The history of CREESE, SMITH & CO. LLC is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.
We invite you to meet our partners and staff:
David Smith is a partner with Creese, Smith & Co. LLC. His primary focus is taxation of closely-held businesses and individuals. He also provides firm services in the estate, gift and foreign tax and business valuation areas. Dave has spoken to various professional organizations on taxation matters and has written several articles for publication in trade magazines. A member of the AICPA and the PICPA, Dave has also served on the PICPA’s taxation committee. Dave received his Bachelor of Science Degree and MBA Degree from the University of Pittsburgh and he also offers securities investments through Hefren-Tillotson, Inc. member SIPC.firstname.lastname@example.org
James Hune is a partner with Creese, Smith & Co. LLC and is the firm’s Director of Accounting & Auditing. Jim has attended numerous continuing professional education courses conducted by the PICPA and currently instructs in-house educational seminars of the firm. In addition to Jim’s expertise in accounting and auditing, he provides clients with individual and corporate tax services and personal financial planning securities. He is an accredited personal financial specialist (PFS). Jim is a member of the PICPA and the AICPA. Jim is a 1983 graduate of Clarion University of Pennsylvania and also offers securities investments through Hefren-Tillotson, Inc. member SIPC.email@example.com
Wes Creese founded the Company in November of 1996. He specializes in estate planning and business consulting (primarily mergers and acquisitions and tax/cash flow planning). Mr. Creese offers financial planning and asset management through Hefren-Tillotson, Inc. member SIPC. Wes Creese also participates in numerous community service organizations. He is currently a board member and Vice President of CCSC, a private insurance company. He was involved with the North Hills YMCA Partners in Youth Campaign and an Annual Fund Board Member of Westminster College. Wes Creese’s business accomplishments include being a previous winner of the US Small Business Administration Small Business Accounting Advocate of the Year award for the State of Pennsylvania. He has also received recognition for his efforts on improving small businesses. Wes is a member of the AICPA and PICPA, he is a 1981 graduate of Westminster College with a double major in accounting and firstname.lastname@example.org
Cathleen Christy is a Manager and Director of the Retirement Planning Administration Department for Creese, Smith & Co. LLC. Cathy, a Certified Public Accountant, primarily specializes in retirement planning. She also has expertise in audits of retirement plans, small business and HUD-related projects. In addition, she performs compilation and review services and prepares individual and corporate tax returns. A 1988 graduate of Westminster College, Cathy continues to improve her education both academically and professionally. She has completed and passed the Certified Employee Benefit Specialist program (CEBS) through the Wharton School of Business of the University of Pennsylvania. She also completes a minimum of 40 hours of continuing professional education per year. Cathy Christy is a member of the AICPA and the PICPA.email@example.com
Sharon Holdcroft is a Manager with Creese, Smith & Co. LLC. Sharon has over 25 years experience in public accounting including accounting and auditing, tax planning and compliance, and general business consulting services. In addition, she has specialized knowledge and experience in the estate tax planning field. Sharon received a Certificate of Education Achievement in Estate Planning from CSEP. Sharon graduated Magna Cum Laude with a Bachelor of Science Degree in Accounting from LaRoche College in Pittsburgh, Pennsylvania. She is a member of both the AICPA and the PICPA.firstname.lastname@example.org
Amanda is a manager with Creese, Smith & Co. LLC. Amanda specializes in a wide range of financial services for business, nonprofit and individual clients. These include accounting services, tax services, including multistate tax preparation, financial statement engagements and QuickBooks assistance. Amanda has over fifteen years of public account ting experience and has been with Creese, Smith & Co. LLC for the majority of her professional career. Amanda is a graduate of LaRoche College.email@example.com
Barb is a Manager with Creese, Smith & Co. LLC. Barb has 22 years of experience of which 16 years is in public accounting including; tax planning and compliance of foreign and domestic multi-state corporations and individuals, and general business consulting services. Barb has 6 years of experience as a manager of tax departments in SEC companies. Barbara graduated with a Bachelor of Science Degree in Accounting and Minor in Management Information Systems from The Pennsylvania State University at Erie - The Behrend College in Erie, Pennsylvania. She is a member of the AICPA.firstname.lastname@example.org
Mike is a Senior Accountant with over 14 years of public accounting experience. Mike provides a wide range of financial services to closely-held businesses and individuals including tax compliance and consulting as well as various levels of financial reporting and assurance services including audits, reviews, compilations and personal financial statement preparation. Mike also provides an array of business advisory services including transaction consulting, cash flow analysis and succession planning. Mike is a 2002 graduate of Allegheny College.email@example.com
Bill is a Staff Accountant with Creese, Smith & Co. LLC. Bill joined our firm in December of 2011, he is a 2008 graduate of the University of Pittsburgh with a Bachelors in Business Administration in Accounting.firstname.lastname@example.org
Lee is a Senior Accountant with Creese, Smith & Co, LLC. Lee graduated from the University of Pittsburgh where he obtained a Bachelor of Science Degree in Accounting and a Masters of Accountancy. After graduation Lee practiced as a Certified Public Accountant with a regional accounting firm for several years prior to joining the email@example.com
Cory Blotzer is a staff accountant with Creese, Smith & Co. LLC. Cory joined our firm in January of 2015. Cory received his Bachelor of Science Degree from Indiana University of Pennsylvania and his MBA Degree from the University of Pittsburgh.
Rachel is a staff accountant with Creese, Smith & Co. LLC. Rachel joined our firm as an intern in January of 2016 and was hired full time in January of 2017. She is a 2016 graduate of Robert Morris University with a Bachelor of Science Degree in Accounting.
Linda is an Administrative Assistant for Creese, Smith & Co. LLC. Along with administrative duties, Linda coordinates travel, continuing education classes and company events and activities.
Linda also prepares quarterly payroll tax returns for our clients along with preparation of monthly tax calculations for them as well. In addition, Linda updates and reconciles our client’s bank accounts in QuickBooks throughout the year.
Linda graduated from Bradford Business School of Pittsburgh and has been a dedicated employee of Creese, Smith & Co. since its inception in firstname.lastname@example.org
Frances is the administrative assistant and receptionist for Creese, Smith & Co. LLC. Frances graduated from Robert Morris College, Chicago Illinois in 1985 with an AAS Degree in the Administrative Assistant Program. Frances has been dedicated to her career and brings a wealth of experience to our company. Fran has been with Creese, Smith & Co. LLC since January email@example.com
Kimberly Arnold is a Registered Financial Assistant who supports Creese, Smith & Co. LLC offering securities through Hefren-Tillotson, Inc. Kimberly works closely with Wes Creese to develop and implement financial plans for individuals and small businesses. Continually maintaining contact with our clients, she assists with monitoring changes in the investment market and helps to revise plans based on the changes that affect a client’s needs./p>
Kimberly has over 17 years of experience in the financial industry and has obtained her Series 7 and Series 66 Securities Licenses as well as a Licensed Life and Health Insurance producer. Kimberly and her husband moved to the Pittsburgh area from Dayton, OH.firstname.lastname@example.org