The Crestwood Associates TeamFull Team


Brian

bio

Partner

Brian's Team

Brian McGuckin's team

Brian McGuckin

Partner

Brian has a diverse background and brings a unique perspective and level of energy to Crestwood that has helped drive the organization to deliver excellence. After graduating from the University of Notre Dame with a BS in Mechanical Engineering, Brian was a nuclear submarine officer in the U.S. Navy. During his tenure in the Navy, he received a master equivalent degree in nuclear engineering and served on two submarines. While completing his final tour of duty, Brian attended the University of Chicago and received an MBA with concentrations in Finance and Accounting. After leaving the service, Brian joined the consulting firm of Ernst & Young LLP as a consultant in the Strategic Advisory Services practice. Brian’s focus at E&Y was in the development of valuation models, operating models, and strategic growth plans for Fortune 500 organizations. After three years, Brian left E&Y with Tim Thompson to start Crestwood and capitalize on the opportunity to deliver a suite of consulting services to the under-served small and medium-sized business market. To learn more about what being a part of Crestwood means to Brian, Watch this video.

×

Timothy

bio

Partner

Timothy's Team

Timothy Thompson's team

Timothy Thompson

Partner

Tim has a unique career path that has provided him with a wealth of experience working with individuals and companies across the U.S. Tim graduated from the University of Notre Dame with a BA in Business Administration, Accountancy and began his career in the audit practice of Deloitte & Touche LLP. After earning his CPA in the State of Illinois, Tim left D&T to serve as a volunteer teacher on the Navajo Indian reservation in western New Mexico. After completing his teaching assignment, Tim attended Indiana University and received an MBA with a concentration in Small Business Development. Upon graduation, Tim joined the Entrepreneurial Consulting practice of Ernst & Young LLP and focused on delivering Lawson and PeopleSoft ERP solutions to the middle market. Tim’s ERP experience enabled Crestwood to quickly become certified as a Great Plains Software partner (prior to the acquisition of Great Plains Software by Microsoft) and to successfully implement the organization’s first Great Plains projects.

×

William

bio

Development Practice Director

William's Team

William 's team

William

Development Practice Director

William is the Development Practice Manager at Crestwood and has recently celebrated 15 years with us. He is responsible for the development strategy and tactical solutions across the entire organization, encompassing software development, system customization, data integration, and database management. He is the lead developer on client projects involving customizations of the Microsoft Dynamics ecosystem, utilizing the proprietary Dexterity scripting language and Microsoft .NET technologies. He also oversees and directs the solution technologies utilized across all areas of the Crestwood consulting team and is involved in cultivating relationships with key Crestwood business partners. William attended the University of Iowa and received his Bachelor of Science degree in Computer Science from Regis University, graduating summa cum laude. William is a Microsoft Certified Solutions Developer, a Microsoft Certified Database Administrator, a Microsoft Dynamics GP Certified Software Engineer, a Microsoft Dynamics GP Certified Integration Developer for Dexterity, and a Certified Integration Developer for Dynamics GP. In his free time, William enjoys spending time with his family. He also enjoys hiking and mountain climbing, swimming, scuba diving, and home improvement.

×

Melissa

bio

Director of Operations

Melissa's Team

Melissa 's team

Melissa

Director of Operations

Melissa is the Director of Operations for Crestwood Associates and has been with the company for over 11 years. She is a key player in providing optimal operational flow, resource allocation and scheduling to new and existing projects. With 18 years of experience with Microsoft Dynamics GP, Melissa brings vast knowledge and experience to both her role and the Project Management Office department and processes. Prior to working at Crestwood, she worked as a GP consultant as well as in GP support and help desk. She has also previously held a director position and has been certified on Microsoft Dynamics GP. Outside of Crestwood, Melissa is an avid Chicago Blackhawks fan and enjoys spending time with her family. To learn more about what working at Crestwood means to Melissa, Watch this video

×

Donna

bio

Director of Marketing

Donna's Team

Donna Krizik's team

Donna Krizik

Director of Marketing

Donna is responsible for creating the overall marketing strategy and executing on all marketing plans. Prior to joining Crestwood in 2011, she spent 5 years in the Dynamics channel at Feterick & Associates, where she wore many hats and acquired a broad base of knowledge in marketing, selling, and promoting the Dynamics GP, SL, and CRM product lines.. She is a Microsoft Certified Professional, and a regular speaker at the annual Microsoft Partner Event, along with other marketing venues. Donna attended Roosevelt University, graduating with a Bachelor of Science in Business and Marketing, minoring in Economics and Psychology. When not at work, Donna enjoys hiking, traveling with her husband, and spending time with her furry family.

×

John

bio

Director of Sales

John's Team

John Gabrys's team

John Gabrys

Director of Sales

John has been in the business systems industry since 1983. Prior to that, he held various positions at LTV Steel including property accounting, inventory, manufacturing and cost accounting for 10 years. He was a system engineer for IBM mainframe applications with Dun & Bradstreet Software. With Oracle Corporation, John’s positions included system engineer and area manager for Oracle ERP applications. He was also a Software 2000 engineer and Regional Manager for AS4000 based applications. Additionally, he worked as a Sales Consultant and Regional Manager for Platinum Software (now Epicor Software) on MS SQL Server and Sybase applications. With ABS Solutions (eventually, ePartners), John was a partner for the first multi-software vendor dealership specializing in middle market solutions. John has a B.S. in Accounting, Economics, Management and Programming.

