Staff
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James Ryan Bergey, Jr. , CPA
J. is the founding partner of Bergey & Company P.A. He earned his B.S. in Accounting from the University of Delaware in 1978. He is a member of the Maryland association of Certified Public Accountants and the American Institute of Certified Public Accountants. He has over 30 years experience and maintains over 40 hours of professional continuing education each year.
J. specializes in trust, guardianship and receivership services. He provides consulting in business, personal, tax, estate planning and real estate development.
J. is a member of the Board of Directors of Calvin B. Taylor Banking Company, The Waterman’s Trust , Atlantic General Hospital Corporation and the Community Foundation of the Eastern Shore. He serves as Chairman of the Audit Committee of Calvin B. Taylor Banking Company, Treasurer and Chairman of the Finance Committee of Atlantic General Hospital Corporation. J. started working on the planning of the Hospital in the late 1980’s. He was a member of the first Board of Directors , the first Hospital Treasurer and Chairman of the Finance Committee. He helped formulate and direct the financing and construction of Atlantic General Hospital.
The newest non-profit venture “ The Waterman’s Trust “ involves saving the Chesapeake Bay and the way of life of it’s Watermen through Oyster Restoration and economic development.
The creation of the Eastern Shore Growth Fund, LLC will help achieve this goal for our area by utilizing federal tax credit programs in facilitating loans to provide economic development . The Fund has been designated a qualifying Community Development Entity by the Department of the Treasury.
J can be
contacted at 410-641-1101 or
J@bergeycpa.com
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Jamy Davy, CPA
Jamy is a
Partner at Bergey & Company, P.A. He earned his B.S. in
accounting from West Virginia.
He
specializes in business and personal tax planning and
preparation, 1031’s, small business planning and consulting.
Jamy can be
contacted at 410-641-1101 or
Jamy@bergeycpa.com
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Amanda Kiesewetter, CPA
Amanda is a
Partner at Bergey & Company, P.A. She is a Certified Public
Accountant who was a top ten scorer in the State of Maryland
on her CPA exam. After receiving her B.A. degree from
Salisbury University and graduating Summa Cumm Laude she
went on to complete the professional accounting studies
program also at Salisbury University.
Amanda is a
member of the Maryland Association of Certified Public
Accountants, American Institute of Certified Public
Accountants and the Maryland Society of Accountants. Amanda
has experience in preparation of federal and state tax
returns for corporations, partnerships and individuals as
well as performing audits. She also specializes in tax
planning, estate taxation, small business and accounting
system consulting and review and compilation services.
Amanda can
be contacted at 410-641-1101 or
Amanda@bergeycpa.com
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Erik Quisgard, CPA
Erik is a Manager at Bergey & Company,
P.A. He earned his B.S. in Accounting from Salisbury
University in Salisbury, MD.
Erik is a member
of the MSA and MACPA. He has served as Treasurer for the
Synepuxent Rod and Gun club and currently serves on the
Berlin Utility Commission.
Erik specializes in corporate tax,
estate tax and estate planning.
Erik can be
contacted at 410-641-1101 or
Erik@bergeycpa.com
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James Ryan Bergey, III., CPA
James Ryan
Bergey, III “Ryan” is a Supervisor at Bergey & Company, P.A.
and a Certified Public Accountant. Ryan was enrolled in the
honors program and earned a B.S. in Accounting and a B.S.
in Finance from University of Maryland at College Park.
Ryan is a
member of the American Institute of Certified Public
Accountants and the Maryland Society of Accountants. He
serves as a council member on the Delmarva Council Boy
Scouts of America.
He
specializes in Financial Forecasts and Projections, Cash
Flow and Budgeting Analysis, Consulting Services, and Tax
Preparation.
Ryan can be
contacted at 410-641-1101 or
Ryan@bergeycpa.com
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Stefanie Franklin
Stefanie is
a Staff accountant at Bergey & Company, P.A. She
earned her Bachelors in Accounting from Salisbury University
in Salisbury, MD and continues her education in pursuit of
taking the CPA exam.
Stefanie is
a member of the Maryland Society of accountants. She is
involved with tax planning and tax preparation for
individuals, corporations and partnerships.
Stefanie can
be contacted at 410-641-1101 or
Stefanie@bergeycpa.com
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Kate Kohley
Kate is a Staff accountant at Bergey and Company P.A. She
earner her Bachelors in Accounting from Methodist University
in Fayetteville, NC. Kate is currently preparing to take the
CPA exam.
Kate can be contacted at 410-641-1101 or
Kate@bergeyCPA.com
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Becky Bratten
Becky is a
Staff accountant at Bergey & Company, P.A. She earned her
Associates degree in Accounting from Wor-Wic Community
College.
Becky is a
member of Maryland Society of Accountants and also a notary
public. Her expertise is tax returns, payroll and
bookkeeping.
Becky can be
contacted at 410-641-1101 or
Becky@bergeycpa.com
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Danna Rothgeb
Danna is a
Staff accountant at Bergey & Company, P.A. She has been
working in the accounting field for over sixteen years
starting as a bookkeeper and more recently as a staff
accountant of over sixty housing projects through Delaware,
Maryland and Virginia.
She is
currently working on her B.S. in Accounting from Colorado
Technical University. Danna specializes in bookkeeping and
personal tax returns as well as having over sixteen years
experience with quick books operation.
Danna can be
contacted at 410-641-1101 or
Danna@bergeycpa.com
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Melissa McKay
Melissa is an Assistant to our Payroll & Bookkeeping
Department at
Bergey & Company, P.A. She has earned an Associates Degree
in Office
Technology at Wor-Wic Community College. Melissa has several
years
experience in Quickbooks, Payroll Processing & General
Bookkeeping. She
is also a Notary Public.
Melissa can be contacted at 410-641-1101 or
Melissa@Bergeycpa.com
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