Meet our Staff

Clarice Landreth

Enrolled Agent
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Clarice Landreth

Clarice Landreth

Enrolled Agent

Heather Lorenz

Associate

Education:

University of Central Florida, B.A. in Psychology, Summa Cum Laude
University of Georgia, School of Law; J.D., Cum Laude

Biography:

My team and I approach each client’s tax situation from a global perspective. Not only are we here to resolve past issues, but we work with our clients to establish best practices moving forward in order to avoid future tax problems and put them in the best position for a favorable, cost saving resolution.

I have over seven years of experience with tax resolution alone, and twenty years of experience working with small businesses to establish best practices. My team and I use this experience to tailor the best resolution possible for each of our clients. We understand that every situation is different, presents different facts and will need a different perspective to reach a final resolution. Our goal is to determine the best resolution not only in the short term, but for the long-term benefit of our client.

My team takes our position as advocates for you very seriously and will keep pushing the taxing authorities and finding new ways to achieve the best resolution for you. Taking on taxing authorities can be intimidating and overwhelming for most taxpayers and we are eager for the opportunity to take that burden off your shoulders.

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Heather Lorenz

Heather Lorenz

Associate

Harrison Priesmeyer

Associate

Education:

University of Northern Colorado; Bachelor’s Degree in Marketing

Biography:

I believe that my job is not only to provide my clients with unrelenting professional representation before the IRS and State taxing authorities, but also to educate and empower them with knowledge that they can take into the future and beyond our work together. I take a great deal of pride in the fact that our clients have entrusted me to navigate them through some of the most difficult moments of their lives.

I do everything possible to provide comprehensive peace of mind from the initial conversation with a new client to achieving a final resolution and beyond. I find that this is best achieved by maintaining an open line of communication and actively listening to fully grasp the problems and pressures our clients are experiencing. There is no better feeling than to tell you that your tax issues have been resolved and that you can go back to leading a life without the looming fear of a tax liability hanging over your head.

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Harrison Priesmeyer

Harrison Priesmeyer

Associate

Cody Ruiz

Senior Associate

Education:

Purdue University; Master’s in Accounting and Finance

Biography:

I graduated from Purdue University with a Master’s Degree in Accounting and Finance. I have spent over 17 years in the tax industry. I was working at a boutique CPA firm preparing personal and corporate tax returns when I quickly realized that I preferred to be in the tax resolution industry. This industry enables me to have a more positive impact on our clients’ lives.

Tax Issues with the IRS and various taxing authorities can cause sleepless nights, strain relationships, and unbearable stress for our clients. We work with you to clarify the process of tax resolution as we embark on this journey together. We outline the best steps to take to help you get out from under the debt, and provide answers to help you navigate the tax issues you are dealing with.

We use knowledge of tax preparation and financial statements to determine the resolution options available to each you based on your specific financial situation. My team and I will take the time to explain the resolution options available, the pros and cons of each option, and work with you to determine the best option for you, your family, and your business.

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Cody Ruiz

Cody Ruiz

Senior Associate

Olivia Siauw

Senior Associate

Education:

Tarumanegara University; Pre-Medicine

Biography:

I believe in treating everyone how I want to be treated. My credo is to live with honesty, integrity, perseverance, and excellence. Having been in the industry since 2007, I have a vast knowledge of the Internal Revenue Code and many States’ tax regulations. I use this knowledge to create the most strategic and creative resolutions for my clients. I strive to communicate the road map to resolution and bring clarity to complex situations so that my clients feel well-informed, confident, and stress-free. It is my goal for every client to feel that hiring Omni and my team was the best investment they ever made.

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Olivia Siauw

Olivia Siauw

Senior Associate

Aaron Tower

Senior Associate

Education:

Serves on the Colorado Society of Enrolled Agents Board of Directors, most recently as President of the Board.

Biography:

Omni has been home to me for over ten years. I feel very fortunate that working my way up through the years has allowed for unique insights into how stressful tax issues can be for our clients. Clients and I have spent countless hours on the phone working to improve businesses and sometimes even save marriages.

