Founders
Jackie Williams, CPA
Co-Founder
As an accountant for nearly 20 years and married into an entrepreneurial family for over 15 years, Jackie chose to build this company to help small businesses keep more of their hard earned profit using tax strategies.
Adam Williams, Esq.
Co-Founder
As a serial entrepreneur, Adam is inspired by entrepreneurship and small business, direct response marketing, non-traditional and unexpected solutions, mindset & personal development, helping create businesses that serve the owners, and high-performance driving.
Tax Strategists
Rod Burke, CPA
Tax Strategist
Rod Burke, CPA is a highly experienced Tax Strategist with a deep expertise in corporate, federal, and international tax compliance. With a career spanning over 2 decades, he has successfully managed intricate tax matters across diverse industries, including energy, logistics, and financial services
David Henry
Tax Strategist
David Henry is a Tax Strategist at Pennywise Tax Strategies with over 30 years of experience in tax planning and representation. A graduate of Virginia Tech with a BS in Finance and a concentration in Accounting, Dave is also an Enrolled Agent, authorized to represent taxpayers before the IRS.
Executive Team
Diane Patton
Executive Assistant to Jackie Williams
Diane prides herself on keeping the wheels turning on the bus and streamlining and building processes that enhance and simplify workloads.
Chrissy Riley
Executive Assistant to Adam J. Williams
With a knack for streamlining processes and creating efficient systems, Chrissy excels at supporting teams and ensuring operations run smoothly.
Susan Miller
Controller
Susan Miller is the Controller at Pennywise Tax Strategies, bringing over 20 years of accounting experience to the team.
Trixie the Taxhund
Director of Barketing
With Trixie's unparalleled dedication to client engagement (and strategic snack breaks), she ensures the team stays motivated and the office remains a paws-itively great place to work.
Sales Team
Ashley Muckinhaupt
Director of Client Relations
Ashley ensures that every client receives a seamless and exceptional experience while helping business owners navigate tax strategies with confidence.
Rebecca Karl
Intake Specialist
As an Intake Specialist, Rebecca specializes in connecting individuals to the right team member to address their questions and needs.
Katherine Verdiales Ontiveros
Marketing Assistant
Katherine is a results-driven marketing professional with expertise in social media management, content creation, video editing, and analytics.
Production Team
Jocelyn Mercado
Data Entry Specialist
Jocelyn plays a key role in handling data entry, financial calculations, and tax-related documentation for businesses.
Michael Galla
Accounting Operations Specialist
In 2025, Michael transitioned to Pennywise Tax Strategies, where he now applies his expertise to support small businesses in navigating complex tax strategies.