×

Laura

bio

Director of Human Resources

Laura

Director of Human Resources

Laura is Crestwood's Director of Human Resources. . Laura comes to Crestwood with Masters Degree in HR and 20+ years experience managing small and medium-sized businesses through a constantly evolving HR landscape. She joins us after spending 8 years as the HR Manager of a 50 person technology consulting services/reseller firm that has consultants dispersed across the country and also has developed a line of internal products that complement and enhance their service offerings. Laura plays a very strategic role with Crestwood and focuses on the professional development of every team member, optimizing and managing all HR aspects of the business, including cultivating the best and brightest to become part of the Crestwood family. When not at work, Laura enjoys spending time with her husband and three active girls.

×

Georgia

bio

Director of Support

Georgia 's Team

Georgia Stewart's team

Georgia Stewart

Director of Support

Georgia has almost 20 years experience in the software industry and over 13 years experience working with Dynamics GP across a variety of industries. Georgia has worked with clients across the US and Canada, including many clients in the Midwest. She has experience implementing most of the Microsoft Dynamics GP modules, including the core financial and distribution modules, payroll and human resources, fixed assets, project accounting, and the field service series. She holds a Bachelor of Science degree in Accounting from the University of Kentucky, plus numerous Microsoft certifications in Dynamics GP. Georgia has a strong mix of accounting and technology skills. Her detailed knowledge of Dynamics GP, coupled with her hands-on experience and broad business experience gained through her accounting and payroll career, have proven to be valuable assets to clients implementing Dynamics GP. When she is not working, Georgia enjoys spending time with her husband and two cats, reading, and socializing on Facebook.

×

Angela

bio

Director of Product Development

Angela

Director of Product Development

Angela has 30+ years of business application experience, working with clients in numerous industries. Prior to SSYH merging with Crestwood, Angela was the CEO of SSYH and managed the Microsoft Dynamics and Acumatica practice for 22 years. She will lead the Crestwood Product Development practice, helping to bring relevant ERP add-on solutions to market. She received an undergraduate degree in Finance and Accounting from West Virginia University and an MBA from the University of South Carolina. She has an active CPA license in the state of Georgia. In her spare time, she enjoys spending time with her husband, family, friends and her “furry children” and watching the WVU Mountaineer’s play football.

×

Betsy

bio

Director of Accounting

Betsy's Team

Betsy 's team

Betsy

Director of Accounting

Betsy joins Crestwood as part of the merger with SSYH as the Director of Accounting. Betsy has worn many hats throughout her career, she will run the financial day to day operations including all accounting, payroll functions, service billings, and project maintenance. She has extensive Dynamics SL and Dynamics NAV knowledge. She has been instrumental in implementing and rolling out to Crestwood their new payroll system, Paycom. Outside of work, Betsy enjoys the outdoors, crafting and spending time with family.

×

Mike

bio

Acumatica & Greentree Practice Director

Mike's Team

Mike 's team

Mike

Acumatica & Greentree Practice Director

Mike is the Acumatica and Greentree Practice Director at Crestwood. Mike has been instrumental in deploying Microsoft’s Sure Step project management methodology. He also designed and implemented processes and procedures for tracking client working papers and documents through an extensive internal Microsoft SharePoint site. Mike is certified in Acumatica Development and Customization, he also holds certifications in Microsoft Dynamics NAV and Dynamics SL development. Mike has recently accepted the role of Acumatica and Greentree Practice Director for Crestwood. Mike received a Bachelor of Science degree in Computer Engineering from the University of Central Florida. When not chasing his children’s sports endeavors, Mike loves to spend time with his family fishing, boating and visiting the islands and beaches of Florida.

×

Joel

bio

Principal Consultant

Joel

Principal Consultant

Joel is the Principal Consultant for the Acumatica Team at Crestwood. He brings extensive consulting experience in service management, job cost, manufacturing, distribution and financial systems. Joel’s experience includes seven years with Arthur Andersen establishing the business consulting practice and serving as a Regional Director of Consulting for Platinum Software (now Epicor Software) in Europe, Middle East, Africa and the central US. Following his experience with Platinum, Joel spent six years managing international consulting services with Concur Technologies. Joel was a Principal for Visions Business Solutions, a mid-market ERP solutions firm for over a decade. Joel holds a B.S. in Accounting, Microcomputer Studies and Speech Communication. He is a CPA and is certified in Integrated Resource Management by APICS.

×

Bryan

bio

Dynamics GP and Dynamics 365 Practice Director

Bryan's Team

Bryan 's team

Bryan

Dynamics GP and Dynamics 365 Practice Director

Bryan is the Practice Director for Crestwood's Dynamics GP, Dynamics SL, and Dynamics 365 (CRM) teams. He has worked with Crestwood's top tier clients, ensuring prompt and frequent communication of project progress, milestones, and overall results. He brings 11+ years of technical project management in the Dynamics ERP space.

×

John

bio

Project Manager

John

Project Manager

John has moved to the Acumatica team as Project Manager, bringing tremendous experience rooted in Dynamics GP. He is responsible for assisting clients in all aspects of Acumatica. He has been working with Dynamics GP for over 16 years, during which time his responsibilities have included account management, implementation project management, analyzing client business requirements and application objectives, serving as a senior level consultant, pre-sales support and post-sales technical support. John received a Bachelor of Science degree in Finance from Illinois State University and a Masters of Accountancy Science degree from ISU. He has been a licensed CPA in Illinois for 18 years. Additional education and certifications are held for Dynamics GP Financials and FRx and Dynamics GP Installation. In his spare time, John enjoys spending time with his two children and running. To learn more about what working at Crestwood means to John, Watch this video.

