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 earned a Bachelor of Science in Accounting from Southeast Missouri State University. 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 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 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 (MOCPA)

Mary Basler

Administrative Assistant

Brad Bekebrede, CIA

Staff Accountant, Audit Services

Brad's Bio

Brad earned a Bachelor of Science in Accounting from Truman State University and a Master of Business Administration from Fontbonne University.  In 2005, Brad passed and earned his certificate as a Certified Internal Auditor (CIA).

Brad joined the Swink, Smith, Coplen & Co., P.C. 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 a member of the audit service team involved most of the audits, Brad has experience with non-public/small business entities, not for profit organizations, and governmental agencies as well as performing HUD, employee benefit plan, and Yellow Book audits.

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
Member, Institute of Internal Auditor

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 & Co., 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 & Co., P.C., 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 (MOCPA)
Financial Planning Association (FPA)

James Curran, CPA/PFS

Staff Accountant, Tax Services

James' Bio

James earned a Bachelor of Science in Accounting from Truman State University. James is a certified public accountant (CPA) and has spent his career working with high net worth clients, closely-held businesses, and real estate investors. James also has extensive experience in tax planning and compliance, working with trusts and estates, and advising personal service companies. James has handled a variety of specialized tax matters, including divorce litigation, 1031 exchanges, and IRS audits. James is also a Personal Financial Specialist (PFS) credential holder. He works with clients in the areas of retirement planning, income tax planning and preparation, estate planning, investment planning, education planning, strategic business planning and consulting, and risk management.

James is passionate about getting to know his clients and their goals, both personal and professional. He spends time with them to identify their most pressing questions and concerns. James is a trusted advisor and resource to his clients and his mission is to help simplify their personal, financial and business lives.

James grew up in St. Louis and lives in Brentwood with his wife Rachel and three daughters, Elle, Lane and Murray. Outside the office he enjoys coaching his daughters’ soccer teams, golfing, swimming and getting outside to hike, run or bike.

Memberships and Affiliations

Personal Financial Specialist (PFS)
Registered Investment Advisor
American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MOCPA)
Personal Financial Planning Section Member
Past Treasurer of The Bridge Outreach
Past Treasurer of Bradford Court Homeowners Association

Alan Dierker, CPA

Manager, Tax Services

Alan's Bio

Alan earned a Bachelor of Science in Accounting from Southeast Missouri State University in 2008, and a Master of Accountancy from Villanova University in 2010.

Alan joined the Swink, Smith, Coplen & Co., P.C. 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 in addition to his role as Tax Manager, fulfilling Compilation, and Preparation engagements, while being responsible for misc. sales, payroll and other compliance issues.

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, planning and budgeting, and cash flow management. 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 software. 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, Smith, Coplen & Co., P.C., 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 (MOCPA)

Whitney Fossum, CPA

Manager, Audit Services

Whitney's Bio

Whitney earned a Master of Accountancy from Missouri State University in 2008. Whitney has been a CPA in public accounting since 2009 and joined Swink, Smith, Coplen & Co., P.C. in 2017. Prior to joining, Whitney worked at Anders for eight years where she provided attestation, tax, and outsource controlling services.

Whitney has supervised compilations, reviews, audits, and agreed-upon procedures of employee benefit plans as well as for companies in several industries, including:

  • Not-for-profit
  • Dealerships
  • Manufacturing and distribution
  • Mortgage lenders
  • Healthcare

Whitney enjoys assisting clients with internal control improvements and consulting with clients related to implementation of internal control improvements, implementation of new standards, and compliance with funders. 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
MOCPA Member
AICPA Member

Kelly Hennessy

Staff Accountant, Outsourced Controller Services

Kelly's Bio

Kelly joined Swink, Smith, Coplen & Co., P.C. 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, Smith, Coplen & Co., P.C., she dedicates her time to performing daily accounting duties and preparing financial reports.

Kelly is a valued resource to the Swink, Smith, Coplen & Co., P.C. 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.

Allison Hockett

Administrative Assistant

Laura Jordan, CPA

Staff Accountant, Outsourced Controller Services

Laura's Bio

Laura joined Swink, Smith, Coplen & Co., P.C. in February 2015. As an Outsourced Controller, Laura provides accounting services including financial statement preparation and analysis, accounts receivable, accounts payable, cash management and QuickBooks Online consulting. She works with a diverse client group including service, retail and non-profit entities. Following her graduation from the University of Kentucky, Laura began her career with a public accounting firm in Lexington, Kentucky. She has over 20 years of accounting experience, including corporate and client accounting for a large commercial real estate company and bookkeeping for small businesses.

