Meet The Team

Partners

Steve Taylor

Steve Taylor, CPA

Founding
View Bio

Steve Taylor, CPA

Year of hire: Founding Partner of Taylor, Roth and Company, PLLC, Certified Public Accountants, and its predecessor company since 1988.

Why do you work at Taylor Roth? It’s exactly what I wanted a CPA Firm to be. We work together in a cooperative environment with clients we admire and enjoy.

What is your favorite work-related experience?
Favorite work-related experience. I have one. I was doing an exit conference with a group of world-class physicists. When I finished, one of them was shaking his head. I asked what was wrong and he said: “Nothing. I just don’t know how you keep all this stuff straight.” I thought it was amusing and charming at the time, thinking that someone that smart thought what I was doing was complicated. There is no way I could listen to him talk about what he does for an hour and feel like I understood everything either, but there is an important message in that moment. What you do and enjoy every day might seem complicated to others, and second nature to yourself, but working together, we all have something to contribute.

Education & Licenses: Long Beach City College, Associates Degree in Science, Chemistry, 1968
University of Colorado, Bachelor of Science, Accounting, 1972

CPA

Personal: I watch birds and I know things. That’s what I do. (And traveling, RVing, hiking, and photography.)

Shannon Gilliland

Shannon Gilliland, CPA

Albuquerque
View Bio

Shannon Gilliland, CPA

Year of hire: 2013

What you like best about working at Taylor Roth? What I like best about working at Taylor Roth is being a part of our nonprofit clients’ journeys. We get to see first-hand what is happening in our communities and bring our skills to the table as a part of the process. And, Taylor Roth has a great culture – everyone is supportive of one another and brings their best to work every day.

Education & Licenses:  The University of Texas at Austin, Master of Science in Social Work, 1995
The University of New Mexico, Master of Accounting,  Anderson School of Business, 2007
Certified Public Accountant

Academic or other professional honors:
Valedictorian, University of New Mexico, Anderson School of Business, 2007

Personal:  My husband and I have two college-aged daughters and a son in middle school. We spend a lot of our free time roaming the foothills of Albuquerque with our two dogs, and in Angel Fire, NM.

Ken Roth

Ken Roth, CPA

Denver
View Bio

Ken Roth, CPA

University of Nebraska

Year of hire: 1997

What you like best about working at Taylor Roth? One of the things I like most about working with Non-profits is that their missions make our communities better. Their passion to their missions is undeniable. The fact that, in a way, we can help them fulfill their mission is a bit humbling. But even more than that, the group of talented and devoted employees we have, is the main reason we have had success over the years.

Eduction & Licenses: University of Nebraska, CPA

Personal: I enjoy spending time with my family camping, basketball games, and playing music.

Albuquerque Office

Janis Suess

Janis Suess, CPA

Senior Auditor
View Bio

Janis Suess, CPA

Year of hire: 2008

Why do you work at Taylor Roth?  It’s interesting to see the niches that our not-for-profit clients fulfill in society.  I enjoy helping them to tell their story through their financial reports and Form 990 and finding ways to lessen their “pain points.”

Education & Licenses: 

  • Minnesota State University Mankato, Bachelor of Science degree with majors in Accounting, Finance, and Business Administration
  • CPA

Personal: I enjoy camping, travel, hiking, mountain biking, kayaking, and exploring the desert Southwest with family and friends.

Monika

Monika Sarkar

Senior Auditor
View Bio

Monika Sarkar

University of New Mexico, Master of Accounting (MACCT), 2020

Midwestern State University, Master of Business Administration (MBA) in Energy Management, 2017

Year of Hire: 2019

Why do you work at Taylor Roth?

I am excited about working for Taylor Roth because we have a supportive team, a great working environment, and we deliver quality service for nonprofits who are making our communities better.

Personal:

I love to create magnificent moment with my friends and family, especially with my daughter, and I love to capture them in pictures. Watching my daughter to grow up has been blissful, impactful, and sometimes stressful. Above all it is the most meaningful part of my life.