×

Ben

bio

Senior Consultant

Ben

Senior Consultant

As a Senior Consultant, Ben is responsible for assisting clients in all aspects of Microsoft Dynamics GP Financial, Manufacturing, and Distribution implementations. Ben is an experienced consultant and business professional with over 15 years of experience, including Microsoft Dynamics GP administration, database management, network design and financial accounting. Ben brings with him experience with hundreds of system upgrades spanning 10 years and 8 versions of Dynamics GP. Ben currently also leads the charge for our Cloud Practices, developing and managing Crestwood's cloud products and services. Ben holds many certifications, including Dynamics GP Master Certification for Installation and Configuration, Certification for GP Sales and Inventory, GP Integration Manager Certification, MCDBA, MSCE, and Cisco CCNA and CCDA Certifications. In his spare time, Ben enjoys spending time with his family and traveling.

×

Juliet

bio

Project Manager

Juliet

Project Manager

Juliet has been with Crestwood Associates for over 16 years with a strong focus on the Microsoft Dynamics GP and Dynamics CRM solutions across a wide variety of industries. During that time, her responsibilities have included implementations, upgrades, business process definitions, training classes, project management, and technical support. Juliet has expertise in both Information Systems and Accounting and has a proven record of delivery that consistently exceeds customer expectations. Juliet holds a Bachelor of Science Degree in Accounting from DeVry University. She holds certifications in Dynamics GP, Dynamics CRM, and Wennsoft Service Management. In her free time Juliet enjoys spending time with her husband, cooking and various fitness/outdoor activities.

×

Mike

bio

Senior Consultant

Mike

Senior Consultant

As a Senior Consultant, Mike is responsible for assisting clients in all aspects of Microsoft Dynamics SL and Acumatica Financial, Manufacturing, and Distribution implementations. Mike is a seasoned consultant and business professional with a variety of experience including account management, project management, installations and implementations, end-user training, report writing, and technical support. With 23 years of experience in the consulting arena, Mike has participated in a variety of implementations across many business sectors, including customers of all sizes in the manufacturing and distribution, healthcare, food service, and service. He is a Master Level Certified Trainer. Prior to entering the consulting environment, Mike worked for 8 years as an accounting manager in the grain, grain transportation, and healthcare industries. •Financial Series including GL, AR, AP, Cash Manager, and Currency Manager •Distribution Series including Inventory, Order Management, and Purchasing •Foundation Series including Multi-Company and Application Server. •Tools Series including Customization Manager, Crystal Reports and FRx •SQL Server •End user training and coaching •Experience with various third party products such as Barcoding, Collections Management ,Electronic Banking, Laser Checks, and JAMS. Acumatica experience includes Financials, Distribution, CRM, Foundation modules, Customizations, Reporting, •SQL Server Extensive experience with all installations, upgrades and overall maintenance •End user training and coaching •Process review and reengineering consulting services. Mike graduated from University of Illinois-Chicago, where he received a Bachelor of Science degree in Accounting. In his free time, he enjoys spending time with his daughter, playing softball, coaching his daughter’s soccer team, Chicago Blackhawks hockey, and listening to music.

×

Brandon

bio

Senior Systems Engineer

Brandon

Senior Systems Engineer

Brandon joined Crestwood Associates as a Senior Consultant. Based in Minneapolis, he brings with him 10 years of Microsoft Dynamics GP experience and over 14 years of broad technology experience including SQL, Windows Server, Hyper-V, networking, Exchange and Office 365. Prior to joining Crestwood, Brandon worked as Director of Information Technology for a high volume DVD distributor and as a Technology Consultant for the SMB market. Brandon graduated with Honors from the University of Wisconsin Eau Claire with a degree in Management Information Systems and holds his MCSA. Outside of Crestwood, Brandon enjoys working out 5-6 days a week and frequently travels to Hawaii. He also has volunteered his time supporting the technology needs of Big Brothers Big Sisters of Northwestern Wisconsin for the past 13 years.

×

Joe

bio

Project Manager

Joe

Project Manager

Joe is a seasoned consulting professional who brings more than 25 years of financial experience to the table. As a Project Manager for Crestwood Associates, Joe is responsible for assisting clients in all aspects of Microsoft Dynamics GP implementations. He has been working with Dynamics GP for over 13 years, during which time his responsibilities have included account management, implementation project management, analyzing client business requirements and application objectives, and providing pre-sales support and post sales technical services. Prior to joining Crestwood Associates, Joe worked for multiple retailing companies in various senior financial roles including Information Technology Manager and Controller. Joe brings a special insight to his work with Crestwood’s clients, having experience with multiple financial systems from the user side. He sees the implementation experience, whether a system conversion, new installation, or an upgrade, from the client perspective. Joe’s project management responsibilities run the gamut from estimating time frames and quality/quantity of resources to assure success of implementations, to establishing criteria concerning deliverability, performance, maintenance, design and costs, to preparing weekly status reports on project related activity. Areas of strong Dynamics GP knowledge and experience include: •Financial Management - General Ledger, Bank Reconciliation, Fixed Assets Management, Receivables Management, Payables Management, and Refund Checks •Supply Chain Management - Purchase Order Processing/Receivings, Sales Order Processing with Advanced Invoicing, and Advanced Distribution among others. •Human Resources Management – Payroll, Payroll Connect, and Direct Deposit •Integration Manager and Microsoft SQL Server •3rd party product implementation, such as Mekorma – MICR Checks. Joe received a Bachelor of Business Administration degree in Accounting from the University of Miami, and work towards a Masters of Accountancy degree also from UM, Coral Gables, FL. In his spare time Joe enjoys Jazz, Latin music and cooking.

