Our team averages 21 years with Scroggins because we believe in what we do—protecting the independence of private practices like yours. We’re not consultants who drop in with generic advice. We’re your CFO, HR director, operations manager, and strategic planning team—all rolled into one dedicated partnership. Our experts work side-by-side, ensuring nothing falls through the cracks while you focus on patients.
Our mission: To help clients enjoy a lifetime of freedom, prosperity, and peace of mind—by delivering integrated solutions tailored to your unique needs.
Aaron brings extensive experience in tax preparation and strategic planning to help clients navigate complex financial landscapes. With his background in budgeting and team building, he works closely with business owners to ensure their tax strategies support their long-term independence while maximizing profitability. Aaron holds a Bachelor of Science in Finance from Miami University and specializes in helping clients optimize their tax position so they can focus on what they do best.
Adam brings over 18 years of experience at Scroggins, where he specializes in monthly accounting reports and payables management. He holds two bachelor’s degrees from Ohio Northern University: a BS in Accounting and a BA in Communication Arts/Public Relations. Adam’s dual expertise in accounting and communications enables him to provide clear, reliable financial reporting while building strong partnerships with clients who need dependable accounting support for their business operations.
Brad specializes in helping clients navigate the complexities of tax compliance while planning for sustainable growth. He works directly with business owners to develop tax strategies that protect their financial independence and support their long-term goals. Through his focus on building lasting client relationships, Brad ensures that clients have the expert guidance they need to make confident financial decisions.
Cristi has nearly 20 years of experience in public accounting, with a focus on employee benefit plan audits. She also works with clients in the manufacturing, service, and nonprofit sectors. Cristi earned both her BSBA and MS in Accounting from the University of Cincinnati and is a member of the AICPA and Ohio Society of CPAs.
Dan brings over 35 years of experience in 401(k) and Cash Balance Plan administration. He specializes in plan design, compliance, and reporting. Dan’s meticulous attention to regulatory detail and client service supports Scroggins’s mission to protect the independence and prosperity of private practices and closely held companies.
Danny has nearly a decade of experience in tax processing and client support. He is recognized for his proactive approach and plays a key behind-the-scenes role in refining systems and ensuring operational accuracy.
Debbie helps clients build strong teams through comprehensive HR support that rivals what large organizations offer. From talent recruitment and onboarding to benefits management and compliance, she provides the expertise that allows business owners to focus on their core mission while building a thriving workplace culture. Debbie understands that staffing challenges can threaten business independence, so she delivers practical HR solutions that help clients attract, develop, and retain the right people.
Gayle provides essential HR and payroll support that helps clients operate smoothly and efficiently. She handles the complexities of employee benefits, recruitment processes, and compliance requirements so business owners can focus on their primary objectives. Gayle’s attention to detail and commitment to supporting clients means they have reliable HR expertise without the cost of hiring dedicated internal staff.
Jeff brings nearly four decades of experience to Scroggins, joining the firm in January 1986 as an accountant before transitioning to the tax department. He holds a BA in Accounting and Finance from the University of Cincinnati and was the first employee to bridge accounting work with tax services. Jeff developed expertise in handling IRS audits and has demonstrated forward-thinking throughout his career, including early advocacy for company-wide internet access. His extensive experience and strategic thinking continue to benefit Scroggins’s tax clients today.
Jill brings comprehensive tax expertise to help privately held businesses, medical practices, nonprofits, and individuals achieve their financial goals. With her Master’s degree in Accounting from the University of Cincinnati and proficiency in leading tax software, she provides the technical excellence that clients need to stay compliant while optimizing their tax position. Jill’s collaborative approach and attention to detail ensure that business owners have the expert guidance necessary to make confident financial decisions.
Jim has been advising healthcare professionals since 1996, including private practice providers, hospital-employed physicians, and administrators. He holds an MBA from Xavier University and is a certified Enrolled Agent. Jim brings a hands-on approach to client service, offering a full range of business and personal consulting to support high-quality patient care.
John leads IT strategy and development at Scroggins, overseeing custom applications and infrastructure. He is committed to secure, innovative systems that align with business goals. John is a frequent voice on cybersecurity and cloud technologies, guiding the firm’s digital transformation.
Julie has more than 30 years of experience in accounting, assurance, and tax services. She serves clients across a range of sectors, including real estate, nonprofits, and employee benefit plans. Julie earned her BSBA from Miami University and is a member of the AICPA and Ohio Society of CPAs.
Karen takes ownership of the comprehensive accounting work that clients need to make informed business decisions. She prepares accurate financial statements and maintains clear communication between clients and management consultants, ensuring that business owners always have timely access to their financial information. Karen’s commitment to delivering 100% accuracy and proactive service means clients can trust their financial data while focusing on what they do best.
Keith brings over 23 years of experience in leadership, coaching, and consulting. At Scroggins, he helps healthcare and business leaders build operationally sound and culturally healthy organizations. Keith also consults on business strategy and tax planning, holding certifications in 3DM Organizational Leader Coaching, 5 Capitals Executive Coaching, and Perfect10 Corporate Culture.
