As an employer, we strive to provide work-life balance and professional opportunity.
As a firm, we support everyone in following their personal and professional passions. Our annual retreat allows us an opportunity to brainstorm on how we can innovate within our professional roles for both ourselves and for our clients. Education is a high priority and our team exceeds in obtaining the required amount of continuing education annually.
Foley Kalseim & Company Leadership
Jami Kalseim Flanagan, CPA
Managing Partner
Jami helped found Foley Kalseim & Company Ltd with Bob Foley when they opened the Stillwater office in 1988. Being a Stillwater native, this was the perfect opportunity for Jami to work in her hometown. Bob had previously worked at a large CPA firm in the Cities and his loyal client base followed him to Stillwater. Sadly, Bob passed away in 2008, shortly before his planned retirement. “Bob was an incredible business partner. He was an inspirational leader and teacher to his team and clients. His witty sense of humor kept us and his clients from taking things too seriously. As a firm we try to emulate what Bob started. To inspire, to teach, to be flexible and to have a little fun along the way. We are very passionate about our quality and the relationships we have developed over the years with clients and members of the community. We would not be here today without them.”
Jami works extensively with small businesses and their owners in the areas of tax, planning and business development. “I love looking over financial statements and tax returns, interpreting what they say and finding ways to improve them.” She is a long time member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants.
While not at the office, Jami enjoys trail riding with her horses and mules, especially in the mountains of Montana. “The views in Montana are spectacular and the occasional moose or elk sighting is a real thrill”. Horses have taught Jami a lot about teamwork and leadership. You need cooperation and trust to get an 1100 lb animal to do something. She used to think her horse could just read her mind and then realized she was always talking to them. The communication style is mostly nonverbal but sometimes they actually listen to what you say.
Dustin Moeller, CPA
Operations Partner
Dustin joined Foley Kalseim in 1999 after earning his B.S. degree in Accounting from the University of Wisconsin-River Falls. In 2007 he became a shareholder of the firm. Dustin is a member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants.
Dustin’s primary focus is servicing the tax and accounting needs for his individual and business clients. He really enjoys providing them with high quality and personalized services. He finds great satisfaction training his clients to better understand their financial picture to make informed financial decisions.
Dustin also enjoys working with nonprofit organizations. He feels they are an important part of our community and likes helping them with their financial statement requirements so they can continue to focus on their mission. Dustin enjoys giving back to the community as well and is on a number of nonprofit organization’s boards.
Family is the most important thing for Dustin and he enjoys spending time with his wife and two children. Dustin and his family live in Rosemount, the city he grew up in. His children think it’s funny they have some of the same teachers he had as a kid. He loves coaching his son’s baseball team and attending his daughter’s music and dance performances. His favorite season is summer since when he is not in the office he enjoys being outdoors. He enjoys hunting, fishing, golf and is a retired demolition derby driver after 18 years of driving.
Foley Kalseim & Company Team
Rachel Allen, CPA
Audit Services Manager
Rachel graduated from the University of Wisconsin – River Falls in 2016 with a Bachelor’s degree in accounting and began her career as a tax season intern at Foley Kalseim. She received her CPA license shortly thereafter. Rachel works on a wide variety of projects related to both tax and assurance services and is especially fond of business and nonprofit tax and audit work.
Rachel was born and raised in Minnesota but recently relocated to Georgia. She works remotely from her home in Woodstock, Georgia but visits Minnesota often.
Outside of work, Rachel spends a lot of time outdoors hiking, kayaking or just having lunch on a patio. She and her husband are involved in providing foster care to children from the metro Atlanta area. Rachel is also a dog mom to 2 beautiful mutts, takes yoga classes every chance she gets, is a champion league bowler and spends all year looking forward to the Minnesota State Fair.
Carrie Schindeldecker, EA
Business Services Manager
Carrie is a graduate of Mankato State University with a Bachelor’s Degree in Accounting. She has over 22 years in public accounting and majority of that time has been with our firm.