×

Pam

bio

Project Manager

Pam

Project Manager

As a Project Manager, Pam is responsible for assisting clients in all aspects of Microsoft Dynamics GP Financial implementations. Pam is a seasoned consultant and business professional with a variety of experience including fit-gap analysis, business process analysis, installation, configuration, implementation, customization, data migration, and training in several Microsoft Dynamics products. Prior to joining Crestwood Associates, Pam worked as a Staff Accountant, Assistant Controller and Project Manager providing management experience across a diverse range of industries, including food service, professional services, and healthcare. Areas of strong Dynamics GP knowledge and experience include: •Financial Series including General Ledger, Payables Management, Receivables Management •Supply Chain Management - Purchase Order Processing/Receivings, Sales Order Processing with Advanced Invoicing, and Advanced Distribution among others. •Human Resources Management – Payroll, Payroll Connect, and Direct Deposit •Extensive experience with client workstation installations, patch application, year-end updates and overall maintenance. •Business process review and reengineering consulting services. •Data mining and report writing •Tools Series including Crystal Reports, FRx, Forecaster, Management Reporter, and SQL Reporting Services (SRS) •End user training and coaching •Technical support of over 40 clients. •Experience with various third party products such as AIM Technologies, CRG, Encore, eOne, Greenshades, Mekorma, Nodus, Olympic, and WennSoft Pam earned her Bachelor of Science degree in Accounting from Madison College in Wisconsin. Pam also holds several certifications for Dynamics GP (Installation and Configuration, Financials, Human Resources and Payroll, Integration Manager, FRx and Report Writer). In her free time Pam likes to spend time backpacking and exploring the great outdoors. She also enjoys playing volleyball, softball and football for the Madison Cougars Women’s Football team.

×

Jamie

bio

Senior Consultant

Jamie

Senior Consultant

As a Senior Consultant, Jamie is responsible for assisting clients in all aspects of Microsoft Dynamics GP Financial, Manufacturing, and Distribution implementations and Dynamics CRM implementations as well. Jamie is a seasoned consultant and business professional with over 16 years of experience, including network administration, business process analysis, and Microsoft Dynamics GP installation and administration. Jamie also has over six years of experience with Microsoft Dynamics CRM installation, migration, business process definition, configuration, and customization. Prior to joining Crestwood, Jamie worked as Network Administrator, Microsoft Dynamics GP Administrator, Service Manager, and Help Desk Manager for a large construction company. He has also gained vast knowledge of the WennSoft series of products for Dynamics GP. He has gained implementation experience through systems conversions and upgrades from the client perspective. Areas of strong Dynamics GP knowledge and experience include: •Trained, supported and administered a 30-user Microsoft Dynamics GP environment with multiple databases oFinancial Series including General Ledger, Payables Management, Receivables Management, and Bank Reconciliation oDistribution Series including Purchase Order Processing, Sales Order Processing, and Inventory oWennSoft Job Cost, Service Management, and TimeTrack oCrystal Reports Versions 10 and 11 oAdministration of Microsoft SQL Server 2000, 2005 and 2008 oExtensive experience with client workstation installations oMicrosoft Dynamics GP Version 7.5 upgrade to Version 9.0 oTools Series including Report Writer, Integration Manager, and Extender •Upgraded multiple clients from Microsoft Dynamics GP Version 8.0 (and earlier) to Microsoft Dynamics GP version 9.0, 10.0 and 2010 •Created integrations into Dynamics GP using eOne’s SmartConnect •Created multiple customized windows for Dynamics GP using eOne Extender Enterprise •Implemented a 15-user Dynamics GP deployment with WennSoft Job Cost, Service Management, and TimeTrack for a service company running upwards of 100 service calls a day. Recreated the entire business process flow, performed user training, and performed daily onsite support. Areas of strong Dynamics CRM knowledge and experience include: •Implemented Dynamics CRM Sales, Marketing and Customer Service functionality for a broad range of clients across many vertical markets •Developed complex workflows designed to automate business processes and streamline the data entry process for users •Created robust Java Scripts to enhance the basic functionality of Dynamics CRM (i.e. creating dynamic dropdown lists with conditional values determining cascading dropdown fields, etc.) •Developed SQL Reporting Services (SRS) reports to pull data being tracked in the sales pipeline and create powerful reporting tools for executives •Migrated robust data sets into Dynamics CRM using both the Dynamics CRM Import Tool and the Scribe data migration tool •Created and maintained multiple real-time integrations using Scribe to support data flow between Dynamics CRM and Dynamics GP •Upgraded Dynamics CRM from Version 1.2 through Version 4.0, including the associated upgrade of the Microsoft SQL Server database •Provided detailed user training and coaching services to users to ensure they are fully leveraging the Dynamics CRM solution and its associated systems Other areas of knowledge and experience include: •Network Administration oConfiguration, optimization and support of Microsoft Windows Server and Active Directory oConfiguration, optimization and support of Microsoft Exchange Server oConfiguration, optimization and support of Citrix oAdministration of backup and antivirus systems, primarily Backup Exec and Trend Micro •Microsoft Access database development Professional certifications include: •Dynamics CRM Installation, Applications and Customization/Configuration •WennSoft Service Management Jamie holds an Associate Degree in Business Administration from Heartland Community College in Bloomington, Illinois. In his free time, Jamie enjoys spending time with his wife and daughters. He also likes to play golf and basketball whenever he has a spare moment.