Giving our clients peace of mind is very important to me. Once we start working on a case it becomes our job to worry about fixing the tax issues, leaving our clients to focus on family, running their business and leading a stress-free life.

Our team works hard to think outside the box to provide our clients with solutions tailored to best promote the needs and goals of each individual client. I’m happy to say that whatever the approach our team has taken towards resolution, we will have saved our clients a lot of time, money and stress in the process.

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Aaron Tower

Aaron Tower

Senior Associate

James Brunette

Associate

Education:

University of Colorado at Boulder; B.A.

Biography:

The approach that Omni Financial brings to individual and small-business clients across the country is unrivaled by any tax-debt resolution firm around. By understanding the unique needs of each client, no matter the issue, I am consistently able to formulate resolution strategies that go beyond the run-of-the-mill practices commonly used in the industry. The resources available to my clients, provided by Omni Financial, are endless, and I am proud of the results that these resources help me and my team achieve for clients on a daily basis.

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James Brunette

James Brunette

Associate

John Milroy

Licensed Representative

Education:

University of Michigan; B.A. in Political Science
University of Toledo; J.D.

Biography:

I started out as a courtroom litigator, where I represented individuals against the powers of government, large corporations and insurance companies. I then ran a small business for several years. I personally understand the difficulties and challenges inherent in running a business through good times and bad. I understand that at times, difficult decisions must be made. I also know what it means to fight against the goliaths of the world. Here at Omni, I have used my vast legal and business experience to help businesses and individuals navigate their tax difficulties with great success. I look forward to the battles ahead.

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John Milroy

John Milroy

Licensed Representative

Robert Fix

Junior Associate

Biography:

Knowing that I am helping to solve some of the most difficult problems in the lives of our clients is perhaps the most fulfilling part of working at Omni Financial. No two cases are the same, and it is a great pleasure to work with folks from all walks of life to achieve great results through each of their unique set of circumstances. There is nothing more satisfying than reaching the end of a case and knowing that my clients are able to put their worries behind them and concentrate on whatever the future holds amongst their greatest passions in life.

I have always considered myself to be entrepreneurial; I have had the opportunity to pursue ventures of my own and I have experienced both the fortunes and struggles associated with applying passion to business. Much of this experience has allowed me to be able to connect with my clients in whatever ventures they are pursuing. While I myself have not built a fortune 500 company from the ground up, I have the opportunity to work with people on a daily basis that are also transforming ideas, passions, knowledge, and skills into a career and a means to provide for those that they love the most. It is an honor to be able to share in these experiences with my clients just to live vicariously through their triumphs which reinforces pride in making it through a difficult challenge.

I personally take great pride in knowing that the plans that we set forth for our clients are truly the best plans possible for them. Just like our clients, we at Omni are also faced with challenges and difficult decisions regularly. But regardless of the facts and circumstances, between the depth and variety of the combined experiences at our firm, I know that the right answer is available to us. And at the end of the day, for us a job well done means a life changed for the better.

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Robert Fix

Robert Fix

Junior Associate

Joseph Stroup

Senior Associate

Education:

University of Colorado; B.A in Economics

Biography:

As a Senior Associate at Omni, I work with a team of Associates to ensure they are aggressive advocates on behalf of all our clients, while ensuring the clients’ voice is heard by the taxing authorities. My team and I work to provide the highest quality of services possible to our clients, with support, drive and enthusiasm. I have been in the tax resolution industry for several years and have the experience to handle any complex and serious situation that may arise.

My skilled team of Enrolled Agents and I understand how stressful and scary the journey to tax resolution can be, which is why we approach each case with a specific strategy to ensure the best outcome for that specific client.

My team continues to take on complex and high-dollar cases an successfully resolve these cases with positive outcomes. With my significant amount of experience and high performing Associates, my team can resolve any tax problem, no matter how complex.

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Joseph Stroup

Joseph Stroup

Senior Associate

Ray Dyer

Associate

Education:

University of Colorado at Boulder; Degree in Finance

Biography:

I am an Enrolled Agent with over seven years of tax resolution experience who represents taxpayers before the Internal Revenue Service. I know the ins and outs of the Internal Revenue Service law and procedures to get the best resolutions for our clients. I hold a finance degree, have prior experience in title work and am an expert in lien resolution.

