Shelli Arnold is the first Chief Administrative Officer at the firm. In her role, Shelli manages all administrative, accounting, and human resource functions firmwide. Shelli has an extensive background managing shared service functions as she served as the Chief Operating Officer at the Graduate Management Admission Council, an international non-profit organization best known for owning the GMAT exam and most recently as the[...]
Marian has been the Controller at Metz Lewis Brodman Must O’Keefe LLC since September 2016. In her role at the firm, she manages all accounting functions including time/billing, accounts payable, accounts receivable, benefits and financial reporting. Prior to her current position, Marian served in the Professional Services Industry as the Controller for Monaloh Basin Engineers, Zimmer Kunz PLLC, and Alpern Rosenthal (currently BDO[...]
Gina is a member of the firm’s Tax, Trusts and Estates Group. Her primary focus is tax planning and compliance for high-net-worth individuals, fiduciaries, and partnerships. Prior to joining Metz Lewis, Gina was a Tax Manager at Lovett, Bookman, Harmon Marks LLP and before that was a Tax Manager at Dennis Piper & Associates.
As the Director of Business Development, Rachel creates and executes all firm marketing and business development efforts. She specifically works with all firm attorneys on strategic planning, event planning, content creation and digital media. She has been with the firm since 2011. Previously, Rachel worked at Reed Smith in Business Development. She is also active with the Professional Services Marketing Association, serving as[...]
Lauren is a member of the firm’s Tax, Trusts, and Estates Group. She primarily prepares individual, trust, and foundation tax returns for the firm’s high net worth and ultra-high net worth clients. Prior to joining Metz Lewis, Lauren was a senior tax analyst at large accounting firms specializing in trust tax compliance and reporting.
Greer Martin supports the Corporate Group as the firm’s first Director of Business Intelligence. In her role, she employs data-driven strategies to improve the firm’s client service, processes, information collection/reporting, and other strategic projects. Prior to joining Metz Lewis, Greer worked with private and public organizations and law firms in legal and technology capacities. She has over ten years of experience optimizing business[...]
Rosanna is an experienced Paralegal and Title Agent with a demonstrated history of working in all aspects of commercial real estate transactions. Rosanna currently supports the firm's Real Estate Practice Group as well as coordinates all efforts for the firm’s title agency Smithfield Settlement Services, LLC. She believes that in order to serve our clients well, it is important to understand both sides[...]