Kendra serves as a TPA Administrator at Scroggins, where she supports retirement plan administration for a wide range of clients. She ensures plan operations comply with regulatory standards while meeting each client’s unique needs. Known for her attention to detail and collaborative approach, Kendra helps clients – particularly in medical, dental, and privately held sectors – navigate retirement planning with confidence.
Laura leads the Client Care Team at Scroggins, overseeing functions from tax and document processing to reception and administrative support. With a BBA and over 30 years of leadership experience, she is known for her efficiency, organizational skill, and client-first mindset.
Lisa is an experienced HR leader with over two decades of expertise in performance management, talent acquisition, and behavioral assessments. As HR Manager at Scroggins, she partners with leadership to align HR strategy with business goals. A SHRM-Senior Certified Professional, Lisa is known for her consultative style, coaching skills, and data-informed decision-making.
Mary Beth is a seasoned TPA Specialist at Scroggins with over 25 years of experience in pension services. She is highly proficient in Sungard Relius software for trust accounting and retirement plan administration. Mary Beth’s deep industry knowledge enables her to design, implement, and manage plans that are both compliant and strategically aligned with client goals.
Nickie brings 10 years of accounting and payroll expertise to Scroggins, where she loves working with and serving clients. She brings energy and adaptability to help clients streamline their financial processes and operations, and played a key role in implementing cloud-based accounting solutions that reduce administrative burden and improve efficiency. As both the daughter and spouse of business owners, Nickie understands the challenges of balancing competing priorities and delivers practical accounting solutions that support client success.
Olga provides expert tax planning and advisory services that help clients optimize their tax strategies while maintaining full compliance. She applies comprehensive knowledge of tax legislation to guide business owners through complex regulations, ensuring they can focus on their core operations without worrying about tax complications. Olga’s commitment to professional integrity and exceptional service means clients have the expert guidance necessary to make confident financial decisions.
Page is the Chief Operating Officer and EOS Integrator at Scroggins, where she aligns people, priorities, and processes to drive the firm’s strategic goals forward. A natural galvanizer, she brings energy and clarity to complex initiatives, helping teams stay focused, connected, and accountable. Page plays a central role in fostering a culture rooted in transparency, reliability, and follow-through; principles she believes are essential for meaningful client relationships and long-term success. A graduate of Miami University, she blends strategic thinking with operational discipline to support both her colleagues and clients with insight, structure, and momentum.
Pattie builds strong partnerships with clients through expert tax compliance and strategic planning services that support long-term success. She understands that business owners need reliable tax guidance to maintain their financial independence, so she provides personalized consulting that helps clients make informed decisions about their future. Pattie’s focus on developing key client relationships ensures that each organization receives the tailored tax expertise they need to thrive independently.
Paula is a CPA and Management Consultant with extensive healthcare experience. She holds a Business Management degree from Miami University and an MBA in Accounting from Xavier University. Paula combines her financial expertise with project management and strategic problem-solving to help organizations overcome complex challenges and drive meaningful change.
Rob brings a unique blend of expertise as a Certified Public Accountant, attorney, and Certified Healthcare Business Consultant. A Taylor University graduate who earned his Juris Doctorate Cum Laude from Thomas M. Cooley Law School, Rob understands that while business owners excel at their core mission, mounting operational demands can pull focus away from what matters most. His leadership roles as president of both the Professional Management Consultants Association and the National Society of Certified Healthcare Business Consultants, plus his position on Medscape Business of Medicine’s Editorial Board, reflect his commitment to supporting business independence and staying at the forefront of industry trends.
Sarah has been with Scroggins for several years, serving as receptionist and a key member of the Client Care Team. Known for her warmth and teamwork, Sarah enhances client experience through personal connection and continuous process improvement using technology solutions.
Sharon brings over a quarter century of diverse experience at Scroggins to her current role managing accounts payable, accounts receivable, and client billing. Throughout her tenure, she has worked across multiple departments including assembly, mailroom, and reception, giving her a comprehensive understanding of the firm’s operations. Sharon’s versatility and ability to handle many different responsibilities during her day reflects her commitment to supporting both clients and colleagues wherever needed.
Shelli brings over 35 years of public accounting experience, specializing in audits for not-for-profit organizations. She holds a BSBA from the University of Cincinnati and is a member of the AICPA and Ohio Society of CPAs.
Steve has over 33 years of experience as a management consultant, specializing in helping physician and dental practices improve operational and financial outcomes. With a background in psychology and former IRS Enrolled Agent credentials, Steve offers deep insight into group dynamics and tax strategy. His focus is on making the business side of healthcare more effective and less stressful.
Tom has led the Third-Party Administration (TPA) division at Scroggins since 1990. He has modernized retirement plan services through the adoption of Relius software and facilitated the transition of hundreds of pension plans into 401(k) and cash balance programs. A graduate of the University of Cincinnati’s Carl H. Lindner College of Business, Tom is known for aligning retirement strategies with clients’ long-term financial goals.
Tom serves as both an education coordinator and strategic partner to clients, working proactively to identify opportunities and address challenges before they impact core operations. His focus on client satisfaction and staying ahead of industry trends means he’s always thinking one step ahead, helping business owners navigate complex operational decisions. Tom’s expertise in coordinating comprehensive service delivery ensures that clients have seamless access to the knowledge and support they need to maintain their independence and grow their organizations.
