Experience, expertise, and established relationships define our Partners, each boasting decades of involvement in Indirect Tax matters, including extensive time with the "Big Four" firms. With over 30 years of trusted connections, our Partners are not only professional but also accessible and approachable. No matter your company's size, they are here to cater to your sales and use tax needs.
Jeff Stonerock, Partner, CPA, has nearly 30 years of experience in the indirect tax space. His specialization lies in tax planning, incentives, audit defense, refund claims and tax compliance. Jeff’s audit defense experience includes federal and state income taxes, sales and use taxes, property taxes, and various miscellaneous taxes in both the US and Canada. He’s also responsible for the innovation and implementation of Clarus Partners Exemption Certificate Management Software, AkuCert, and its Business Licensing Software, AkuLicense.
Jeff previously worked at Honda for nearly 18 years providing tax planning, incentives, and audit defense in state income tax, sales tax, property tax, and various miscellaneous taxes in both the US and Canada. Jeff was also responsible for the automation and integration of Vertex, Avalara, and TaxWare for several of the Honda companies. He’s taken what he’s learned from these software interactions to create the groundbreaking software solutions which Clarus Partners offers today.
Jeff’s path to his present expertise originated at The Ohio State University where he obtained a BS in Accounting and Finance. Jeff enjoys spending time with family, competitive sports, and creating solutions for his clients.
Brian Hollingsworth, Partner, brings 25 years of sales and use tax experience to the indirect tax niche of Clarus Partners. The lion’s share of his 25 years was spent with Big Four firms coupled with a brief time in his own practice. Brian’s talents are broad in the indirect tax specialization including but not limited to sales and use tax refund studies, voluntary disclosures, compliance process methodologies, transactional planning (particularly around mergers and acquisitions), percentage use tax reporting implementations, nexus studies, taxability matrices, managed audits, procurement card studies, sales/use tax payables account reconciliations, and audit defenses/protests. Brian also has valuable experience with Vertex, AvaTax, and SAP.
Brian’s education experience is through The University of North Carolina at Chapel Hill with a Master’s in Accounting and a BS in Business Administration.
He now calls Idaho his home where he enjoys skiing, winemaking, camping, hiking, hunting, and fishing. He stays busy with his work, hobbies and of course his children—two grown and two younger twins.
Steve Hanebutt, Partner, CPA, MST, has more than 25 years working in indirect tax matters, primarily within the state of Texas. After 10 years with a global public accounting firm and two local public accounting firms, Steve started his own sales and use tax consulting practice, which he had for over 15 years before joining Clarus Partners.
Steve has a BS of Business Administration in Accounting and a Master of Science in Taxation from the University of Texas at Arlington.
Steve’s outside interests include bowling, golf, travel, TCU football and a love of the theater. In fact, he considers himself an aficionado of the musical “Wicked”, having seen it 22 times in eight cities, five states and two continents!
Sonia Walwyn, Partner, CPA, LLM, J.D., is a key asset to the Clarus Partners team as she’s a renowned expert in matters of abandoned and unclaimed property. As both a CPA and an attorney, while also being armed with more than 30 years’ experience in this field, she’s a force to be reckoned with. She’s frequently featured as a speaker for countless well-known professional organizations and is often sought after to conduct in-house and external training in the area of unclaimed property. Sonia has also authored numerous articles on the topic in key industry journals throughout the U.S.
Sonia’s background includes serving as Deputy Treasurer/Deputy General Counsel to the Pennsylvania State Treasurer where she successfully defended Pennsylvania’s unclaimed property statute before the state Supreme and appellate courts. She’s also served a number of years in vital leadership positions with the Big Four accounting firms.
Sonia earned an LLM in taxation from Villanova School of Law, a J.D. from Dickinson School of Law and holds a BS in Accounting from Elizabethtown College.
When she’s not busy successfully slaying unclaimed property dragons she loves to relax with a good book.
