We're here for you when you need us. We strive to give our clients the personal attention they need to achieve their financial goals through every stage of life. We'll be more than happy to answer any questions you may have and welcome your comments and suggestions on how we can better serve you.

Office Locations

Main Office
1604 Cross Street
St. Joseph, MO 64506
Phone: 816-279-7450
Fax: 816-279-1411

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Staff Directory

Craig Sumner, Managing Partner

Licenses: CPA
Specialties: Income Tax Planning & Preparation, Selection of Business Entity, Estate & Gift Tax
Notes: Practicing as a CPA in Missouri since March, 1974. Prior to that time he practiced as a CPA in Iowa since August, 1972.

Email: csumner@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Allan Carter, Partner

Licenses: CPA, Investment Consultant
Specialties: Investment Advisory Services, Portfolio Analysis & Management, Construction Accounting
Notes: Practicing as a CPA in Missouri since February, 1978. Prior to that practiced as a CPA in Kansas since April, 1976. He became an investment consultant in April, 1998.

Email: acarter@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Truman Hardy, Partner

Licenses: CPA, Certified Valuation Analyst
Specialties: Business Valuations, Damage Calculations, Estate Planning, Construction Accounting
Notes: Practicing as a CPA in Missouri since January, 1980. Prior to that time he served in the U.S. Air Force.

Email: thardy@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Susan Rich, Partner

Licenses: CPA, Certified Senior Advisor
Specialties: Eldercare Services, Farm Tax, Small Business Setup, Financial Statement Preparation
Notes: Practicing as a CPA in Missouri since April, 1990.

Email: srich@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Gerald Williams, Senior Staff Accountant

Licenses: CPA
Specialties: Federal & State Controversy Representative, Offers In Compromise, Business Valuations
Notes: Practicing as a CPA in Missouri since March, 1994. Prior to that time he was employed as an Internal Revenue Agent.

Email: jwilliams@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Kelly Wilmes, Administrator/Para Professional

Specialties: Firm Administration, Accounts Receivable, Accounts Payable, Remote Computer Communications, Payroll Preparation, Financial Statement Preparation, Tax Preparation

Email: kwilmes@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Charles Schwichtenberg, Senior Staff Accountant

Licenses: CPA
Specialties: Income Tax Planning, Business Forecasting, Projections & Budgeting, Accounting Services
Notes: Practicing as a CPA in Missouri since September, 2001.

Email: chs@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Michelle Reynolds, Staff Accountant

Licenses: CPA
Specialties: Quickbooks consultant, Small Business and Individual Income Tax Preparation, Accounting Services
Notes: Practicing as a CPA in Missouri since November, 2004.

Email: mreynolds@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Karl Barron, Staff Accountant

Specialties: Corporate & Individual Tax Return Preparation, Auditing, Research, Financial Statement Preparation

Email: kbarron@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Melinda Hill, Receptionist

Licenses: Notary

Email: mmoppin@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Lenore Bellamy, Staff Accountant

Licenses: CPA
Specialties: Auditing, Tax Return Preparation, Financial Statement Preparation
Notes: Practicing as a CPA in Missouri since January, 2008; Fluent in Spanish

Email: lbellamy@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Tina Protzman, Para Professional

Specialties: Payroll, QuickBooks, Tax Return Preparation, Data Entry

Email: tprotzman@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Jennifer Greub, Staff Accountant

Email: jgreub@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411

Rodney Potter, Staff Accountant

Email: rpotter@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411