Our team

A Commitment to Exceptional People

“Creating Tomorrow Together” helps us illustrate how we work with our clients. It is also a reflection of our firm-wide commitment to sticking by our clients through the life of their Tomorrow Plans. That is why we place a large emphasis on attracting and retaining high-quality individuals who are committed to our firm, the services we provide, and the principles that guide us in serving our clients. We want our firm to be the “Workplace of Choice” for financial professionals. To accomplish that, we provide our team members with financial, professional and social opportunities, and continually challenge them to grow. Throughout our firm’s history, this has led to low turnover and a culture of trust among our team. What that means for clients is that they never get lost in the shuffle. This is particularly unusual in the financial services industry, where people are often jockeying for the next promotion and dropping one client in lieu of a bigger one. At Veros Partners, we provide our people with opportunities to establish lifelong careers, so that they can focus their time and energy on being a trusted advisor for life to our clients. Find out more about them here.

Matthew D. Haab, CFP™, CPA
Wealth Management Partner
mdhaab@verospartners.com
Connect with Matt on LinkedIn

Matthew Haab is President and Wealth Management Partner at Veros Partners, overseeing and managing the firm’s wealth management group. As the firm’s founder, he’s been here since the beginning – his first office desk was in his bedroom.

Long before studying finance and accounting at Indiana University, Matthew was developing his mathematical prowess as a boy by playing dominoes with his grandfather. Competitive by nature, he pushed himself to add up the dominoes faster and faster, looking for ways to score more points. He didn’t have a television growing up, so he spent a lot of time outside — getting into trouble. As a kid, he managed to sink so deep into mud that he had to be rescued, he got stuck on a barbed wire fence for half an hour (until a passing motorist helped him down), and he got run over by his dad with a riding lawnmower — which luckily wasn’t running.

He is considered a no-sleep, early-to-work madman, but after work he devotes the same energy to his leisure pursuits. He plays sand volleyball and dodge ball, and is constantly doing something physically active. Although he can slow down long enough to hang out at the pool with family and friends.

Matthew dreams of being able to winter in a warmer climate and of taking a romantic European vacation with his wife. He hopes to see Veros Partners grow dramatically over the next few years. He has also set goals to make it possible for his wife and him to significantly support causes that they consider important, including starting a foundation that promotes physical and financial fitness. Luckily, he has plenty of time to meet his goals, as he plans on living to see his 120th birthday.

Adam R. Decker, CPA, CVA
Business Consulting Partner
ardecker@verospartners.com
Connect with Adam on LinkedIn

Adam Decker is the Business Consulting Partner at Veros Partners, which he joined back in 2001. He’s originally from a typical small Indiana town called Holton — 300 people, a grocery the size of a convenience store, a bank branch, a feed mill and little else. He was an adventurous youth, spending most of his time outside, even when the weather was at its coldest and snowiest or at its hottest and most humid. Adam still loves the outdoors — working in the yard and camping with his family, and cycling whenever possible.

Adam’s the honorary president of his own personal Hobby of the Week Club. Outside of work, he enjoys a wide range of unrelated pursuits, including but not limited to, playing Balderdash with friends, capturing moles in his yard, coaching a tee-ball team, and various athletic and social events with Team High Life. Business and accounting were his focus at Franklin College, but he’s turned his continuing education to beer. Adam spends a fair amount of time finding and sampling new craft brews.

One among Adam’s dreams for his future is building a life that will allow his children to be able to have many of the same experiences that he had growing up, and that will allow him to participate in those experiences with them. He has plans to travel the country and the world, exposing them to exotic locales and cultures. Adam is making that possible by helping build the firm so that it can function without him there every day, and by teaching his children about the world outside this little bubble in Indianapolis.

Amber C. Banks
Business Consulting Manager
acbanks@verospartners.com
Connect with Amber on LinkedIn

As a Manager at Veros Partners since 2010, Amber Banks services, develops and maintains client relationships. She grew up on the south side of Indianapolis, and as one of six kids was very outgoing and social. That’s become one of her biggest strengths now at Veros — an ability to foster both business and personal relationships.

Right after high school, Amber worked in the filing room at a large CPA firm and decided that filing was “super boring” and that she should become an accountant instead. She got her bachelor’s degree in accounting from Indiana Wesleyan University, and she hasn’t looked back. When she’s not dealing with numbers, the self-professed movie buff enjoys playing Wii and Sing Star with her sisters.

Amber’s dreams for her future include having two or three kids and traveling yearly with her husband and family. Professionally, she wants to become a successful partner at Veros, growing the firm and maintaining close and rewarding relationships with clients and referral partners. She loves working at Veros because of the environment of teamwork cultivated here, and the opportunities she has to grow as a professional and as a person.

