BIG ENOUGH TO SERVE YOU. SMALL ENOUGH TO KNOW YOU.
MEET BAUER EVANS
Principals
Tracie Evans
Principal
Tracie Evans is the vice-president of Madrona Financial Services. She has been integral in management decision making relating to the operation and future vision of Madrona Financial Services LLC and with our affiliate companies Madrona Funds, LLC and Bauer Evans, …
Brian Evans
CEO
Brian is the owner of Madrona Financial Services, Madrona Funds, LLC, and Bauer Evans Inc. P.S. He serves as Chief Investment Officer, lead planner, and senior portfolio manager. He also hosted a weekly radio show on 770 AM, is an author, and regular guest on CNBC…
Management
Bob Bauer
Founder
Robert Bauer is the founder of Bauer Evans and continues to work in the Everett Office focusing on estate and tax planning. He is also an advisor representative for our sister firm Madrona Financial Services….
Carla Anderson
CPA
Carla joined Bauer Evans in 1992. She has over two decades of providing tax and accounting services for clients’ personal and business needs. As a manager, Carla’s primary focus is…
Katie King
CPA
Katie is a manager in the Everett office, and enjoys working with individual and business clients on audits, tax preparation, consulting and much, much more. Katie joined the firm in 1999…
Gwenna McClease
CPA
Gwenna is the manager in our Bauer Evans Bellevue office. She has over 25 years of public accounting experience and specializes in working with closely held businesses and…
Ross McIvor
CPA
Ross is a Principal/Senior Manager primarily focused on Tax and Business planning and related Consulting for our clients. He has been in Public Accounting since 1975 after graduating…
Staff
Suzanne DiAsio
Accountant
Suzanne DiAsio is a Staff Accountant II in the Everett office. She provides accounting services and income tax preparation for Individuals, Partnerships, S Corporations,…
Dawn Fettig
Accountant
Dawn’s father’s firm, Davis and Jonas was merged into Bauer Evans in 2013 and Dawn stayed on with the Bauer Evans team. She works primarily on preparation of Individual Income…
Merlani Handayani
CPA
Merlani joined Bauer Evans as a staff accountant in July 2015. After graduating in December 2014 with a Master of Science in Accountancy, Merlani moved to Washington from…
Carol Wadsworth
Administrative
Carol works in our Everett office. She is the first person you see and talk to. Carol manages the appointment schedules for the office and she’s happy…
Kristi Henderson
CPA
Kristi has been working in the Everett office since 2007. She prepares personal, corporate, and estate tax returns; business compilations; reviews and audits. …
Robin Snyder
Administrative
Robin has worked at the Everett office since 2016. She was the receptionist at the front desk, but currently is working on administrative duties behind the scenes. As a…
Becky Matriotti
Internal Accounting
Becky is a staff accountant in our Everett office. She prepares tax returns, personal property affidavits, payroll reports and handles all of the internal accounting as well…
David Rumsey
CPA
David Rumsey works in our Everett office as a CPA and registered investment advisor. He prepares both individual and business taxes. He particularly enjoys consulting with…
Joel Maher
CPA
Joel is a senior accountant in our Bellevue office. He works closely with individuals and small businesses providing tax…
Jennette Quinn
CPA
Jennette began working part-time as a senior accountant in the Bellevue office in February 2015. She specializes in individual & business…
Patti White
Administrative
Patti White is the Administrative Assistant in the Bellevue Office. Patti joined the Bellevue Office after retiring from her 28-year…