Tax Directors and Managers
Meet our extraordinary Managers and Directors – the crème de la crème of the indirect tax business. Their vast expertise and first-class service mindset are invaluable assets to the Clarus Partners family. With their high levels of competence, we ensure a consistent delivery of certainty for you!
Rachel Billing, Manager, has been with Clarus Partners for more than a decade. Rachel played an integral role in the development of our Exemption Certificate Management Software, AkuCert, and provides a myriad of consulting services to the various clients served by Clarus Partners.
Rachel earned an MBA from Ohio Dominican University. While there, she continued her love of playing volleyball and basketball, which she discovered a talent for at a very young age. She continues with that activity today as she still plays in a weekly sand volleyball league.
Rachel enjoys trying a new food or restaurant while traveling and playing a good game of cards with friends or family.
Dennis Eastman, Director, comes to us with more than 30 years of experience in the Texas State Comptroller’s office working in several leadership roles as state tax auditor and oversaw thousands of sales and use tax audits. He subsequently used this expertise as a formidable Texas sales and use tax audit defender for companies of all sizes, including Fortune 500 companies.
With a BS in Accounting from Angelo State University, Dennis brings heart to Clarus Partners as an avid family man and active participant working in his community and church. He pauses from his work to spend time with his family and to tend to his yard and garden as well as answering the occasional call of trout fishing in Colorado and Wyoming.
Cheryl Fields, CPA, CMI, is a Director with Clarus Partners. She comes to us with more than 25 years experience in the sales and use tax industry, with more than 15 years of that spent at the Virginia Dept. of Taxation as an auditor. She is particularly skilled in the sales and use tax needs of the retail, wholesale, distribution, and manufacturing industries, focusing on audit defense, compliance, and various research. Additionally, Cheryl’s extensive talents around process improvement and attention to detail will no doubt benefit our Business License Management division and the onboarding processes associated therein.
Cheryl achieved her BA from the University of Virginia in Government and Public Administration, and her MBA at Strayer University with a specialization in Accounting and Management.
She enjoys volunteering her talents and skills to help local community causes, particularly through her sorority, Alpha Kappa Alpha, and the Junior League. She also enjoys traveling and spending time with family and friends.
Cheryl enjoys being a part of the Clarus Partners team because she loves the way in which she can assist clients with their indirect tax matters so that they can instead focus on their business goals and strategies. She also finds genuine enjoyment in keeping abreast of the ever-changing sales and use tax regulations.
Jim Heine, Senior Manager, is serious about his work in indirect taxes and has nearly 20 years of expertise. He’s used those talents to successfully assist several large corporations in the Columbus area with their sales and use tax issues including nexus analysis and audit defense. He’s specialized in sales and use tax, property tax, with additional background in federal and state/local income tax.
Jim also has a light-hearted side that keeps our office smiling—especially when he attempts to convince us that he invented electricity and discovered gravity.
Jim received his BS in Business Administration from The Ohio State University where he was also a member of the marching band playing the tuba in the famous script “Ohio” routine!
Jim works out of our Columbus Office where he lives with his family who all keep him busy with their various activities.
Stephen Lucash, Senior Manager, comes to Clarus Partners with nearly 25 years of tax compliance experience in a myriad of different industries including big names in retail, telecommunications, and manufacturing. For the past 14 years he’s successfully specialized in the broad gamut of the indirect tax world in areas such as international tax compliance, tax research, abandoned unclaimed property, sales and use tax state audits, nexus studies, Canadian taxation (GST/HST/PST) as well as business licensing and registration. He’s well-versed in the sales tax software systems of some of the largest players in the industry and associated ERP systems.
His expertise has led to a large manufacturing company realizing a $10M savings in a Utility Tax Audit for the State of Pennsylvania and successfully executing a 12-state voluntary disclosure agreement for unfiled sales tax. He also saved a small telecommunications company $3.5M, and has successfully defended several companies in various state audits, ultimately reducing their audit exposure between 80 and 90%.
Steve attended Rider College and received a Bachelors in Business. He is Six Sigma Green Belt certified.