A native of Louisville, Laura and her family have resided in the St. Louis area for more than 20 years. In her spare time, she enjoys gardening, reading and watching triathlons. Laura has volunteered in various capacities over the years, including serving as cub scout treasurer and on the board of deacons at her church.

Memberships & Affiliations

Missouri Society of Certified Public Accountants (MOCPA)
Intuit Quickbooks Online Certification
University of Kentucky Alumni Association

Chris Kovach, CPA

Staff Accountant, Tax Services

Chris' Bio

Chris earned a Master of Accountancy from Truman State University in 2012. Chris joined Swink, Smith, Coplen & Co., P.C. in February of 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 (MOCPA)

Pam Maurer

Administrative Assistant

Adam Morgenthaler, CPA

Staff Accountant, Tax Services

Adam's Bio

Adam earned a Bachelor of Science in Accounting at Saint Louis University in 2015 and a Master of Business Administration in Accounting from the University of Missouri – St Louis in May of 2017. Adam joined Swink, Smith, Coplen & Co., P.C. in January of 2017. As a staff accountant in the tax department. Adam assists with tax planning, preparation, and consulting services for our clients

Adam current resides in South St Louis City. Outside of work, he enjoys getting involved with his local community. Adam is currently a member of the Young Professional Board for Junior Achievement of the Greater St Louis Area.

Memberships & Affiliations

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

Paige Myers

Staff Accountant, Tax Services

Paige's Bio

Paige earned a Bachelor of Science in Finance and is a currently a candidate for a Master of Science in Forensic Accounting from Webster University, Fall 2019. Paige joined Swink, Smith, Coplen & Co., P.C. in November 2018, as a staff accountant in the tax department. Paige assists with tax planning, preparation, and consulting services for our clients.

Paige currently resides in Festus, MO.  She enjoys traveling and trying new cuisines, crafting: including crochet and jewelry making, staying active through hiking and yoga, and watching cartoons with her nieces, nephews, and cat Olive.

Memberships & Affiliations

Student member of Missouri Society of Certified Public Accountants (MOCPA)

Jacob Potter, CPA

Shareholder & Director of Tax Services

Jacob's Bio

Jacob joined Swink, Smith, Coplen & Co., P.C. 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 (MOCPA)
University of Missouri Saint Louis Alumni Association

Kimberly Russo

Director of Firm Administration

Kim's Bio

Kim joined Swink, Smith, Coplen & Co., 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 & Co., 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 (MOCPA)

Ashley Smith, CPA

Manager, Tax Services

Ashley's Bio

Ashley earned a Master of Accountancy from the University of Missouri – St Louis and joined Swink, Smith, Coplen & Co., P.C. in 2008 as a staff accountant. In 2013, Ashley was promoted to Manager. 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 works a great deal with high net worth individuals.

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 approximately 200 hours per year with Cardinals Care, an organization that helps non-profit youth organizations. Ashley is also the VP of Finance for With STL, the Young Processionals Group for Make-A-Wish Missouri.

Memberships & Affiliations

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

David Smith, CPA, MBA, AM&AA

Shareholder & Director of Audit Services

David's Bio

David Smith earned a Bachelor of Science in Engineering from Purdue University and a Master of Business Administration 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 & Co., 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
Member, Alliance of Merger & Acquisition Advisors
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 & Co., P.C. (formerly known as Swink, Fiehler & Company, P.C.). He has dedicated the past 38 years to nurturing Swink, Smith, Coplen & Co., P.C. 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 200 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 (MOCPA)
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 & Co., P.C. 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 (MOCPA)

Michelle Walls, CPA

Manager, Outsourced Controller Services

Michelle's Bio

Michelle joined Swink, Smith, Coplen & Co., P.C. 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 with MetLife, Inc.

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, and designing and establishing accounting processes in a variety of industries.

Outside of the office Michelle actively volunteers in her community and with her church.

Memberships & Affiliations

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

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, Smith, Coplen & Co., P.C., 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, Smith, Coplen & Co., P.C. 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 (MOCPA)