She specializes in small business consulting and taxation and individual tax. She has extensive knowledge with the Quickbooks Program and is a Quickbooks On-Line Pro Advisor.
She currently serves as the treasurer and board member of The South Saint Paul Youth Soccer Association. Outside of the office, Carrie enjoys watching her two children in traveling soccer and attends various school sporting events.
Martha Kalmon, CPA
Individual Services Manager
Martha graduated from the University of Wisconsin-River Falls and is a licensed CPA in Minnesota and Montana. She joined the firm in 2004 and specializes in individual and business tax preparation, along with non-profit tax preparation and auditing. Martha appreciates her client relationships that she has developed over the years. She also finds it rewarding to help her fellow team members learn and grow professionally.
Martha works remotely from Livingston, Montana most of the time and comes into the Lake Elmo office during key times of the year.
In Martha’s free time, she and her husband are busy spending time with their four adult children and their families who all live in Montana as well. They also enjoy all that the Montana outdoors has to offer.
Alex Glover, CPA
Supervisor
Alex is a Senior Accountant at the firm with a primary focus in business income tax and auditing. He graduated from The University of Wisconsin-Eau Claire with a B.S. In Business-Accounting and Finance. He started at the firm as an intern in 2014 and joined the team after his internship.
Alex has a passion for the Green Bay Packers, so much so he is having his wedding reception at Lambeau Field. He enjoys golfing, skiing, and traveling. His favorite travel destination is Hawaii.
Monika Fuchs
Senior Accountant
Monika joined Foley Kalseim in October 2021 after working many years in accounting for an engineering and manufacturing company. She grew up and went to college in Germany. Monika studied business administration with her focus on accounting and controlling in Essen. Since 2002 she lives with her family in Wisconsin.
Monika likes teamwork as well as the opportunity to work on a variety of tax returns and audits.
Outside of the office, Monika enjoys family time with her husband and her three daughters and loves to travel to Europe to visit her family in Germany. She likes to go for walks and bike rides.
Jennifer Clark
Senior Accountant
Jennifer joined FKCO in January 2019 as a Staff Accountant after most recently working in local Government as a Municipal Clerk/Treasurer. After much thought, she decided she wanted more to her life and career than just keeping up with election laws. She also wanted to work at a pace faster than government. Jennifer is looking forward to the variety of work in assisting clients and team members with bookkeeping, payroll, and business tax needs.
Jennifer grew up in rural Southwest Wisconsin and obtained an Associates Degree in Accounting from Southwest Wisconsin Technical College. She married her best friend from high school and after a temporary detour of living in Ames, IA, she and her husband settled in St. Croix County, WI. There, they are raising their three beautiful children, two dogs, Flare and Finn, and Booey the cat.
In her spare time, Jennifer enjoys reading murder/mystery novels, spending time in the outdoors with her family camping, fishing and hunting. She also enjoys breeding and showing Welsh Springer Spaniels.
Tricia Lee
Senior Accountant
Tricia has over 20 years of experience in the field of accounting. She has experience working in the private, non-profit and public sectors. She is a graduate of Governor’s State University with a Bachelor’s Degree in Accounting. Her expertise and curiosity regarding tax law prepared her to take on the task of leading tax teams working on PPP and ERC projects for non-profits & businesses resulting in millions in refunds being awarded to those most impacted by the loss of revenue during the pandemic.
During her career it has become evident that Tricia has a passion for helping her clients ensure that they are in the best possible tax position. Joining Foley Kalseim has given Tricia the opportunity to do just that, every day.
Outside of work, Tricia enjoys spending time with her family. They have been blessed with four children. Their two sons are wrestlers and football players, and their identical twin daughters are in a travel basketball league. They love to travel and have a goal to visit every state together. When not traveling she enjoys boating, family bike rides, pickleball and playing card games.