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Ray Dyer

Ray Dyer

Associate

Annie Cole

Associate

Biography

I am grateful to have worked in the tax resolution field for thirteen years. The satisfaction achieved from helping my clients through a very stressful and oftentimes complex situation is very rewarding.

I would like each of my clients to know that I do not take their situation for granted; I have learned that no two cases can or should be approached the same way and that the more I learn about their history, their current circumstances, and their goals for the future, the better equipped my team and I are to develop a resolution strategy specifically for them.

Working for a company that is innovative, ethical, and supportive makes it easy to excel in an industry I have become extremely passionate about.

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Annie Cole

Annie Cole

Associate

Sara Zainer

Associate

Education:

University of Colorado at Denver; Bachelor's in Psychology

Biography:

There is no doubt that the IRS and State taxing authorities can be far from easy to deal with. Here at Omni Financial, my team and I work endlessly to alleviate all of the associated stress factors that come along with outstanding tax debt.

There is nothing more gratifying than knowing our work allows taxpayers to be freed from the day to day stress and grief the taxing authorities can cause. It is our goal to work hand in hand with our clients to ensure they understand their rights as taxpayers as well as every step of the resolution process.

Our ability to take the weight off our client’s shoulders and make resolving tax liability seem effortless in their eyes is the most rewarding aspect of this job. Not only are we able to step in and begin dealing with the taxing authorities directly so our clients no longer have to, but we can also turn what seems to be never-ending burdens into a seamless process where the light at the end of the tunnel suddenly appears closer than ever before.

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Sara Zainer

Sara Zainer

Associate

Brooke Hubbard

Associate

Education:

Southern Illinois University School of Law; J.D. with specialization in Business and Transactional Law

Illinois State University; Bachelor of Applied Science, Politics and Government

Biography:

As an Associate and Enrolled Agent with Omni Financial, I work as a zealous advocate on behalf of our clients, acknowledging that each client has a unique case that requires a unique and tailored strategy. My team and I are committed to providing the highest quality client service and do so with utmost integrity and empathy. My background in law and client services allow my team and I to address each case and circumstance with diligence and attention to detail.

My team and I know how stressful and arduous the journey to tax resolution can be, which is why we approach each client’s case with a careful eye, and a dedication to working tirelessly towards resolution in each case.

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Brooke Hubbard

Brooke Hubbard

Associate

Don Anderson

Account Executive

Education:

University of Memphis

Biography:

I’ve been in the Tax Resolution industry for twenty years and with Omni Financial for fifteen of those years. As an Account Executive, I make sure the client’s needs are met and make sure they are fully informed throughout the entire resolution process.

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Don Anderson

Don Anderson

Account Executive

Jason Neal

Account Executive

Biography:

Jason is originally from Florida and started his career in the tax industry over fourteen years ago. Even after all this time, he continues to be extremely passionate about helping his clients find the resolutions that best fit their needs.

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Jason Neal

Jason Neal

Account Executive

Shea Bergman

Account Executive

Biography:

Shea Bergman is a native to Colorado. He has been with Omni Financial since 2006 and he has not shaved since. “I have enjoyed seeing the evolution of Omni Financial and being able to help people on a daily basis”. As a Sr. Account Executive, he spends his days talking with business owners and individuals about our two-step onboarding process and our resolution strategies.

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Shea Bergman

Shea Bergman

Account Executive

James Pelletier

Account Executive

Biography:

James is a Colorado native with experience and knowledge in consulting and marketing both for small businesses and Fortune 500 companies that spans over 22 years. James’s position as a Senior Account Executive at OMNI Financial allows him to help educate business owners, CEO’s, and directors about their next steps in achieving the best tax resolution for their business!

