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Meet our Shareholders and Staff
A close-knit team who treats every client relationship like a partnership.
Professional Staff
Bookkeepers and Payroll Staff
Administrative Staff
Reception
You can Expect More Than Just Numbers from Ouellette & Associates’ dedicated staff of experienced accounting and taxation professionals.
C. Joseph Wolverton, Jr. CPA
Shareholder
Joe graduated from The University of Maine at Orono with a Bachelor of Science in Business Administration, concentrating in accounting and finance. He has been an accountant for 19 years, joining Ouellette & Associates in 2002. He works in both the public and private sectors of accounting and finance, specializing in the areas of real estate development, low-income housing, and manufacturing. Joe also provides business consultation, construction and the preparation of individual, corporate, and partnership tax returns.
- Member of American Institute of CPAs; Androscoggin County Chamber of Commerce
- Board Member of Regional Transportation Program
Email: [email protected]
Gary Soucy, CPA
Shareholder
Gary is a graduate of Thomas College and has been an accountant for 33 years. He worked in Portland for a few years before heading back to Lewiston to start his own practice. He later merged with Thomas Robustelli and Walter Rotz in 1995. Jonathan Hussey joined their firm in 2010 when Walter retired. In January 2017, Gary's firm merged with Ouellette & Associates as Thomas Robustelli retired from the firm. Gary's clients include both for-profit and not-for-profit companies and organizations. He prepares tax returns for a variety of small businesses and individuals, and also performs compilations, reviews, and audits for various types of organizations.
- Member of Maine Society of CPAs; American Institute of CPAs
- Treasurer at St. Martin De Porres Residence
Email: [email protected]
Gary Wigant, CPA
Shareholder
Gary graduated from the University of Maine at Orono with a Bachelor of Science in Business Administration, concentrating in Accounting and Finance. He has been an accountant for 30 years, working in both the public and private sectors. Gary joined Ouellette & Associates in 1987 and became a shareholder in 2004. He specializes in the areas of low-income housing, nonprofit organizations, heavy equipment dealers, manufacturers, retailers, and hotels. He is responsible for the firm's quality control.
- Member of American Institute of CPAs; Maine Society of CPAs
- Androscoggin County Chamber of Commerce; Maine Association of Non-Profits
Email: [email protected]
Jonathan Hussey, CPA, MST
Shareholder
Jon graduated from the University of Southern Maine with a Bachelor of Science in Accounting in 1998, and from Bentley University with a Masters in Taxation in 2012. Jon entered public accounting in 1999 working for a regional firm in South Portland and became licensed as a CPA in 2001. Jon joined Ouellette & Associates, P.A. in 2003, and remained with the firm until becoming a partner at Robustelli ∙ Soucy ∙ Hussey, P.A. in May 2010. Jon rejoined Ouellette & Associates, P.A. as a shareholder when Robustelli ∙ Soucy ∙ Hussey, P.A. merged with Ouellette & Associates, P.A. effective January 1, 2017. He focuses on taxation, tax planning, small business accounting, small business planning, and nonprofits, including organizations with cost reports to DHHS. He mostly works on nonprofits, taxation for companies and individuals, tax planning, and buy-sell consulting.
- Member of American Institute of CPAs; Maine Society of CPAs
Email: [email protected]
Mark Carrier, CPA
Shareholder
Mark graduated from Thomas College with his Bachelor of Science in Accounting and has been an accountant for 34 years. Mark focuses on Taxation and Consulting and mostly works with for-profit business entities. Mark's background includes auditing for credit unions since 1990.
- Member of AICPA; Maine Society of CPAs
- Organizations Martindale Country Club
Email: [email protected]
Michael Dunn, CPA
Shareholder
Mike graduated from Thomas College with a Bachelor of Science in Accounting Information Systems. He has been an accountant for 25 years. Mike provides tax and business consulting working with small- to mid-size businesses and individuals. He has experience with auditing and working with nonprofit organizations, specializing in organizations with State and Federal funding including MaineCare, Single Audits, and audits under the Maine Uniform Accounting and Auditing Practices (MAAP). Auditing and consulting with quasi-governmental entities, mainly water/sewer districts and State authorities is another area he specializes in, and he has a wealth of experience with low-income housing, trade associations, and credit unions.
- Supports Gardiner and Augusta Area Sports
- Previous Board Member of Gardiner Rotary; Gardiner Federal Credit Union
Email: [email protected]
Steven Lamontagne, CPA
Shareholder
Steve graduated from The University of Southern Maine with a Bachelor of Science in Accounting and has been an accountant for 17 years. Steve provides accounting, tax, and consulting services for various companies in areas such as real estate, nonprofits, individuals, businesses, retail and wholesale, manufacturers, and employee benefit plans.
