Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

 

 

 

 

Jay D. StallsmithJay 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.

 

 

 

Lisa Neely Martinez, CPA is a graduate of Oklahoma State University with a Bachelor of Science in Accounting and a Master of Science in Taxation. She has been with Lohrey and Associates since 1997. She works primarily with closely held entities and individuals in areas of tax preparation, planning, and compliance. She has experience with a variety of industries including real estate developers, physicians, attorneys, oil and gas exploration/production, small manufacturers and consultants. Lisa is a member of the AICPA, OSCPA, and the Tulsa Chapter OSCPA. She has served as President of the Desk & Derrick Club of Tulsa. She was President and Treasurer of Metro Tulsa Career & Professional Women's Club and is currently serving as President for the Oklahoma Federation of Business Women (OBW).

 

 

K. Rae Hodo, Accountant is a graduate of Northeastern State University, with a Bachelor of Business Administration in Accounting.  She also earned an Associate of Science in Computer Science from Tulsa Community College.  Rae has been with Lohrey & Associates since 2005, where she is “learning the ropes” of public accounting and pursues an M.S. in Accounting.

Rae was the recipient of the 2006 Workforce Oklahoma Outstanding Achievement Award.

 

Shelly J. Gamble, CPA joined Lohrey & Associates, PLLC in March of 2009 and has over 25 years experience in Industry and Public Accounting. Her 17 year career with Ernst & Young, LLP was centered primarily on the oil and gas industry, manufacturing, and hospitality. Shelly served as a SALT Mind for the Southwest Area of Ernst & Young where she focused on state and local tax compliance. Her emphasis on SALT provided her the opportunity to travel to the EY Bangalore, India shared services center in 2003. During her two month assignment she established and coached the newly formed SALT team in Bangalore. In private industry she was employed as the Tax Manager for a wholesale distributor who was owned by an international parent. She successfully streamlined processes within the tax department for compliance with payroll, sales tax, property tax, and income tax compliance. Throughout her career, Shelly has successfully represented clients with the IRS and various other taxing agencies. She currently serves clients of Lohrey & Associates in the areas of oil and gas exploration and production, manufacturing, healthcare, real estate, and other service industries. She also has assisted closely held entities and their owners with tax planning and reorganizational transactions. Shelly is the Manager over the accounting department of Lohrey & Associates. She is responsible for client services as it relates to financial statement reporting in either a Compilation or Reviewed format.

Shelly attended Phillips University in Enid, Oklahoma. She is a member of the AICPA, OSCPA, HFMA, OHFMA and the Tulsa Chapter OSCPA. She currently serves as Secretary for the BlueMasters (local Toastmasters club) and Treasurer for Pro-Net (Tulsa Chamber networking group). She and her husband Dan are members of All Souls Unitarian Church.

 

 

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