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Firm Bios

Our Team

James L Smith, CPA - Firm Principal 814-363-1040 ext 13

Jim and his wife Marilyn have lived in Bradford, PA since 1982. He began his career in 1975 with Helms & Co., a CPA firm in Smethport, PA, before accepting a position in the tax department at Forest Oil Corporation in Bradford in 1981. Jim, Dan Stoneking (deceased), and Dave Best (now controller at FLN in Bath, NY), started the firm in 1991. Jim enjoys summer grilling, hunting, fishing, boating, traveling, Civil War history, Buffalo Sabres Hockey, and the outdoors. His professional interests include oil/gas taxation and entity selection and structure. Jim and Marilyn are both originally from the Randolph, NY area and have many friends and family there also.

Certified Public Accountant, PA

Bachelor’s Degree from SUNY, College at Utica/Rome 1977

Wesley C Zapel, CPA - Tax Manager 814-363-1040, ext 12

Wes is a tax manager at SBS with particular interest in all areas of income taxation, tax planning, and business growth and development. He received his Bachelor's degree in Business Administration in 1976 and his CPA certificate in 1980 and has spent his entire career in public accounting serving clients with his fellow team members. Wes enjoys outdoor summer activities, especially fishing, golf, and traveling, but most importantly, he enjoys spending time with his wife, children and grandchildren. We has lived in Olean, NY and Bradford, PA areas throughout his life, currently residing in Rixford, PA with his wife Michele, but is looking forward to a change of scenery when he retires, preferably someplace warmer and much further south!

Certified Public Accountant, PA & NY

Bachelor of Business Administration from St. Bonaventure University, Allegany, NY

Kelley A Roff - QuickBooks Advisor, Tax & Payroll Specialist 814-363-1040, ext 11

Kelley has worked for Smith, Best & Stoneking since Jan 2000 as a bookkeeper and tax preparer. She and her husband Tim have lived in Bradford their entire lives. They have two daughters, Megan & Jamey and three grandchildren, Anna, Saddie, and Levi who are the love of their lives. Kelley loves any activity that involves her immediate or extended family. She loves to travel and eat out. If she's not at work, you can find her with her family or involved at her church.

Olean Business Institute

Christine Weimer - Tax, Bookkeeping, and Payroll Specialist 814-363-1040, ext 14

Christine has been with SBS since January 2006. She has an associates of Specialized Business in Accounting and a Bachelors of Science in Business Management with a specialized interest in Accounting. She enjoys camping and spending time outdoors with family.

Business Associates in Accounting from Erie Business Center, 1999; Bachelor of Science in Business Management, specialized in Accounting, from University of Phoenix, 2006

Marilyn Smith - Administrative Assistant 814-3631040, ext 22

Marilyn has been with SBS as an administrative assistant since February 2001. She attended the Rochester Business Institute where she received a degree in Executive Secretarial Science. Her interests include traveling, boating, watching the variety of birds and wildlife in her backyard, viewing the PA Elk Herd several times during the year, Buffalo Sabres Hockey, playing the piano, and socializing with friends and family. She especially enjoys watching her two godchildren as they grow. She resides in Bradford with her husband, Jim.

Rochester Business Institute

Jan Clark - Payroll & Bookkeeping Specialist 814-363-1040, ext 17

Jan joined the firm in 2012 after 30 years of business ownership and management. She holds a BS degree magna cum laude from Clarion University with undergrad work also at Yale. Graduate work at Penn State Behrend and Shippensburg completed her education. She is a former Jeopardy! Contestant and is fluent in French with varying abilities in four other languages. Jan loves puzzles, reading and traveling with her husband Mike.

Bachelors Degree-Clarion University, post grad work Shippensburg and Penn State Behrend

David J Everts Jr - Firm Associate

David has relocated to the Rochester area and is continuing his career pursuit in the vast accounting industry.

Bachelor of Science from Gannon University, 2013

Louise A Greene - Receptionist 814-363-1040, ext 10

Louise joined SBS in June of 2014 after working 13 years for Verner and Dennie Smith. She lives in Bradford with her husband Jim and their puppy Jake. They recently relocated to Bradford and are enjoying the new house and all the joys of new home ownership! Her interests include spending time with family and friends and especially the grandchildren!

Associates Degree in Management & Accounting from Olean Business Institute