About Us

Since 1980, as a full service CPA firm we have provided comprehensive accounting and consulting services in the St. Louis metropolitan area. We pride ourselves on being progressive in technology and industry practices, while adhering to the fundamental values of honesty, integrity and professionalism in each of our client engagements.  We have built a reputation for excellent service and forming long-lasting, business relationships.

Our Core Values:
Integrity
Respect
Teamwork
Work/Life Balance
Excellence
Responsibility

Our Team

Each of our team members is dedicated to responsive client service and helping our clients realize financial success.

Debbie Annis, CPA

Manager, Tax Services

Debbie's Bio

Debbie has been in public accounting for more than 35 years, maintaining many long-term relationships with our clients. She provides expertise in the fields of accounting, auditing and tax. Debbie works with individuals, non-profit entities, and business entities including corporations, partnerships, LLC’s and sole proprietorships. Services she provides include tax planning, preparation and review; financial statement compilations, reviews and audits; and various other accounting and consulting services.  Debbie continues to keep current with continuing professional education in all these fields.

Debbie lives in Crestwood with her husband.  They have 3 grown children, including twins. She enjoys most sports, reading, scrapbooking, and walking their miniature dachshund, Walter.  Debbie is a member of the Christ Memorial Lutheran Church library board volunteering with their summer reading program and ongoing library upkeep. She is a former treasurer of Christ Community Lutheran School and Webster Groves Lacrosse.

Memberships & Affiliations

Certified Public Accountant, Missouri
Missouri Society of Certified Public Accountants (MSCPA)

Mary Basler

Administrative Assistant

Barb Behlmann

Administrative Assistant

Brad Bekebrede

Staff Accountant, Audit Services

Brad's Bio

Brad received his undergraduate degree in accounting from Truman State University and Master in Business Administration from Fontbonne University.

Brad joined the Swink Smith Coplen family in August 2009. He began his career in educational services, but felt the calling was in public accounting. Brad has over 10 years of experience as an auditor, and has covered financial audits, internal process control reviews, Sarbanes-Oxley (SOX) process, IT testing, and Service Auditor Report engagements (SSAE 16). As the lead for the audit division Brad’s primary focus is on non-public/small business entities, not for profit organizations, and governmental agencies.

Brad was born and raised in St. Louis. He lives in West County with his wife and their three children. In his spare time, Brad enjoys spending time with family and attending his children’s sporting events.

Memberships & Affiliations

Member, Missouri Society of CPAs

Heidi Cardwell

Administrative Assistant

Kenneth Coplen, CPA-PFS

Shareholder & Director of SFC Financial

Kenneth's Bio

Ken is the founding member of Swink Smith Coplen, P.C.  He focuses on providing strategic tax planning, compliance and consulting services to closely held businesses and high net worth individuals. Beyond traditional compliance services, he also provides estate planning, risk assessment, cash management and financial planning and advisory.

Ken serves his clients as a trusted advisor, providing specialized consulting and research services based on their individual needs. He works with a variety of clients and has significant experience with real estate and manufacturing entities. Ken’s ability to learn and understand his clients’ specific goals enables him to introduce creative solutions designed to grow their organization and maximize their overall financial picture.

Prior to joining Swink Smith Coplen, Ken began his professional career in the private sector. He worked as an accounting manager for R. Rowland & Co., a St. Louis-based, New York Stock Exchange (NYSE) member organization.

Ken resides in Millstadt, Illinois with his wife and two children. In his free time he enjoys golfing, watching and playing basketball and spending quality time with his family.

Memberships & Affiliations

Certified Public Accountant Missouri and Illinois
Personal Financial Specialist
Registered Investment Advisor
Licensed Insurance Agent
American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)
Financial Planning Association (FPA)

James Curran, CPA

Staff Accountant, Tax Services

James' Bio

Coming Soon

Larry Degenhardt, CPA

Staff Accountant, Tax Services

Larry's Bio

Coming Soon

Alan Dierker, CPA

Manager, Tax Services

Alan's Bio

Alan earned a Bachelor’s degree from Southeast Missouri State University in 2008, and a Master’s in Accountancy from Villanova University in 2010.

