Mike spearheads DKB’s Valuation Practice, as well as providing tax planning and compliance services to small – medium privately held businesses.  As the firm’s business valuation expert Mike provides valuation and transaction advisory services for clients in the merger and acquisition, exit and transition and litigation support space.   Mike’s tax clients mainly operate in the real state, manufacturing & distribution, and high-tech space.  In addition he provides valuation services to a variety of businesses and professionals including those looking to sell/gift a business interest, establish a charitable trust, issue options to key employees, set up an ESOP, etc.  He also helps partners/shareholders and others that may need litigation support and financial reporting services.  The combination of Mike’s valuation and tax expertise provides for a well-rounded knowledge of business and economic trends.

Mike’s knowledge of his clients business comes from real life experience, and his keen interest in absorbing and sharing knowledge.  He is a regular thought leader to DKB’s knowledge center, and is in constant communication with his clients on technical and industry trends that may impact them.

Mike’s background as commercial credit analyst and portfolio manager at a regional bank, as well as his time spent playing professional lacrosse, brings a unique personality and collection of expertise to each of his client’s situations.

Education and Certifications

  • Bachelor of Science, Economics SUNY Cortland
  • MBA in Finance, Simon Business School at the University of Rochester
  • Certified Public Accountant – State of New York

Professional Affiliations

American Institute of Certified Public Accountants
National Association of Certified Valuation Analysts

Community Involvement

  • Board of Directors, SUNY Cortland Foundation
  • Volunteer, Habitat for Humanity

Beyond DKB

Mike currently resides in Penfield, NY with his wife Morgan and their son Mikey, Jr.  In his spare time he enjoys playing lacrosse, pickup basketball, and “bad” golf.

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"A client is the most important visitor on our premises, he is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so." -Mahatma Gandhi

Andrew is a Manager in DKB’s Financial Assurance Practice.  His primary focus is on providing consulting, audit, review and compilation services to the business clients of DKB.   He works hard to understand each of his client’s personal and professional goals, so he can develop innovative and accurate solutions to help them succeed.

Andrew’s primary focus is in the Real Estate Industry where he services large real estate corporations, as well as REITs.  He also services clients in the distribution, healthcare and professional services fields.  His specific technical expertise lies in the areas of service organization control audits (SOC), real estate investment funds, acquisitions, and internal control assessments.

Before joining DKB, Andrew worked as an accountant for an international public accounting firm. The combination of Andrew’s experience working with clients in both the public and private sector, clients of varying sizes, and in numerous different industries enables him to provide unique insights and knowledge to each of his clients.

Education and Certifications

  • Master of Science, Accounting SUNY Geneseo
  • Bachelor of Science, Accounting SUNY Geneseo
  • Certified Public Accountant – State of New York

Professional Affiliations

American Institute of Certified Public Accountants

Beyond DKB

Andrew currently resides in Fairport with his wife Alissa. In his free time, Andrew enjoys spending time with his family, golfing and playing basketball, volunteering at local organizations, and traveling.

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My clients always come first. I work hard to get to know my clients and gain a deep understanding of their business, and the issues their business faces. My knowledge of their business helps me to develop value-added ideas and solutions to help them overcome obstacles, and achieve their goals.

Corey is a Manager in DKB’s Financial Assurance Practice.  His main focus is on providing consulting, audit, review and compilation services to DKB’s business clients.  Corey is at the forefront of financial regulations and industry trends allowing him to ask the right questions, and provide well informed business solutions to his clients.

Corey primarily services the construction and specialty trade contractor industry.   He understands the challenges that these organizations face such as obtaining financing, surety relationships, managing shifting technology, tight competitive margins, material procurement obstacles, and more.   He combines his deep understanding of the industry with his technical acumen to deliver innovative, cost-effective solutions to his clients ranging from tax planning, buy-sell agreements, and employee benefit plan audits, to insight on project plans and internal control evaluations.

Education and Certifications

  • Bachelor of Science, Accounting SUNY Geneseo
  • Certified Public Accountant – State of New York

Professional Affiliations

American Institute of Certified Public Accountants

AICPA Advanced Defined Contribution Plans Audit certified

Definied Contribution Plans Badge

Community Involvement

  • Board of Directors, South East Area Coalition (SEAC)

Beyond DKB

Corey resides in Rochester, NY. He enjoys sports, including football, basketball and golf, and traveling across the United States and abroad.

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I believe that accounting is a collaboration. I want to get to know my clients and their business so I can proactively provide them with the necessary information to make knowledgeable decisions.

Vikki is a manager in DKB’s Not-for-Profit practice. Her collaborative approach to working with her clients allows for real-time communication, and an increased awareness to her client’s unique motivations. By looking at her client’s specific business needs, and understanding their industry in its entirety, she can fully identify risks and opportunities.

