Calvetti Ferguson

Firm Leadership

Entrepreneurial by nature, Calvetti Ferguson’s leadership is comprised of professionals who have been company Controllers, Vice Presidents of Finances and Tax Directors. Our leadership team is energized by value creation and not content to merely maintain the status quo for clients.

Their experience gained in leading companies enables our firm to provide you with added value advisory services from a business perspective. With an intimate understanding of your world, we provide guidance on the best way for you to take your business forward. That is why, as opposed to Big Four organizations, our firm’s leaders take a hands-on approach and dedicate client face time on a quarterly basis. Moreover, with senior leaders taking responsibility for all the firm’s work, clients are assured that projects are never just delegated to a junior team.

“Our team is energized by value creation and not content to merely maintain the status quo for clients.”

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Jason Ferguson

Jason is the Managing Partner at Calvetti Ferguson. He founded the firm based on his prior experience with national CPA firms in Houston and experience at various levels in industry. Jason was the former US Controller for the data management division of Petroleum Geo Services. He has also held the position of Financial Controller for a division of Halliburton. Prior to Calvetti Ferguson, he was the Corporate Controller for Grant Geophysical. He specializes in private and public company audits, along with consulting expertise surrounding internal audit and Sarbanes-Oxley requirements. Jason is a graduate of Texas A&M University.

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Jim Calvetti

Jim is the firm’s Energy Practice Leader. Jim applies his Energy Industry experience to developing practical business solutions for clients. Prior to founding the firm, Jim served in various officer positions for a multi-national, publicly-traded, oil field service/geophysical technology company. This included serving as Corporate Vice President responsible for merger, acquisition and divestiture activities, and acting as the Vice President of Finance for a high technology division. Jim graduated from Texas A&M University.

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Lori Morales

Lori has over 15 years of public accounting experience, specializing in the areas of corporate and partnership tax, with an emphasis in international taxes. She has significant experience with clients in the energy, healthcare, manufacturing, and construction industries. Prior to joining Calvetti Ferguson, Lori worked with a renewable energy start-up company, assisting them with all aspects of accounting, finance and business development. She holds a Bachelor of Science in Accounting from the University of Missouri – St. Louis. She is a member of the Women’s Energy Network and the Women’s Finance Exchange.

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Erick Wegmann

Erick has been serving clients in the middle market for nearly 20 years and is part of our energy practice. He works with clients in a broad range of businesses that revolve around energy, specializing in upstream and oilfield service clients with domestic and international operations. He has extensive experience related to complex accounting transactions such as purchase accounting, stock based compensation and the issuance of debt and equity financings. Erick also has significant experience with SEC registrants and reporting under IFRS. Erick holds a Bachelor’s Degree in Accounting from the University of Texas at San Antonio.

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Mario Garcia

Mario has over 15 years of experience with Big Four public accounting firms serving middle-market companies and their owners. He has worked with a broad base of domestic and international businesses primarily in the oil and gas, energy field services, manufacturing, retail, food sales and distribution. Additionally, Mario worked as an international tax manager at a Houston-based multinational energy company assisting the Vice President of tax with planning, ASC 740, and tax department functions for assets held across the globe. Mario earned a Bachelor in Business Administration and a Masters in Taxation from the McCombs School of Business at the University of Texas at Austin.

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Bryan Valencia

Bryan is the firm’s Tax Practice Leader. He has over 25 years of experience in public accounting. He specializes in federal taxation and works regularly with international and state tax issues. He has extensive experience in IRS examinations and works with clients in industries such as manufacturing, oilfield services, distribution companies, oil & gas, engineering services, software and healthcare. Bryan holds a Masters of Professional Accountancy and a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln. He is also a member of the AICPA, AICPA Tax Section, Texas Society of CPAs, Nebraska Society of CPAs, and holds other key memberships.

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Natasha Erskine

Natasha is the firm’s Employee Benefit Plan Practice Leader. She has more than 15 years of public accounting experience specializing in audits of employee benefit plans and providing consulting services relating to compliance with U.S. Department of Labor requirements and IRS regulations. Her experience includes plans sponsored by public companies, defined contribution, defined benefit, employee stock ownership plans, health and welfare plans,11-k filings, US Department of Labor notices, plan terminations and conversions. She frequently serves as a speaker on employee benefit plan issues and topics. Natasha graduated from Texas A&M University with a Bachelors of Business Administration in Accounting.

