Who We Are
Expertise. Accuracy. Client satisfaction.
Meet our experienced team.
David Lewis
Principal
Education
B.S., Accounting, MAcc, Brigham Young University
Professional Experience
David is actively involved in providing audit, tax and consulting services to a wide variety of real estate, construction, professional services, and manufacturing & distribution clients throughout the western United States. He has also been heavily involved with tax structuring of mergers and acquisitions as well as federal and state tax minimization. David is a member of the American institute of Certified Public Accountants (AICPA) and licensed in Utah, Nevada, and Arizona. He also serves as a board member and audit committee chairman at First Utah Bank, Board chairman at the newly created Utah State Fairpark Authority, as well as the board chairman of Utah Industries for the Blind.
Chesley Erickson
Principal
Education
B.S., Accounting, University of Utah
Professional Experience
Chesley is a founding partner of HEB with vast experience working with businesses and owners to provide tax, audit, accounting, and consulting services to a wide range of clients. He focuses on business and personal financial planning and related services.
Mark Harker
Principal
Education
B.S., Accounting, MAcc, Brigham Young University
Professional Experience
Mark is a CPA with more than 20 years experience in public and private accounting and joined HEB Advisors in October 2015. He is actively involved in providing audit and assurance services to a wide variety of construction, real estate, homeowner associations, and other privately held business clients in Utah and throughout the western United States. Mark is currently a member of the American Institute of CPAs (AICPA). Outside of work, Mark enjoys spending time with his family and can be found skiing, hiking, or training for a triathlon.
Charles Huber
Principal
Education
B.S., Accounting, San Jose State College, CA
Professional Experience
Chuck is a founding partner of HEB with vast experience working with businesses and owners to provide tax compliance and consulting services to a wide range of clients.
Robert Hunter
Principal
Education
More info coming soon…
Professional Experience
More info coming soon…
Dave McEuen
Principal
Education
MAcc, Weber State University
B.A., Accounting, University of Utah
Professional Experience
Dave is an experienced professional providing tax, audit and accounting services to a broad range of businesses and organizations. He works to provide improved tax outcomes for our clients by strategic planning. He also consults with and guides our clients through merger and acquisition process. He has performed tax and audit services in many industries including: Real estate industry, mortgage companies, construction contractors, real estate developers/home builders, auto dealerships, manufacturing and wholesaling companies, professional service firms, and not-for-profit entities.
Lee Rasmussen
Principal
Education
More info coming soon…
Professional Experience
More info coming soon…
Jim Hoch
Tax Manager
Professional Experience
More info coming soon…
Taylor Kerby
Tax Manager
Professional Experience
Taylor is a Tax Manager with 9+ years of experience in public accounting. Her focus is financial compilations, taxation, and consulting services. Taylor received her Bachelor’s Degree from Utah State University in 2015 and a Master’s of Accounting from the University of Utah in 2017. She loves a good challenge and enjoys building client relationships. Outside of work, Taylor enjoys spending time with her family and being outdoors.
Kevin Meade
Tax Manager
Professional Experience
Kevin is a CPA with more than 16 years of experience in public accounting. Kevin joined Platform Accounting Group in August of 2024. He has extensive experience with taxation, accounting, and consulting services for businesses, individuals, trusts, and Exempt organizations. He received his Bachelor’s Degree in 1997 from Hartwick College in Oneonta, NY and his Master’s Degree from the University of Texas at El Paso in 2007. He received his CPA License from the State of Utah in 2012. Kevin enjoys spending time with his family and can often be found skiing, biking, or hiking.
Brandon Thurston
Tax Manager
Professional Experience
Brandon is a CPA who has worked with HEB since 2005. His focus is on business and individual taxes (which includes tax planning) and has experience in the compilation area and with using QuickBooks software. He received his bachelor’s degree from the University of Utah in 2004 and his master’s degree from Westminster College in 2006. He enjoys spending time with his family, golf, and traveling.
John Horn
Audit Manager
Professional Experience
Amber is a Senior Tax and Assurance Advisor with more than seven years experience working at a CPA firm. Prior to becoming employed at a CPA firm, Amber worked as a controller for more than 10 years in the following industries: truss plant manufacturing, general contracting, and mechanical contracting. Amber received a Bachelor’s Degree in Accounting from Weber State University and a Master’s Degree in Accounting from Western Governor’s University.
Amber Dumont
Sr. Tax and Assurance Advisor
Professional Experience
Amber is a Senior Tax and Assurance Advisor with more than seven years experience working at a CPA firm. Prior to becoming employed at a CPA firm, Amber worked as a controller for more than 10 years in the following industries: truss plant manufacturing, general contracting, and mechanical contracting. Amber received a Bachelor’s Degree in Accounting from Weber State University and a Master’s Degree in Accounting from Western Governor’s University.
