AboutUsHeader

Meet The Team

Madison Office

 

 

 

 

 

(FIONA) ZIYING YU, CPA, CIA, ACCA
Managing Partner
fionayu@kollathcpa.com
608-740-4212

https://www.linkedin.com/in/ziyingyu/

Education: Master’s in Accounting, Bentley University. MBA, UCLA

Certifications: CPA, CIA, ACCA

Year Started with the Company: 2024

Industry Memberships: AICPA, IIA

On a more personal note…

Favorite Place to Travel: Singapore
Hobbies: Movie and Chill, Writing Short Stories

CALEB WILLIAMS, MBA
Partner
cwilliams@kollathcpa.com
608-740-4213
https://www.linkedin.com/in/calebin/

Education: United States Military Academy, Harvard Business School
Year Started with the Company: 2024
Expertise: General management and finance

On a more personal note…

Favorite Place to Travel: Oahu
Favorite Song: Never Gonna Give You Up by Rick Astley

MIKE KOLLATH, CPA
Partner, Founder
mkollath@kollathcpa.com
608-279-4099
https://www.linkedin.com/in/mike-kollath-2638523/

Education: University of Wisconsin – Whitewater
Year Started with the Company: 2007 (the company’s launch)
Expertise: GAAP and corporate taxes
Industry Memberships: WICPA, AICPA, NATP
Community Involvement: Madison Development Corporation Board, Madison4Kids board

On a more personal note…

Favorite Sports Team: Green Bay Packers
Favorite Quote: “Can I borrow your towel, my car just hit a water buffalo.” (Fletch)
Fun Fact: Only employer ever to have two separate people call in for the day off because “My car is at the bottom of the lake.”
Favorite Place to Travel: Kauai
Hobbies: Gardening, Fantasy Football

MIKE BRAND, CPA
Partner
mbrand@kollathcpa.com
262-391-5855
https://www.linkedin.com/in/michael-brand-cpa-2a711335/

Education: Lake Forest College
Year Started with the Company: 2014
Certifications: CPA, Lean Six Sigma Certified
Expertise: GAAP and corporate taxes
Industry Memberships: WICPA, AICPA
Community Involvement: Treasurer with Madison Magnet

On a more personal note…

Favorite Sports Team: Go Bucks!
Hobbies: I’m a basketball junkie … I love being in the gym

Timothy Allen, MBA, PAFM
Chief Operating Officer
tallen@kollathcpa.com
608-416-1013
https://www.linkedin.com/in/allentimothy/

Education: UW-Madison; Edgewood College
Year Started with the Company: 2022
Certifications: MBA, PAFM
Expertise:
Organizational Leadership, Strategic Planning, Firm Operations, Strategic Growth, Branding
Industry Memberships: CPA Firm Management Association, Association for Accounting Marketing
Community Involvement: Second Harvest Food Bank, NARI Madison, NARI Education Foundation, Edgewood College Alumni Association

On a more personal note…

Favorite Sports Team: Wisconsin Badgers, Motherwell FC
Favorite Quote: “Not all those who wander are lost.”
Hobbies: Reading, Motorcycles, Travel, Live Music, Live Sports

EMILY BARTLING
Controller
ebartling@kollathcpa.com
608-416-1023

Education: BA of Accounting, Upper Iowa University
Year Started with the Company: 2015

On a more personal note…

Favorite Quote: “You’ve always had the power my dear, you just had to learn it for yourself.” – Glinda from The Wizard of Oz
Hobbies: Reading, baking, puzzles, gardening

JARED KRUEGER, CPA
Tax Manager
jkrueger@kollathcpa.com
608-416-1007
 https://www.linkedin.com/in/jared-krueger-0b612842/

Education: University of Wisconsin-LaCrosse
Year Started with the Company: 2013
Expertise:
Individual and S Corp tax returns
Certification: CPA
Industry Memberships: AICPA, WICPA

On a more personal note…

Favorite Place to Travel: Norway
Hidden Talent: I had one, but now I can’t seem to find it

