Sara Lotts, CPA – Chief Accountant / Tax Strategist – SLOTTS@PROACTIVEAT.COM

Favorite Quote: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” ~ Maya Angelou

Favorite Movie: Great Outdoors

Favorite Food: Sub Sandwiches

Sara has over a decade of experience in the accounting and tax fields, servicing both personal and business clients.  She earned a Bachelor’s of Science in Business Administration with a concentration in Accounting from the Fisher College of Business at the Ohio State University and is a Certified Public Accountant.

Sara has previously worked within the proprietary school industry where she assisted in converted dated processes of the company into accounting software that could support the transaction volume.  She was the leader in establishing reliable financial statements for the purchase of nearly 30 schools across the United States and further trained each purchased school in the accounting software.  During this time, she discovered her passion in educating clients in accounting and the importance of history by numbers.

She continued her career with her father’s firm, W.J. Gordon & Associates (our sister firm).  There she established a niche for small business recordkeeping automation, preparation of timely and reliable financial statements coupled with an educational analysis using the statements to assist in managing the business.

Sara now continues to fill the void that small and closely held businesses find within their accounting process by providing a PROACTIVE approach to managing the business and tax planning while maintaining a budget for the client.  She develops solutions for automation of record-keeping and preparation of financial statements along with training personnel in the system.  By automating the accounting process, the business owner can focus on what the financial statements are saying about the business; are all products/services producing income as anticipated; are cost in-line with income generated.

Sara developed the PROACTIVE approach so that business owners could understand the financial statements and have access to a sounding board for questions and developing future goals without having a large expense.  While she focuses on the business throughout the year, she prepares for tax advantages and savings.

Sara is driven by family and understands the importance of establishing a trusting relationship.  She enjoys spending time with her husband and 2 children who inspire her to fulfill her dreams and help others find their own path to success.

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Sunwook Jin, CFP®, EA – Business Development & Tax Strategist – SJIN@PROACTIVEAT.COM

Favorite Quote: “Be Fearful When Others Are Greedy and Greedy When Others Are Fearful” ~ Warren Buffett

Favorite Movie: The Shawshank Redemption

Favorite Food: Authentic Ramen

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Sherrie Mellinger, EA – Chief Administrative Officer – SMELLINGER@PROACTIVEAT.COM

Favorite Quote: “Worrying does not take away tomorrow’s troubles, it takes away today’s peace.” ~ Unknown

Favorite Movie: Love Actually

Favorite Food: Pizza

Sherrie has over 24 years experience in the business industry working for HP Enterprise Services and Computer Sciences Corporation.  She focused mainly in the health insurance and banking area, along with customer communication.  She earned her Bachelors of Science in Business Administration from Chadwick University.  She resides in Morrisville with her two daughters.

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Kristy Gordon – Accounting Executive – KGORDON@PROACTIVEAT.COM

Kristy is a graduate of The Pennsylvania State University.  Before joining W.J. Gordon and Associates (our sister company) and Proactive, Kristy previously worked in the insurance industry and lien law industry assisting credit managers in securing their receivables.  As an account executive, her goal is to create positive working relationships and create accounting and tax solutions that encompass the PROACTIVE approach.  She resides in Cleveland, Ohio with her husband and two children.

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Mirthela Villanueva – Accounting Associate – MVILLANUEVA@PROACTIVEAT.COM

Favorite Quote: “You must be the change you wish to see in the world.” ~ Gandhi

Favorite Movie: Forest Gump

Favorite Food: Lasagna

Carol Coleman – Office Associate – CCOLEMAN@PROACTIVEAT.COM

Favorite Quote:  “When you reach the end of your rope, tie a knot in it and hang on.” Franklin D. Roosevelt

Favorite Movie: The Lord of the Rings: The Fellowship of the Ring

Favorite Food: Homemade Bread