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Mike Karlins

Mike is a certified public accountant with more than 30 years experience in audit services, agreed-upon procedures, financial services, operational improvement, profit advisory services and mergers and acquisitions. He also has extensive experience in a variety of financial reporting engagements for private companies in a wide range of industries including construction, manufacturing, oil field services and distribution. Mike serves as the campaign treasurer for Brady for Congress and Brady Victory Fund. Mike is also a member of the Construction Industry CPAs and Consulting Association (CICPAC). He is a member of the American Institute of Certified Public Accountants (AICPA). He has served in various positions and on the Board of Directors for organizations including The Woodlands area Economic Development Partnership, the Chamber of Commerce and United Way of Montgomery County.

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Jim Oliver

Jim has over 40 years of experience representing a host of owner/operators, healthcare, real estate, legal professional clients, and family offices. Oliver served as the technical editor of Today’s CPA, and provided his unique viewpoint in his column “The Closing Entry.” He is a member of the San Antonio CPA society, the Texas Society of CPAs and currently serves on its Executive Board as Chairman-Elect. Oliver is also on the Finance and Compensation committees, chairs the Bylaws Task Force and is a member of AICPA Council. He received his Bachelor of Business Administration in Accounting from Baylor University.

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Sandra Schieffer

Sandra has over 35 years of experience with energy related clients and closely held family-owned businesses and the individuals who own them. She is a graduate of Eastern New Mexico University and is a member of the American Institute of Certified Public Accountants (AICPA), Texas Society of Certified Public Accountants, and San Antonio Chapter of Certified Public Accountants.

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Ken Sibley

Ken is the Partner in charge of the Dallas office of Calvetti Ferguson. With more than 30 years in the public accounting industry, Ken is experienced in audit, tax, and consulting with clients in planning, internal control, fraud prevention, and litigation matters. Prior to joining Calvetti Ferguson, he was the founding member of Sibley & Company, P.C., which merged into a national firm in 2011. Ken has a Bachelor’s of Business Administration in Accounting from the University of North Texas, and is a Certified Public Accountant and Certified Fraud Examiner, as well as certified in Financial Forensics.

Chin Yu

Chin is the Managing Director of the firm’s Corporate Advisory Services, providing advisory services in the areas of Valuation, M&A, Fraud and Forensic Accounting, Commercial & Intellectual Property Damages. With over 15 years of experience, Chin blends his years of consulting expertise with real world corporate experience as CFO, Vice President of Finance, Treasurer and Assistant Corporate Secretary for a publicly traded oilfield service company and an engineering services firm. Chin is a Certified Valuation Analyst and a Certified Fraud Examiner with a Bachelor of Science degree in Political Science and Economics from the University of Houston and a Masters of Business Administration from the University of St Thomas.

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Vivek Doshi

Vivek has 7 years of experience in public accounting. Previously, he worked with a Big Four accounting firm. His clients operate in the health care, oil and gas, construction and retail industries. He also has extensive experience auditing employee benefit plans. Vivek holds a Masters of Professional Accounting degree and a Bachelors of Arts in Economics from the University of Texas at Austin.

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Meredith Marchand

Meredith has more than 10 years of experience in public accounting. Her clients primarily operate in the oil and gas industry. Previously, she was with a regional firm and a large local firm, in which her clients operated in manufacturing, construction, mortgage banking, and services. She also has extensive experience auditing benefit plans. Meredith holds a Masters of Science in Accountancy degree from the University of Houston and a Bachelors in Business Administration in Accounting and Finance from the University of New Mexico.

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Anneka Sciola

Anneka is a Manager in Corporate Advisory Services and has extensive consulting experience in public accounting. Her specialties include business process and internal controls consulting, private company audits, SEC reporting, technical accounting, forensic accounting, M&A deal advisory, due diligence and valuations. Anneka is a Certified Public Accountant and Certified Fraud Examiner and holds a Masters in Professional Accounting degree from the University of Texas and a Bachelors in Business Administration in Accounting from the University of Tennessee.

