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 25 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. Prior to starting Caudell & Associates, Greg served as the CFO and Head of US Operations for WestLB Asset Management. A licensed Certified Public Accountant in the State of Texas, Greg holds a Bachelor of Science in Economics from Southwestern University as well as a Master of Business Administration in Finance and Accounting from the University of Texas.

MIKE DISPENZA

CPA

A CPA with a background in accounting, banking and compliance Mike has worked for Caudell & Associates since October 2016. In his role, Mike delivers a range of financial accounting, tax and advisory services to Caudell’s private healthcare practice clients, including financial statement preparation; tax planning, preparation and compliance; and management consulting, analysis and internal controls development. 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.

SHAVONNE HARDY

Staff Accountant

Shavonne joined our firm in 2020 as an Accountant. She works with our business clients each month to prepare financial statements. In this role, she evaluates client activity to ensure consistency from month to month and records activity in the client's accounting system. Shavonne is working to become our expert on payroll and payroll systems to support each client’s payroll activities and decisions. Shavonne joined our firm after gaining valuable experience in the banking industry. Shavonne supported account reconciliations, payroll processing and analysis, financial statement (P&L) preparation, and tax prep. Educationally, Shavonne graduated from Northwestern State University of Louisiana with dual degrees (Business Administration - Finance and Bachelor of Science in Accounting).

RYAN EMERSON

Staff Tax Accountant

Ryan joined our team in 2020 as an Accountant. He is focused on the firm’s tax processes for clients, including connecting with clients when we prepare returns. He plays a critical role in our firm’s tax processes as he pursues his CPA. Ryan joined our firm after graduating from Sam Houston State University with a BBA in Accounting. He displayed an entrepreneurial spirit paying his way through college as a full-time bartender. He began his pursuit of an accounting degree at the suggestion of professors who recognized his ability and believed that accounting would suit him well. Ryan then made the Dean’s list of academic excellence over multiple semesters. He then began pursuing his CPA license that kick started his career in public accounting. Ryan also plans to pursue an MBA in finance.