Principals

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Karen J. Searle, MST, CPA
Managing Director / Principal
curriculum vitae (pdf)

Areas of Specialization:
Individual, corporate, and partnership taxation; estate planning; tax and financial planning and consulting for small and medium-sized businesses; fiduciary income and estate tax return preparation; audits of nonprofit organizations.

Professional Activities:
Member of American Institute of Certified Public Accountants, Maine Society of CPAs, the MSCPA Taxation Committee and the Maine Estate Planning Council; Past President of the Maine Society of CPA's; Member of the University of Maine Accounting Department Advisory Council.

Community Involvement:
Treasurer of Kennebunk-Kennebunkport Alumni Association. Member of the Kennebunk Rotary Club.

Education:
Master of Science in Taxation from Bentley College; BA in Accounting from Nasson College; Certificate of Educational Achievement in Personal Financial Planning, AICPA; plus more than 40 hours per year of continuing professional education.

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D. Bruce McNamee, CPA, CVA, PFS, CFP®
Principal
curriculum vitae (pdf)

Areas of Specialization:
Tax and financial planning and consulting for small and medium sized businesses; individual, corporate, and partnership income taxation; Certified Valuation Analyst (CVA) providing business valuation services; Personal Financial Specialist (PFS) providing investment advisory services for individuals and organizations; Certified Financial Planner™ practitioner.

Professional Activities:
Member of American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts.

Community Involvement:
Past Treasurer and member of Board of Directors of the Sanford/Springvale Chamber of Commerce; member of Board of Directors of Sanford Institution for Savings; member and past president of Sanford Kiwanis Club;

Education:
BA from Colby College; certificate in accounting from Bentley College; plus more than 40 hours per year in continuing professional education with concentration in business valuation (CVA) and investment advisory topics, including Series 65 and 7 security examinations.

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Randall E. Dunham, MBA, CPA/ABV, CVA, CFFA
Principal
curriculum vitae (pdf)

Areas of Specialization:
Principal in charge of Portsmouth, NH office; tax and consulting for small and medium sized businesses; individual, corporate, and partnership income taxation; business valuations; litigation support services.

Professional Activities:
Member of American Institute of Certified Public Accountants, Maine and New Hampshire Societies of CPAs and National Association of Certified Valuation Analysts.

Community Involvement:
Past treasurer of the Northern York County YMCA; past incorporator of Counseling Services, Inc.; past treasurer of local Big Brothers/Big Sisters; past member of Waterboro, Maine finance committee; past treasurer of First Parish Church (Saco); past treasurer of Saco Business Association; overseer for Strawbery Banke.

Education:
BS in Business Administration from West Virginia Wesleyan College; MBA from the University of Maine; Certificate of Educational Achievement in Personal Finance Planning; Certificate of Educational Achievement in Business Valuation; plus more than 40 hours per year in continuing professional education. Awarded Accredited in Business (ABV) designation by the AICPA.

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Michael J. Asselin, CPA
Principal
curriculum vitae (pdf)

Areas of Specialization:
Tax Principal and Principal responsible for tax issues in the Portsmouth office; tax and estate planning and consulting for small/medium sized businesses, individual, corporate, and partnership income taxation, business valuation; litigation support services; IRS representation for tax audits and collections issues.

Professional Activities:
Member of American Institute of Certified Public Accountants, President of New Hampshire Society of Certified Public Accountants 1997-1998, New Hampshire Estate Planning Council, Member of AICPA Council.

Community Involvement:
President of Portsmouth Rotary Club 2000-2001; past Treasurer of New Hampshire College Seacoast Alumni Chapter; past Member of New Hampshire College Planned Giving Advisory Group; Trustee of Piscataqua Savings Bank.

Education:
B.S in Accounting from New Hampshire College; Certificate of Achievement in Business Valuation, plus more than 40 hours per year of continuing professional education.

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Raymond L. Bald, CPA, CFE
Principal
curriculum vitae (pdf)

Areas of Specialization:
Audits of municipalities, not-for-profits and small/medium sized businesses; tax, financial planning and consulting for small/medium-sized businesses; individual income taxation; fraud examinations.

Professional Activities:
Member of American Institute of Certified Public Accountants. Member of Maine Society of CPAs. Member of Association of Certified Fraud Examiners.

Community Involvement:
Treasurer, Rotary Club of York, Maine. Treasurer, York Community Center Coalition.

Education:
BS - University of Southern Maine (Magna Cum Laude); CPA Certification in 1990 CFE (Certified Fraud Examiner), 2000 American Institute of Certified Public Accountants, Certificate of Educational Achievement in Tax Planning and Advising for Closely Held Businesses. Minimum of 40 hours of tax and accounting education annually including the Government Accounting Office (GAO) requirement of 24 hours of education in governmental topics.

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Cindy B. Keohan-Picou, MBA
Principal

Areas of Specialization:
Director of Human Resource Management including supervision of the firm's Continuing Professional Education Programs.  Director of Information Technology: oversight of firm's internal information systems;  management of computer consulting team that services outside clients' information technology requirements.

Professional Activities:
Member of the Society for Human Resource Management.  Member of Human Resources Association of Southern Maine.  Member of the Association for Accounting Administration.

Education:
MBA - Southern New Hampshire University plus additional graduate coursework in Human Resource Management; BS in Accounting and BS in Computer Science- Franklin Pierce College and more than 40 hours per year in continuing professional education in the Human Resource Management and Information Technology Areas.

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Alice W. Ferran, MBA, CPA, PFS, CFP®
Principal
curriculum vitae (pdf)

Areas of Specialization:
Services Management Consulting, audit, tax and financial consulting for not-for-profit organizations; individual, corporate, and partnership income taxation; investment advisory services for individuals and organizations.

Professional Activities:
Member of the American Institute of Certified Public Accountants, Maine Society of CPAs and past member of Management Consulting Services Committee of Polaris, International.

Community Involvement:
Former Trustee, Investment Committee and Finance Committee Chairman of H.D. Goodall Hospital; Past President of the Kennebunk-Kennebunkport Chamber of Commerce; Member, New Camerata Singers, River Tree Arts and Seagalss Performing Arts; Member and past Director of Sanford-Springvale Rotary Club; past Director, York County Community College Foundation; past Clerk and Vestry Member, St. John's Episcopal Church.

Education:
Master of Business Administration, University of Maine; Master of Arts, University of Florida; BS in Accounting, Nasson College; plus a year of additional coursework in computer applications and more than 40 hours per year of continuing professional education

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