Christopher Otten-Romero
Staff Accountant
christopher.otten-romero@cpa1.net
Christopher Otten-Romero graduated from the University of Wisconsin Madison in May 2022 with a Bachelor’s of Business Administration degree in accounting. He joined the Foley Kelseim team for the 2023 tax season as an intern and continued as a Staff Accountant full time after his internship. Prior to receiving his accounting degree he worked as a trim carpenter for 9 years and has a diploma in cabinetmaking, an associate’s degree in welding technologies and a certificate in wood finishing.
At Foley Kalseim he has had the opportunity to work on individual tax returns as well as be a part of business returns and 401(k) audits. He looks forward to pursuing a Certified Public Accountant license and continuing to grow in the profession.
In his free time Christopher and his family like sailing, skiing and traveling.
Matthew Hovel
Staff Accountant
Matt joined Foley Kalseim in January 2024. He graduated from the University of Wisconsin River Falls with a 4-year Bachelor’s Degree in Business Administration Marketing and a 2-year Associates Degree in Accounting from Dakota County Technical College.
Outside of work he enjoys pickleball, golfing, watching sports, traveling, hiking, cooking and spending time with family and friends. He recently got engaged and will be getting married in 2024 to the love of his life.
Katie Anderson
Staff Accountant
Katie joined the Foley Kalseim team in January 2023 and is looking forward to the variety of work that assisting multiple clients with their bookkeeping, payroll and tax needs will bring. She graduated from University of Wisconsin-Eau Claire with a BBA in Management and an emphasis in Human Resources. After many years as a Human Resources Manager, she transitioned into bookkeeping and has spent the last decade or so working within QuickBooks. She loves being part of a team that is dedicated to assisting the client in meeting their business goals.
Outside of work, Katie enjoys spending time with her husband, three kids and extremely quirky bull mastiff, Brutus. After jobs brought them from upstate New York to Boston to Nashville, they decided it was time to be closer to family and moved back to Hudson, Wisconsin some years ago. Family summer road trips throughout the US are the highlight of the year, with favorite destinations being the Tetons, the National Parks in Utah, the Redwoods and the Oregon coast. When not traveling, Katie loves to read, hike, spend time at the cabin and crochet.
Theresa Simms
Individual Services Administrative Assistant
Theresa joined Foley Kalseim in 2017. She serves as the firm’s office manager and assures clients receive the best administrative services on their accounts. She has a bachelor’s degree in Business Administration from Globe University/MN School of Business.
Prior to joining the firm Theresa worked at FamilyMeans in Stillwater as the Office Manager and a Debt Management Specialist in their Consumer Credit Counseling Program.
She volunteers at River Valley Riders which provides a therapeutic horseback riding program for adults and children with disabilities.
In her free time, she enjoys traveling, kayaking, biking, occasionally hitting the golf course, and hanging out with her two grown boys.
Diane Zais
Executive Administrative Assistant
Diane has been with Foley Kalseim since 2014 and can be found at the front desk cheerfully greeting clients.
She has an Associate’s Degree in Accounting and performs bookkeeping duties and various administrative tasks for the firm. Prior to joining the firm, Diane managed properties and investments for a family business for over 25 years.
Diane resides in Hudson, WI with her husband Tim. They have 3 grown daughters. When not at work, Diane enjoys volunteering in her community and spending time with her family and friends at their cabin up north.
Diane Knoll
Administrative Assistant
Diane joined Foley Kalseim as an administrative assistant in 2020.
After a career as a purchasing agent, then as an administrator at a local CPA firm, Diane returned to the University of Minnesota in 2020 to become a Washington County Master Gardener volunteer. When not spending time with family and friends at her zone 3 garden up north, she can be found assisting curious minds of all ages with planting, weeding, harvesting and donating produce grown at the RCS Giving Garden in Lake Elmo.
Jami Kalseim Flanagan, CPA
Managing Partner
Jami helped found Foley Kalseim & Company Ltd with Bob Foley when they opened the Stillwater office in 1988. Being a Stillwater native, this was the perfect opportunity for Jami to work in her hometown. Bob had previously worked at a large CPA firm in the Cities and his loyal client base followed him to Stillwater. Sadly, Bob passed away in 2008, shortly before his planned retirement. “Bob was an incredible business partner. He was an inspirational leader and teacher to his team and clients. His witty sense of humor kept us and his clients from taking things too seriously. As a firm we try to emulate what Bob started. To inspire, to teach, to be flexible and to have a little fun along the way. We are very passionate about our quality and the relationships we have developed over the years with clients and members of the community. We would not be here today without them.”
