Calvetti Ferguson is pleased to recognize the skill, effort, and character of six exceptional team members who have recently been promoted. Ashley Bartoskewitz has been promoted to Assurance Manager, Lisa Finney has been promoted to Tax Senior Associate, Michelle Macklin has been promoted to Advisory Senior Associate, Michele Sanchez-Soriano has been promoted to Tax Senior Manager, and Tony Ramos and Nicolas Swint have both been promoted to Assurance Senior Associate. We congratulate Ashley, Lisa, Michelle, Michele, Tony, and Nicolas on their GROWTH.
Ashley Bartoskewitz has been with Calvetti Ferguson for over three years and has over ten years of experience in accounting. Prior to joining The Woodlands team, Ashley served as a manager at a local full-service bookkeeping firm. She supervised and led others to provide high-level, non-routine client consulting services. Ashley earned her bachelor’s degree from The University of Texas at Austin and is a Certified Public Accountant. Learn more about Ashley.
Lisa Finney joined Calvetti Ferguson in early 2020 with the acquisition of Kapp & Miller P.C. where Lisa served as a tax accountant for almost five years. Prior to joining the Fort Worth team, Lisa was the Controller at the Fort Worth Boat Club, where she guided the financial decisions of the Club by establishing, monitoring, and enforcing policies and procedures. She earned her Bachelor of Business Administration in Accounting from Texas Wesleyan University while being on the Dean’s List all four years. When she is not on the job, she loves playing the piano, burying her head in a good book, and spending time with friends and family. Learn more about Lisa.
Tony Ramos has been with Calvetti Ferguson for over three years. He earned his Bachelor of Accounting from University of the Ozarks and his Master of Accounting from University of Texas at Arlington. After graduating, Tony joined Calvetti Ferguson and hasn’t looked back. When he’s not in the office, you can find Tony playing on multiple soccer teams (with some regional tournaments here and there) or at home enjoying family time with his wife-to-be and their four-legged fur-babies. Learn more about Tony.
Nicolas Swint has been with Calvetti Ferguson since February 2019. He earned his Bachelor of Business Administration in Accounting from University of South Carolina Upstate. When he is not on the job, he loves exploring the great outdoors, especially national parks, and rock climbing in the gym. Learn more about Nicolas.
Michelle Macklin has extensive consulting experience in public accounting. Her specialties include business process, private company audits, technical accounting, forensic accounting, M&A deal advisory, due diligence, and valuations. She also holds a Bachelor of Arts in Psychology from the University of Arizona. When Michelle is not in the office you can find her enjoying family time with her daughters. Learn more about Michelle.
Michele Sanchez-Soriano has over 20 years of combined experience in public accounting and industry. She has extensive experience in advising clients on federal and state tax compliance, tax planning, trusts, gift tax, estate tax, and in the nonprofit area. She has a broad base of clients which include family groups, oil & gas, real estate developers, high-net-worth individuals, nonprofit entities, and trusts. Learn more about Michele.