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Our People

Our Leadership Team

Exceptional Client Service You Can Trust


Patricia Durand, CPA - Over 15 years industry experience

414 963-2900
tdurand@goossen-schultz.com

Tricia has worked in the tax area for over fifteen years and provides tax and accounting services to our clients, including tax planning and assistance with mergers and acquisitions. She specializes in trusts and estates and assisting individuals and privately held businesses with their complex tax needs. Many of Tricia’s clients have limited tax resources. Tricia frequently serves as the single tax point of contact for her clients and listens to what her clients’ overall goals and objectives are as they relate to tax. Tricia joined Goossen & Schultz CPAs, LLP in 2006 and has degrees from the University of Wisconsin-Milwaukee.

Tricia is a member of the Wisconsin Institute of Certified Public Accountants. In her spare time, Tricia enjoys traveling with her family.




Lisa Frey, CPA - 25 years industry experience

414 963-2900
lfrey@goossen-schultz.com

Lisa has twenty-five years of tax and accounting experience and works primarily in the tax area. She specializes in assisting real estate entities and complex individuals with tax planning and compliance and has extensive experience in partnership taxation. Before joining Goossen & Schultz CPAs, LLP in 1994, Lisa worked for a large, local certified public accounting firm and in industry.

Lisa is a member of the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. In her free time, Lisa enjoys traveling with her family, working out, and reading.




Dana Geyser, CPA - Over 20 years industry experience

414 963-2900
dgeyser@goossen-schultz.com

Dana has over twenty years of tax and accounting experience. She provides part-time CFO services to Goossen & Schultz clients. Dana also assists our clients with complex tax and financial planning matters. Ultimately, Dana helps businesses and individuals in achieving their financial goals. Dana joined Goossen & Schultz CPAs, LLP in 1995 after graduating from Lakeland College.

Dana is a member of the Wisconsin Institute of Certified Public Accountants. In her spare time, Dana enjoys reading and traveling.




Jeff Norman

414 963-2900
jnorman@goossen-schultz.com

Jeff is an integral part of the Goossen & Schultz team supervising administration to assist team members. Jeff has extensive experience in systems, including user application software such as Word and Excel. Jeff joined the Goossen & Schultz team in 1996.

Jeff has degrees from the University of Wisconsin-Madison and the University of Wisconsin-Milwaukee.

In his free time, Jeff enjoys reading, listening to music, and spending time with his wife and cats.




Marianne Roider, CPA - Over 25 years industry experience

414 963-2900
mroider@goossen-schultz.com

Marianne has more than thirty years of tax and accounting experience and specializes in individual and trust taxation, with a focus on tax planning and compliance for high net-worth individuals. Marianne enjoys the complex challenges of assisting clients in navigating the tax rules. Prior to joining Goossen & Schultz CPAs, LLP in 2012 Marianne worked for a large, national certified public accounting firm and for a major bank.

Marianne graduated from UW-Milwaukee. In her free time, Marianne enjoys spending time at her cabin in northern Wisconsin, gardening, and playing golf.




Amy Schultz, CPA - Over 25 years industry experience

414 963-2900
aschultz@goossen-schultz.com

Heading our accounting practice, Amy spends a majority of her time assisting clients with financial statement preparation. This includes accounting for initial set-up of statements and assisting with liquidity transactions. Amy works with members of our tax team to ensure seamless flow of information from clients’ accounting systems to the tax team.

As a founding member of Goossen and Schultz CPAs, LLP, Amy has over 25 years of accounting experience. Prior to co-founding the firm, Amy worked for a large national certified public accounting firm and in industry.

Amy has a degree from the University of Wisconsin-Madison and is a member of both the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.

In her free time Amy loves to travel, read, and spend time in the great outdoors.




Dave Schultz, CPA - Over 25 years industry experience

414 963-2911
dschultz@goossen-schultz.com

Dave has spent his entire career practicing accounting with an emphasis on tax services, including a wide variety of tax issues. Dave prides himself on providing exceptional client service. Dave specializes in assisting clients in mergers and acquisitions (both buy and sell) and international taxation. Dave has extensive experience with flow-through entities (partnerships and S corporations) and working with high net-worth individuals. Before co-founding Goossen & Schultz CPAs, LLP in 1991, Dave worked for a large, national certified public accounting firm.

Dave is a member of the Wisconsin Institute of Certified Public Accountants and the Wisconsin Bar Association. Dave has degrees from the University of Wisconsin-Milwaukee and Marquette University. In his free time, he enjoys flying gliders.




Susan Tews, CPA - 25 years industry experience

414 963-2900
susantews@goossen-schultz.com

Susan has twenty-five years of tax and accounting experience. She assists clients with both tax and accounting needs. Susan acts as a part-time controller for clients and assists them with a wide variety of complex tax matters, including international tax, tax compliance, and planning. Prior to joining Goossen & Schultz in 2008, Susan worked for a regional public accounting firm and in private industry.

Susan has a degree from Rutgers University and is a member of the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. In her free time, Susan enjoys biking, birding, gardening, photography, and travel.

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