Alan joined the Swink Smith Coplen family in 2011. Before joining the firm, Alan’s experiences resided with tax and estate planning for high net worth individuals at a large law firm in Philadelphia. Alan wears many hats in the firm; he is an integral part of the Outsourced Controller Department, fulfilling Audit, Assurance, and Preparation engagements, while being responsible for misc. estate, sales, payroll and other miscellaneous monthly and quarterly tax reporting.

Alan is a Senior Accountant on the team and in addition to the above has worked with clients in the following industries:

  • Wholesale Distribution
  • Private Foundations
  • Not-for-Profit
  • Real Estate

Alan currently resides in St. Louis City. He enjoys traveling, concerts, gardening, and spending time volunteering at the Cornerstone Center for Early Learning in his spare time.

Memberships & Affiliations

Member, Missouri Society of CPAs
Member, American Institute of CPAs
Board of Directors for Cornerstone Center for Early Learning
Treasurer, Brentwood Chamber of Commerce

Jane Doornink, CPA

Manager, Outsourced Controller Services

Jane's Bio

Jane joined Swink, Smith, Coplen & Co., P.C. in 2007, as an Outsourced Controller to assist multiple clients with their accounting needs. Jane specializes in providing customized accounting, process improvements, and consulting services. She works with a wide variety of clients in industries such as professional services, construction, manufacturing and wholesale.

As an Outsourced Controller, Jane offers financial and business assistance and support in alignment with her clients’ unique business needs. She provides accounting services including financial statement preparation and analysis, accounts receivable, accounts payable, and cash management, planning and budgeting. She facilitates software implementations, provides training to clients and streamlines accounting processes and procedures. She has extensive experience with QuickBooks, as well as, various other accounting packages. By providing business owners with the information they need to make timely, critical decisions, Jane functions as an integral part of her clients’ management team.

Prior to joining Swink, Jane worked in various accounting roles within the private sector. She served as Accounting Supervisor for a Fortune 500 oil refinery group for eight years and as the Accountant for a large coal producer for seven years. Jane’s hands-on experience is an invaluable asset to the firm and to each client she serves. Her knowledge and expertise allow her to fully understand the needs of her clients and their businesses.

Jane currently resides in Glen Carbon, IL with her husband and two children. In her spare time, she enjoys watching movies, running and spending time with her family and friends.

Memberships & Affiliations

Certified Public Accountant, Missouri and Illinois
Intuit QuickBooks ProAdvisor
American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)

Whitney Fossum, CPA

Manager, Audit Services

Whitney's Bio

Whitney earned her Masters of Accountancy degree from Missouri State University. Whitney has been a CPA in public accounting since 2009 and joined Swink Smith Coplen in 2017. Whitney has supervised compilations, reviews, and audits of employee benefit plans as well as for companies in several industries, including:

  • Not-for-profit
  • Manufacturing and distribution
  • Healthcare

Whitney enjoys assisting clients with internal control improvements and consulting with clients related to accounting matters. She values the close relationships she builds with each client.

Having grown up in St. Louis, Whitney now lives in St. Charles with her husband and two children. When not at work, Whitney enjoys traveling, riding her Harley, scrapbooking, spending time with family, and anything outdoors.

Memberships & Affiliations

Certified Public Accountant (CPA), Missouri
MSCPA Member
AICPA Member

Kelly Hennessy

Staff Accountant, Outsourced Controller Services

Kelly's Bio

Kelly joined Swink Smith and Coplen in February 2016 as an outsourced controller accountant bringing a solid background in financial service industry accounting.

After graduating from the University of Missouri – St. Louis, Kelly began her career in the financial service industry.  She has 20 years of experience, including accounting, compliance, billing and portfolio administration.  She has held FINRA Series 7, 63, 28 and 66 Licenses.  Now at Swink, she dedicates her time to performing daily accounting duties and preparing financial reports.  Her clientele currently includes financial service clients.

Kelly is a valued resource to the Swink team and attributes her success to her organizational skills and attention to detail.

Kelly grew up in St. Louis and now resides in Crestwood with her husband and sons.  She enjoys spending time with family and friends, volunteering, gardening and attending sporting events.