Teresa Grannemann

Teresa Grannemann, CPA

Senior Auditor
View Bio

Teresa Grannemann

Year of hire: 2020

Why you work at Taylor Roth: I like the working environment at Taylor Roth.   We have the ability to work remotely, and combined with very supportive team Zoom meetings, this was ideal for me during 2020.   I am looking forward to a combination of auditing remotely and in-person in the upcoming months.  Taylor Roth is a very family-supportive place to work.

Education & Licenses:  University of New Mexico, Bachelor of Business Administration, CPA

Personal: I live with my husband of 40 years in a small town east of Albuquerque.  I have driven my 1997 Toyota Camry more than 300,000 miles and it is still going strong. I enjoy knitting, reading, and watching Major Crimes.

Denver Office

Becky-Alexander

Becky Alexander

990 Specialist
View Bio

Becky Alexander

Title: 990 Specialist / Denver

Year of hire: 2013

Why do you work at Taylor Roth? I worked at Taylor Roth right after college, when it was a tiny company. At that time, I was office manager, audit assistant, and 990 preparer. I stayed home with kids for about 17 years, then came back to work as the 990 Specialist. I love working with all of the different non-profit agencies. Getting to help their organizations out so that they can continue to make the world a better place gives me a lot of satisfaction.

Education & Licenses:  University of Colorado at Boulder, BA in Psychology, magna cum laude, 1991

Personal: I live with my husband of 30 years and three of our teenaged and young adult kids. We love hanging out as a family. I also love to travel. My favorite trips have been a family trip to the UK in 2011, a family trip to Europe in 2017, and Hawaii with my husband to celebrate our 25th anniversary. Closer to home, I like hiking, reading, gardening, making homemade jams and jellies, and cooking. Our current pets include a Cavalier King Charles Spaniel, two parakeets, and eight goldfish in the pond out back.

Dale Erickson

Dale Erickson, CPA

Senior Auditor
View Bio

Dale Erickson, CPA

University of North Dakota, Bachelor of Accountancy, 1989

Year of hire: 2017

What you like best about working at Taylor Roth? Taylor Roth has a small, family type environment and we are committed to providing a quality service.

Education & Licenses:

  • University of North Dakota – 1989, Bachelor of Accountancy
  • Denver University – 1990, Master of Accountancy

Personal: I enjoy hiking (I would hike every day if possible) and reading (preferably Old West history).

David Rumsey

David Rumsey

Senior Auditor
View Bio

David Rumsey

Year of Hire: 2006

Education: Valdosta State University, Valdosta GA. Bachelors in Finance, Bachelors in Accounting

Why Do you work at Taylor Roth? Most firms try to cover various industries. I work at Taylor Roth because this is the only firm I have found that puts the nonprofit industry first. There are always varying opinions to a technical auditing question. It’s a very diverse team of auditors from different backgrounds. The work is interesting and challenging, and our team makes it fun.  I like culture we have – we are a family.

My favorite work-related experience is being told by clients that we don’t look like auditors.

Personal: I am a Georgia Native who enjoys playing and seeing live music, running with my dogs, and spending time with family.

David Platz

Form 990 Preparer
View Bio

David Platz

Year of Hire: 2023

Diane-Granger

Diane Granger, CPA

Audit Manager
View Bio

Diane Granger, CPA

University of Colorado, Boulder. BS Business

Year of hire: 1994

Personal: I enjoy road bike racing, and skiing, as long as my poor knees hold up!

Why do you work at Taylor Roth? We’re a very different CPA firm. We believe in quality, but we also believe it’s possible to have a full life outside of work.

What you like best about working at Taylor Roth? Our people and our clients, who present us with unique issues, and problems to solve EVERY week!

Education & Licenses: 

  • University of Colorado, Boulder. BS Business
  • CPA

Personal Info:  Road bike racing, and skiing as long as my poor knees hold up!

Doug Bridwell

Staff Auditor
View Bio

Doug Bridwell

Year of Hire: 2023

Dwaro Raines

Dwaro Raines

Staff Auditor
View Bio

Dwaro Raines aka “D”

Year of hire: 2020

Education & Licenses:

  • Metropolitan State College of Denver: Bachelors of Science
  • Colorado State University Global Campus: Bachelors of Accounting

Why you work at Taylor Roth: Taylor Roth is a place that fosters community and growth, both for the clients and for its employees. The firm provides high quality services and promotes a healthy life/work balance.

