Our Team

At ScrogginsGrear, 80 percent of our team has been with us for over a decade. That translates to a tremendous wealth of knowledge and experience working for you. We develop long-term relationships as trusted advisors, and we look forward to helping you navigate every stage of your career.

Jill Anliker, CPA
Tax Accountant

Jill has been a valuable member of the ScrogginsGrear team since 2016. She earned a master’s degree in Accounting from the University of Cincinnati. Her high competency is matched by her excellence in client service. Jill is a strong team player who loves working with her coworkers and her clients; they make what she does enjoyable and meaningful.

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Paula Badovick
Management Consultant

Paula has spent more than 25 years of her career at ScrogginsGrear. Traveling to meet with clients in their setting and knowing she was able to make a positive impact on their practice performance and profitability gives her great satisfaction.

Page Helmick

Page Helmick
Director of Operations

An enthusiast by nature, Page enjoys seeking new business opportunities and the chance to identify synergies that will enhance the client experience. A self-described “people person,” she enjoys being part of the strong ScrogginsGrear team.

Rik Helton

Rik Helton
Management Consultant

With nearly 30 years in finance and operations management – 20 of them at ScrogginsGrear – Rik is certified as both an Enrolled Agent and a Certified Financial Planner. His day is made when he gets to present a client with an opportunity to save money or increase income.

Shelli Hoffmann, CPA
Audit & Quality Control Manager

Shelli began her career at ScrogginsGrear as a co-op student more than 25 years ago and has never left. She specializes in working with non-profits and enjoys helping clients navigate the challenging world of accounting and assurance.

Maxine Lewis, CPMA, CPC, CCS-P, CPC-I
Medical Coding Consultant

Maxine brings a wealth of medical coding experience to the ScrogginsGrear team and specializes in making complicated rules simple to understand. A frequent source for media writing about regulations and managed care, she enjoys helping providers and their staff understand and feel confident in working with both federal and commercial payers.

Jeff Niesen

Jeff Niesen
Tax Accountant

Jeff says the entire ScrogginsGrear team owes him because he’s the guy who originally told leadership that the full staff should have access to the Internet. An integral member of our team since almost the beginning, he enjoys working with his long-term clients to manage tax planning, completing returns, and handling audits and notices.

Bill Noe

Bill Noe, CPA
Tax Leader

An expert in closely-held business tax planning and consulting, Bill joined ScrogginsGrear in 2013. He brings clients more than 30 years’ accounting and finance experience. Bill enjoys the close relationships he’s developed with his clients and colleagues and seeks opportunities to positively impact their lives.

Aaron Deaton

Aaron Deaton
Tax Accountant

Over his more than 25 years with ScrogginsGrear, Aaron has most enjoyed working with clients and collaborating with the MCs on accounting and tax matters. He’s a Miami University grad, an Internal Revenue Service Enrolled Agent, and specializes in accounting and taxes.

Pattie Elliott, CPA
Tax Accountant

With more than 25 years of tax and accounting experience, Pattie specializes in federal and state taxation of corporations, individuals, and non-profits. She prides herself on providing clients with an excellent experience.

Christi O'Hearn

Cristi O’Hearn, CPA
Senior Auditor

With a master’s in accounting as well as CPA and AICPA certifications, Cristi specializes in employee benefit plans. Her favorite parts of working at ScrogginsGrear are the flexibility and nonjudging environment of our culture.

Tom Pierce

Tom Pierce
Management Consultant

Tom’s career as a health care consultant spans more than a quarter-century. He enjoys in-person opportunities to meet with clients and share his wealth of experience and knowledge to help them succeed.

Brad Wagenknecht

Brad Wagenknecht
Tax Accountant

A member of the ScrogginsGrear team for more than a decade and a half, Brad specializes in C Corp and S Corp taxation, as well as individual, trust, and partnership taxes. He enjoys helping clients navigate the complex tax code so they have peace of mind that their tax returns are complete and accurate.

Laura White

Laura White
Client Care Team Manager

Laura’s impressive 45 year tenure with ScrogginsGrear is a testament to her ability to collaborate with everyone and a nod to her expansive skill set. Laura has been a pivotal team player upon forming the Client Care Team, bringing together multiple departments designed to deliver excellent service to both our clients and our colleagues. She is quite skilled at identifying inefficiencies and establishing processes for improved business practices.

Keith Wilson

Keith Wilson
Consultant, Strategic HR

With 20-plus years of professional speaking, training, and coaching experience, Keith works as an Executive Coach and Organizational Consultant to build healthy, engaging, and productive teams. He thrives on helping teams uncover new ways to leverage their unique strengths into a focused and collaborative plan for the future, and loves challenging them to remove their assumptions, especially their own self-doubt.