×

Mark

bio

Project Manager

Mark

Project Manager

Mark is a Microsoft Dynamics GP project manager for Crestwood Associates. He brings with him over 18 years of experience working with Great Plains and FRx while functioning as a business professional and a technology consultant. Utilizing the cross section of these careers, Mark has the unique ability to not only translate specific objectives into solutions, but also to mitigate concerns surrounding risk and reliability. Prior to joining Crestwood, Mark worked as a Director of Reporting, Controller and Project Manager providing management experience across a diverse range of industries, including professional services, manufacturing, software development and food service. Mark has a solid history of identifying opportunities for improvement, re-engineering procedures and streamlining reporting functions to deliver significant and sustainable improvements in efficiency, cost control, risk management and profitability. As a consultant, Mark has migrated multiple accounting systems and platforms to almost all versions Microsoft Dynamics GP, holds a master certification in FRx report writing and implementation, and excels at all facets of management reporting through the use of Microsoft SQL Server, FRx and Management Reporter. Areas of strong Dynamics GP knowledge and experience include: •Business Intelligence & Reporting - including FRx, Management Reporter, SQL Reporting Services, SmartList, and SmartList Builder •Financial Management - including GL, AP, AR, Bank Reconciliation, electronic banking, Fixed Assets, Intercompany and Multicurrency •Supply Chain Management – including Sales Order Processing/Invoicing, Inventory, and Purchase Order Processing •Tools Series including Report Writer, Integration Manager and Scribe Integration Tools •Project Management – including training, coaching and deployment of these core Dynamics GP modules and a host of various independent software vendor products Mark graduated from Benedictine University with a Bachelor of Science in Accountancy. In his free time, Mark enjoys spending time with his family.

×

Mike

bio

Project Manager

Mike G

Project Manager

As a Project Manager, Mike is responsible for assisting clients in all aspects of Microsoft Dynamics GP Financial implementations. Mike is a seasoned consultant and business professional with a variety of experience including business process analysis, installation, configuration, implementation, customization, data migration, and training in several Microsoft Dynamics products. He has managed projects and taught Microsoft Curriculum classes. He is also a CPA who started out in Certified Public Accounting. His Public Accounting experience brings a valuable perspective to his client focused approach. Prior to joining Crestwood Associates, Mike worked for Certified Public Accounting firms for over 12 years. He also has spent over 16 years as a Software Consultant. He has gained extensive experience from his implementations for small to medium sized companies in a variety of business areas. These include Non- Profit Organizations, Credit Unions, Assembly and Distribution environments, Restaurants, and other industries as well. Areas of strong Dynamics GP knowledge and experience include: •Financial Series including General Ledger, Payables Management, Receivables Management •Extensive experience with client workstation installations, patch application, year-end updates and overall maintenance •Dynamics implementation management for projects of up to 50 users •Process review and reengineering consulting services •Tools Series including FRx, Forecaster and Management Reporter •End user training and coaching •Technical support •Experience with various third party products such as Fixed Assets, Mekorma MICR, and Wennsoft Mike is a Certified Public Accountant and graduated from Northeastern Illinois University with a Bachelor of Science in Accounting. He also holds several Microsoft certifications. In his free time Mike enjoys spending time with his wife, attending concerts / plays, and watching the Chicago Bulls.

×

Kami

bio

Senior Consultant

Kami

Senior Consultant

As a Senior Consultant for Crestwood Associates -- Kami offers over 15 years of practical business experience and a strong background in all aspects of Accounting, Finance and Business ERP solutions. Assisting clients as an Implementation and troubleshooting specialist, she brings a proficiency in Accounting, Payroll and Project software including Microsoft Dynamics SL, FRx, SQL, Crystal Reports, ADP and others. Prior to Crestwood, she worked as a Financial Systems Manager in the Telecommunications Industry. Outside of Crestwood, Kami enjoys her family, animals, hiking and college football season.

×

Deb

bio

Operations/AEP Specialist

Deb

Operations/AEP Specialist

Deb is a Operations/AEP Specialist for Crestwood Associates.

×

Nancy

bio

Sales Assistant

Nancy

Sales Assistant

Nancy is the sales assistant at Crestwood Associates. She received her Bachelor of Science degree in Marketing, from Illinois State University. Nancy came to Crestwood with over 12 years of experience in Microsoft Dynamics ERP Solutions and coordinating events centered around Microsoft events. She previously supported the entire Dynamics product line and has extensive relationships within the ISV community. Nancy is well versed in Dynamics GP, Dynamics CRM, Dynamics SL, and Acumatica. Nancy was born January 26 and went on to share this date with the Bears 1986 Superbowl victory. Nancy has been married to her husband for 11 years and is a huge dog fanatic. She is the co-organizer and an active member of the Fox Valley Dog Walking Club in Kane County.