Jami works extensively with small businesses and their owners in the areas of tax, planning and business development. “I love looking over financial statements and tax returns, interpreting what they say and finding ways to improve them.” She is a long time member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants.
While not at the office, Jami enjoys working with her 6 horses and trail riding with friends and family, especially in the mountains of Montana. “The views in Montana are spectacular and the occasional moose or elk sighting is a real thrill”. Horses have taught Jami a lot about teamwork and leadership. You need cooperation and trust to get an 1100 lb animal to do something. She used to think her horse could just read her mind and then realized she was always talking to them. The communication style is mostly nonverbal but sometimes they actually listen to what you say.
Dustin Moeller, CPA
Operations Partner
Dustin joined Foley Kalseim in 1999 after earning his B.S. degree in Accounting from the University of Wisconsin-River Falls. In 2007 he became a shareholder of the firm. Dustin is a member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants.
Dustin’s primary focus is servicing the tax and accounting needs for his individual and business clients. He really enjoys providing them with high quality and personalized services. He finds great satisfaction training his clients to better understand their financial picture to make informed financial decisions.
Dustin also enjoys working with nonprofit organizations. He feels they are an important part of our community and likes helping them with their financial statement requirements so they can continue to focus on their mission. Dustin enjoys giving back to the community as well and is on a number of nonprofit organization’s boards.
Family is the most important thing for Dustin and he enjoys spending time with his wife and two children. Dustin and his family live in Rosemount, the city he grew up in. His children think it’s funny they have some of the same teachers he had as a kid. He loves coaching his son’s baseball team and attending his daughter’s music and dance performances. His favorite season is summer since when he is not in the office he enjoys being outdoors. He enjoys hunting, fishing, golf and is a retired demolition derby driver after 18 years of driving.
Rachel Allen, CPA
Staff Accountant
All of her life Rachel had her heart set on becoming a rock star. When it became clear that rock stardom was most likely not in her future, she chose the next best career; Public Accounting. Rachel graduated from the University of Wisconsin – River Falls in 2016 with a Bachelor’s Degree in accounting and began her career as a tax season intern at Foley Kalseim. Now a staff accountant, Rachel works on a wide variety of projects related to both tax and audit and is especially well acquainted with financial statement compilations.
When not slaving away on tax returns or studying for the CPA exam, Rachel enjoys spending time outdoors kayaking or hiking with her husband and 2 handsome dogs, Bowser and Koopa. She prides herself on being a champion league bowler and spends all year looking forward to the Minnesota State Fair.
Rachel Gelle, CPA
Staff Accountant
Rachel graduated from the University of Minnesota Duluth with a Bachelor’s Degree in Accounting and Health Care Management, and a minor in Psychology. She started at the firm as an intern in 2014, and joined the team full-time in 2016. Rachel enjoys being able to work on a wide variety of projects, but especially enjoys individual taxes, trusts and 401k audits.
Outside of the office, Rachel enjoys spending time with her family and taking trips to their cabin. When not working or at the cabin, her favorite ways to relax are reading, cooking, and cheering on the Minnesota Wild and Golden Gopher Hockey teams with her husband and two cats.
Alex Glover, CPA
Senior Accountant
Alex is a Senior Accountant at the firm with a primary focus in business income tax and auditing. He graduated from The University of Wisconsin-Eau Claire with a B.S. In Business-Accounting and Finance. He started at the firm as an intern in 2014 and joined the team after his internship.
Alex has a passion for the Green Bay Packers, so much so he is having his wedding reception at Lambeau Field. He enjoys golfing, skiing, and traveling. His favorite travel destination is Hawaii.
