Staff Profiles

About:

Rick received his Bachelor of Arts degree in Accounting from Goshen College, Indiana in August 1994. He is a Licensed Certified Public Accountant in the State of Indiana since October 1997. Rick worked in Public Practice for seven years providing services such as Corporate Tax, Individual Tax, Auditing, Accounting, Business consulting and Software consulting. He is the Managing Partner for Loucks & Schwartz and has served as Manager since October 2001. Rick is a member of the Indiana CPA Society, Affordable Housing Association of Certified Public Accountants, several State Chapters of NAHRO, and a Housing Authority Association.

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About:

Cheryl has extensive knowledge and experience in the area of customer service and banking industry since 1981. Prior to joining our firm in 2015 she held positions as Customer Service Representative and Teller Banking Supervisor with a local bank in northern Indiana. Cheryl performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

About:

Christy received her Associates of Applied Science in Administrative Office/Legal Office from Davenport University in 1995. Prior to joining our firm in 2010 she served as an Office Assistant at DaLin Remodeling for fifteen years. Christy performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

About:

Connie received her Associate of Arts degree in Business Management from Bethel College, Indiana in May 1984. After graduating Connie held positions as a Bank Teller, Accounts Receivable/Office Manager and Church Secretary in the northern Indiana area. She has served as a Bookkeeper for Loucks & Schwartz since April 2007. Connie performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

About:

Corinne has extensive knowledge and experience in the area of bookkeeping since 1984. Prior to joining our firm in 2010 she served in private industry for twenty-six years providing secretarial and bookkeeping services to professional and construction entities. Corinne performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

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Donna received her Masters of Science in Elementary Education from Indiana University South Bend in 1995. Prior to joining our firm in 2014 she held positions as Elementary School Teacher and Librarian for Wa-Nee Community Schools located in northern Indiana and also has experience with Direct Sales and Training. Donna performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

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About:

Emily received her Associates degree in Accounting from Northwestern College, Ohio in March 1999. After college, Emily worked as a Staff Accountant for a Payroll Processing Company in Elkhart, Indiana. She has served as Bookkeeper for Loucks & Schwartz since October 2001. Emily performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

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Jeanine received her Masters of Business Administration from Indiana University South Bend in 2002. Prior to joining our firm in 2013 she held positions as Inside Sales, Software Trainer, Help Desk, and Retail Customer Service Representative. Jeanine performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

About:

Jen has attended and took Accounting Classes at Bethel College, Indiana in 1995-1996. Prior to joining our firm in 2018 she has held positions as Bookkeeper, Receptionist, and Bank Teller/Member Services in northern Indiana for eleven years. Jen performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

About:

Jennifer received her Bachelor of Science degree in Nursing from Goshen College, Indiana in August 1996. Prior to joining our firm in 2014 she held positions as a Registered Nurse in Hospice Care and Pediatrics with a local hospital in northern Indiana. Jennifer performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

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Karli received her Bachelor of Arts degree in Accounting from Goshen College, Indiana in 2014. Prior to joining our firm in 2017 she has held positions as Bookkeeper, Accountant, and Tax Preparer in the northern Indiana area for three years. Karli performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

About:

Laura received her Associate of Applied Science degree in Accounting Management from Michiana College of South Bend, Indiana in 1998. Before coming to Loucks & Schwartz, Laura was employed as a Staff Accountant for a Payroll Processing Company in Elkhart, Indiana. She has served as a Bookkeeper for Loucks & Schwartz since June 2002. Laura performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation. Laura also performs administrative assistant duties including multi-line phone operation and other assistance as requested by Managing Partner.

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Patricia took General Studies at the University of Evansville, Indiana in 1997. Before coming to Loucks & Schwartz, Patricia served as an Office Manager for a Property Owner and Management Company in Phoenix, Arizona and then held a position as an Assistant Community Manager for an Apartment Complex in Scottsdale, Arizona. She has served as a Bookkeeper for Loucks & Schwartz since March 2005. Patricia performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

About:

Pete attended Bethel College, Indiana receiving his Bachelor of Arts degree in Business Education with a minor in Economics in 1999 and a Masters of Business Administration degree in 2005. Pete has extensive business background that includes working as a business analyst at Dun & Bradstreet and also served as vice president for a privately-held health care manufacturing company. Since 1997 he has served as business/computer science faculty at both the secondary and post-secondary levels. Pete performs general ledger accounting for HUD housing authorities and custom report management for financial statements.

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Sheri received her Bachelor of Science degree in Mathematics from Ball State University, Indiana in 1990. Prior to joining our firm in 2018 she has held positions as Part Sales Coordinator, Librarian, Pharmacy Technician, and as a Mathematics Teacher in Secondary Education for eleven years. Sheri also served oversees in Saint-Denis, France as a French Literacy Teacher and Ministry Leader for Immigrant Women for thirteen years. Sheri performs general ledger accounting for HUD housing authorities as well as payroll tax preparation, budget preparation, operating fund applications, year-end GAAP adjustments, financial data schedule, and electronic submission preparation.

About:

Staci has received her Associates Degree in Office Administration from International Business College of Ft. Wayne, Indiana in 1995. Prior to joining our firm in 2009 she held positions as a Receptionist and Human Resource Clerk, and an Administrative Assistant of Construction and Customer Service in the northern Indiana area for thirteen years. Staci performs administrative assistant duties including multi-line phone operation, general ledger data entry, electronic submission entry, contract preparation, file system organization, and other daily activities.