MEET OUR TEAM

At HighPoint CPAs, we understand the important role that an accountant should play in assisting their clients.

We strive for a relationship with each of our clients that will lead to more involvement and a better understanding of their overall strategy.

We are then able to focus our efforts on helping them achieve their goals.

Jason Roesler,
CPA, M.T.

Co-Founder, Tax

Matt Amsberry,
CPA, CFA

Chief Investment Officer

Jennifer Brook,
CPA

Co-Founder, Tax & CAS

Derek Campbell,
CPA

Co-Founder, Tax & CAS

 Kathy Hamilton,
CPA

Co-Founder,
Tax & CAS

Suzanne Michel,
CPA

Manager,
Tax & CAS

Chancy Hunt,
CPA

Senior Accountant,
Tax & CAS

Shantel
Anderson

Senior Accountant, CAS
Not-For-Profit Specialist

Zane Kuhbacher,
EA

Staff Accountant, Tax & CAS

Garrett
Nielson

Staff Accountant, Tax & CAS

Rebecca
Watanabe

Staff Accountant

Ben
Miller

Staff Accountant

Britney
Hohnholz

CAS Specialist

 Dianne Gallatin

Business Manager
Payroll Specialist

 Tessa
Jansen

Client Success Manager

Branson
Grant

Accounting Intern

Megan Amos

Marketing Intern

 Shade Brokaw

Admin & Tax Intern

 Tessa
Jansen

Client Success Manager

Branson
Grant

Accounting Intern

CHARTERED FINANCIAL ANALYST (CFA)

The Chartered Financial Analyst is a globally respected, graduate-level investment credential established in 1962 and awarded by the CFA Institute — the largest global association of investment professionals.

There are currently more than 138,000 CFA charter holders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

High Ethical Standards

The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charter-holders to:
• Place their clients’ interests ahead of their own;
• Maintain independence and objectivity;
• Act with integrity;
• Maintain and improve their professional competence;
• Disclose conflicts of interest and legal matters.

Global Recognition

Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of the advanced skills needed for investment analysis and decision-making in today’s quickly evolving global financial industry. As a result, employers and clients increasingly seek CFA charter holders—often making the charter a prerequisite for employment.

Additionally, regulatory bodies in over 30 countries and territories recognize the CFA charter as a proxy for meeting specific licensing requirements, and more than 125 colleges and universities around the world have incorporated most of the CFA Program curriculum into their finance courses.

Comprehensive and Current Knowledge

The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision-making and is firmly grounded in the knowledge and skills used daily in the investment profession. The three levels of the CFA Program test proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.

The CFA Program curriculum is updated annually by experts worldwide to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession.

To learn more about the CFA charter, visit www.cfainstitute.org.

CERTIFIED PUBLIC ACCOUNTANT (“CPA”)

The Certified Public Accountant (CPA) Designation is issued by the Boards of Accountancy. Like regular accountants, CPAs can help organizations and individuals:
• record and organize financial information;
• analyze trends;
• make budgetary recommendations;
• prepare tax documents;
• perform internal audits;
• ensure all financial activities are compliant with local and federal regulations.

• However, due to their training in the public sector, CPAs can do a few other things that regular accounts legally can’t, such as:
• Representing clients during IRS audits;
• Perform external and public audits;
• Prepare audited financial statements for the Securities and Exchange Commission (SEC).

Each state has slightly different requirements that one must follow for CPA certification. These requirements are determined by the state’s Board of Accountancy and The American Institute of Certified Public Accountants (AIPCA). To check the requirements of your state, please click here. To verify an individual’s CPA status, please click here.

ENROLLED AGENT (EA)

An Enrolled Agent (EA) is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS). To earn the EA designation, individuals must either pass the Special Enrollment Examination (SEE), a comprehensive three-part exam covering individual taxation, business taxation, and representation, practices, and procedures, or have a minimum of five years of relevant experience working for the IRS. Candidates must also pass a background check conducted by the IRS to ensure their tax compliance and suitability. Once designated, Enrolled Agents are required to complete at least 72 hours of continuing education every three years, with a minimum of 16-hours per year, including 2 hours focused on ethics. Enrolled Agents must comply with the Treasury Department’s Circular 230, which sets forth strict professional and ethical standards to maintain their status. 

Master of Business Administration (MBA)

A Master of Business Administration is a two-year, postgraduate degree focused on business administration. The core courses in an MBA program cover various areas of business administration such as accounting, applied statistics, human resources, business communication, business ethics, business law, strategic management, business strategy, finance, managerial economics, management, entrepreneurship, marketing, supply-chain management, and operations management in a manner most relevant to management analysis and strategy.

Master of Taxation (MT)

Master of Taxation is a two-year, postgraduate degree in taxation conferred by universities. MT programs prepare graduates for executive careers in the accounting profession with a focus on taxation, where effective decisions require a detailed understanding of tax consequences. The MT is usually housed within a university’s business school or law school to specifically train students for evaluating finances in compliance with tax codes. The MT curriculum would typically include income tax, corporate tax, tax planning, inheritance tax, international tax, tax law or tax policy.