Certified Public Accountants

As a company, we’re proud to bring a range of services and depth of expertise to our clients.

Foley Kalseim & Company’s mission is to be an innovative leader in bringing value to our clients through our tax, accounting, and auditing services. We achieve this mission through education, employee engagement, and client partnerships. We value our partners inside the firm and outside of our walls. Our relationships, attention to detail and dedication set us apart.

In addition, we are members of the MN Society of Certified Public Accountants (MNCPA) and the American Institute of Certified Public Accountants (AICPA).

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.

Jami Kalseim Flanagan

Jami Kalseim Flanagan, CPA

Managing Partner

jami@cpa1.net

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 left a large CPA firm in the Cities where a loyal client base followed him.  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 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 do what you say.

martin-dikkers

Martin Dikkers, CPA

Administration Partner

martin.dikkers@cpa1.net

“Sure, I like numbers, but I like people more” - Martin has been trying to break the stereotypes associated with accountants since joining the profession in 2007. His wife and four kids have varying opinions about how well he is doing with this goal, but he is unwilling to change his wardrobe or scale back his excitement about the new Code Sec. 199A deduction just to prove otherwise.

Martin has an undergraduate degree in psychology (B.A., Bethel University) and an MBA from the University of St. Thomas. He also has 10 years of manufacturing/costing experience prior to becoming a CPA. Martin loves the ongoing dialogue with clients that facilitates strategic business and tax planning. He also loves being part of this team of extraordinary professionals, even if some of them are a little nerdy at times.

dustin-moeller

Dustin Moeller, CPA

Operations Partner

dustin@cpa1.net

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

Rachel Allen

Staff Accountant

rachel.allen@cpa1.net

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.

brittny-cloutier

Brittny Cloutier

Staff Accountant

brittny.cloutier@cpa1.net

Brittny joined the firm in 2016 after years of managing a greenhouse and helping run a family business. A graduate of UW-Madison in Business Management and French, Brittny loves to learn almost as much as she loves people, if not more! She is a QuickBooks Online ProAdvisor and continues to pursue education in Accounting.

As an administrative and accounting assistant, bookkeeper, and payroll processor, her problem-solving and multi-tasking skills contribute to the firm behind the scenes in a myriad of ways.  Brittny keeps the office running smoothly, from tax processing, anticipating needs, and learning new software, to anything that helps both clients and team members.

Outside of work Brittny’s passions lie with practicing herbalism, cooking nourishing foods, and gardening. Fun with family and friends includes camping, kayaking, traveling, and playing cards. Weeding the garden with her husband and two sons on a hot summer day is her favorite task on the to-do list.

wMarcia1_1

Marcia Dornfeld

Administrative Assistant

Marcia is a seasonal office assistant at Foley Kalseim.  She greets clients at the front desk, along with providing support work for the other staff in the office. When not on the job, she enjoys family time and dabbles in machine embroidery and quilting.

rachel-anderson

Rachel Gelle, CPA

Staff Accountant

rachel.gelle@cpa1.net

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 taxes, trusts and 401k audits.

Outside of the office, Rachel enjoys her role as a co-coach for the Elk River Fall Dance Team, and spending time with her family at 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

Alex Glover, CPA

Senior Accountant

alex.glover@cpa1.net

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

Sue Hildebrant, CPA

Individual Services Supervisor

sue.hildebrandt@cpa1.net

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.

martha-kalmon

Martha Kalmon, CPA

Individual Services Manager

martha@cpa1.net

Martha graduated from the University of Wisconsin-River Falls and is a licensed CPA in Minnesota and Wisconsin. 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 and helped to develop a mentoring program at the firm.

Volunteering is also important to Martha.  She has volunteered in her community at the schools her children attended and has served on various nonprofit boards and committees.

In Martha’s free time, she and her husband are busy visiting or spending time with their four adult children, sometimes traveling out west to do so.  They also value time spent with friends in their community.  To unwind, Martha loves to go for walks or hikes.

brianna-latzke

Brianna Latzke

Staff Accountant

brianna.latzke@cpa1.net

Brianna graduated from the University of Wisconsin-Eau Claire with a major in Accounting and a minor in Information Systems. She joined the team following her graduation in January of 2017. Brianna has appreciated busy season as well as the wide variety of audit, financial statements, and tax preparation projects she has been able to work on.

When not in the midst of busy season, Brianna looks forward to spending weekends at the cabin or on the lake, as well as any chance to spend time with family and friends (including her goldendoodle pup - Rory).  Working out, binge watching reality TV, and tackling home improvement projects are her favorite ways to unwind.

lori-mackean

Lori MacKean

Senior Accountant

lori.mackean@cpa1.net

Lori joined Foley Kalseim in 2007.  She is a QuickBooks ProAdvisor and focuses on client bookkeeping, payroll, tax preparation and various internal assignments.  Lori enjoys helping bookkeeping clients become organized and efficient.

When she is not working tirelessly during tax season, she can be found walking, snowshoeing or kayaking with her husband and their extremely active Vizsla, Piper.

She also enjoys volunteering in the school concession stand and teaching students the importance of working with customers and handling money.   Lori and her husband are graduates of Financial Peace University and are passionate about sharing this program with others.   Lori lives in rural Wisconsin with probably the best husband ever and their two great sons.

cheri-queener

Cheri Queener, CPA

Fiduciary Services Supervisor

cheri@cpa1.net

Cheri received a Bachelor’s Degree in Accounting from the University of Wisconsin-River Falls and is a licensed CPA.  She joined the team in 2009 following an internship position with the firm and specializes in individual, trust, and estate taxation.  She enjoys getting to know her clients and building those relationships.  Cheri is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.

Prior to earning her degree, Cheri spent many years at home raising her three children who are now grown.  Spending time with family is a central part of her and her husband’s life which they enjoy even more so since the birth of their first grandchild.  During the summer months when she is away from the office the most, aside from family time, she enjoys being outdoors, especially at the lake, getting together with friends for a walk or dinner and just relaxing at home.

carrie-schindeldecker

Carrie Schindeldecker, EA

Business Services Manager

carrie@cpa1.net

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-schuknecht

Theresa Schuknecht, CPA

Audit Services Manager

theresa@cpa1.net

Theresa graduated from Montana State University-Bozeman, with a B.S. in Business-Accounting, and a Master’s in Professional Accountancy. She is also a licensed CPA, who has worked in public accounting since she graduated in 2009. In 2012, She moved with her husband back “home” to Hudson, Wisconsin, where she started working at Foley Kalseim in Lake Elmo, Minnesota. She enjoys working on audits of non-profits and employee benefit plans.

When she’s not working she can be found skiing and boating with her husband and young son. She is also passionate about volunteering with Evolve Adoption and Family Services, where she serves as the current board treasurer and member of the Next Generation of Leaders Group.

theresa-simms

Theresa Simms

Individual Services Administrative Assistant

theresa.simms@cpa1.net

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

Diane Zais

Executive Administrative Assistant

diane.zais@cpa1.net

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.

robert-foley

Remembering our Founder

Robert M. Foley, 1943-2008

We opened the doors in 1988 under the name of Robert M. Foley, CPA/PFS. Bob’s loyal client base followed him to Stillwater after he left a large CPA firm. His goal was not only to work on his clients’ retirement planning but his own as well. Bob created the foundation for our company’s work-life balance, and built the diverse practice we have today. Bob was an alumni of St. Thomas University.