Our dedicated and knowledgeable staff can help you discover valuable tax savings opportunities, evaluate the tax implications of your financial choices and avoid costly mistakes.

Owner

Emily A. Fisher, CPA

Principal | Business Advisor

Licensed #37550

Emily Fisher is a Certified Public Accountant in the state of North Carolina. She received her Master’s of Accountancy from the University of North Carolina at Charlotte, and has studied both Accounting and Finance and International Business at UNCC and the University of North Carolina Wilmington, respectively. Emily previously worked as an Equity Analyst at Interstate/Johnson & Lane, a regional investment firm, and owned and operated a wine bar/art gallery. Her background uniquely positions her to understand high-level investment strategies as well as the real-world problems that business owners face. When she’s not in the office educating and helping clients, you can find this Charlotte native spending time with her daughter and their bird dog, Luna. She currently serves on the Board of Advisors for the Myers Park HOA and her favorite pastimes include fishing, riding bikes, yoga, and traveling.

Emily A. Fisher, CPA

Principal | Business Advisor

Licensed #37550

Directors

Becky H. Hoggard

Director of Operations

Becky Hoggard graduated from The University of Georgia with degrees in Journalism and Education. She joined the firm in the fall of 2017 as the Client Service Coordinator, served as the Operations Manager, and now Director of Operations where she works closely with our internal teams to oversee firm procedures as well as client relationship management. Becky also oversees marketing efforts for the firm, develops relationships with business vendors throughout the community, and administers HR functions for the team. Outside of the office, Becky enjoys spending time with her family and friends, reading, and cheering on her Dawgs.

Becky H. Hoggard

Director of Operations

Management

David “Trey” A. Dennis, CPA

Tax Manager | Business Advisor

Licensed #44647

Trey Dennis is a Certified Public Accountant in the state of North Carolina, serving as the firm’s Tax Manager and Business Advisor. He received his Master’s of Business Administration with an Accounting emphasis from Charleston Southern University and his Bachelor’s of Science in Business Administration from Newberry College. He was also a member of the Newberry College golf team. Trey has worked in the public accounting industry as both a Tax Manager for Deloitte Tax LLP and a Staff Accountant for Jarrard, Nowell & Russell LLC. His experience includes tax compliance and advisory services for individuals and business entities of all types, specializing in pass-through structures. Outside of the office, you can find Trey spending time with his wife and son, enjoying trips to Disney, and playing golf.

David “Trey” A. Dennis, CPA

Tax Manager | Business Advisor

Licensed #44647

Nicole K. Stokes

Operations Manager

Nicole Stokes, a Charlotte native, is a graduate from the University of North Carolina Wilmington with degrees in International Studies and History. Her previous experience in both office and customer service environments led her to the role of Senior Client Service Coordinator and now Operations Manager for the firm. In this position, she works with the team to ensure customer satisfaction as well as efficient operation of the office. In her free time, Nicole enjoys walking her dog, Slate, reading, and spending time with her friends and family.

Nicole K. Stokes

Operations Manager

Stephen A. Marek, CPA

Accounting Manager

Steve Marek is a Certified Public Accountant in the state of North Carolina, serving as the firm’s Outsource Accounting Manager and Business Advisor. He received his Master’s of Business Administration from the University of Iowa and his Master’s of Accounting from the University of North Carolina at Charlotte. Steve has worked in the public accounting industry as both an Assurance associate and senior associate at CLA. He has also served as the Manager of Revenue and Reporting for Compass Group. His experience includes financial and ERISA audits for private industry, contractual analysis, and revenue recognition. Outside of the office, you can find Steve riding his off-road motorcycle in the mountains, walking his dog Emma, and playing golf.

Stephen A. Marek, CPA

Accounting Manager

Tax Team

Madelyn A. Church, CPA

Senior Tax | Business Advisor

Licensed #43227

Madelyn Church, a Certified Public Accountant in the state of North Carolina, serves the firm as a Senior Tax and Business Advisor. She graduated from Appalachian State University with a Bachelor of Science in Accounting as well as a Master’s of Accountancy with a concentration in Taxation. With years of professional experience, she supports both our individual and business clients with their tax compliance needs. Outside of work, she enjoys hiking, traveling, and hanging out with her dog, Moose.

Madelyn A. Church, CPA

Senior Tax | Business Advisor

Licensed #43227

Juan A. Pagán Gonzalez, CPA

Senior Tax | Business Advisor

Licensed #46362

Juan A. Pagán-Gonzalez is a Certified Public Accountant in the state of North Carolina. As Senior Tax Accountant in the firm, Juan focuses on compliance and tax preparation. Through his time at the firm, he has specialized in trust, estate, and non-profit tax compliance. Juan is a graduate of Wingate University with a Bachelor’s in Accounting and Master’s of Accounting. During his college career, he played linebacker for the Wingate Bulldogs, recording 36 career victories – the most wins for any senior class in Wingate history. Outside of work, he enjoys spending time with his family, traveling, playing sports, and playing the drums.

Juan A. Pagán Gonzalez, CPA

Senior Tax | Business Advisor

Licensed #46362

Shelby L. Tracy, CPA

Senior Tax Accountant

License #47001

Shelby L. Tracy, a Certified Public Accountant in the state of North Carolina holds the tile of Senior Tax Accountant for the firm. Originally from Ohio, she graduated from Belmont Abbey College with a Bachelor of Arts in Accounting and graduated from Clemson University with her Masters of Accountancy with a concentration in Taxation. Shelby is excited to join the team and is looking forward to supporting our clients in tax preparation and planning. Outside of the office, Shelby enjoys staying active, traveling, reading, baking, and spending time with her two dogs, Jax and Luna.

