Bio
Credentials
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CPA licensed in Pennsylvania
State Board of AccountancyJan, 2024- Jun, 2026
Experience
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William G. Koch & Associates
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Wyomissing, PA
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Senior Manager
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May 2020 - Present
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Wyomissing, PA
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Yocum Institute for Arts Education
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Wyomissing, PA
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Treasurer and Board Member
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2012 - Present
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Wyomissing, PA
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Alsace Lutheran Church
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Reading, PA
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Endowment Fund Chairman
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1985 - Present
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Reading, PA
35 years experience in the Endowment Fund plus Audit Committee chairman for an active local church.
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RKL LLP
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Wyomissing, PA
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Tax Services Group, Manager
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Nov 2001 - Apr 2020
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Wyomissing, PA
40 years experience in individual, corporate, partnership and non-profit tax returns. Consultant to numerous non-profit organizations. Years of experience representing clients against IRS. Tax and financial planning.
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Spring Township Centennial Rotary Club
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Spring Township, PA, District 7430
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Treasurer (past) and Club President 2012-13
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Jul 2012 - Jun 2019
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Spring Township, PA, District 7430
Multiple Paul Harris Fellow achievementLegacy Society member
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Community School of Music & the Arts
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Reading. PA
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Treasurer
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Jan 1997 - Aug 2014
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Reading. PA
Active in this non-profit music education school until the school closed in 2014.
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Sterling Financial
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Wyomissing, PA
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Associate
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2001 - 2007
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Wyomissing, PA
NASD Securities Licenses 7 and 66
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Kurtz McNaney & Company, PC
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Reading, PA
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Partner/Shareholder
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1993 - 2001
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Reading, PA
CPA
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Charles F. Luppold, Inc.
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Reading, PA
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Controller and Treasurer
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1982 - 1999
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Reading, PA
Part-time controller of family owned multi-trade sheet metal construction company with operations in 3 states.
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Club President
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Jul 1997 - Jun 1998
plus past Treasurer and Sgt at Arms.
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Gehrke, Luppold & Co., CPA's
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Wyomissing, PA
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Partner
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1981 - 1992
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Wyomissing, PA
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Reading Home Video, inc.
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Reading, PA
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Owner
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1983 - 1989
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Reading, PA
Owner of a national franchise video store for 2 years, then withdrawal from franchise and owner of a 2-location video store chain in Reading, PA. Sold stores at end of ownership term.
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Alvernia University
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Reading, PA
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Accounting Instructor
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1981 - 1985
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Reading, PA
Part-time evening school, Instructor of Advanced Accounting
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Albright College
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Reading, PA
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Accounting Instructor
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1976 - 1980
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Reading, PA
2 years full time and 2 years part time. Taught classes in Principles of Accounting, Intermediate Accounting, Cost Accounting, Governmental Accounting and Managerial Accounting.
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Education
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2012 - 2017Rotary International Leadership Institute
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1987 - 1988Dale Carnegie Leadership Institute
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1975 - 1976Lehigh University - College of Business and Economics
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1971 - 1974Virginia Commonwealth University
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1968 - 1970Albright College
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