CHRIS ROCHE
Outsourced Accounting Manager
croche@kollathcpa.com
920-285-7496
https://www.linkedin.com/in/chris-roche-391a6599/

Education: University of Wisconsin-Madison
Year Started with the Company: 2015
Expertise: CFO contract services

On a more personal note…

Favorite Sports Team: Wisconsin Badgers
Hidden Talent: Thumb wrestling

MOLLY BERENSON, CPA
Outsourced Accounting Manager
mberenson@kollathcpa.com
608-416-1011
https://www.linkedin.com/in/molly-berenson-cpa-74a19494/

Education: University of Wisconsin-Madison; Lakeland University
Year Started with the Company: 2019
Certifications:
CPA, CNAP
Expertise: Nonprofit Accounting
Industry Memberships: WICPA, Madison Magnet

On a more personal note…

Favorite Sports Team: Las Vegas Golden Knights
Hobbies: Dressage, Flyball

JILL BIER, CPA
Insurance Consulting Manager
jbier@kollathcpa.com
608-416-1007
https://www.linkedin.com/in/jill-bier-cpa-113a3425/

Certification: CPA

Payton Quirk
Senior Accountant-Insurance
pquirk@kollathcpa.com
608-416-1012

Education: UW-Platteville
Year Started with the Company: 2020
Expertise: Insurance and Personal Tax
Types of Clients I Work With: MGAs

On a more personal note…

Favorite Sports Team: Milwaukee Bucks
Favorite Place to Travel: New York City

KRISTI YEAGER, CPA
Senior Accountant – Insurance
kyeager@kollathcpa.com
608-416-1035

Education: University of Wisconsin-Madison
Year Started with the Company: 2013
Certifications:
CPA
Expertise: Insurance

On a more personal note…

Favorite Sports Team: Go Badgers!
Favorite Place to Travel: Anywhere in Colorado
Hobbies: Skiing, hiking

Angie Gonzalez
Staff Accountant – Insurance
agonzalez@kollathcpa.com
(608) 712-2140

Education: Madison College
Year Started with the Company: 2022
Expertise:
Tax and Insurance
Types of Clients You Work With: Nonprofits and MGA’s

On a more personal note…

Favorite Quote: “I’m not superstitious, but I am a little stitious.” – Michael Scott
Favorite Place to Travel: Orlando, Florida

William Foy, CPA
Tax Staff Accountant
wfoy@kollathcpa.com
608-416-1039

Education: Bachelor’s Degree from UW-Madison
Year Started with the Company: 2022
Expertise: Bookkeeping, Tax returns
Types of Clients You Work With: Small businesses of all different sorts: breweries, biotech startups, manufacturing, etc.

On a more personal note…

Favorite Sports Team: Milwaukee Bucks
Favorite Place to Travel: Bar Harbor, Maine

TAYLOR MANNING
Tax Staff Accountant
tmanning@kollathcpa.com

Education: Madison College
Year Started with the Company: 2020

WIL JESSUP
Tax Staff Accountant
wjessup@kollathcpa.com
608-740-4205

Education: Bachelor’s Degree from University of Cincinnati
Year Started with the Company: 2023
Expertise: State and Federal Tax returns
Types of Clients You Work With: Individuals and Corporate

On a more personal note…

Fun Fact: I love summer and spending time outside
Favorite Place to Travel: Florida

SYLVIA LUCE
Senior Accountant
sluce@kollathcpa.com
608-416-1014

Education: Central Connecticut State University – BS Accounting
Year Started with the Company: 2022
Expertise: 10+ years in the nonprofit sector, have passed the CPA exam
Types of Clients You Work With: Nonprofits

On a more personal note…

Favorite Quote: “When you know better, you do better.” – Maya Angelou
Fun Fact: I’m crazy about my horse, Jack!

