Meet Our Team
A.L. Smith, CPA, PFS, AIF
Born and raised on the south side of Indianapolis, I attended Indiana State University after graduating from Perry Meridian High School. I worked under my father's tutelage for 7 years until his retirement in 1990. Now, in my 37th year of practice, my experience has afforded me the opportunity to help many businesses and individuals attain their goals.
I am a practicing CPA as well as a financial advisor/planner. To know more about our financial services process, please log on to Smith and Stuczynski Wealth Advisors, LLC, at www.smithandstuwealthadvisors.com.
I have learned many things over my years of practice; chief among them is client's want - and appreciate - education and communication. To that end, our practice is changing as technology makes it easier to provide both. Please see "about us" as it relates to the firm to hear more.
My wife, Terri, and I have been married 35 years and have three daughters and one granddaughter. I very much enjoy spending time with my family, and when time allows, and I love to read, play golf, and travel.
Brett Sauer, CPA
Brett joined our firm in January, 2008. He holds a B.S. in Accounting and Finance from Indiana University Kelley School of Business (2007.) He is a member of the Indiana CPA Society and a graduate of Perry Meridian High School (2003).
Brett has a passion to serve clients and to further their knowledge of technology/systems and the ever-changing laws tax laws. Brett specializes in business and income tax preparation and monthly and quarterly write-ups/engagements/compilations.
Brett lives in Greenwood with his wife, Katie, and children Vivienne and Conrad. He also enjoys spending any free moment with family and friends. Also enjoys board games, outdoor activities, and traveling.
Dale attended Southwestern Michigan College where he earned an Associates in Accounting degree, followed by a Bachelor's in Accounting earned from Ball State University.
Dale has been with our firm since 2018. He has over 25 years of experience in public and private accounting. That experience includes corporate finance, fixed asset analysis, inventory analysis, and warehouse distribution as it relates to private industry. With regard to public accounting, he has specialized in providing tax services (planning and preparation), and accounting services (preparation, compilation, and review) engagements.
In his free time he enjoys spending time with his family, especially in northern Michigan, attending Colts games, and music concerts.
Lori has worked for the company since 1991. She is a graduate of Center Grove High School and a life long resident of the Greenwood area. Her long tenure with the firm means that every client knows her by name and enjoys talking with her by phone or in person.
Lori's role, as is the case with all the firm, is constantly evolving. She serves dual roles: that as the firm administrator, and as support staff for all of the accountants. This means that she does the same things for our firm as she does in her support role for our clients' businesses. As is also true with the rest of the firm, technology is making it easier for her to serve these dual roles efficiently.
Lori is married (Jim), and has 4 children, 2 step children, and 10 grandchildren. She also enjoys cooking, traveling, and spending time with family and friends.
Becca is from Colorado where she attended Smoky Hill High School. She attended nursing classes at IUPUI, but finished her accounting degree through the University of Phoenix.
Becca joined the firm in 2018. Prior to joining the company she worked in private accounting within organizations in healthcare, international aerospace, and sporting arenas.
She is a project manager and serves as support staff for the accountants as well. As such, her role involves helping with all accounting functions (monthly, quarterly, annually) for our clients as well as tax preparation for both business and individuals.
Becca enjoys spending time with her family and friends, attending sporting events, and learning new crafts.
Bio coming soon.