When Steve isn’t slaying indirect tax dragons he’s spending time in the outdoors with his wife of 28 years, his two grown sons and basking in all that he’s learned while serving as a Scoutmaster for 12 years. (Now retired). He enjoys traveling, woodworking and all the hobbies that the outdoors has to offer.
Carolyn Pearson, Manager, has an impressive 30 years’ experience, 15 of which are made up of sales tax compliance. She also has strong accounts receivable and accounts payable background from her time spent at a local CPA firm, which gives Carolyn tremendous insight into the intricacies of a sales and use tax audit.
Carolyn loves the work/life balance that she finds at Clarus Partners. She also values the flexible work environment and the appreciation she receives for her work from both Clarus Partners and her clients.
Carolyn and her husband love to follow their seven grandkids around to their various sporting events. When she has time to herself, she indulges in reading and travel.
Susan Phillips, Manager, brings decades of sales and use tax compliance experience to Clarus Partners. Susan has been with Clarus Partners since its inception and is invaluable in our sales and use tax compliance team.
Susan earned an Associates in Accounting and Business Management from Hocking College as well as a BS in Business from Franklin University.
She works out of our Raleigh, NC office presently, but has plans to move to FL in the spring of 2023. She enjoys boating as well as watching TV crime series, history documentaries, and visiting wineries. She has plans to do volunteer work for the sea turtles once she gets settled in FL. Most of all though she loves spending time with her sons who are truly her best friends.
Gillian Roth, as Manager of the compliance department, ensures that each of our sales and use tax compliance clients receive the first-class service that Clarus Partners is known for. In Gil’s unyielding pursuit of excellence, our clients discover a person who thrives in her duties and responsibilities and ensures each of our clients avoid unnecessary liability exposure. Her immeasurable talents enable her to pay close attention to the details, and successfully manage several moving parts at once while bringing a calming influence to those around her.
A graduate of Ohio Dominican University, where she received her Bachelors of Science, Gillian found a balance between the brain and the body as she pursued basketball for two years amidst her studies and activities as a Student Ambassador. Today she uses that same balance, as she wears numerous compliance hats and responsibilities for Clarus Partners while also being very physically active and competitive during her downtime.
Nic Schatte, CPA, Senior Manager, has been an accounting expert for 20 years, serving as a state auditor for Ohio, working with a couple of the Big Four firms and handling the income tax planning and indirect tax issues for a Fortune 20 company.
Nic earned a BS and MS in Accounting from the University of Illinois, with a specialization in Taxation, Nic brings a robust level of expertise to Clarus Partners and an admirable level of focus and dedication.
When he’s not making Clarus Partners look stellar for their clients, he enjoys his time with his schnauzer, cycling, reading, exercising, and gardening.
Stacie Sedgwick, Manager, brings Clarus Partners decades of experience in indirect tax compliance. She has vast experience in filing sales and use tax returns, food and beverage returns, and business licenses, which lends a unique expertise to our compliance team.
Stacie earned an Associates in Accounting from Marion Technical College and her BS in Business Administration from Franklin University.
When Stacie isn’t at home she’s likely camping or watching her daughter play volleyball and softball at her university or enjoying her grandkids.
Ashli Stonerock, Attorney at Law, is a Manager with Clarus Partners and comes to us with vast experience that strengthens our sales and use tax service experience. Her focus will be in our human resources department as well as our ERTC reviews and documentation.
Ashli has over two decades working with Ohio’s CAT tax as well as exemption certificates and tax determinations. Ashli’s law experience is also vast. She’s worked as a Guardian Ad Litem and representing juveniles in court for more than a decade and has served in various capacities as an attorney in human resources, employment law, unemployment, and worker’s compensation, as well as in-house counsel for more than two decades. She’s also served as an assistant prosecuting attorney and as a board of trustees member for several years.
Ashli was educated at Capital University where she received her BA while studying criminology and sociology. She then attended Capital University Law School and graduated summa cum laude and was subsequently admitted to the Ohio Bar. Even with her busy schedule, Ashli still focuses on continuing education such as the leadership training of the highly acclaimed Focus 3 she recently attended.