With over ten years of experience in audit and accounting, Vikki works with some of our largest not-for-profit clients. She specializes in the audits of not-for-profit organizations which include social service organizations, health and welfare agencies, churches, foundations, educational and cultural institutions, and country clubs. These not-for-profit organizations receive funding from a variety of sources including private contributions, government and private grants and member fees. Her specific expertise lies in the technical areas of tax exempt organization return preparation, unrelated business income, Consolidated Fiscal Reports, and audits under Government Accounting Standards.

Prior to joining DKB, Vikki worked for the audit division for an international public accounting firm and as an assistant controller in the private sector for a publicly traded company.

Vikki holds a Bachelor of Science degree in Business Administration and Accounting from San Diego State University. She is a member of the AICPA and NYSSCPA.

Vikki lives in Penfield with her husband and two children. She is active in her community supporting the fundraising activities for her clients and she enjoys various sporting activities including volunteering her time reviewing the financial activities for her son’s hockey team.

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By proactively addressing my clients’ needs through innovative tax and financial planning strategies I am able to identify wealth management opportunities, such as minimizing taxes and strategically structuring assets, to lead my clients to a comfortable retirement.

Kevin is a Manager in DKB’s Personal Tax & Financial Planning Practices.  His main focus is on providing tax planning & compliance services to individuals, including executive and high-net worth individuals, and small and family owned businesses, including professional service and health care organizations.  Kevin also has niche expertise when it comes to providing personal financial planning services to individuals.   He helps his clients understand how to manage the tax issues surrounding financial planning strategies.

Kevin’s background in both personal tax as well as financial planning, allows him to provide his clients with planning strategies that assess many different variables.  He helps his clients manage the complexities of retirement, executive compensation, estate, and education planning, charitable giving, and more.   He understands the unique rules around IRA and Roth IRA investments, and advises his clients on how to make the most tax-efficient investment decisions.  It is his goal to help his clients utilize different tax-efficient vehicles and diversification strategies to make sure they are planning for future generations and reaching their long and short term objectives.

Education and Certifications

  • Master of Science Accounting, SUNY Brockport
  • Bachelor of Science, Accounting SUNY Brockport
  • Certified Public Accountant – State of New York

Professional Affiliations

American Institute of Certified Public Accountants

Community Involvement

  • Board of Directors & Finance Committee, CURE Childhood Cancer

Beyond DKB

In his spare time he enjoys playing and watching sports such as baseball, basketball and golf.

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Strong relationships and clarity in communication bring about monumentally successful results. Let’s make that happen together!

Morgan delivers comprehensive tax and advisory services to the business and personal clients of DKB. She works hard to proactively communicate with her clients and have an understanding of what is going on in both their business and personal lives. This allows her to be best positioned to make a difference and provide forward thinking insight.

Morgan works with her clients to help them achieve their personal and financial goals through sound recommendations and advice, from a tax perspective. Her ability to coordinate with DKB’s financial assurance and accounting services team provides for a well-rounded client service experience. Morgan also works to provide our team members with a well-rounded work experience. She is an active mentor and coach for team members at DKB as they navigate through their career paths.

Morgan brings specific expertise to our clients who operate in the real estate and healthcare industry, as well as providing services to their respective business owners. She helps her clients in areas such as partnership taxation including, income and deduction allocations, analysis of partnership agreements and transfers of interest resulting from sale, purchase, gift, or death. She also has unique expertise in expatriate and inpatriate taxation, including dual status returns, foreign earned income exclusion, foreign tax credits and other income sourcing activities.

Morgan earned a Bachelor of Science degree in Accounting from the State University of New York College at Plattsburgh. She is a member of the AICPA.

Morgan currently resides in Greece, NY with her family and two cats. In her spare time she enjoys attending as many of the Rochester Americans, Buffalo Bills and Buffalo Sabres games as possible. She is an avid videogamer, and the founder of a gaming clan called Guardians United Dominate [GUD].

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Janet is a Manager in DKB’s Tax Practice.  She delivers personal tax consulting and compliance services, and trust and estate consulting services to her individual clients.

Janet’s background as a paralegal, before moving into the accounting industry, provides her with a unique skill set to advise on estate planning, trust and estate administration and fiduciary tax return planning and compliance.  She stays up to date with legislation surrounding the federal estate tax and other filing requirements.  Taking a long term look at her client’s situations, Janet advises on planning opportunities that may save their estate significant tax dollars.  This helps to ease the tax burden on an individual’s family members down the road.

The administration of trusts and estates is complicated.  Janet understands all the rules that go into the preparation of estate and trust income tax returns.  This allows for trustees to have peace of mind that they are handling their responsibilities with expert oversight.

With years of experience in the industry, Janet has relationships with many key advisors and collaborates with them to provide her client’s with a well-rounded experience.


Education and Certifications

  • Bachelor of Science, Accounting SUNY Brockport
  • Certified Public Accountant – State of New York

Professional Affiliations

American Institute of Certified Public Accountants

Community Involvement

  • Member, Estate Planning Council of Rochester

Beyond DKB

In her free time Janet enjoys bicycling, quilting, listening to live music or reading.

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