- Member of American Institute of CPAs; Maine Society of CPAs
- Androscoggin County Chamber of Commerce
- Board Member of Advocates for Children; Lewiston-Auburn Economic Growth Council
- Finance Committee Member of Maine Behavioral Healthcare (MaineHealth)
Email: [email protected]
Amanda Goetz
Administration
University of New England (BS - Business Adminstration)
Joined Ouellette & Associates March, 2017
Email: [email protected]
Amy Vallee
Receptionist
8 years' experience in Customer Service
Joined Ouellette & Associates February, 2016
Email: [email protected]
Beth Witas
Bookkeeper / ProAdvisor
Husson University (BS - Accounting)
Joined Ouellette & Associates November, 2016
Email: [email protected]
Bryan Robichaud
Accountant
Thomas College (BS - Accounting)
Joined Ouellette & Associates December, 2007
Email: [email protected]
Connie Kitchen
CPA
University of North Florida (BS - Business Administration)
Joined Ouellette & Associates November, 2008
Email: [email protected]
Cindy Bailey
CPA
Thomas College (BS & MBA - Accounting)
Joined Ouellette & Associates August, 2013
Email: [email protected]
Daryl Cote
CPA
University of Maine (BS - Business Administration)
Joined Ouellette & Associates October, 1998
Email: [email protected]
Emily Lafata, EA
Accountant
Salem State University (BS - Accounting)
Joined Ouellette & Associates July, 2007
Email: [email protected]
George Roberge
CPA
Husson University (BS - Accounting)
Joined Ouellette & Associates January, 1984
Email: [email protected]
Gregory Allen
CPA
Husson University (BS - Accounting)
Joined Robustelli, Soucy & Hussey, PA in January, 2008
Email: [email protected]
Jill Pleau
Firm Administrator
New Hampshire University (BS - Business Administration, Management Focus)
Joined Ouellette & Associates October, 1988
Email: [email protected]
Jill Robinson
Accountant
Thomas College (BS & MBA - Accounting)
Joined Ouellette & Associates August, 2013
Email: [email protected]
Joseph Lavigne
Accountant
Julie Waite
Administrative Assistant
40 years' experience in Customer Service
Joined Robustelli, Soucy & Hussey in January, 2011
Email: [email protected]
Kathy Barrett
Bookkeeper / ProAdvisor
Thomas College and Husson University (BS - Business Administration)
Joined Ouellette & Associates May, 2014
Email: [email protected]
Keith Morin
CPA
Bryant University (BA - Accounting), USM (MS - Accounting)
Joined Robustelli, Soucy & Hussey, PA in August, 2016
Email: [email protected]
Kelly Dionne
Accountant
USM (BS - Business Administration)
Joined Ouellette & Associates July, 2010
Email: [email protected]
Kelley Dionne
Accountant
USM (BS - Business Administration)
Joined Ouellette & Associates July, 2010
Email: [email protected]
Kimberly Berg, CPA
Director
Thomas College (BS - Accounting)
Joined Ouellette & Associates September, 2013
Email: [email protected]
Kristy Morin
Administrative Assistant
Andover College (Associates' in Office Management and Accounting)
Joined Ouellette & Associates August, 2012
Email: [email protected]
Lindsey Morse
Accountant
Saint Joseph's College (BS - Accounting)
Joined Ouellette & Associates July, 2015
Email: [email protected]
Lisa Dumond
CPA
Mary Morgan
Administration
University of Maine (Associates' - Business)
Joined Ouellette & Associates December, 2016
Email: [email protected]
Melissa MacDonald
Accountant
University of Maine (MS - Accounting)
Joined Ouellette & Associates August, 2011
Email: [email protected]
Nancy Bergeron
Accountant
University of Maine (BS - Accounting)
Joined Ouellette & Associates June, 1988
Email: [email protected]
Patricia Lewis
Accountant
University of Maine (BS - Business Administration)
Joined Robustelli, Soucy & Hussey, PA in December, 1992
Email: [email protected]
Tammy Day
CPA
Tom Robustelli
CPA
Accountant
University of Maine (BS - Business Administration, Accounting Major)
Email: [email protected]
Renee Nicholas
Accountant
University of Southern Maine (BS - Social & Behavioral Sciences, Certificate – Accounting)
Joined September 2017
Nicole Burgess
Bookkeeper
Plymouth State University in 2016 (Accounting)
Liz Baker
Receptionist
Joined November 2017
Heather Poirier
Administrative Assistant
Joined August of 2017