Outside of work, she enjoys spending time with her two daughters as well as her friends and family.
Ashli joined Clarus Partners because she admires the talent which the partners have—especially as she observes them thinking outside the box. Having long been a part of the HR world she’s discovered that she absolutely loves working with people and watching them grow personally and professionally.
Sarah Sparks, Manager, has 13 years of experience in accounting with five of those in the indirect tax space. She’s a NALA Certified Paralegal and an IRS Enrolled Agent. Sarah has also been the recipient of several awards presented to tax and accounting professionals at several different CE events on sales and use tax consulting and compliance. Sarah’s sales and use tax consulting experience extends to voluntary disclosure agreements, audit defense and controversy, as well as taxability matrices and other consulting services.
Sarah earned a BS in Legal Studies and Political Science from the University of Cincinnati.
Sarah is a new mother and loves spending time with her husband, their family and their two cats. They are huge Pittsburgh Steelers fans and also love going on cave tours.
Jack Stewart, CMI, is a Senior Manager at Clarus Partners and is approaching more than 20 years in indirect taxes. Jack’s career includes working with two of the Big Four firms. He tends to be the one to approach outside-the-norm scenarios with creative, yet sound solutions. Jack’s solutions have impacted refund reviews, audit defenses, taxability matrices, nexus studies, voluntary disclosure negotiations and settlements, representation of clients before various state administrative boards, development of CPE sales and use tax classes as well as impacting state/county taxing regulations.
Jack earned his BA in History from Rollins College and went on to obtain a Post Baccalaureate in Accounting from Robert Morris University.
He isn’t just a lifelong golf nut—he’s particularly interested in hickory golf which is the art of restoring and playing with hickory shafted golf clubs. He also likes to wind down with his wife and three sons and two dachshunds.
Kimberly Vance, Manager in the sales and use tax compliance team, enjoys getting to know her clients and their needs. She likes the pace of her duties with Clarus Partners in that she gets the opportunity to learn new components of the work continually and there’s always a new client scenario to explore.
Having attended the University of Akron, Kimberly began her career in accounting in 1991. Highlights of her lengthy career are inventory control, accounts payable, payroll, and income tax returns.
She enjoys doing just about anything that involves her son and her husband.
Camille Walker, Manager, comes to Clarus Partners with over three decades in accounting, with 11 of those years specializing in indirect tax research, use tax assessment, economic nexus determination and more! She’s been a member of the Institute of Professionals in Taxation for 10 years now. She plans to sit for the notable CMI designation exam in the Fall of 2023.
Camille pursued her education while being married and raising 3 sons. She achieved her BA in Business Management at Wilmington University.
Camille enjoys the satisfaction she gets at Clarus Partners working with clients from a variety of industries, which enhances Camille’s skills and experience.
Camille is married to Joe and has 3 grown sons and a daughter-in-law as well as one new granddaughter. She loves entertaining family and friends for holiday dinners when she gets to exercise her mad cooking skills and try new recipes she finds on social media. She loves to listen to motivational, financial, and business podcasts. She also enjoys the guilty pleasure of watching reality TV shows.
Khayyam Zubair, IT Manager, is new to the indirect tax industry but has been involved in financial technology operations and development for about seven years. He holds a BA in Computer Science from Ohio Wesleyan University where he was on an academic scholarship and on the dean’s list repeatedly. He also holds an MBA from Capital University.
Khayyam contributes towards the continuing demands of the Clarus Partners software development and the implementation of our many IT projects.
Outside of work, he likes to play tennis and cricket, as well as read about world history, keep up with financial markets, and watch discussions on world affairs. He’s presently working for us out of Toronto.
It takes all kinds to make up a complete family and our Clarus Partners family wouldn’t be complete without the hardworking members that make up the rest of our team. These team members come with equally as impressive backgrounds as their counterparts. Come on in. Sit down. Relax. Get to know us a bit. You’ll be glad you did.