KELLY WOGER
Senior Accountant
kwoger@kollathcpa.com
608-212-8683

Education: University of Wisconsin-Whitewater
Year Started with the Company: 2020
Expertise:
General accounting

On a more personal note…

Favorite Quote: “Life the life you love, love the life you live.”
Favorite Place to Travel: Mexico

MARCUS SCHMITT
Senior Accountant
mschmitt@kollathcpa.com
608-416-1012

Education: BS – Accounting & Finance, UW-LaCrosse
Year Started with the Company: 2020
Expertise:
GAAP Accounting, Nonprofit Accounting

On a more personal note…

Favorite Sports Team: 3-way tie between the Bucks, Packers and Brewers!
Hobbies: Traveling, sports, and trying new local restaurants

ZE CHING OH
Senior Accountant
zoh@kollathcpa.com
608-416-1029

Education: International MBA, Shanghai Jiao Tong University
Year Started with the Company: 2019
Industry Memberships:
AICPA
Expertise: Tax and accounting
Community Involvement: Outreach Funding Review Board at St. Thomas Aquinas Parish

On a more personal note…

Fun Fact: Loves traveling!
Favorite Place to Travel: Asia

Trevor Brand
Senior Accountant
tbrand@kollathcpa.com
608-416-1019, ext. 119

Education: Bachelors of Science-Accounting, Kean University
Year Started with the Company: 2022
Expertise: Nonprofit and Rental Property accounting

On a more personal note…

Favorite Sports Team: New York Yankees
Favorite Place to Travel: Orlando, FL

PATRICIA TREBNICK
Senior Accountant
ptrebnick@kollathcpa.com

Education:
Year Started with the Company: 

MATT FOSTER
Senior Accountant
mfoster@kollathcpa.com
608-416-1009

Education: Associates Degree Accounting, Madison Junior College of Business
Year Started with the Company: 2024
Types of Clients:
Nonprofit

On a more personal note…

Favorite Place to Travel: Mountains or Ocean, as long as it’s warm
Favorite Sports Team: Wisconsin Badgers

KIM ROBERSON
Accountant
kroberson@kollathcpa.com
608-416-1034

Education: Madison Area Technical College; University of Wisconsin-Madison
Year Started with the Company: 2019
Expertise:
Nonprofit accounting; personal tax preparation
Community Involvement: Served as PTO Board Chair; Financial secretary and Council member at church, Finance Committee and Audie Committee Chair

On a more personal note…

Favorite Quote: “It is never wrong to do the right thing.”
Favorite Place to Travel: Straight North, to any nice lake!

Rebecca Otake
Staff Accountant
rotake@kollathcpa.com
608-416-1032 Ext: 121

Education: Bachelor of Science with an emphasis in Finance from Northern Illinois University, DeKalb, IL; Currently working on Master of Science in Accountancy from DePaul University, Chicago, IL
Year Started with the Company: 2022
Expertise:
Outsourced Accounting – Bookkeeping Services
Types of Clients You Work With: Small Businesses, Nonprofits, and Labor Management Groups

On a more personal note…

Favorite Sports Team: Chicago Cubs
Hobbies: Baking, Music, Traveling

BRETT SELIGER
Staff Accountant
bseliger@kollathcpa.com
608-740-4211

Education: BBA, UW-Whitewater
Year Started with the Company: 2023
Expertise:
GAAP Accounting, Nonprofit Accounting,

On a more personal note…

Favorite Sports Team: New York Jets
Favorite Place to Travel: Chicago

BETH MARKGRAFF
Staff Accountant
bmarkgraff@kollathcpa.com
608-740-4202

Education: BS, Accounting, UW-Whitewater
Year Started with the Company: 2023
Expertise:
GAAP Accounting, Nonprofit Accounting, Sales and Use Tax

On a more personal note…

Favorite Quote: “If you really look closely, most overnight successes took a long time.” -Steve Jobs
Fun Fact: My first career aspiration was to become a ballerina or pig farmer.