Laura Jordan

Staff Accountant, Outsourced Controller Services

Laura's Bio

Laura holds a BS in Accounting from the University of Kentucky. She began her career in public accounting in Lexington, Kentucky.

Laura joined Swink Smith Coplen in February 2015 and specializes in financial statement compilations and bookkeeping. Prior to joining Swink Smith Coplen, Laura worked as a Corporate Accountant for Cassidy Turley. She has also worked in small business accounting and has over sixteen years of experience in the accounting field.

A native of Louisville, Kentucky, Laura has resided in St. Louis for seventeen years with her husband and two children. In her spare time she enjoys gardening and reading.

Chris Kovach, CPA

Staff Accountant, Tax Services

Chris' Bio

Chris joined Swink, Smith, Coplen & Company, P.C. (formerly known as Swink, Fiehler & Company, P.C.) in 2013. As a staff accountant in the tax department, Chris assists with tax planning, preparation, and consulting services for our clients.Chris works with a wide range of clients including residential real estate, property management, construction, IT consulting, and restaurants/bars. Chris also assists upper management with consulting and estate planning for high net worth individuals.

Chris currently resides in South St. Louis County. Outside of work, he enjoys competing in local and state-wide amateur golf tournaments, along with playing many other recreational sports. He is also a fan of Blues hockey and Cardinals baseball.

Memberships & Affiliations

American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)

Cate Lueninghoener, CPA

Staff Accountant, Tax Services

Cate's Bio

Cate earned a Bachelor’s degree in Accounting from Creighton University in 2014. She has experience preparing a variety of tax returns for individuals, trusts, not-for-profits, partnerships, and corporations. Cate joined Swink, Smith, Coplen & Company, P.C. in 2017. As a member of the tax team, Cate will help with the preparation of tax returns and tax planning.

Cate currently lives in South St. Louis County. Outside of work, Cates enjoys going to Cardinals games, cheering on the Creighton Bluejays basketball team, and spending time with family.

Memberships & Affiliations

American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)

Pam Maurer

Administrative Assistant

Adam Morgenthaler

Staff Accountant, Tax Services

Adam's Bio

Coming Soon

Jacob Potter, CPA

Shareholder & Director of Tax Services

Jacob's Bio

Jacob joined Swink Smith Coplen in 1999 as a staff accountant, was promoted to Director in 2011 and was admitted as a shareholder in 2017. As a director, he helps lead the client management, quality control and staff development for the firm’s tax practice. He provides proactive tax planning, preparation and consulting services for clients in a variety of sizes and industries. In addition, he also serves as the Cost Segregation Team Leader for the firm. Jacob has worked with individual, LLC and corporate clients in the following industries:

  • Commercial and Residential Real Estate
  • Manufacturing
  • Wholesale Distribution
  • Professional Services
  • Restaurants

Beyond the basic tax preparation and consulting, Jacob provides several specialized tax services. Some of the specialized services include assisting retirement, and handling IRS and state audits. With a passion for real estate, Jacob has consulted on commercial and residential real estate acquisitions and sales, loan refinancing, tax deferred like kind exchanges and Section 754 step-up in basis.

Continuing to take a proactive role in the development of his professional career, Jacob’s clients benefit from his dedication to continuing professional education and ability to stay abreast of accounting and tax issues.

Jacob lives in South County with his wife and their 2 sons. He enjoys spending time with family, golfing and watching Cardinals baseball.

Memberships & Affiliations

Certified Public Accountant Missouri and Illinois
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)
University of Missouri Saint Louis Alumni Association

Kimberly Russo

Director of Firm Administration

Kim's Bio

Kim joined Swink, Smith, Coplen & Company, P.C. in January 1992 as a staff accountant. In 1996, Kim moved into the role of the firm’s first firm administrator.  As the firm’s Director of Firm Administration, Kim is responsible for the day to day operations of the firm. These activities include but are not limited to the human resource function, financial reporting for the firm, managing both the administrative team and the out-source controller division, facilities management and any other items that are not necessarily client centric.

Kim attributes her success to her organizational skills, ability to multi-task on various projects, and her innate ability to connect with people.  Over the years, Kim has developed expertise in many different areas of managing a CPA firm.