Rachael Appel, Senior, has a lengthy professional background in unclaimed property. She truly values her client-facing position with Clarus Partners, which affords her the opportunity to work one-on-one with her clients on their unclaimed property issues and needs.
Rachel earned a BA in Business Administration from the University of Wisconsin-Oshkosh, majoring in Accounting with a minor in Finance.
When she’s not working hard for her clients on their unclaimed property matters, Rachael loves to wind down with some freshwater fishing, watching baseball, and spending time with family and friends.
Chad Bell, Senior, was bit by the sales and use tax bug right out of college at his job with JP Morgan Chase and was instantly hooked. He attended West Liberty University where he earned a degree in Business Administration and specialized in Management. He comes to us with an excellent indirect tax and banking background and Clarus Partners is happy to have him on our sales and use tax compliance team.
Chad loves the challenge of always learning something new in the indirect tax niche and discovering the dynamics between state and local tax entities. He also loves establishing quality relationships with our clients.
Chad gets plenty of support from his co-workers and his incredible wife, Jamie with whom he has a son. Chad says he spends most of his spare time watching his son play sports for his school but occasionally gets the opportunity to golf, fish, and enjoy some light travel with friends and family.
Jacqueline Billing, Staff, has loved the challenges that the indirect tax space at Clarus Partners has provided her. She readily tackles the requirements of the sales and use tax compliance division and thrives in it.
Jacqueline earned a BS and MS in Education from The Ohio State University.
Her husband and daughter benefit from her passion for cooking as do her family and friends with whom she enjoys spending time. She also loves being outside with all that those activities entail.
Hannah Brightbill, Staff, shares her great smile and sunny attitude as an asset to the Clarus Partners family where she loves working with great people and coming together as a team to accomplish a common goal. She loves seeing the project develop from its beginning to its end and takes great pride in her work. Her aptitude serves us well as a vital part of the AkuLicense team here at Clarus.
Hannah earned a BS in Accounting from Ohio Dominican University. Her left brain thrived in extracurricular activities such as Treasurer of the Future Accounting Professionals Club while her right brain basked in her duties as the campus DJ.
When she’s not spending time with her family at the family farm you can find Hannah playing piano or shopping.
Alex Delong, Staff, has enjoyed his indirect tax career at Clarus Partners where he initially began as an intern. Alex now works on our consulting team.
Alex earned a BA in Political Science in international relations from The Ohio State University with a minor in international studies as well as a paralegal studies post-baccalaureate certificate from Columbus State Community College.
He enjoys the flexibility of his work with Clarus Partners and the opportunity to master his craft in working with some of the nation’s best indirect tax specialists.
Alex also enjoys watching basketball and football (Go Buckeyes!), playing video games, and learning about politics, economics, and history.
Sarah French, Staff, shares two decades of focused accounting and finance work with Clarus Partners. She loves digging into numerical and logistical research and coming up with solutions. This experience is highlighted with her work on our AkuCert team.
Sarah enjoys life at home with her family which includes her husband, daughter, and a very high energy Labrador!
Her favorite activities outside of her family are quilting, knitting, and learning about American history with an emphasis on quilting and textiles.
Michael Givens, Staff, possesses an extensive background in payroll, AP and AR matters which she’s cultivated through more than 30 years of working in that space. Clarus Partners is grateful that she’s using those talents to now assist in the needs of some of our biggest clients with their sales and use tax compliance.
Why did Michael choose Clarus Partners? Michael expresses it in one word—“Opportunity!” She loves being surrounded by the expertise of her coworkers and soaking up tips and tricks of the trade from their prowess. She claims that “opportunity abounds in education, camaraderie and growth with Clarus Partners”.
When she’s not focused on Clarus’ clients, she’s contentedly spending time with her family.
Nichole Hayes, Staff, is an integral part of our Onboarding Team. She greatly enjoys getting to work with all our clients as she processes sales and use tax registrations. When you see Nichole in the office, she will have a color-coded chart or template up on her monitor as she loves to stay organized and maintain detailed notes on all of her projects and registrations.
