David Gordon, CPA, PFS
NC License #20920
David W. Gordon, CPA, PFS, 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 serves in leadership roles with the Cabarrus County Community Foundation, Forest Hill United Methodist Church, and The Concord Rotary Club Foundation.
Ladoska Keeter, CPA
NC License #25987
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. Active in community through groups like Cabarrus Rotary and Community Free Clinic, Ladoska and her husband Tony Grillo share interests in live music and travel.
Michele L. Nichols , CPA and Tax Manager
NC License #35442
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 completed Leadership Cabarrus in 2011 and serves on its steering committee.
Karen Matson Heneise
Karen joined the firm in August 2017, bringing with her 21 years of experience as the Office Manager for her family’s 65-year-old water treatment business in Ohio. A graduate of Cedarville University with a business degree in 1984, Karen has a strong background in management and operations. She has two adult sons who also live in North Carolina, and her newest passion is ballroom dancing.
Karen Heneise
Nicole Powell
Nicole joined the team in 2019 after relocating to North Carolina with her family from their lifelong home in Connecticut. She brought over 15 years of experience in administrative and office management to the firm. Outside of work, Nicole enjoys exploring the new adventures and opportunities that North Carolina offers, often with her fiancé and teenage twins by her side.
Nicole Powell
Ashley Edmond
In November 2021, Ashley and her family made the exciting decision to leave their hometown of Milwaukee and settle in Concord. She joined the firm in January 2022, bringing with her four years of administrative experience from her time working with the Department of Corrections in Wisconsin. Outside of the office, Ashley is a passionate karaoke enthusiast, a proud gymnastics mom, and enjoys discovering new restaurants around the city.
Ashley Edmond
Heather Richter, CPA
NC License #32664
Heather joined the firm in 2018, where she specializes in individual income taxes and brings 18 years of diverse experience in public accounting. Her expertise spans working with individuals, small to mid-size businesses, and nonprofit entities, assisting with both tax preparation and strategic planning.
Heather earned her B.S. in Finance from George Mason University in 1990 and later received her Master of Accountancy from UNC Charlotte in 2006. She has also served on the School Board and Finance Committee of a public charter school for the past eight years.
Residing in the University area of Charlotte with her husband, two children, and two dogs, Heather is an avid outdoor enthusiast who enjoys hiking in North Carolina’s beautiful mountains.
Heather Richter, CPA
John R. Ormesher, CPA
NC License #36657
John joined the firm in February 2015 after returning to North Carolina from Nebraska. A licensed CPA in both Nebraska and North Carolina, John earned his BA in Economics from the University of Nebraska–Lincoln in 2003, followed by a Master of Accountancy from the University of North Carolina at Charlotte in 2009. With a background in financial services, he focuses on individual income tax, estates, trusts, and has significant experience in the agricultural industry.
Now living in Fryeburg, Maine, John works remotely, leveraging modern technology to provide seamless service. He and his wife, Nicole, have two sons, Josh and Zach, along with two dogs, Penny and Butch, and a cat named Holly. John is a passionate sports fan, enjoying baseball, college football, and outdoor activities. Previously a member of the Afton Sunset Rotary Club, he also completed the Leadership Cabarrus 2016 Class with the Cabarrus Regional Chamber of Commerce.
John R. Ormesher, CPA
Kaitlyn Herman, CPA
Kaitlyn joined the firm in February 2016, bringing with her six years of tax experience from a national accounting firm. A graduate of Appalachian State University, she earned her BSBA in Accounting in 2008 and her Master of Science in Accounting in 2009. Licensed as a CPA in North Carolina, she is also a member of both the AICPA and NCACPA, and she specializes in corporate and partnership tax compliance and reporting.
As proud ASU alumni and passionate football fans, Kaitlyn and her husband, along with their two children, enjoy making the annual trip up the mountain in the fall to cheer on the Mountaineers!
Kaitlyn Herman, CPA
Logan Miller
Logan joined the firm in August 2022, bringing over five years of tax return experience to the team. He earned his BA in Accounting from Catawba College in 2018 and his MS in Accounting from UNC Greensboro in 2020. Outside of work, Logan enjoys spending time with family and friends, golfing, playing cornhole, and cheering on his favorite sports teams.
Logan Miller
Zai Lor
Zai Lor graduated from the University of North Carolina at Greensboro with a B.S. in Accounting in 2021. She began her accounting career at a CPA firm in Wisconsin as a payroll specialist before relocating back to North Carolina, where she joined our firm as a staff accountant in the fall of 2021. Zai works closely with business clients, providing services such as payroll processing, 1099s, sales tax compliance, QuickBooks consulting, and general bookkeeping.
Currently engaged, Zai resides in the Salisbury area and enjoys spending time outdoors, particularly hiking and gardening.