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Theresa Riedmann

Theresa has more than 15 years of experience working with tax departments of large and middle-market companies for private as well as publicly-traded entities. Her expertise is in ASC 740 tax accounting, compliance for Federal, State and International taxation, and tax research. Theresa has led the Income Tax Accounting function for multinational companies, including related Sarbanes-Oxley requirements, transfer pricing, and other corporate matters. Theresa has a Bachelor of Science in Business Administration from Creighton University in Omaha, Nebraska.

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Nicole Zhao

Nicole has nearly 10 years of experience in public accounting. Previously, she worked with a Big Four accounting firm in China and a Prime Global accounting firm in California. Her extensive experience gave her in-depth knowledge in tax compliance and tax accounting. Her clients include multinational companies in energy, high technology, real estate and manufacturing industries. Nicole earned her Bachelor in Business Administration in Accounting from Sun Yat-sen University in China. She also holds a Masters in Taxation from San Jose State University.

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Landon Estay

Landon has more than 10 years of broad tax experience in both public accounting and industry. He has served clients in energy production and service, real estate, information technology, and manufacturing and distribution. His clients include a variety of ownership structures including those with inbound and outbound international tax issues. Landon received his bachelor’s degrees from Mississippi State University and his master’s degree from Louisiana State University. He currently presides as the treasurer for the Montgomery County Republican Party.

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Sarita Akin

Sarita Akin is a manager (Senior Manager) in our tax department and has more than 25 years of experience in public accounting and industry. Sarita has served clients in the oil and gas industry, family-owned businesses and the individuals who own them, multi-state corporations, and benefit plans. Her expertise is in the preparation of individual, partnership, fiduciary, estate, and corporate tax returns. Sarita is a graduate of the University of Texas at Austin, earning a Bachelor of Business Administration in Accounting.

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Ana Ball

Ana has more than 15 years of experience in public accounting working with family offices, high net-worth individuals, and in the healthcare, real estate & construction and nonprofit industries. She specializes in the preparation and planning for individuals, corporations, partnerships, and tax-exempt entities; compiling of business and personal financial statements; franchise tax reporting; and representing her clients with the IRS. Ana holds her Bachelor of Business Administration in Accounting from the University of Texas-Pan American.

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Ramy Elfaham

Ramy has more than 10 years of experience in public accounting. He has previously worked for a Big Four Accounting Firm. Ramy has broad Income and Franchise tax knowledge and experience working with clients in the Energy, Manufacturing, and Finance industries. He also has extensive experience in notice and audit defense. Ramy has a Master of Science in Accounting Degree from Binghamton University and a Bachelor of Science in Finance degree from S.U.N.Y College at Old Westbury.

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Scott Contreras

Scott has nearly 10 years of experience in public accounting. His clients operate in the oil and gas, construction and retail, and manufacturing and distribution industries. He also has extensive experience auditing employee benefit plans.

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Jason Cain

Jason is a Director in the Corporate Advisory Services group at Calvetti Ferguson where he brings over 20 years of professional experience in providing dispute analysis and litigation support, forensics and investigations, business valuation, transaction advisory, turnaround and restructuring, and business development. He is also on the Friends Advisory Board of CanCare, a non-profit organization that provides emotional and relational support to cancer survivors. He is a Certified Public Accountant, Certified Valuation Analyst, Certified Fraud Examiner, and is certified in Financial Forensics. Jason is a graduate of the University of Texas at Austin, where he earned both his Masters in Professional Accounting and his Bachelors of Business Administration.

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Greg Manuel

Greg has nearly 10 years of experience in specialty tax consulting. His primary focus is in Research and Development tax credits, but he also specializes in identifying and substantiating federal and state level tax credits, incentives, and deductions. He has served clients in a variety of industries including in oil and gas, manufacturing, software development, aerospace, engineering services, construction, and hospitality. Greg holds a Bachelor of Science degree in Political Science and Business Administration from Texas A&M University and a Masters of Business Administration from Texas Tech University.

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Eric Teachout

Eric is a Tax Senior Manager with many years of experience in Big Four public accounting. He has an extensive background serving both SEC and private clients, including family-owned businesses, in a variety of industry sectors such as hospitality, retail, manufacturing, professional service firms, real estate, telecommunications, and private equity. His specialties include ASC 740 (Accounting for Income Taxes) and federal and state income taxes, especially international taxation, tax accounting methods, and mergers and acquisitions. Eric received a Master’s in Taxation from Brigham Young University (BYU).