Nichole earned a BA in Biology and Environmental Science from Capital University. The work/life balance that Clarus provides has allowed her to continue her education and further her passion of marine conservation through online courses and trainings.
Outside of work, she loves to spend time with her two dogs and adventuring around the U.S. hiking in national parks such as the Great Sand Dunes in Colorado.
Barbara Hoersten, Senior, comes to Clarus Partners with a BS in Business Administration from The Ohio State University and an impressive background that makes her a great asset to our indirect tax consulting team. She worked as a state auditor for Florida for several years as well as seven years in the North American Tax Dept. for a Global Fortune 500 Company.
Barbara comes from a hardworking family where she grew up working in the family restaurant. Today she loves hiking, particularly in the mountains of New Mexico. She also enjoys gardening and Cleveland Guardians Baseball. She still harbors a dream to become a Blackhawk pilot someday.
Mac Knaus, Staff, began as one of our returning interns at Clarus Partners. He specializes in our ERTC program compliance and data collection. He’s educated at Capital University as a Financial Economics major, on a full tuition scholarship (CIC Tuition Exchange). He’s a part of the Tau-Mu chapter of Kappa Sigma where he plays for their recreational basketball team in the winter.
Mac loves all that he’s learning at Clarus Partners and helping in the growth of the firm and the success of our clients.
His passion for playing, watching, and practicing golf has led him to also work as a caddy in his spare time at Muirfield Village Golf Club in Dublin which hosts the Memorial Tournament every year.
Vanessa Lindsay, Staff, comes to Clarus Partners with the skillset to make our sales and use tax compliance team that much more stellar. She has over 15 years working in various capacities with the State of Ohio including Accounts Payable and Budgeting.
Vanessa obtained an Associate of Arts degree with an emphasis in Psychology and Sociology from Columbus State Community College.
Vanessa is drawn to Clarus Partners because of the opportunity to use her passion for Excel data manipulation from a remote working environment.
Vanessa is also passionate about her cat, Agatha, who’s a snuggle muffin and constant companion. She also adores her only child, Josiah, and his wife, Brooke as well as their puppy, though not necessarily in that order. She enjoys crocheting and going to festivals and playing Euchre. Spending time with her family and best friends is her ultimate happy place.
Abhishek Mahajan, Staff, enjoys the hardworking culture at Clarus Partners and the dedication to providing quality service. He also enjoys deepening his skill level with Excel and indirect tax exposures. Abhishek also values the friendly environment at Clarus. “Ahbi” works within our consulting practice as well as our Employee Retention Credit projects.
Abhishek earned his BS in Business Administration with a specialization in Finance from The Ohio State University.
He is a diehard Ohio State Buckeyes football fan, loves traveling with his friends, and enjoys exploring the Short North area arts district.
Brooke March, Staff, comes to Clarus Partners with an extensive background in bookkeeping, forensic accounting, and other vital supporting roles which are clearly demonstrated in her work ethic. You’ll find her to be a motivated problem solver if you ever have the opportunity to work with her directly. She’s typically found working in our indirect tax compliance department working with our Exemption Certificate Management System, AkuCert.
Problem-solving is Brooke’s happy space. She’s renowned in our team as a go-to person for finding solutions which may challenge others. She also loves to create streamlining options and enhance those skills every opportunity she gets. This environment is what she loves about her work here at Clarus Partners.
In her personal life she winds down with her two dogs, close friends, and is very close to her family, including her sister who also works at Clarus Partners. She finds time to do several hours of volunteer work each month and is an avid gardener, crocheter, quilter, and baker.
Kendal March, Staff, can be succinctly described as working in a field of expertise in which she thrives. She genuinely LOVES working in spreadsheets. Her entire career has been spent in the accounting world. Kendal works primarily on our Business License Management team with our groundbreaking software, AkuLicense. She loves the flexibility of working remotely or in office with Clarus Partners and the caliber of people with whom she gets to work.
When Kendal isn’t entertaining herself in Excel, she enjoys playing with her dog, a rescue terrier mix.
