout the northeast. And now—she’s back with us, where she not only gets to use her auditing skills on an almost daily basis, but she also spends her time helping new staff, organizing and planning jobs, and working directly with some of our many nonprofit organizations. In Abby’s own words, she comes to work every day excited to “help individuals and organizations navigate their financial data with confidence.”

Abby is a member of both the New Hampshire Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She enjoys getting involved in the local community serving on the Board of Directors for the Greater Dover Chamber of Commerce, as the Treasurer for Seacoast Eat Local and volunteering at the Pope Memorial Humane Society. She is also the founder of Seacoast Sweet Stitches, a group for fiber enthusiasts that focuses on knitting, crochet, embroidery, sewing, and more.

Abby also enjoys exercising and getting outside whenever possible and has been known to combine two of her passions by knitting while running 5Ks!

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
• QuickBooks Online Certified ProAdvisor (Level 1)
• The Daughters of the American Revolution – Margery Sullivan Chapter 2024 Excellence in Community Service Award
• The Rotary Foundation of Rotary International – Paul Harris Fellowship (2026)

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPA)
• Greater Dover Chamber of Commerce
  • Treasurer
  • Board of Directors
• Seacoast Eat Local
  • Treasurer
  • Board of Directors
• Pope Memorial Humane Society

EDUCATION

• University of New Hampshire
  • Bachelor of Science: Business Administration – Accounting (2014)
  • Master of Science: Accounting (2015)

Kimberly Thistlewood brings a wealth of accounting expertise to her role as Supervisor at Leone, McDonnell & Roberts. Based in the North Conway office, Kimberly combines technical expertise with a client-centered approach to deliver exceptional service.

A Summa Cum Laude graduate of Merrimack College, Kimberly earned both her bachelor’s in business administration: accounting and her master’s in accounting. After graduating, Kimberly spent four years at The MFA Companies in the audit department, followed by four years at Planet Fitness World Headquarters. During her time at Planet Fitness, she advanced through various accounting roles, ultimately serving as an Accounting Supervisor.

At LMR, Kimberly uses her expertise as a CPA in both New Hampshire and Massachusetts to ensure that numbers not only make sense but tell a story. Her favorite part of the accounting field? The satisfaction of making everything balance—it’s like solving a puzzle every day.”

Originally from Haverhill, MA, Kimberly now calls Center Conway home, where she lives with her husband, Tyler, and their two dogs, Echo and Cali. Outside of work, she loves staying active by hiking, skiing, and paddleboarding in the beautiful New Hampshire outdoors. Her happy place is Aruba, and she has experiencing the magic of the Northern Lights in Iceland at the top of her bucket list.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
  • Massachusetts

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPAs)
• Pope Memorial Library
  • Board of Directors

EDUCATION

• Merrimack College, summa cum laude
  • Bachelor of Science: Business Administration – Accounting (2015)
  • Master of Science: Accounting (2016)