Kim grew up in St. Louis and currently resides in Creve Coeur, MO with her husband and two children.  She enjoys traveling, working out, hosting dinner parties and remodeling rooms in her house. Kim is very active volunteering at the Humane Society of Missouri and is an active member of the DeSmet Mother’s Club.

Memberships & Affiliations

Society of Human Resource Management
AICPA – CPAFMA member
Missouri Society of CPAS – Auxiliary Member

Ryan Schlemer, CPA

Staff Accountant, Tax Services

Ryan's Bio

Ryan joined Swink, Smith, Coplen & Company, P.C. (formerly known as Swink, Fiehler & Company, P.C.) in 2013 as an intern. Now as a staff member, he helps in the preparation of tax returns, tax planning, and preparation of financial statements. Ryan has worked with clients in the following industries:

  • Automotive Dealerships
  • Not-for-Profits
  • Real Estate
  • Trade Shows

Ryan currently lives in St. Louis City. He enjoys listening to local music acts and participating in recreational sand volleyball leagues.

Memberships & Affiliations

American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)

Ashley Smith, CPA

Manager, Tax Services

Ashley's Bio

Ashley joined Swink Smith Coplen in 2008 as a staff accountant and was promoted to Manager in 2013. As a Manager in the tax department, Ashley provides proactive tax planning, preparation, and consulting services for clients in a variety of sizes and industries. Ashley has worked with individual, LLC, and corporate clients in the following industries:

  • Commercial and Residential Real Estate
  • Manufacturing
  • Automobile Dealerships
  • Professional Services

Beyond the basic tax preparation and consulting, Ashley provides specialized tax services. Some of the specialized services include assisting clients with preparing for retirement, handling IRS and state audits and estate planning.

Ashley attributes her success to her organizational skills, hard work, and ability to interact well professionally and personally with clients and colleagues. Ashley continues to develop her professional career by taking continuing education courses and staying abreast of accounting and tax issues.

Ashley currently resides in Florissant, MO. She enjoys traveling and going to Cardinals games and concerts. She has also volunteered in different capacities throughout the years. She currently volunteers with Cardinals Care, an organization that helps non-profit youth organizations. Ashley is also the VP of Communications for the St. Louis Young Professionals benefitting Make-A-Wish.

Memberships & Affiliations

Certified Public Accountant Missouri and Illinois
American Institute of Certified Public Accountants (AICPA)
Public Accountants (MSCPA) Missouri Society of Certified

David Smith, CPA, MBA

Shareholder & Director of Audit Services

David's Bio

David Smith holds a BS in Engineering from Purdue University and an MBA in Finance from Indiana University. After spending several years in the manufacturing industry that took him around the world, David decided to pursue his interests in Finance. David spent a year with Edward Jones Investments as a series 7 licensed investment representative.

Following his short time with Edward Jones, David returned to his roots and joined the family accounting business in 2014. As the Director in charge of Audit and Assurance Services at Swink, Smith, Coplen & Company, P.C., David works with many organizations to provide insight and guidance into the financial processes. In particular, David spends much of his time with construction contractors and not-for-profit entities.

When he’s not working with businesses on audit and consulting engagements, David enjoys racking up the miles on his bicycle. David is an active participant in amateur level cycling events throughout the Midwest.

Memberships & Affiliations

Member, AICPA
Member, Missouri Society of Certified Public Accounts
Registered with Missouri as a Registered Investment Advisor
Current Finance Chair, Lighthouse for the Blind board of directors
Current Firm Leadership Chair person, Missouri Society of CPAs
Current Governor, Missouri Athletic Club
Past Vice-President for the Brentwood Chamber of Commerce Board of Directors

Sharon Stanton

Administrative Assistant

Earl Swink, CPA

Managing Shareholder

Earl's Bio

Earl is the founding member and President  of Swink, Smith, Coplen & Company, P. C. (formerly known as Swink, Fiehler & Company, P.C.). He has dedicated the past 30 years to nurturing Swink, Smith, Coplen & Company into a professional services firm committed to providing outstanding client service.