Brooke Dixon-Mertz, Staff, began her accounting career at Clarus Partners. Brooke values the experience she gets in learning the indirect tax space at Clarus Partners as it’s not taught in any accounting classes. She also feels that the teamwork she experiences on the sales and use tax compliance team is unmatched.
Brooke earned a BS in Financial Mathematics from The Ohio State University where she also played the cymbals in the legendary OSU Marching Band.
Outside of work, she loves to spend time with her dog and her husband with whom she plays disc golf and watches Marvel movies and tv shows.
Lauren Sedgwick, Staff, is learning to excel in indirect tax matters, specifically on our Business License Management team and working with our groundbreaking software, AkuLicense.
She enjoys the friendliness of everyone at Clarus Partners as well as the flexibility in being able to work from home where she can also keep an eye on her young daughter and her Labrador retriever.
Journey Scott, Intern, joins Clarus Partners in her final year at Boise State University where she attends as a first-generation college student in pursuit of her BS in Accounting. She’s been awarded the Western Undergraduate Exchange Scholarship for the past four years. She’s highlighted her education with multiple statistics and business intelligence classes which makes her a great asset to Clarus Partners as a part of our indirect tax consulting team.
Journey loves the kindness and support of everyone that she associates with in the Clarus Partners family. You’ll find her highly goal-oriented and focused.
Journey’s name is unique in that it places her in the three generations of family members who are named with the first letter of “J”.
JoSue Turvey, Staff, has more than 30 years of experience in property tax for large corporations. She’s a fiercely loyal team member at Clarus Partners and is a valued asset on our indirect tax team, specifically in our exemption certificate management team with our software, AkuCert.
JoSue values the flexibility which her job at Clarus provides and the low stress environment that still has the ability to mentally stimulate and challenge her after all these years.
JoSue’s spare time is spent with her grandchildren and making great memories with them, particularly in taking them to OSU hockey.
Jared Warfield is a Staff with Clarus Partners, where he finds great satisfaction in the monthly compliance work for his clients. Being both a math and geography aficionado, he enjoys keeping their sales and use tax compliance processes exceptionally organized and well-run.
Jared earned a degree in Math Education from Miami University and was a math teacher (11th grade mostly) where he discovered an affinity for working with students. Jared says that he’s learned way more geometry than anyone needs to know!
Outside of work, Jared is a confessed diehard Baltimore sports fan (Go Orioles and Ravens!). He plays fantasy football religiously and is on a slow-pitch softball team. He also loves to watch films—he’s up to more than 1,450 of them and loves to learn the trivia connected to them. He’s presently raising a bernedoodle puppy with his fiancé.
Sales & Marketing Team
Meet our exceptional sales and marketing team - your perfect gateway to the world of Clarus Partners. Embodying a "service-first" approach, they work in perfect harmony to consistently deliver the finest products and services in the industry. Prepare for an unparalleled experience every time you need us.
Natassia Butler, Sales and Marketing Coordinator, considers her most satisfying duties to be that of Mother and COO of her household with three young boys and her husband. We’re fortunate that she shares her extensive customer sales and service experience with us at Clarus Partners. She deftly focuses on expanding the satisfaction and services of our clientele and Alliance Partners.
Natassia loves that she can thrive as both a mother and a professional in the flexible work environment of Clarus Partners and she loves being able to interact with the high caliber clientele that Clarus Partners attracts.
Natassia enjoys quality time with her family and the occasional rare outing with close friends. She has a passion for animals and loves to relax with a good bottle of wine, a Netflix series, and a roaring fire in the fall.
Laura Lacey, Director of Product Solutions, serves as a well-seasoned sales professional with Clarus Partners with 5 years in the tax industry and 10 years in SaaS sales. She also has extensive experience in successfully guiding other sales professionals who need a mentor in order to reach their sales goals.
Graduating from the University of Sioux Falls with a Business and Economics Degree, Laura also volunteered heavily in the community by teaching English in the local refugee and immigration center. Today she involves herself in a local Feed My Starving Children organization as well as coaching youth sports.