Shelby L. Tracy, CPA

Senior Tax Accountant

License #47001

John B. “JB” Atkins

Tax Accountant

John B. “JB” Atkins, IV, originally from Shreveport, Louisiana earned his Bachelor’s and Master’s degree in Accountancy from Louisiana Tech University. JB is excited to join the team and is looking forward to supporting our clients with their tax planning and preparation needs. In his free time JB enjoys spending time with his fiancé Grace, running, and exploring his new home city of Charlotte.

John B. “JB” Atkins

Tax Accountant

Quinton E. Huggins

Tax Associate

Quinton Huggins, originally from Maryland, graduated from Wilmington College in OH with a degree in Business Administration and Accounting. Quinton joined the Fisher, P.A. team as Tax Associate, where he works with our clients, supporting individuals and businesses with their compliance and tax planning goals. Outside of the office, Quinton enjoys playing football, spending time with friends and family, and traveling.

Quinton E. Huggins

Tax Associate

Accounting Team

Karla A. Podolski

Senior Accountant

Karla A Podolski graduated from the University of North Carolina at Charlotte in 2015 with a bachelors degree in Accounting and Finance. Karla's background includes public accounting, with experience in tax preparation, day to day accounting procedures, financial reporting, and financial analysis for individuals and closely held businesses. Outside of work, Karla enjoys running, trying new coffee shops around Charlotte, spending time with her family and her two cats, Tommy and Oliver.

Karla A. Podolski

Senior Accountant

Frances S. Means

Staff Accountant

Frances “Frankie” Means is an accounting and finance professional with a background in financial reporting, payroll, and operational process improvement. A proud United States Navy veteran, Frankie brings discipline, adaptability, and a strong work ethic to her professional career. After her military service, she earned her bachelor’s degree in Accounting with a minor in Management and later completed her MBA in Business Analytics from UNC Charlotte. She combines her academic foundation with hands-on experience supporting day-to-day accounting operations, payroll, and financial analysis. Her work focuses on strengthening internal controls, increasing financial visibility, and helping organizations operate more effectively through data-driven insights. She is passionate about continuous improvement and takes pride in finding practical solutions that create meaningful impact. Outside of her professional work, Frankie enjoys working out, serving her community, and most importantly, being a dedicated mother to her children.

Frances S. Means

Staff Accountant

Joseph B. Flanagan

Staff Accountant

Joseph Flanagan, a dedicated staff accountant, boasts a Bachelor's in Accountancy from the University of North Carolina Asheville and an Associate's in Game Development and Simulations from Central Piedmont Community College. A lifelong Charlotte, NC resident, his unwavering passion for continuous learning and exploration of new hobbies ensures a perpetual evolution of his unique blend of skills and interests that define him.

Joseph B. Flanagan

Staff Accountant

Brian L. Sommermann

Senior Accountant

Brian Sommermann, originally from New Jersey, graduated from Rutgers University - New Brunswick with a Bachelor of Science in Supply Chain Management and Market Science. Brian joined Fisher, P.A in 2021, and works with clients in construction, entertainment, fitness, manufacturing, real estate, restaurant operations, and retail. When he's not working, Brian loves to spend time with his wife, son and daughter, dogs, and friends.

Brian L. Sommermann

Senior Accountant

Nicholas A. Lavid

Senior Accountant

Nicholas Lavid joined Fisher, P.A. as a Senior Accountant with a focus on delivering high-level accounting solutions and financial analysis. He graduated from UNC Charlotte with a Bachelor’s in Accounting and is currently pursuing his CPA license. Nick’s unique background includes experience in both the corporate and public accounting worlds, as well as the competitive sports industry as an official and professional video game coach. When he’s not in the office, you can find Nick on the football field officiating games, attending Charlotte sporting events, or hanging out with his wife Amanda and their two cats, Enzo and Binksy.

Nicholas A. Lavid

Senior Accountant

Operations Team

Michelle M. Taylor

Senior Administrator, Firm Services

Originally from Cincinnati OH, Michelle originally moved to NC to attend Elon University. With a Degree in Communications she worked in client services and production in the DC area before returning to North Carolina with her family in 2017. Outside of the office Michelle spends time volunteering with her kid's schools, and loves to spend time with her husband, family and traveling.

Michelle M. Taylor

Senior Administrator, Firm Services

Michelle D. Montoya-Pedroza

Firm Administrator

Originally from the mountains of NC, Michelle D. Montoya-Pedroza graduated from UNC Charlotte with a Bachelor’s degree in Communications and a Minor in Women and Gender Studies. Outside of work, she enjoys exercising, spending time with her family, and her corgi.

Michelle D. Montoya-Pedroza

Firm Administrator

Sophia L. Rapmund

Accounting Assistant

Originally from Southern California, Sophia graduated from Clemson University with a Bachelors degree in Business Management. In her free time she enjoys exploring the city with friends, spending time with family and traveling.

Sophia L. Rapmund

Accounting Assistant

Hillary L. Lattanzio

Accounting Assistant

Hillary L. Lattanzio is a Charlotte native and a graduate of Meredith College, where she earned a degree in Psychology and a Minor in Business. After living in Sonoma, California, where she worked for a custom crush winery and served as its bookkeeper and office manager for 15 years, Hillary and her family have since returned to Weddington, NC, where they continue to raise their children. Her hands-on experience running a small business and managing the daily accounting, sparked a passion for helping other small business owners and gives her a unique understanding of their needs and challenges. In her free time, Hillary enjoys walking her dogs, Mabel and Marley, and spending time outdoors with her family.

Hillary L. Lattanzio

Accounting Assistant