Doreen Arellano
Sr. Business Advisor
Professional Experience
Doreen has been an accountant for more than 20 years in public and private accounting. She joined HEB in June of 2018 and has been assisting clients in learning how to do some bookkeeping, assisting them with monthly and quarterly accounting. She prepares financial statements and compilations for clients, prepares sales and property tax and can assist with many other needs. Doreen enjoys dancing, going for walks and loves beach vacations.
Luiza Willardson
Sr. Tax Advisor
Professional Experience
Luiza is a CPA with more than nine years of experience in public and private accounting and joined HEB Advisors in September 2021. She has extensive experience in financial compilations, reviews, taxation, and consulting services. Luiza is currently a member of the American Institute of CPAs (AICPA). She received her Bachelor’s Degree from the University of Utah in 2015 and her Master’s Degree from Southern Utah University in 2020. Outside of work, Luiza enjoys spending time with her family and can often be found hiking or watching her son playing tennis.
Melissa Hendricks
Tax Advisor
Professional Experience
Melissa is an Enrolled Agent (E.A.) with a passion for tax prep, planning, and being an advocate for clients in front of the IRS. She received her Bachelor’s in Accounting from the Jon M. Huntsman School of Business at Utah State University and is currently pursuing a Master’s degree in Taxation from Weber State University. Melissa lives by the motto of work hard, and play harder. In the off season she enjoys traveling to exotic places and days on the lake with her family and friends.
Harrison Jardine
Tax Advisor
Professional Experience
Harrison is an accounting professional who earned his Bachelor’s degree in accounting from Weber State University and is currently pursuing a Master’s degree at the same institution. He joined HEB Advisors in July 2023, bringing with him 1 year of experience in private accounting and 2 years in public accounting. Harrison has expertise in compilations, taxation, general accounting, and tax planning strategies. Outside of work, he enjoys spending time outdoors, engaging in woodworking projects, and restoring classic cars.
Emily Rasmussen
Tax Advisor
Professional Experience
Emily is a part of the HEB team seasonally, as an individual tax return preparer. She has been preparing taxes for over a decade and has been with HEB for 6 years. She is always trying to stay up on the latest tax law, attending IRS seminars in person or online. Her ability to connect with her clients and make them feel prioritized, valued and understood is hard to beat. In her time out of the office, she is working as a hairstylist, making her clients feel beautiful, or she is hiking to the top of a mountain peak.
Nancy Lord
Audit Associate
Professional Experience
BS, Accounting – BYU School of Accountancy (cum laude) – 1982; Deloitte – Staff Accountant, Tax Dept. – 1982-1984, Peterson, Salmond & Finlinson – 1984-1986 – Staff Accountant (part time); Accountemps – occasional various temporary accounting short-term jobs – 1988-2013; Adjunct English professor – BYU China Teachers Program – Nanjing, China – 10 months – 2018-’19 school year – Acountemps jobs – Aug 2019 – Nov 2021; Staff Auditor – Huber, Erickson & Bowman CPAs – Nov 2021 – Aug 2024; Married to Alan W. Lord for over 40 years; Mother of 5 adult children; Grandmother of 11 grandchildren
Kim Buchanan
Payroll Specialist
Professional Experience
Kim has been working with HEB as an Administrative Assistant and Payroll Specialist for the past three years. Kim is a Notary Public and has more than 15 years’ experience working in an office environment. Outside of work, Kim enjoys spending time with her family and can be found singing with multiple choral groups.
Jeff Jorgensen
Payroll Specialist
Professional Experience
Jeff is a year-long payroll accountant with the HEB team.
Keena Ludwig
Payroll Assistant
Professional Experience
More info coming soon…
Denise Bagley
Administrative Assistant
Professional Experience
Denise is an Administrative Assistant at HEB Advisors with an extensive professional background in client relations, staff support and office management. She graduated from Ricks College and attended Brigham Young University-Hawaii and California State University San Bernardino to further her education. Outside work, she is an avid gardener and enjoys outdoor activities.
Meghan Bedell
Administrative Assistant
Professional Experience
Meghan graduated with a BSc in Geospatial Intelligence from Brigham Young University in 2020. Following an internship in that field, her career took a sudden turn into the world of finance and she began work at a payroll & tax preparation company, where she spent the next 2 years. In 2023, she was hired by HEB Advisors, where she has been ever since, assisting with personal & business tax returns and administrative work. She is excited to soon start taking courses toward a Master’s in Accounting at the University of Utah. Outside of work, she enjoys playing tennis, baking, traveling, and learning languages.
Ayesha Croshaw
Administrative Assistant
Professional Experience
Ayesha is an Administrative Assistant for the company. Ayesha worked for HEB from 2006 – 2015 and rejoined the team in 2021. She received her Bachelor’s Degree from the University of Utah. Outside of work, Ayesha enjoys spending time with her husband and 4 sons. She loves to read, cook, travel, and watch her boys play baseball.
