Board

Steven is a Principal at Pinion and Board President for the 2023/2024 term, as well as serving on MTCPA's Professional Development Committee. Steven is also on the Board of Directors for Shodair Children’s Hospital.

Tracee has 20 years of collective experience in tax preparation, tax auditing, and financial accounting. Prior to moving into public accounting, Tracee was a state tax auditor and management analyst specializing in pass-through entities and multistate taxation. Her skills for research and analysis of state and federal tax laws and policy make Tracee a solid asset when tackling complex tax situations. She has been trained by both the Internal Revenue Service and the Multistate Tax Commission in the areas of income tax and multistate entity tax compliance.

Sara is the CFO of ALPS P&C Insurance Company and a UM grad. Sara loves to rides bikes and ski with her husband and dog.

Marca is proud to have served as the Society’s president 2020-2021 and especially proud to support the current board president as ex officio. After many years working and raising their two sons in Helena, she moved with her husband Dave in 2016 to Fairfield, Montana. Raised on a registered Hereford ranch at Creston, Montana, Marca is thrilled to get back to her agricultural roots in this beautiful setting. She currently works for Gary Kasper & Company, Inc., preparing financial statements and individual and business taxes, and continues to specialize in accounting, consulting and caring for nonprofit organizations.

Marca’s current community involvement is serving as the president of Montana State Old-Time Fiddlers District 8, and treasurer of Fairfield Education and Community Association.

Some of Russ's past endeavors include serving as the past president of the Helena Chapter of CPAs, treasurer of the Last Chance Riders Motorcycle Club, and multiple Young Professional groups through the Chamber of Commerce. His hobbies are seasonal; everything from skis to boards, jiu-jitsu to motorcycles. But as free time becomes a thing of the past, Russ’s most important roles are husband and father. Two teenage daughters, a toddler son, and multiple dogs keep him and his wife busy and full of life.

Tim has been employed at the Montana Technological University (Montana Tech) for over 30 years.  He is a life-long resident of Montana. He is an alumnus of the University of Montana, earning bachelors degrees in accounting and economics, a masters degree in business administration, and a doctorate in educational leadership. Tim currently teaches courses in intermediate accounting, income tax, governmental accounting, and strategy.  His research interests are related to accounting education.

His professional certifications include; Certified Public Accountant (CPA), Certified Managerial Accountant (CMA), and Certified in Financial Management (CFM). Tim has been married to the former Valerie Clark for 25 years and has three sons; Michael, Alex, and Andrew.

Leo is a third-generation CPA proprietor of Prigge and Otten PC, a small tax and accounting advisory firm in Uptown Butte that Leo co-owns and runs with his wife Jen.   Leo serves on a number of community boards in Butte and is committed to helping Butte residents and small businesses thrive.

Becky provides accounting services to clients in the Southwest Montana area through her firm RDT Accounting. She previously spent 15 years in internal audit work within the financial institutions industry. Becky has been involved with the Society in various capacities since 2008, including work on the Professional Development, Industry, and Annual Conference Planning Task Forces. Outside of work and MTCPA involvement, Becky lives her best life spending time her husband and pets, along with enjoying all things Montana has to offer.

Eric is a tax manager with Eide Bailly in Billings, specializing in corporate and pass-through entity taxation. He is a graduate of Montana State University and enjoys hiking and biking in his free time.

Chet specializes in governmental accounting and auditing. Chet has earned a Master’s of Accountancy from the University of Montana, a CGFM from the Association of Government Accountants, and a CIA from the Institute of Internal Auditors.

Carrie is the CFO at Beartooth Group in Bozeman, MT. Carrie holds a Master’s of Professional Accountancy from Montana State University and has been a CPA for over 20 years. She loves hiking, biking, snowboarding, and water sports with her husband and 3 kids.