×

Jen

bio

Marketing Manager

Jen

Marketing Manager

Jen is a Marketing Manager on Crestwood's marketing team and has a deep background in technology and the Dynamics products. She has over 20 years of strong technical, communication, analytic and organizational experience. Prior to joining Crestwood, Jen worked as a Microsoft Development Specialist, specializing in consulting and training at a large IT company for hundreds of customers. She is a Microsoft Certified Professional and Microsoft Master Instructor living with her family in Madison, WI.

×

Sean

bio

Senior Support Analyst

Sean

Senior Support Analyst

With a history as a Support Manager, Sean provides excellent guidance to his fellow support teammates. He provides our customers with immediate and ongoing support services. Sean has over five years’ experience working with Dynamics GP. He is also a CPA. His accounting experience brings a valuable perspective when supporting customers. Prior to joining Crestwood, Sean was a Controller with a franchising organization that utilized Dynamics GP. In addition to his accounting responsibilities, he supported over 100 franchisees in their daily use of GP. He began his career with a Big 4 public accounting firm. He then moved into leadership roles in the private sector with both Fortune 500 and entrepreneurial firms. Areas of Dynamics ERP knowledge and expertise: •Financial Series including General Ledger, Payables Management, Receivables Management •Extensive experience with client workstation installations, patch application, year-end updates and overall maintenance. •Business process review and reengineering consulting •Tools Series including FRx, Forecaster and Management Reporter •Project Management including training, coaching and deployment of these core Dynamics GP modules and a host of various independent software vendor products •End user training and coaching Sean received his Bachelor of Science degree in Accounting from Southern Illinois University, and has a Master’s Degree in Accounting from the University of Illinois. In his free time, he likes to spend time with his family and travel.

×

Melissa

bio

Operations Support

Melissa C

Operations Support

Melissa works in operations support at Crestwood Associates.

×

Richelle

bio

Accounts Payable Specialist

Richelle

Accounts Payable Specialist

Richelle is a staff accountant at Crestwood Associates.

×

Rick

bio

Account Executive

Rick

Account Executive

Rick is an Account Executive at Crestwood Associates, focusing on new business development across the Acumatica and Dynamics SL product lines. He brings significant experience in the channel, including owning his own Microsoft and Acumatica business for 22 years.

×

David

bio

Systems Engineer

David

Systems Engineer

David is a Senior Consultant In addition to his strong Dynamics GP expertise, he has 6+ years of experience in the inventory management and logistics industry using software managing all phases of development and implementation lifecycles for WMS, EDI and operating systems. David bring excellent MS SQL Server 2012/2008R2/2005 skills including the ability to create stored procedures and triggers, and has developed enterprise SSRS reporting solutions. David spends his free time riding his motorcycle and playing with his dog, Scooch.

×

Melissa

bio

Client Account Manager

Melissa

Client Account Manager

Melissa joins the Crestwood team as a Client Account Manager, responsible for assisting our existing Dynamics customers with their ERP and CRM systems. She handles everything from continuing product education to keeping her clients informed on new releases and useful add-on solutions. She comes to Crestwood with a strong background in technology, and experience in the financial, software, internet start-up and educational industries in customer-facing and application development roles. She is a resourceful, driven IT Professional with a focus on Technical Sales and Account Management.

×

Mary

bio

Client Account Manager

Mary

Client Account Manager

Mary rejoined Crestwood in September 2014, after a brief hiatus. She brings 18 years of consulting experience, 16 of those years with Dynamics GP and CRM and over 10 years managing clients. She has worked with clients in financial services, cellular operations, manufacturing and distribution, retail, not for profit and health care. Mary is responsible for making sure our Dynamics GP, SL and CRM clients are getting the most out of their software investment. Mary has a CPA and a B.S. in Accountancy from the University of Illinois at Urbana-Champaign. She enjoys traveling with her family, reading, golf, biking and shooting hoops with her daughter.

×

Brad

bio

Software Engineer

Brad

Software Engineer

Brad is a Software Engineer at Crestwood. Based in Wisconsin, Brad brings with him over 4 years of development experience and a strong focus in highly functional web applications integrating directly with Microsoft Dynamics GP. Brad has worked as a Software Developer as well as an IT Support Analyst in the warehouse, distribution, automotive and consulting industries. He possesses 7 years of customer service experience and specializes in database (MS SQL Server) backend development, dynamic web development, process improvement and automation. Brad studied Applied Mathematics and Computer Sciences at the University of Wisconsin-Stout and received his degree in Web and Software Development from Western Technical College. In his spare time he enjoys skiing in Lutsen and racing cars at the Brainerd International Raceway. He also has two adorable cats named Jack Frost and Snow Flake; perfect names for Wisconsin residents.

×

Tiffany

bio

Senior Consultant

Tiffany

Senior Consultant

Tiffany joined Crestwood in 2014 as a Senior level Dynamics SL Consultant. She brings 20+ years of ERP consulting experience, assisting clients with Dynamics SL implementations, advanced configuration, reporting, and support. She has deep knowledge of Management Reporter, Forecaster, SQL Server, and several popular 3rd party add-on solutions. In her spare time, Tiffany enjoys dancing, hiking, cooking and spending time with her family. She started dancing at age 3, and danced for the NBA for 5 years.

