Posts Tagged ‘employee spotlight’

Employee Spotlight: Jo-Ann Lewandowski

Jo-Ann Lewandowski has been serving Sponsel CPA Group since the early days of its inception. A Manager in Employee Benefit Services, she focuses on serving clients in managing their benefits packages, retirement plans and related compliance issues.

With a bachelor’s degree in financing from Millikin University and several years of work experience under her belt, she has a great deal of familiarity with DOL and IRS compliance requirements, including creating plan documents and preparing appropriate government filings, as well as processing participants’ loans and distributions.

Jo-Ann and her husband, Roy, have four grown children, and over the past three years they’ve welcomed two grandchildren into the family. They adore little Aubrie and Adie.

Outside of work, Jo-Ann cherishes time with her family, especially time spent out in the great outdoors and cruising along Lake Monroe on their beautiful boat.

Badger, Parson Join Firm

Sponsel CPA Group is pleased to welcome two new members to the team. Michelle Badger will serve as an administrator in the Tax Services department, preparing individual, corporation, partnership, fiduciary and other tax returns. With a business certificate from IUPUI and 15 years of experience in the field of accounting, Michelle brings a wealth of knowledge to the table. Karen Parson will provide support to the Audit & Assurance Services team, serving as an administrative assistant to Tom Sponsel, Jason Thompson and Mike Bedel. Karen also comes equipped with several years of experience in the financial field. Welcome to them both!

Employee Spotlight — Sue Hott

Sue Hott has worked in the field of banking and finance for more than 30 years. She joined the Sponsel staff in the summer of 2017, and she serves as an administrative assistant to Sponsel partner Lisa Purichia.

In her position, Sue provides support to the departments of Entrepreneurial Services, Employee Benefit Plan Services and Human Resources.

Outside of work, Sue enjoys spending time with her family. (She and her husband are celebrating their 28th anniversary this November.) Alongside him and their two grown children, she loves shopping, kayaking, going to concerts and hitting the road on their Harley-Davidson motorcycle.

Employee Spotlight — Dalton Mudd

Dalton Mudd started at Sponsel as an intern in the midst of tax season last year. He joined the tax services staff as a full-time member this January. His duties include preparing tax returns for individuals, businesses and not-for-profits, as well as advising and performing research for clients about any tax related questions they may have.

Dalton earned his bachelor’s degree in accounting and finance from Marian University, where he also played for the men’s soccer team, the Knights.

Outside of work, Dalton enjoys adventures in the great outdoors — hiking, kayaking, rock climbing — as well as nightlife here in Indy, taking in new restaurants and local theater productions with his girlfriend, Lexi.

Employee Spotlight — Christopher Sargent

Christopher Sargent started as an intern for Sponsel CPA Group in the spring of 2016 and became a full-time staff member in the fall of 2017. As a Staff Accountant in the Audit & Assurance Services department, his duties include conducting audits, reviews, compilations and agreed-upon procedures for clients across a broad spectrum of industries including construction, distribution, manufacturing, service and not-for-profit.

Christopher earned his master’s degree in accounting from Ball State University this past summer. He also recently passed all four parts of the CPA exam.

Outside of work, Christopher enjoys spending time with friends and family, watching movies and cheering on his favorite sports teams — the Indiana Pacers and Indianapolis Colts. Born and raised in Central Indiana, Christopher is full of Hoosier pride.

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