Jay D. Stallsmith, CPA, CFP is a graduate of Oklahoma State University with degrees in accounting and finance. After graduation, he spent three and one-half years with Ernst & Young, LLP serving primarily SEC audit clients. He has been with Lohrey & Associates since 1996, specializing in closely held entities and their related individuals' tax planning and compliance needs. He has served a variety of industries, with an emphasis in manufacturing, real estate, energy, and service industry clients. Jay is a member of the AICPA, OSCPA, Tulsa Chapter OSCPA and various community organizations.