Sue Hildebrant, CPA
Individual Services Supervisor
Sue graduated from the University of Wisconsin-River Falls with multiple degrees. After spending 14 years in the stock transfer/shareowner service business, it was time to head back to school for an accounting degree. She is a licensed CPA in Minnesota and Wisconsin. Her first tax season was in 2004 and she joined Foley Kalseim in 2012.
At this time, Sue specializes in individual, estate and trust tax returns. She enjoys working with clients solving the Rubik’s cube of a tax return. Sue appreciates the variation and team approach at Foley Kalseim, she is able to work on a wide variety of returns and rely on other team members for support.
When not in the office, Sue enjoys spending time with family and friends by hiking, biking, and traveling with them. She is also active in her local church on committees, being a money counter, and providing rides to church.
Jennifer Clark
Staff Accountant
Jennifer joined FKCO in January 2019 as a Staff Accountant after most recently working in local Government as a Municipal Clerk/Treasurer. After much thought, she decided she wanted more to her life and career than just keeping up with election laws. She also wanted to work at a pace faster than government. Jennifer is looking forward to the variety of work in assisting clients and team members with bookkeeping, payroll, and business tax needs.
Jennifer grew up in rural Southwest Wisconsin and obtained an Associates Degree in Accounting from Southwest Wisconsin Technical College. She married her best friend from high school and after a temporary detour of living in Ames, IA, she and her husband settled in St. Croix County, WI. There, they are raising their three beautiful children, two dogs, Flare and Finn, and Booey the cat.
In her spare time, Jennifer enjoys reading murder/mystery novels, spending time in the outdoors with her family camping, fishing and hunting. She also enjoys breeding and showing Welsh Springer Spaniels.
Martha Kalmon, CPA
Individual Services Manager
Martha graduated from the University of Wisconsin-River Falls and is a licensed CPA in Minnesota and Montana. She joined the firm in 2004 and specializes in individual and business tax preparation, along with non-profit tax preparation and auditing. Martha appreciates her client relationships that she has developed over the years. She also finds it rewarding to help her fellow team members learn and grow professionally.
Martha works remotely from Livingston, Montana most of the time and comes into the Lake Elmo office during key times of the year.
In Martha’s free time, she and her husband are busy spending time with their four adult children and their families who all live in Montana as well. They also enjoy all that the Montana outdoors has to offer.
Carrie Schindeldecker, EA
Business Services Manager
Carrie is a graduate of Mankato State University with a Bachelor’s Degree in Accounting. She has over 22 years in public accounting and majority of that time has been with our firm.
She specializes in small business consulting and taxation and individual tax. She has extensive knowledge with the Quickbooks Program and is a Quickbooks On-Line Pro Advisor.
She currently serves as the treasurer and board member of The South Saint Paul Youth Soccer Association. Outside of the office, Carrie enjoys watching her two children in traveling soccer and attends various school sporting events.
Theresa Simms
Individual Services Administrative Assistant
Theresa joined Foley Kalseim in 2017. She serves as the firm’s office manager and assures clients receive the best administrative services on their accounts. She has a bachelor’s degree in Business Administration from Globe University/MN School of Business.
Prior to joining the firm Theresa worked at FamilyMeans in Stillwater as the Office Manager and a Debt Management Specialist in their Consumer Credit Counseling Program.
She volunteers at River Valley Riders which provides a therapeutic horseback riding program for adults and children with disabilities.
In her free time, she enjoys traveling, kayaking, biking, occasionally hitting the golf course, and hanging out with her two grown boys.
Diane Zais
Executive Administrative Assistant
Diane has been with Foley Kalseim since 2014 and can be found at the front desk cheerfully greeting clients.
She has an Associate’s Degree in Accounting and performs bookkeeping duties and various administrative tasks for the firm. Prior to joining the firm, Diane managed properties and investments for a family business for over 25 years.
Diane resides in Hudson, WI with her husband Tim. They have 3 grown daughters. When not at work, Diane enjoys volunteering in her community and spending time with her family and friends at their cabin up north.