×

Andi

bio

Project Manager

Andi

Project Manager

Andi has transitioned from a Senior Consultant to a Project Manager at Crestwood, for our busy Dynamics GP practice. She has over 8 years of experience with Dynamics GP in both consulting and project management roles. In addition to strong functional knowledge, she is also proficient with SQL Server, installations and upgrades. Andi resides in Nashville, TN and likes to work with volunteer organizations in her spare time. She's also a self-proclaimed foodie, so she's always trying out the new restaurants in town as well as trying new recipes in the kitchen.

×

Christian

bio

Client Account Manager

Christian

Client Account Manager

Christian comes to Crestwood as a Client Account Manager, serving the Indiana and Michigan markets. He is responsible for assisting our new and existing Dynamics customers with their ERP and CRM systems. He handles everything from product demonstration to keeping clients informed on new releases and useful add-on solutions. He has a strong background in both Dynamics CRM and Dynamics GP, with implementation experience in Dynamics CRM. Christian has many years of sales and managerial experience in the manufacturing industry. His keen analytical ability is beneficial to all of our clientele, providing the appropriate solutions for their business needs. When he isn't working for Crestwood, Christian enjoys woodworking, anything Notre Dame, and coaching his son’s football team. He is a father of 4.

×

Dilip

bio

Principal Consultant

Dilip

Principal Consultant

Dilip [pron.D-Leep] joins Crestwood as a Principal Consultant, bringing 20+ years' experience in the Microsoft Dynamics and Acumatica Channel. He has extensive Dynamics SL experience both as a consultant assisting clients implementing Dynamics SL and as a project manager. He currently resides in Michigan but visits India and Chicago throughout the year to be with family. He is a huge sports fan, with football and basketball being his favorites.

×

Andrea

bio

Information Coordinator

Andrea

Information Coordinator

Andrea joins Crestwood as part of the merger with SSYH as our new Information Coordinator. Andrea will assist the Sales, Operations, and Marketing departments, becoming the go-to resource for anything clients might need, such as pricing information, forms, orders, and more. She will help create and maintain the document library for all product lines, including 3rd party software. Prior to Crestwood, she was with SSYH for 13 years as the Sales Coordinator.

×

Jason

bio

Account Executive

Jason

Account Executive

Jason is an Account Executive at Crestwood. He benefits from his extensive experience in the non-profit and corporate business worlds when connecting prospective clients with the right financial management solution. Jason has spent over 5 years matching clients’ needs with offerings from Greentree, Acumatica and Intacct software platforms. He also holds a B.A. in Accounting and enjoys rock climbing in his spare time.

×

Kim

bio

Support Specialist

Kim

Support Specialist

For over a decade, Kim has worn many hats, but her specialty is in the support area. She provides clients with technical support including software installation, upgrades, data conversion and customizations. Kim has extensive knowledge of the Greentree and Acumatica ERP platforms. Kim has a B.A. in Business Finance.

×

Marty

bio

Senior Consultant

Marty

Senior Consultant

An experienced SAGE software solution consultant, Marty has served his clients for years providing unmatched customer service, technical expertise, and integration services. Marty began his career as an Account Manager at Niku, he then moved on to become a consultant at both the Michael Allen Group and Visions Business Solutions. Marty holds a B.A. in Accounting and Finance.

×

Christine

bio

Client Account Manager

Christine

Client Account Manager

Christine joins Crestwood as part of the merger with SSYH as a Client Account Manager. Christine has over 18 years of experience in technology solution sales and account management. She is dedicated to understanding her client’s needs in order to provide the right product, service, custom solution or referral. Christine’s software solution experience includes Acumatica, Microsoft Dynamics, and Greentree ERP and CRM solutions, and integrated third-party solution offerings. This includes out of the box features and custom applications. Christine earned her Bachelor’s Degree in Psychology from Framingham State University. Outside of work, Christine is passionate about serving others both inside and outside of her church family. This includes singing and playing piano on the worship team at Emmaus Church (Winter Garden).

×

Jenny

bio

Operations/Account Analyst

Jenny

Operations/Account Analyst

Jenny joins Crestwood as part of the team from Custom Computer Resources Inc. as an Operations/Account Analyst, helping to manage and schedule all of our Dynamics SL and Acumatica projects.

×

Joe

bio

Sr. Software Engineer

Joe

Sr. Software Engineer

Joe joins our development team as part of the merger with SSYH as a Senior Developer. He will help deliver customizations and add-on products for Dynamics SL and other products. With more than 30 years of experience programming in various languages, Joe is proficient in VB, .NET, C#, as well as several web-based technologies, and has strong skills in SQL Server development. In his spare time, Joe is an avid guitar player. He and his wife both enjoy being part of the worship team at the church they attend in Winter Garden Florida. He also likes to develop apps for iOS devices.

×

Misty

bio

Staff Accountant

Misty

Staff Accountant

Misty moved from our Dynamics GP Support Team to our Accounting Team as Staff Accountant. She brings over 2 years of GP experience as a Senior Accountant. Misty has hands-on experience with the Dynamics GP Financial modules and Management Reporter, as well as several years of accounting experience. She currently resides in Michigan near the South Bend, IN area.

×

Rachel

bio

Project Manager

Rachel

Project Manager

Rachel joins Crestwood through the SSYH merger as a Project Manager. From her experiences and Microsoft certifications, she handles all aspects of implementations from start to finish.

×

Colleen

bio

Sales Engineer

Colleen

Sales Engineer

Colleen has spent several years in the world of ERP, providing sales and informational support for Acumatica and Microsoft ERP products. Collen offers the expertise gained from an expansive background in the distribution industry to every project.