ALEX SARGENT
Staff Accountant
asargent@kollathcpa.com
608-824-3002

Education: BS – Accounting, UW-Platteville
Year Started with the Company: 2024
Types of Clients:
Insurance, payroll

On a more personal note…

Favorite Place to Travel: Pickstown, SD
Hobbies: Riding BMX, Boating and Video Games

CHELSEA RADTKE
Client Success Manager
cradtke@kollathcpa.com
608-416-1030, ext. 131

Education: Bachelor of Legal Studies
Year Started with the Company: 2023
Expertise: Office administration, project management, event planning, marketing administration
Types of Clients You Work With: I am fortunate to work with a wide array of our Local Professional Service Firm clientele.

On a more personal note…

Favorite Quote: “The arc of the moral universe is long, but it bends toward justice.” – Dr. Martin Luther King, Jr.
Hobbies: Watching documentaries, gardening, and video games

 

MELISSA MOYNIHAN
Senior Payroll Leader, Organic Payroll 
mmoynihan@organicpayroll.com
608-740-4219

Year Started with the Company: 2024
Expertise: Payroll, Payroll Tax, Unions
Types of Clients I Work With: small to medium-sized businesses, nonprofit organizations

On a more personal note…

Favorite Sports Team: Green Bay Packers
Fun Fact: I have officiated about 20 weddings!

KELLY KUTLER
Business Development, Payroll Consultant
Organic Payroll division
kkutler@organicpayroll.com
608-416-1022

Education: University of Wisconsin – Stevens Point
Year Started with the Company: 2012
Expertise: Payroll
Community Involvement: Volunteer with WWBIC, Ambassador for Doyenne Group

On a more personal note…

Favorite Sports Team: Wisconsin Badgers
Favorite Place to Travel: Paris, France

JOE NEILL, CPP
Sr. Payroll Specialist
jneill@organicpayroll.com

Year Started with the Company: 2023
Expertise: Payroll, Payroll Tax
Industry Memberships: APA

Community Involvement: No Fear All Fun 5k

On a more personal note…

Favorite Quote: “Breathe in, breathe out, move on.” -Jimmy Buffett
Favorite Song: Hallelujah – Jeff Buckley

Hobbies: Fly fishing

KELLYN CAVANAH
Payroll Specialist
kcavanah@kollathcpa.com

Year Started with the Company: 2022
Expertise: Payroll
Industry Memberships: APA

On a more personal note…

Fun Fact: I did security at Super Bowl LII and was on the field the last 2 minutes of the game.
Favorite Place to Travel: Walt Disney World (I interned there)

REBEKA DUNLAP
Payroll Specialist
rdunlap@organicpayroll.com

Education: BS in Accounting, BA in Economics – West Virginia State 

Year Started with the Company: 2024
Expertise: Payroll
Industry Memberships: 

On a more personal note…

Fun Fact: 
Favorite Place to Travel: 

Jason Willborn

President, SustainableHR PEO

jwillborn@sustainablehrpeo.com
608-740-4203

Education: Associate of Science, UW-Whitewater at Rock County
Year Started with the Company: 2023
Expertise: Payroll, Human Resources and Benefits Administration

On a more personal note…

Favorite Place to Travel: Las Vegas, NV

Keri Allard
Director of Client Services, SustainableHR PEO

Kallard@sustainablehrpeo.com
608-740-4201

Education: Bachelor of Science; UW-Milwaukee

Year Started with the Company: 2024

Industry Memberships: GMASHRM, Downtown Madison, Inc., Middleton Chamber of Commerce

Community Involvement: United Way of Dane County

Types of Clients I Work With: Small to mid-sized companies and nonprofit organizations.

On a more personal note…

Favorite Sports Team: Chelsea FC
Favorite Place to Travel: Cala d’Or, Mallorca

Linda Greene, PHR, SHRM-CP
HR Director, SustainableHR PEO
lgreene@sustainablehrpeo.com
608-416-1038

Education: BS-Consumer Science and Retail; UW-Madison
Year Started with the Company: 2021
Certifications: PHR and SHRM-CP
Industry Memberships:
SHRM, GMASHRM, BVN
Expertise: Seasoned HR professional with over 30 years of experience. Implements HR operational strategy, ensures the delivery of high-quality HR processes and procedures consistent with organizational values and goals, determines best practices to support organizational direction, and works to recommend methods for integration of HR services with organizational initiatives.

