Broker Check

Our Team of Professionals

Matthew Rzepka, CPA, CFP®

Matthew Rzepka, CPA, CFP®

Matt is the owner and founder of Valley Oak, a professional services firm based in southwest Michigan. The firm is comprised of three primary businesses: CPA Services, Financial Services, and Financial Wealth Strategies. Matt is a proud member of, and Executive Coach for Circle of Wealth®. The Valley Oak business model brings the discussion of tax implications to the forefront of all financial decisions, which is where they belong. Valley Oak services clients all across the United States, currently serving clients in upwards of 30 different states. Teamwork and tax planning in down-to-earth and understandable formats are some of the keys to success at Valley Oak. Rzepka (pronounced (r)Zepka; the “R”is silent) attended Saginaw Valley State University where he played division II college football and received a bachelor’s degree in accounting. He is originally from Houghton Lake, Michigan, but now resides in Kalamazoo, Michigan with his wife Amber and their two children, Elizabeth and Paul.

Matt Miller, CPA

Matt Miller, CPA

Tax Director & Managing CPA

Rose Riemens-Birdsall

Rose Riemens-Birdsall

Senior Administrator - Kalamazoo

Matt O'Neill

Matt O'Neill

Family Office Manager

Alicia  Kovach

Alicia Kovach

Chief Operations Officer

Ashley  Lucik, CPA, MSA

Ashley Lucik, CPA, MSA

Accounting Director

Candice Fritz

Candice Fritz

Administrative Director

Stephanie  Elliott

Stephanie Elliott

Accounting Senior

Angie Feldt

Angie Feldt

Payroll Specialist

Lauri Brown

Lauri Brown

Office Administrator - Hastings

Karen Wittum

Karen Wittum

Office Administrator - Charlotte

Shelby Haas

Shelby Haas

Accounting Associate

Sarah Acri

Sarah Acri

Accounting Associate

Jen Granberg

Jen Granberg

Tax Associate

Rizza Manalang

Rizza Manalang

Accounting Senior

Mary Veltkamp

Financial Planning Data Analyst

Matt Brown

Matt Brown

VP of Strategic Growth

Jinky Vergara

Accounting Associate