Meet The Team

Mark A. Welp, CPA, CFE

Mark is an Audit Principal with Holbrook & Manter and Certified Public Accountant with 10+ years’ experience. In addition to working with clients on various SOC engagements, Mark specializes in leading and performing annual audits and reviews of company financial statements across a diverse client base.

Mark’s abilities extend beyond the basic assurance services with his background as a Certified Fraud Examiner (CFE). As a CFE, Mark provides a wide range of services from internal control evaluations to forensic examinations. Prior to joining H&M, Mark worked for a local accounting firm in Columbus and in the audit division of Ernst & Young, LLP. At E&Y, Mark worked on integrated audits for large SEC issuers, including Limited Brands, Cardinal Health and Park National Bank. While working on these large engagements, he gained experience performing control testing under the requirements of Sarbanes-Oxley 404.

Education

  • Bachelor of Arts – Otterbein University
  • Master of Accounting – The Ohio State University

Professional Accreditation

  • CPA – Certified Public Accountant, Ohio
  • CFE – Certified Fraud Examiner

Association & Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Ohio Society of Certified Public Accountants (OSCPA)
  • Member of Peer Review Committee and Accounting & Auditing Committee
  • Past Treasurer of the Columbus Chapter of the American Marketing Association

Contact Mark Today: MWelp@HolbrookManter.com

William T. Bauder, CPA, CGMA, CITP

William T. Bauder, CPA, CGMA, CITP is the Manager of Assurance and Advisory Services at Holbrook & Manter, CPAs. Bringing experience and unmatched client service to each engagement, Will enjoys working with a variety of clients, particularly service control providers and those in the not-for-profit, agribusiness, manufacturing, and healthcare industries. Beyond managing audits, reviews, compilations, and general accounting engagements, Will also provides consulting services around general accounting matters, mergers and acquisitions, succession planning, internal controls, and other related management advisory services. Prior to coming to Holbrook & Manter, William served as an accountant with The Ohio State University and worked as an auditor for a Top 100 regional accounting firm where he had previously served as an intern. He has worked with clients headquartered across the country and with operations in Canada, Europe and Asia.

Education

BSBA, Major :Accounting  Finance – The Ohio State University

Professional Accreditation

  • CPA – Certified Public Accountant
  • CGMA – Chartered Global Management Accountant
  • CITP- Certified Information Technology Professional

Applicable Associations & Memberships

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants

Contact William Today: WBauder@HolbrookManter.com

Pete Rife, CISA, CISSP

Pete Rife is a Certified Information Systems Auditor (CISA) and a Certified Information Systems Security Professional (CISSP).

Pete graduated from Ridgedale High School in Marion Ohio before attending The Ohio State University. He formed Zero One Communications, a technology integration and consulting firm which specialized in system design and deployment. During his years at Zero One Communications, he delivered solutions to a variety of industries including healthcare, financial services, manufacturing, governmental, and institutional clients. In 1998 Pete joined the technology consulting practice of Holbrook & Manter. Working with Holbrook & Manter, Pete has developed a technology management practice focused on providing medium enterprise clients with CIO-level advisory services. His recent client projects include extensive work in the healthcare and financial services sectors for several 500M+ companies across the US.

Examples of managed projects:

  • Managed all aspects of technology for the build and move of a new community hospital. Responsible for all technology requirements from design to build. Managed move of all clinical departments into new facility.
  • Managed a complete hospital pharmacy automation for a Lutheran Hospital Network hospital. LHN is an 8000+ employee hospital in the publicly traded CHS hospital group.
  • Managed the deployment of a 20+ site MPLS WAN (Wide Area Network) for a 300+ million energy company in central Ohio.
  • Design and deployment of a complete new network infrastructure for a worldwide manufacturer of heavy equipment.
  • Numerous projects regarding internal control and information security. Audits types include review of relevant compliance requirements including HIPAA, SOC 1, SOC 2, SOX and other regulations. Information Security policy development and awareness training are often included in these engagements.
  • Managed a complete software conversion and migration for a regional financial services firm. The project included database migration, SAN deployment, and WAFS (Wide Area File System) hardware for application acceleration and moving all infrastructure into a level 4 data center.

Professional Accreditation

  • CISA- Certified Information Systems Auditor
  • Certified Information Systems Security Professional (CISSP).

Education

  • Attended The Ohio State University

Contact Pete Today: PRife@HolbrookManter.com

Stephen C. Smith, CPA, CGMA, MBA, CVA

Stephen C. Smith is a Principal with Holbrook & Manter. Stephen has been with H&M since 1998, primarily focusing on Accounting and Auditing and the Management Advisory Service Areas while concentrating on the firm’s Consulting and Business Development and Business Valuation Services. Stephen’s industry and focus areas include manufacturing, construction, professional services and closely held businesses.

Prior to joining H&M, Stephen gained extensive diversified management experience for a $100+ million international manufacturer of life support systems and products. His responsibilities have included finance, accounting, Security Exchange Commission (SEC) reporting, payroll, financial reporting, budgeting, accounts payable and other controllership and management oversight functions.

Stephen is an alumnus of Deloitte & Touche, where he spent five years gaining extensive management, audit, tax, consultancy and SEC experience.

For years, Stephen has been asked to speak on various subjects to groups ranging from client seminars up to the Ohio Society of CPAs. His experience and training has allowed him to provide value to his clients and audiences by focusing on the vision, strategy and structure of their operations. He leads discussions on management, business analysis, business controls, ratio analysis and industry benchmarking.

Education

  • Master of Business Administration – Capital University
  • Bachelor of Science and Business Administration (Accounting and Finance) – The Ohio State University

Professional Accreditation

  • CPA – Certified Public Accountant, Ohio
  • CGMA – Chartered Global Management Accountant
  • CVA – Certified Valuation Analyst

Associations & Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Ohio Society of Certified Public Accountants (OSCPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • Ohio Society of Certified Public Accountants committee member
  • Ohio Manufacturing Association
  • Board Member of several Community Board

Contact Stephen today: SSmith@HolbrookManter.com

Jordan Matulevich

Jordan Matulevich is a graduate of Slippery Rock University where he majored in Accounting and Finance. He also took several courses in Management Information Systems (MIS). Jordan’s education in the areas of MIS and IT are in-depth and on-going so he can stay informed in regards to industry specific controls. Jordan is especially passionate about how technology effects controls due to the fact that it is always changing.

Bringing top-notch client service to each engagement, Jordan enjoys working with clients both off-site and on-site in order to gain a true understanding of their operation. Jordan thrives on building relationships with clients and communicating with them frequently during engagements in order to best test their environment and provide them with sound and timely deliverables. Jordan’s recent client engagement work has touched the areas of healthcare, construction, manufacturing and more.

Contact Jordan today: JMatulevich@HolbrookManter.com