Laura loves the integrity of the culture she’s witnessed at Clarus Partners and how they treat and appreciate their clients. She loves helping people achieve their goals and believes that Clarus can play a key role in helping business owners to do just that.
Laura and her husband enjoy watching their two children grow, as well as traveling, trying new restaurants, being out on the lake during the summer, and skiing and snowboarding during the winter.
Kareem Najdawi, Director of Product Solutions, has a proven track record of 12+ years of success in leading teams to achieve their goals. Adept at cultivating client relationships, he possesses an innate ability to understand customer needs and effectively communicate the value of products and services.
Educated at Fresno State University and Cal State Fullerton, Kareem was driven in his studies and graduated with a 3.6 GPA. He received a Bachelor of Science in Marketing.
In his approach to the professional arena, he consistently upholds the principles that define him: honesty, reliability, and the fusion of diligent effort with strategic acumen. These core values serve as the bedrock of his interactions, both with clients and colleagues alike.
“By actively listening to their needs, providing tailored solutions, and maintaining consistent communication, I ensure my clients feel valued and supported throughout our partnership.”
Kareem loves spending quality time with his family, romantic date nights alongside his wife, and eagerly anticipates the birth of their soon-to-arrive son.
Kellene Vaile, Director of Alliance Partnerships with Clarus Partners, has more than 30 years’ experience in both marketing and direct sales—spent primarily in key financial sectors such as banking as well as residential and commercial lending. Her outgoing nature makes her ideal for this position with Clarus Partners as she’s never met a stranger she couldn’t talk to.
Kellene calls Clarus her home as she loves being surrounded by so many intelligent people with a drive to provide the best service in the indirect tax industry. Kellene loves being able to use both her sales and her marketing talents to tell the world just how amazing Clarus Partners is.
An avid Buckeye fan, Kellene enjoys making people smile, reading books on sales, marketing, and American history, and she also loves musical theater in which she performs from time to time. She volunteers regularly in her church and community and enjoys snuggling with her Yorkie.
Carolyn Cutri, Administrative Assistant, is one of the select few who are trusted in keeping our office running smoothly. She fills this vital role with a cheerful demeanor and deft skills developed over the past seven years she’s served in such a role.
Carolyn is a master at finding quick ways to update processes and keep the organization in place throughout the Clarus Partners firm. She loves the ability to have a work/life balance with Clarus Partners, which also affords Carolyn the opportunity to manage and operate a theater company where she designs, acts, and directs.
Carolyn earned a Bachelor of Arts degree in theater from The Ohio State University. It was a natural choice for her since she’s been singing since she was seven years old. She also studied abroad in London and was the President of her theater fraternity, Alpha Psi Omega.
Carolyn declares her dog, Dobby, as her most favorite thing in the world, with sleep running a close second.
Jeannine Hamilton, Administrative Assistant, is a keen asset to our team. She plays a key role in onboarding all of our new sales and use tax clients and our ERTC file management. She comes to us with nearly 15 years as a trusted executive administrator. Jeannine thrives amidst a jumble of data, be it numbers or research, and has a knack for orchestrating order out of chaos.
She holds a Bachelor of Arts in Elementary Education from The Ohio State University.
She was raised on a small grain and pig farm, where she learned the value of hard work—a value she still demonstrates to this day. She regularly volunteers at a cat shelter because she’s particularly fond of the “purrsonality” of cats, her favorite being her long-haired domestic cat, Greyson.
Jennifer Reiser, HR Manager, comes to us with more than 15 years of experience as an executive administrative staff member. She focuses a great deal of her talents in our HR department.
Jeni holds a BS in Business Administration from Aspen University and a Master’s in Business Psychology from Franklin University.
When Jeni isn’t at work you can catch her with her husband and at one of her two children’s sporting events or at home doing some type of arts and crafts. This includes crocheting and making shirts on her Cricut, and whatever her kids need for their sports. She also diamond paints.