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James Pelletier

James Pelletier

Account Executive

Victoria Walker

Licensed Representative

Education:

University of Colorado at Boulder; B.A. in Economics, emphasis in Public Policy

University of Colorado at Boulder; B.A. in Political Science

Biography:

An Enrolled Agent since 2014, I am licensed by the Department of the Treasury to represent individual and business taxpayers all over the United States. My specialties include multifaceted resolutions, advanced tax collection, complex financial analysis, tax law, and tax controversy. As a proficient and experienced tax preparer (for both individuals and businesses), I am comfortable discussing both the specifics of tax returns with my clients as well as how information on the returns and current financial conditions form the basis for our resolution strategy.

I have been a member of the NAEA since 2012. I became a fellow of the NAEA less than a year after becoming an Enrolled Agent and was selected as a Level II Leader during my studies. With unlimited practice rights before the Internal Revenue Service and most state governments, I guide my clients through the complexities of the tax code in ways that are understandable, not overwhelming. My knowledge of current tax law and ability to reference IRS practice and procedure is an asset during negotiations and it’s my pleasure to take the stress and weight off my clients’ shoulders during such uncertain times. Before, during, and after negotiations with taxing authorities, I pride myself on being accessible, understanding, and committed to balancing my clients’ diverse interests and goals with what can feasibly and legally be accomplished.

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Victoria Walker

Victoria Walker

Licensed Representative

Morgan Anderson

Associate

Biography:

Our clients come to Omni Financial with a need for resolution of a situation that not only touches their business or workday, but also carries a great impact to all aspects of their lives: in the office, at home, while trying to spend time with their family, and even when they wake in the middle of the night. My team and I focus on shouldering the responsibility of our client’s situations, worries and all, until such time we are able to secure a final resolution.

We achieve this goal by constantly keeping our clients updated, a responsibility we focus on every single day, while we move step-by-step towards the end goal we identify together. By forming this alliance with our clients, we have found that they are able to relax into their lives throughout the resolution process as they have conviction and proof that we are doing everything we set out to achieve for them.

My team at Omni Financial is one of the best groups of people I have been fortunate enough to cultivate and develop since I first started my representation career with our firm two decades ago. Each member’s relentless focus for achieving the best results attainable, remaining faithful to what is just for our clients, and never backing down until we have exhausted all possibilities is the true key to our success for each client we have worked for, and serves as a constant inspiration for me.

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Morgan Anderson

Morgan Anderson

Associate

Ryan Carroll

Associate

Education:

University of Florida; B.A. in Economics
University of Mississippi; J.D.

Biography:

I do everything possible to see my clients’ issues form their perspective. This is not possible without open communication and empathy. My team and I approach every case with an open mind in order to reach the proper resolution for each client. My clients have trusted me to help them through an extremely difficult time in their lives and I do not take that responsibility lightly.

There is one thing that stands out in my initial conversation with most clients. They are fearful of the unknown. This leads to stress, anxiety, and sleepless nights of speculation due to the serious financial issues they face. It is alarming to me that an individual or business can find itself subject to enforcement action from taxing authorities without understanding why. I believe that proper representation goes beyond protection and obtaining the proper resolution. I seek to empower my clients with the knowledge necessary to take back control. In my experience, this leads to a more productive relationship and decreases the likelihood of further issues once a resolution is achieved.

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Ryan Carroll

Ryan Carroll

Associate

Christopher Grandchamp

Senior Associate

Education:

Colorado State University; B.A., major in Political Science, minor Criminal JusticeUniversity of Denver Sturm College of Law; J.D.

Biography:

You are our number one priority. My team and I are here to help you. Let us take the tax burden off your shoulders. Worry less and sleep soundly knowing that a passionate, and highly educated team is advocating on your behalf. Our knowledge and experience in the tax resolution industry is world class and second to none.

With superior communication, subject matter expertise and education, we quickly build a relationship with our clients that extends well beyond the resolution reached with the taxing authorities. With us by your side, you will not only obtain the guidance needed to get back on track, but also develop the tools necessary to understand, navigate, and execute your responsibilities as a compliant taxpayer.

As an assertive, hands-on leader who remains calm and proactive in crisis situations and consistently exceeds expectations, me and my team will help bring you one step closer to taking back control of your life.

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Christopher Grandchamp

Christopher Grandchamp

Senior Associate

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Morgan Anderson

IRS Enrolled Agent

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