Team
Joe McCallion, C.P.A., M.S.T.
Partner, LMR & Associates
Joe, a partner at LMR, is a Certified Public Accountant with a Masters of Science in Taxation. He has been with the company for over 20 years. Recognizing the dynamic and demanding nature of today’s business world, Joe has paid...
Kathy is a partner at LMR, an Enrolled agent, and is licensed to sell Health insurance. She has been with the company for over 18 years. Much of her time is spent with clients helping them understand and manage the financial aspects of...
Maria is the Manager of the Tax Department at LMR and has been with the company for over 18 years; she is a Certified Public Accountant and QuickBooks Proadvisor. Maria specializes in business tax planning and preparation of Federal,..
Sarah is a Team Leader at LMR and holds a Bachelors of Business Administration. She has been with the firm since she held a co-op position 11 years ago as a high school student. Currently, Sarah leads our accounting staff in payroll...
Dan is an investment advisor representative and owner of LMR Advisors. He has been in the financial industry as both a certified public accountant and certified financial planner for over 25 years.
Jessica Leverenz, M.B.A.
Investment Advisor Representative
Jessica graduated with her masters in business and joined the team at LMR Advisors in 2013.