Kathy is Managing Partner for Walker, Fluke & Sheldon with over 20 years of experience in public accounting. She manages and provides client service in a variety of industry environments including governmental entities, churches, not-for-profits, manufacturing, and retail. She advises small businesses and individuals on a wide range of tax and business planning issues, as well as internal controls. She has extensive experience with estates and trusts.
Kathy is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants. Kathy is a member of the Ionia Rotary and a supporter of the YMCA of Barry County, where she has served previously as president and is currently in the endowment committee.
Kathy received her Bachelor’s Degree in Business Administration from West Michigan University and has been a licensed public accountant since 1995.
Dave supervises the tax engagements and assurance engagements areas of the firm. With over 15 years of experience in public accounting, Dave’s career has focused on advising businesses and individuals on a wide range of tax and planning issues. He also provides audit and other assurance services for local government entities and not-for-profit organizations. Focusing on serving clients in many industries, including townships, construction, real estate, service providers, and manufacturing, has allowed Dave to offer a full array of account services to our clients.
Dave is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants. Dave holds board positions on four not-for-profit organizations.
Dave received his Bachelor of Arts Degree from Kalamazoo College and has been a licensed public accountant since 2001.