On a more personal note…

Favorite Sports Team: I’m a true WI sports fan love the Green Bay Packers, Milwaukee Bucks and the Brewers. Also, a Badger Alum, so I enjoy UW Football games and tailgating.
Favorite Place to Travel: Cancun, Mexico-been there 6 times, went for my 7th time for my son’s destination wedding.

Alicia Marquez
HR Generalist
amarquez@kollathcpa.com
248-860-2226

Education: Eastman School of Music (NY), Guest Student Masters courses in accounting and mathematics, Oakland University (MI) 
Year Started with the Company: 2022
Expertise: Office management, creative problem solving, developing, and streamlining processes, recruiting/hiring, managing employee requests, website development and maintenance, basic accounting and support roles
Types of Clients I Work With: PEO Clients and new hires, Client Accounting Services

On a more personal note…

Fun Fact: I’m a classically trained Opera Singer
Hobbies: Video games, drawing, thrifting
Hidden Talent: I love graphic design and digital painting

Joe Blanton
Senior Payroll & Compliance Specialist
jblanton@sustainablehrpeo.com
608-740-4218

Education: Bachelors of Science – Accounting, University of Minnesota – Duluth
Year Started with the Company: 2023
Expertise: Payroll, Accounting and Benefits

On a more personal note…

Favorite Sports Team: Chicago Bears
Favorite Place to Travel: Hilton Head, SC

Brookfield Office

LUCAS L. PETZOLD. JD, CPA
Tax Leader
lpetzold@kollathcpa.com
414-751-6847
https://www.linkedin.com/in/lucaslpetzold/

Education: BBA, MST, University of Wisconsin-Milwaukee; J.D., University of Wisconsin Law School
Certifications: CPA, Attorney, Notary Public
Year Started with the Company: 2019
Expertise: Federal & multi-state taxation of individuals, businesses, and trusts/estates; tax return preparation, planning, analysis, and research; retirement planning
Industry Memberships: WICPA, AICPA, WI State Bar, WI Entertainment Lawyers Association

On a more personal note…

Hobbies: Concerts, cooking, gardening, animals

KATI RAIOLO
Administrative Assistant
kraiolo@kollathcpa.com

Education:
Year Started with the Company: 

Prairie Du Sac Office

JULIE MILLER, CPA
Partner
jmiller@kollathcpa.com
608-644-0206
https://www.linkedin.com/in/julie-miller-9698373/

Education: Madison College; Edgewood College
Certifications: CPA, QB ProAdvisor
Year Started with the Company: 2009 (merged Miller Tax & Accounting with Kollath CPA)
Expertise: Quickbooks ProAdvisor, Tax preparation for individuals, for profit business and nonprofits. Small- to mid-sized business accounting
Industry Memberships: WICPA, AICPA
Community Involvement: Sauk Prairie Pool Sharks Board

On a more personal note…

Favorite Sports Team: Green Bay Packers
Favorite Place to Travel: Anywhere warm with an ocean view

JENNY PICKHARD
Senior Accountant
jpickhard@kollathcpa.com
608-644-0206

Education: University of Wisconsin-Madison
Certifications: QBO, Bill.com
Year Started with the Company: 2009
Expertise: Bookkeeping, tax, payroll
Industry Memberships: NACPB

On a more personal note…

Favorite Sports Team: Green Bay Packers
Fun Fact: I have 3 kids and 2 golden retrievers, which I adore!


KATIE TIESING
Administrative Assistant; Bookkeeper
ktiesing@kollathcpa.com
608-644-0206


Year Started with the Company: 2015
Expertise: Office administration, customer service
Community Involvement: 6:8 Food Pack Event, Toys for Tots, Habitat for Humanity

On a more personal note…

Favorite Quote: “If you judge people, you have no time to love them.” -Mother Theresa
Favorite Place to Travel: Anywhere in the Black Hills … even better if I’m on two wheels!