Meet the Team
A dedicated staff to help with all your personal and business financial needs.
Certified Public Accountant
Cathy attended Indiana Wesleyan University and achieved a B.S. in Business and Accounting. Since 1984, she has used her CPA career to help individuals and businesses with their accounting needs. She is a member of the National Association of Tax Preparers and in the Indiana CPA Society. Over her career Cathy has been an active participant in the Marion community by not only serving on various boards, but also by coaching youth sports. Cathy currently serves on the Board of Directors of the Hope House and she is a Tri Kappa member.
When Kathy join our team in 2013, she brought with her very valuable business and accounting experience. Her duties included office management, billing, reception and scheduling, and software assistance. Kathy can help you determine your payroll needs and see to it that your payroll experience is effortless.
Andrea has been a member of our team since 2003. In addition to holding a bachelor's degree in business and accounting, she has significant experience. Not only does she have excellent bookkeeping and payroll skills, but she also has a vast understanding of tax return preparation. Her expertise extends to personal property tax returns, as well as tax returns for Ministers, Individuals, Partnerships, S-Corporations,
When Lindal joined The Moritz Group Team in 2017 he brought with him a variety of experiences and knowledge. From being a graphic designer helping with web design, to a computer technical degree to help with troubleshooting and network related issues. His most valuable quality though is his ability to adapt to quickly changing environments. This made his experience he already had gathered in tax preparation and accounting easy to nurture and grow into the accountant he is today.
Phyllis has worked at The Moritz Group since 1999. She does payroll processing and bookkeeping for a variety of our
Tax Preparer/ Bookkeeper
Matt joined The Moritz Group team in 2014. He previously studied at Purdue University, and has many years of accounting experience. His current responsibilities include payroll, bookkeeping, and tax return preparation.
Kathy joined the Moritz Group in 2018. She graduated from University of Cincinnati with a degree in Medical Secretary. She moved to Marion in 1988 , where she and her husband raise their three sons. She has been active in her church, the boys activities and her sorority. She previously worked at the YMCA and Suite Living Senior Living. Kathy enjoys interacting and helping the clients especially during tax season..
Pam discovered her passion for bookkeeping while taking an accounting class in High School. Shortly after graduation she began pursuing an associate’s in Accounting at Ivy Tech. That endeavor was put on hold while she raised her three beautiful girls. In 2017 she returned to school part time and fulfilled her dream of graduating in December of 2020. Pam joined The Moritz Group in September of 2020 and looks forward to providing our clients the best she has to offer in bookkeeping.