×

Gary

bio

Senior Support Analyst

Gary

Senior Support Analyst

Gary joins Crestwood through the SSYH merger as a Senior Support Analyst. Throughout his career, his concentration has been on application support for Microsoft Dynamics SL and report development. He also possesses experience with financial systems setups, conversions, implementations, upgrades and application support.

×

Lauren

bio

Marketing Assistant

Lauren

Marketing Assistant

Lauren joins Crestwood as a Marketing Assistant with over 12 combined years of sales and marketing experience, including graphic design, document management, event planning, and campaign management. She attended Robert Morris College and has her graphic design certificate. She handles all marketing support and significant design projects, along with planning and executing around our customer events. In her spare time, Lauren likes spending time with her son, watching movies and is an avid Blackhawks fan.

×

Tanja

bio

Project Coordinator

Tanja

Project Coordinator

Tanja is a Project Coordinator for Crestwood Associates. Tanja possesses a strong managerial background focused on customer service. She handles Crestwood’s resource planning, scheduling, forecasting, and assists in our Accounting and Human Resources departments as needed. In her spare time, she can be found on the slopes skiing or in the water at her summer home with her family. She’s a mother of two teenage hockey players so setting goals and scoring is her number one priority. She plays on a women’s volleyball league and enjoys scrapbooking in her free time.

×

Brenda

bio

CRM Consultant

Brenda

CRM Consultant

Brenda is a CRM Consultant based out of Crestwood's Wisconsin office. She graduated with a B.S. from the University of Minnesota, Twin Cities. After college she pursued areas of consulting, design, communications, and web development. Her experience includes training, process improvement, and technical support with Dynamics CRM. She loves learning about new software and technology to enhance her skill-set. In her spare time, Brenda is a die-hard Green Bay Packers fan who also enjoys hiking, running, and being active.

×

Guillermo

bio

Senior Consultant

Guillermo

Senior Consultant

Guillermo joins Crestwood as part of our merger with SSYH as a Senior Consultant. For more than 20 years Guillermo has served as a Business Analyst and Project manager working with clients on ERP and CRM projects of various complexities. Throughout his career, he has enjoyed helping organizations achieve a competitive advantage through information technology. Guillermo works effectively with key stakeholders to identify and implement process improvement initiatives that positively impact a client’s profitability. His executive and operational responsibilities were focused on ensuring the success of critical ERP programs, client needs analysis and discovery, research, developing business plans, implementation, training and providing a sustainable support structure. Guillermo has earned both a Master’s Degree in Systems Science and a Bachelor’s Degree in Civil Engineering.

×

Melissa

bio

Consultant

Melissa

Consultant

Melissa joins Crestwood as part of the merger with SSYH as a Consultant. Melissa joined SSYH in March of 2015 as former Controller with over 15 years of experience with ERP and CRM packages. Her communication skills and product knowledge make her invaluable to our clients while consulting with them on their current needs and future initiatives. She has earned her Acumatica Certification for implementing and supporting various functionality. Melissa holds both an Associate of Science Degree in Accounting and a Bachelor of Science in Accounting from Florida Metropolitan University.

×

Neha

bio

Billing Coordinator

Neha

Billing Coordinator

Neha is a Billing Coordinator based out of Crestwood’s Headquarter office in Mount Prospect, IL. She graduated from Northeastern Illinois University with a B.S. in Finance. If you have questions about billing, rates, and collections Neha is the one to call. When she’s not at work, she enjoys time with her husband, cooking and various outdoor activities.

×

Philippe

bio

Senior Consultant

Philippe

Senior Consultant

Philippe joins us a part of the merger with SSYH as a Senior Consultant specializing in Dynamics SL and integrations. He’s been working with ERP systems and data for over 20 years. He is a jack of all trades when it comes to moving data between systems. When not working, he enjoys being a scout leader for both Cub Scouts and Boy Scouts for his sons.

×

Wendy

bio

Account Associate

Wendy

Account Associate

Wendy joins our sales team as a Client Account Associate. She began working with Dynamics GP back when it was called Great Plains in the 1980’s. She is committed to her client relationships, loyalty and satisfaction. Wendy has won multiple awards from Microsoft, including Customer Service Management (CSM) of the Year. In her free time, when she isn’t feeding her enormous teenage sons, you will find Wendy drawing portraits in pencil.

×

Diann

bio

Project Manager

Diann

Project Manager

Diann joins Crestwood as a Project Manager. She brings over 10 years' ERP project management experience and 18 years' of accounting expertise. She has handled all aspects of ERP implementations including planning, process optimization, project management, training, and support. Prior experience includes ERP implementations across many industries, including Aviation, Petroleum/Natural Gas, Service, Not for Profit, Distribution & Financial. Diann is well-versed with Financials, Distribution & Manufacturing, plus utilization of SmartList Builder & SSRS reporting to expand the capabilities of the ERP system. Diann holds a Bachelor's degree with concentrations in Finance & Information Technology, and an MBA with concentrations in Project Management & Systems Analysis & Design.

×

Eileen

bio

Account Executive

Eileen Seiplax

Account Executive

Eileen is an Account Executive for the South Florida region at Crestwood. Her professional background in banking and human capital management has made her a trusted adviser in connecting prospective clients with the right financial management solution. Eileen holds a B.S. in Communication and loves going to concerts and watching movies in her spare time.

×
View pages within this section: