Our Accounting Staff
Lori A. Hodge, CPA
A 1988 magna cum laude graduate of Indiana University of Pennsylvania with a Bachelor of Science in Accounting and a minor concentration in Management Information Systems, Lori started her career with Touche Ross (currently Deloitte) in their audit division and Mellon Bank in their SEC Reporting division. In 1999, Lori founded Lori A. Hodge, CPA. Lori specializes in individual and small business tax planning and preparation, business start-ups, and complex tax matters. She is a member of the AICPA and the PICPA. Lori also is an Investment Advisor Representative with Harper & Hodge and Comprehensive Capital Management, Inc. She is series 7, 63 and 65 registered through APW Capital, Inc. specializing in estate and retirement planning. Additionally, Lori is licensed in Life and Health Insurance.
Daniel R. Hodge, CPA
A 1988 graduate of Mount Union College with a Bachelor of Science in Accounting and a minor concentration in Information Technology, Dan started his career with Ernst & Whinney (currently Ernst & Young). He continued with regional firms for S.R. Snodgrass and Sisterson & Co., LLP as an audit senior manager. Additionally, he has been a finance executive with PNC Advisors and a regional investment firm. Dan specializes in auditing and accounting, small business planning and consulting, and business start-ups. Dan is also an Investment Advisor Representative with Harper & Hodge and Comprehensive Capital Management, Inc. He is series 7 and 66 registered through APW Capital, Inc. Dan specializes in estate planning, small business 401(k) plans, retirement planning and financial analysis. Additionally, Dan is licensed in Life and Health Insurance.
A 1995 magna cum laude graduate of Grove City College with a Bachelor of Science in Accounting, Christa started her career with the regional firm of Sisterson & Co., LLP. Christa specializes in tax review and preparation for individuals, non-profit accounting, and is proficient in QuickBooks. She currently also works as the Director of Finance for the Pittsburgh Kids Foundation.
STEPHEN UNDERKOFLER, EA
A 2004 magna cum laude graduate of Cedarville University with a Bachelor of Arts in Public Administration, Steve started his career specializing in non-profit management as well as coaching business startups in Central Asia. In 2013, Steve joined another CPA tax office, quickly becoming an Enrolled Agent. He now specializes in tax preparation for small businesses, complex individuals, estates, and ministers. Steve is also a Certified QuickBooks ProAdvisor.
Lisa Doyle graduated from the University of Massachusetts. She worked for 10 years as an analyst for mass merchants, then decided to pursue a degree in education. After 20 years in the education field, Lisa now returns back to the business and finance world as a member of the client service team in the Mars office.
Lisa joins our firm as a member of the client service team, providing administrative service to our tax, accounting and investment clients. Lisa is continuing her business career and will contribute with her experience from the banking field and previous office administration responsibilities.