David Gordon
David Gordon, CPA, PFS is a graduate of NC State University where he obtained his B.A in Accounting in 1991. He began his career at Haynes, Strand, Henry & Co. in Mount Airy, NC before moving to Concord to work for Charles L Caywood, CPA. He joined the firm in 1996 and became an owner in 2000. He leads the firm’s individual, estate, trust, and gift tax departments while also assisting closely held businesses with planning. Active in the community, he currently serves in leadership roles with the Concord Rotary Club Foundation, Inc. and the Central NC Council BSA. He has previously served in various leadership roles with the Concord Rotary Club, the Cabarrus County Community Foundation, Forest Hill United Methodist Church, and many others.
Ladoska Keeter
Ladoska Keeter, who moved to Concord in 1999 from eastern North Carolina, graduated from UNC Pembroke in 1995. After a year in private sector as a Controller, she shifted to public accounting in 1996, specializing in business tax, accounting, and consulting. She is currently active in community through groups like Cabarrus Rotary and Community Free Clinic. Ladoska and her husband Tony Grillo share interests in live music, travel and spending time with their grandchildren.
Michele L. Nichols
Michele joined the team in 2010 after relocating to North Carolina from Minnesota, bringing with her ten years of experience in a large regional firm. A CPA licensed in both North Carolina and Minnesota, she specializes in corporate and partnership tax compliance and consulting for small businesses. Active in the community, Michele serves on The Chamber’s Board of Directors, has completed the Leadership Cabarrus Program and serves on the Chamber’s Steering Committee. She is a long-term member of the Rotary Club of Harrisburg, formerly serving as the President.
Heather Richter, CPA
With 24 years in the industry, Heather specializes in individual income tax and holds CPA licenses in North Carolina and Virginia, as well as an EA certification. She earned her Finance degree from George Mason University and a Master of Accountancy from UNC Charlotte. Heather enjoys hiking in the mountains, playing with her dog, and is active in AICPA, NCACPA, and Rotary.
Kaitlyn Herman, CPA
With 16 years in the industry, Kaitlyn focuses on corporate and partnership tax compliance and reporting. She holds both BSBA and MS degrees in Accounting from Appalachian State and is a licensed CPA and member of AICPA and NCACPA. A proud ASU alumnus, she and her family love spending fall weekends cheering on the Mountaineers.
John R. Ormesher, CPA
With 15 years in the industry, John specializes in individual tax, trusts, and estates. He holds a Bachelor’s in Economics from the University of Nebraska–Lincoln and a Master of Accountancy from UNC Charlotte. A licensed CPA, John enjoys watching hockey in his free time.
Logan Miller, CPA
With six years in the accounting industry and degrees from Catawba College and UNCG, Logan brings a solid foundation to his role. He specializes in individual taxation, holds EA and CPA certifications, and is a member of AICPA and NCACPA. Outside of work, he enjoys golf, football, and time with family.
Tarila Iduma
Tarila brings fresh talent to the team, joining in February 2025 after earning her Accounting degree from UNC Pembroke. With experience in business tax prep, bookkeeping, A/P, A/R, and payroll, she’s also a TEDx organizer and youth counselor. Tarila enjoys hiking, tennis, dancing, and watching movies in her free time.
Jordan Smith
Jordan joined the team in December 2024 with three years of experience in tax accounting and bookkeeping. He holds a Finance degree with an Accounting concentration from UNC Charlotte. Outside of work, he enjoys learning about cars, walking his dog, and playing basketball. Fun fact: he’s a great cook and can sew, too!
Noah Hughes
Noah joined the team in July 2024 after earning his Accounting degree from UNCC. With a focus on tax and a year of industry experience, he brings energy and dedication to the role. Outside of work, he enjoys tennis, spending time with loved ones, and cheering on the Panthers.
Zai Lor
Specializing in bookkeeping, financial statements, and payroll, Zai has five years of valuable experience in the industry. She earned her Bachelors of Accounting from UNC Greensboro and joined the team in September 2021. Outside of work, she enjoys the outdoors and spending time with family and friends.
Karen Heneise
With over 40 years of administrative experience, Karen has been a valued member of the firm since 2017. Since 2023, she has supported clients remotely from Greenville, SC with dedication and care. She enjoys time with her husband, children, and grandchildren, and loves to travel. Fun fact: she once performed in three ballroom dance showcases in Charlotte.
Karin Willet
With a background in healthcare, legal, and office management, Karin brings a diverse skill set to her role. She holds a Bachelor’s in Marketing, is certified in medical transcription, and joined the team in June 2025. Outside of work, she enjoys photography, travel, music, fostering cats—and has even won a few ping-pong competitions!
Barbara Rey-Mitchell
With over 15 years of experience as an administrative professional, Barbara excels in executive support, office operations, and client service. She joined the team in June 2025 and is focused on growing her skills to support multiple areas of the organization. Outside of work, she enjoys traveling, trying new cuisines, and live theatre.