Personal: I enjoy hiking with my dogs and friends (snow or shine) cooking, gardening, camping, road trips, plane trips and making people laugh.

Elise Schaller

Elise Schaller

Client Services Coordinator
View Bio

Elise Schaller

Year of Hire: 2023

Why you work at Taylor Roth: I love helping provide services to all of the wonderful nonprofits that work to improve our community. Additionally, the company truly feels like a family, and it’s great to show up to a friendly and welcoming work environment each week!

Education: Working toward a BS in Science Education

Personal: I previously lived in Ohio and relocated to Colorado in 2019. I enjoy cooking, playing games, knitting, and road trips.

Ian Andersen

Staff Auditor
View Bio

Ian Andersen

Year of Hire: 2022

Jessica Wilson

Jessica “Jess” Wilson, CPA

Single Audit Manager
View Bio

Jessica “Jess” Wilson, CPA

Year of hire: 2011

Why you work at Taylor Roth: I work at Taylor Roth because I like the culture – we are a little family. I don’t feel like a nameless worker bee that sometimes comes with working for a larger firm. We have created an open environment where we collaborate, discuss how to tackle gray areas, and manage to have fun along the way.

Education & Licenses:  University of Northern Colorado, BSBA with Emphasis in Accounting and Minor in Spanish

Personal: I am a Colorado Native continuing to explore this amazing state and beyond. I can’t survive without coffee, sunshine, comedy shows, new destinations with old friends, true crime podcasts, live music, and my Maltipoo named Butters.

Jodi Griffin-Schwanbeck

Staff Auditor
View Bio

Jodi Griffin-Schwanbeck

Year of Hire: 2022

Patti Gichert

Patti Gichert, CPA

Senior Auditor
View Bio

Patti Gichert, CPA

Year of hire: 2009

What you like best about working at Taylor Roth - What I like best about my job is the amazing leadership. The company truly values people on a personal level. I also love that I work from home which allows me to have flexible house and avoid a long daily commute. I enjoy traveling for a couple of weeks during the year and the interaction client during my onsite visits.

Education & Licenses:  University of Norther Colorado Bachelor of Science with emphasis in accounting. CPA.

Academic or other professional honors- Memberships in AICPA and Colorado Society of CPA’s

Personal: When I’m not working I enjoy theatre, travel and time shared with family and friends

Savannah Platz

Office Administrator
View Bio

Savannah Platz

Year of hire: 2022

Personal: Originally from Texas, I've been in Colorado since I was a tween. Now I live with my husband and two children. By day I love working at Taylor Roth because of the amazing people and organizations we have the unique opportunity to assist. My evenings and weekends are spent with my family, dabbling in digital art and graphic design, serving in my church, and learning how to come alongside at-risk and refugee families in my community. 

Teigan Alexander

Teigan Alexander

Form 990 Preparer
View Bio

Teigan Alexander

Year of hire: 2020

Favorite work-related experience: I really appreciate being able to work with nonprofit organizations and their amazing missions. I also love the relaxed, family-like atmosphere.

Education & Licenses:  I recently completed high school and I was homeschooled.

Personal: I enjoy doing jigsaw puzzles and cooking.

Warren Halpern, CPA

Senior Manager
View Bio

Warren Halpern

Year of hire: 2003

Why you work at Taylor Roth: Working at Taylor, Roth and Company allows me the opportunity to work with a great group of individuals that are dedicated to providing services to nonprofit organizations that help improve the community where I live.

Education & Licenses:  Washington State University, Bachelor of Arts in Business Administration, 1985
The Ohio State University, Master of Business Administration, 1987

Personal: Married with a teenage daughter.

Support Staff

Dan Kucera

Dan Kucera

Firm Bookkeeper
judy-taylor

Judy Taylor

Admin assistant in charge of the Founding Partner

Matt Taylor

IT