Our Instructors

James S. Hockenberry, EA
Jim has over 20 years experience in income tax and financial planning. He is an Enrolled Agent and holds a Bachelor’s Degree in Business Administration from The University of Wisconsin – Eau Claire. He has worked as a tax researcher / technical writer and has served as an instructor for several tax and financial organizations. Jim has a series 6, 63, 7, 24, and 65 investment license, and has written several texts regarding income tax, estate tax and financial planning matters.

Thomas G. Zoeller, MST, CFP, EA
Tom is an Enrolled Agent, Certified Financial Planner (CFP®) and holds both a Bachelor’s Degree in Business Administration as well as a Master’s Degree in Taxation. Tom has over 27 years experience in income tax, business consulting and financial planning. Tom is also a past adjunct faculty member for The College for Financial Planning where he instructed both the Income Tax Planning and Estate Planning sections. Tom has served on several boards for The Certified Financial Planner writing exam questions that have appeared on the comprehensive final exam and served on the CFP® ethics board.

Jaye E. Tritz, EA, CFP®, ChFC®
Jaye holds a B.A. degree from Northwestern University, and is currently a multi-unit franchise owner with H&R Block in the southeast Wisconsin area. She has been preparing taxes since 1992, having earned her Enrolled Agent (EA) designation in 1997. Jaye is also a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®) and is registered with the NASD, holding Series 6, 7, and 63 securities licenses and a Wisconsin insurance license. Jaye's practice provides tax preparation, representation, and financial planning for approximately 3,500 clients.

Mark Danielski, CPA
Mark has over twenty five years of accounting experience, including running his own firm for the past sixteen years. Mark's firm works primarily with small businesses and individual clients. He holds degrees in accounting and theatre from the University of Wisconsin - Whitewater. He has worked in industry for a couple of years, but his focus has been mainly in public accounting.

John B. Geigel, JD, CPA
John has over 24 years experience in accounting and law. He earned his Juris Doctor degree Magna cum Laude from Marquette University and received the American Juris Prudence Award in Estate Planning. John also conducts seminars and is a past adjunct faculty member of The College for Financial Planning.                                         

Barbara Ambrosia Knutson
Barbara is currently a senior associate with Cost Segregation Services, Inc., (CSSI) the nation’s premier provider of engineered cost segregation studies. In addition to helping commercial property owners achieve the maximum benefit from cost segregation, she has been active in educating Tax Professionals across the upper mid-west understand the application and cash flow opportunities this IRS accepted method provides to the clients of tax professionals.

Audrey McGhee
Audrey is a leading expert in educating the business community in Arizona business taxes. Audrey is a business tax consultant, and has worked with the Arizona DOR for 26 years and held management positions in Income Tax Audit, Sales Tax Audit and was Administrator for the License and Registration section. While at the DOR she won numerous awards and was recognized by Governor Janet Napolitano’s cabinet for her outstanding work in the area of taxpayer education for the State of Arizona. Audrey is currently owner and principal of Arizona Tax Education and Services.

Anthony N. Nazarowski, EA
Anthony has been involved in tax preparation and instruction for 30 years. He is an Enrolled Agent and has an Associate Degree from the Chicago City Colleges. Anthony was Director of Premium Tax Services, north side of the City of Chicago, with H&R Block and for over 20 years. Anthony is currently with James Hamlin & Co., P.C. in Illinois where he prepares individual tax returns. For the last 13 years, he has been the resident tax professional for the Chicago television station WGN, during the morning news, and has also appeared as an income tax advisor on WMAQ television and WBBM radio in Chicago.

Daniel Robinson
Daniel is currently the controller and cost segregation tax specialist with Cost Segregation Services, Inc., (CSSI). Daniel worked as a construction manager steel erection company as well as a tax preparer for a public accounting firm before joining CSSI. Along with his construction and tax background, Daniel also holds a B.A. in General Business and a B.S. in accounting. Daniel specializes in helping clients and professional tax preparers properly utilize cost segregation.