Prior to founding Swink, Earl worked at Arthur Andersen where he provided tax, audit, and consulting services to a variety of industries, including real estate, insurance, financial services, manufacturing and construction. He prides himself on providing proactive, value-driven advice to his client base. A hands-on approach and dedication to positively impacting his clients operations truly enables Earl to serve them as their trusted business advisor.

Earl has extensive experience working with clients in a number of capacities, including advanced income and estate planning, succession planning, investment strategies, profit enhancement services, financing assistance, corporate reorganizations, strategic planning and other specialized services. He has worked on over 150 merger and acquisition transactions, including due diligence and consultation in the areas of deal structure, funding, valuation, integration and other related business issues.

Earl is a well-known financial leader in the St. Louis market. He is a St. Louis native and has remained in the area with his family.

Memberships & Affiliations

Certified Public Accountant, Missouri and Illinois
American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)
University of Missouri St. Louis Alumni Association
Alliance of Merger & Acquisition Advisors (AMAA)
Enterprise Bank, Sunset Hills – Board Advisor Member

Joan Tod, CPA

Manager, Tax Services

Joan's Bio

Joan joined Swink Smith Coplen in January 2012. As a manager in the tax department, Joan provides tax planning, preparation, and accounting services for our clients and also assists them with their daily business operations. She works with a diverse client base including non-profit, manufacturing, distribution, property management, and service entities.

Following her graduation from the University of Missouri-Columbia in 1983, Joan began her public accounting career as an auditor for a large public accounting firm. She then went to work in industry as a financial accountant for Brown Shoe Company. From there she went back into public accounting and did everything from tax planning and tax preparation to basic accounting and assistance with write-up work and special projects.

Joan attributes her success to her organizational skills, hard work, and ability to interact well professionally and personally with clients and colleagues. She has spent significant time working with non-profits and family-owned businesses and enjoys getting to know them and learn about their specific needs.

Joan grew up in St. Louis and currently resides in Oakville, MO with her husband. She enjoys traveling, gardening, running and reading. She has also volunteered in different capacities throughout the years. She served as the treasurer for the Meramec Sharks Hockey Club when her sons played hockey in the club. She has mentored college students through Missouri Society of CPAs.

Memberships & Affiliations

Certified Public Accountant Missouri
American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)

Michelle Walls, CPA

Manager, Outsourced Controller Services

Michelle's Bio

Michelle joined Swink Smith Coplen in 2005 bringing a solid background in audit and accounting as well as expertise in the areas of insurance industry accounting, not-for-profit accounting, internal audit and fraud examinations.

Michelle’s career began as an auditor at PriceWaterhouse Coopers where she focused on insurance, financial services and not-for-profit industries. After leaving PriceWaterhouse Coopers, Michelle spent seven years as an internal auditor at MetLife, Inc. GenAmerica Financial where she helped coordinate her department’s successful transition into MetLife.

Michelle is a valuable resource to our team and her clients, consulting with them regarding accounting. controls and technical standards. She performs  a variety of services for her clients including outsourced accounting and consulting services, controls assessments, designing and establishing controls, and fraud examinations.

Outside of the office Michelle actively volunteers in her community and enjoys raising her three children.

Memberships & Affiliations

Certified Public Accountant Missouri and Illinois
Certified Fraud Examiner
Certified Internal Auditor
American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MSCPA)

Sharon Zimmer

Staff Accountant, Outsourced Controller Services

Sharon's Bio

Sharon joined Swink, Smith, Coplen & Co., P.C. in 2013 as an outsourced controller accountant bringing her accounting education with an eagerness to learn and desire to grow.

Sharon graduated with her Master’s degree in Accounting from the University of MO – St. Louis and has almost ten years of accounting experience, starting as a tax intern at a small local CPA firm, transferring to a full time accountant at a commercial real estate company. Now at Swink, she dedicates her time to performing daily accounting transactions and preparing financial reports. Her focus and clientele includes real estate clients and not-for-profit clients.

Sharon is a valued resource to the Swink team and her clients, providing them with guidance regarding the accounting and financial aspects of their business, providing support, and being ready and available to accept and accomplish any task.

Outside of the office, Sharon spends her time with her husband volunteering with their church in South City, gardening, and running with their two dogs.

Memberships & Affiliations

Missouri Society of Certified Public Accountants (MSCPA)