CAUDELL &
ASSOCIATES, PC STAFF

GREG CAUDELL

CPA

As the president and founder of Caudell & Associates, PC, Greg’s accounting and business advisory experience spans over 30 years. Since 2005, Greg has focused on working with owner-operated businesses. In his role, Greg works closely with the firm’s clients to deliver financial and operational insights while also managing and developing the team. Greg previously served as the CFO and Head of US Operations for WestLB Asset Management. Greg graduated from Southwestern University with a Bachelor of Science in Economics and the University of Texas with a Master of Business Administration in Finance and Accounting. He is a licensed Certified Public Accountant in the State of Texas.

He tells us that his accounting superpower is that he can cite the tax rules that impact your business and help you figure out the best plan moving forward. Now we’re not saying he’s Superman...but we’re also not not saying that. Give us a call and you be the judge!

MIKE DISPENZA

CPA

A CPA with a background in accounting, banking and compliance Mike has worked for Caudell & Associates since 2016. In his role, Mike delivers a range of accounting, tax and advisory services to private owned businesses. He previously held a number of positions at Wells Fargo Financial and JP Morgan Chase Bank. Mike graduated from Louisiana State University with a Bachelor of Arts in Economics. He is a licensed Certified Public Accountant in the State of Texas.

You may not know this, but Mike’s journey to becoming a CPA was no cake walk! He was able to juggle going back to school and working full time, all while being a new parent. Talk about a multi-tasking, number-crunching guru!