OUR TEAM

Navigating the complexities of tax planning can be a daunting task. At VFP Tax Services we specialize in providing clear, effective strategies to minimize your tax liabilities and maximize your savings. With over 40 years of experience, our in-house CPA and tax team offers full-service, personalized solutions tailored to your unique needs.

THOMAS M. NEY, CPA

Senior Tax Partner

Thomas M. Ney, known to many as Tom, is a seasoned CPA and tax advisor who has been making a significant impact in the field since opening his tax practice in 1984. With a deep specialization in both individual and business tax issues, Tom prides himself on helping clients seamlessly navigate the complexities of the tax code and all aspects of their financial lives.

Tom’s approach to his practice is rooted in dedication and an unwavering commitment to his clients. He treats every client as though they were his only one, ensuring personalized and attentive service that has been the hallmark of his success.

Tom resides in Loveland, OH, with his wife Sharon. Together, they have raised two sons; Andrew, a Clemson University graduate, and Matthew, who graduated from Ohio State University. Outside of his professional endeavors, Tom enjoys spending his free time playing golf and pickleball with Sharon. They are also avid supporters of local sports teams, including the Reds, Bengals, FC Cincinnati, and Xavier University Basketball.

Alma Mater:
Xavier University

JENNY CUSSEN

Senior Accountant

Jenny Cussen, a senior accountant at Thomas M. Ney CPA, brings over 14 years of experience in income tax preparation for individuals and businesses. She also manages bookkeeping and payroll tax filings for small business clients, demonstrating her commitment to exceptional service and client satisfaction.

A proud graduate of Xavier University, Jenny cherishes her Cincinnati roots and has built a fulfilling life with her husband, Mike, of 31 years. Together, they have two adult children who live in St. Louis and Chicago. In their free time, Jenny and Mike love attending Xavier basketball and Bengals football games, as well as enjoying frequent visits with their children.

Alma Mater:
Xavier University

AMANDA STARK

Wealth Advisor & Tax Manager

Amanda Stark is a wealth advisor and senior tax accountant. She has spent the last 5 years in the accounting world. For the past 3.5 years, Amanda worked for one of the “big four” accounting firms serving high net worth individuals and their families closely held businesses. She worked with complex income taxes for individuals and businesses. Amanda’s talents add another perspective to our financial planning strategies by providing a strategic financial plan to grow, protect, wealth transfer, and plan for income taxes for the future years to come.

Amanda and her husband, Tommy, enjoy living in New Berlin with their daughter Mia (1) and 3-yr-old golden retriever. You will often find them spending time with their large families and doing house projects. They also enjoy traveling, attending concerts, and camping.

Alma Mater:
Carroll University

PATTY MUNROE, CPA

Tax & Accounting Manager

Patty Munroe joins our firm as an accomplished accounting and tax manager, bringing with her 14 years of experience in public accounting. Since earning her CPA license in 2012, Patty has developed a robust skill set, excelling in tax planning and preparation for both individuals and businesses. Her proficiency extends to bookkeeping and preparing financial statements across various entities and industries, always ensuring that the resulting documentation is most beneficial for clients and external users.

Patty resides in Poland, Ohio with her husband and two young sons, aged 4 and 2. The family enjoys spending quality time outdoors, engaging in various activities with friends and relatives. In her rare moments of spare time, Patty loves to unwind with a good book or movie.

Alma Mater: 
Youngstown State University

STEVE SCHULZ, CPA

Senior Tax Accountant

Steve Schultz is a dedicated Certified Public Accountant at Thomas M Ney, CPA, with 12 years of invaluable experience, particularly in preparing individual tax returns and providing exceptional client service. Prior to this, Steve had a successful 30-year career in telecommunications, focusing on engineering and technical management. Residing in Loveland, Ohio, with his wife Betsy, Steve values family time with their three married children and two grandchildren. In addition to his professional commitments, Steve enjoys golf, landscaping, yoga, and supporting his grandchildren at their sports events.

Alma Mater:
University of Cincinnati

MBA:
Xavier University

Gus Georgostathis

Senior Planning Strategist &
Tax Associate

Konstantinos “Gus” Georgostathis has worked in the financial services industry for 25+ years. He has spent time on both the institutional and personal client side and is excited to join the Loveland team.

He has earned his Certified Financial Planner (CFP) designation and is currently working on his IRS Enrolled Agent (EA) designation with a focus on tax preparation.

For over twenty years, Gus has lived in the Mason area. He is a life-long tennis player and father to George (16) and Maria (12). Gus enjoys supporting his son, George, who is currently on the varsity tennis team at CHCA (Cincinnati Christian Hills Academy) and varsity football team and his daughter, Maria, who plays soccer and the violin. Gus is a member of the Greek Orthodox Church in Finneytown and a volunteer for Matthews Ministries 25 in Blue Ash. A fun fact about Gus: he can speak Greek.

Alma Mater:
University of Florida

MBA:
Xavier University

SAMANTHA BURRIS

Client Service Specialist

Samantha graduated from Miami University in 2017 with a BS in Business Management and Leadership. Samantha enjoys working with our clients to assist with scheduling for Andy and Michael. She also assists clients with their questions and service needs. Samantha and her husband, Brandon, have been married since 2020 and they are parents to two beautiful children, Mason and Kendall.

When she isn’t at the office helping the team, Samantha enjoys spending time with family, boating, watching movies, and crafting.

Alma Mater:
Miami University

BRIAN ESCOBAR

Tax Associate

Brian Escobar is a skilled Tax Associate with a solid foundation in accounting. Originally from Lake Geneva, Wisconsin, Brian earned his degree in Accounting from the University of Wisconsin-Milwaukee and began his career at BDO. During his two years there, Brian honed his skills by assisting high-net-worth individuals and businesses with complex individual and business tax returns, gaining valuable experience in navigating intricate financial landscapes.

Beyond his professional life, Brian is a passionate car enthusiast and loyal fan of the Oklahoma City Thunder and Real Madrid. In his free time, Brian enjoys playing basketball and golf and staying active at the gym. Additionally, Brian enjoys traveling, attending concerts, and exploring new restaurants with his girlfriend, Dayanne, and their dachshund, Tanjiro.

Alma Mater:
University of Wisconsin-Milwaukee

ISAAC KLEIN

Tax Associate

Isaac Klein is excited to join VFP Tax Services as a Tax Associate. Originally from Henry, Illinois, Isaac earned his bachelor’s degree in Exercise Science at Carroll University in Waukesha, Wisconsin. In his final year of college, Isaac discovered a passion for accounting while excelling in related courses, which led him to shift gears and pursue a career in this interesting field.

Isaac is currently working on his master’s in professional accounting online at Colorado State University (CSU) Global, building the skills and knowledge he needs to tackle the Certified Public Accountant (CPA) certification. His recent experience in management and customer service, including his role as Assistant Manager at Raised Grain Brewing Co., has sharpened his leadership, attention to detail, and problem-solving skills. He is looking forward to using these strengths as he begins his career in accounting preparing tax returns and diving deeper into the profession.

Outside of his work and studies, Isaac values spending time with his girlfriend Braden, whom he grew up with, as well as his childhood friends. He enjoys golfing, bowling, and collaborating on projects with friends.

Alma Mater:
Carroll University

Ready to take control of your financial future?

Contact us today to schedule a consultation. Our experienced team is here to guide you every step of the way.