As Tax Manager at Veros Partners, Marcia Davault assists team members during tax season, trains interns and serves the needs of individual clients. A farm girl from south of Chicago and the middle child of five, Marcia discovered she had a knack for getting ahead financially when playing Monopoly as a kid. (“Hotel on Boardwalk? Sweet!”)

While board game skills are handy in a pinch, we probably rely more on the skills she learned at Southeast Missouri State University (bachelor’s degree in accounting) and the University of North Dakota (MBA).

Devoted to her family, Marcia is married to her high school sweetheart and is the proud mother of two children. Together, the Davaults enjoy traveling, camping and hiking, and they hope to finish a tour of the 50 states within the next few years. Marcia’s faith is also important. She leads a weekly bible study group and is an active participant in camps and retreats.

Marcia feels the most personal satisfaction when her investment of time and effort makes a difference in the lives of others. She loves Veros Partners because for them, it’s not just about tax returns and financial statements — it’s about helping clients to realize their dreams and gain the success for which they strive.

Ann M. Decker
Assistant Marketing Director
amdecker@verospartners.com
Connect with Ann on LinkedIn

Ann Decker joined the Veros Partners team in 2005. Currently she works here as Assistant Marketing Director, helping Marketing Director Lauren Mahan with her role as well as anyone else who needs an extra hand or set of eyes with any task, no matter the size or importance.

Her coworkers would call her an “Ann of all trades, master of none.” She is a talented seamstress, and she reads almost every day – regardless of how tired or busy she might be. She also travels Indiana and the United States looking for new hiking trails to explore.

In five to 10 years, Ann plans to be retired, with more time to devote to reading, sewing and cooking. She’d also like to be living with her husband in a cottage on a small plot of land with a vegetable and flower garden. To achieve those dreams, Ann avoids spending money on unnecessary things and is committed to saving as much as she can.

Mylene V. Egenolf, CPA
Business Consulting Manager
mvegenolf@verospartners.com
Connect with Mylene on LinkedIn

Mylene Villanueva Egenolf has been a Business Consulting Manager at Veros Partners since 2007, managing the firm’s tax compliance and planning services for clients, as well as overseeing continual improvements of the firm’s internal processes.

Outside of work, Mylene lives for “faith, family, and football” – growing up in the Catholic schools system, all three were greatly emphasized! While she was extremely shy as a child, Mylene now fills her time as the number one (and loudest) fan for her four kids’ sporting activities. Football, of course being one of the top favorites! Her son’s football coach once mocked her saying “What mother actually tells the coach they want their son to be a receiver and NOT the quarterback!”

Mylene loves to host large parties with primarily “made-from-scratch” food – her cakes are always a big hit. Both Mylene and her husband Matt come from large extended families who like to gather frequently so this comes in handy. Speaking of which, many people know the family as living in “the compound” as Mylene’s brother and his family live right next door and their mom also lives on the same cul de sac!

Obsessed with piggy banks (she loves to buy them as presents), Mylene and Matt are working towards fully funding college for their four kids. She also dreams of traveling extensively with her family and loves the fact that you can hop on a plane and be in a completely different part of the world exposed to a different culture and way of life in a matter of hours!

Amy N. Haab, CPA
Business Consulting Manager
anhaab@verospartners.com
Connect with Amy on LinkedIn

Currently a Manager at Veros Partners, Amy Haab has been with the firm since 2002, doing everything from managing the day-to-day operation of the office to working on bookkeeping and accounting projects for small business clients. As a kid she toyed with a few career paths, but after scoring well on standardized math tests, she took an accounting class and loved it. Following her instincts, Amy studied accounting in college and graduated from Ball State University.

Amy is Veros’ resident fitness guru. She loves working out and motivating others to become physically fit. In addition to her job here, she works as an Independent Team Beachbody Coach and recently became certified to instruct Turbo Kick. Amy hopes to be able to get more involved as a fitness instructor in the future.

With a penchant for sun and surf, Amy dreams of someday having a second home in Florida, from which she could work remotely at Veros during the winter months. She loves the people she works with at Veros, as well as the knowledge that she’s helping to make her clients’ lives easier by taking some of the financial work off their plates.

Zach A. Kubly, CPA
Business Consulting Manager
zakubly@verospartners.com
Connect with Zach on LinkedIn

Zach Kubly is a Business Consulting Manager at Veros Partners. He attended Indiana University and realized he was destined to work with numbers when he noticed he was one of the few people staying awake in his college accounting classes.

Outside of work, Zach loves spending time with his family and friends, traveling and cooking. He even has deemed his risotto-making skills “wizard-like” and would never turn down an opportunity to try a new ethnic or exotic food.

His future goals include more adventure and travel. For his 10 year anniversary with his wife Lindsey, he plans to return to Italy. And someday, he wants to take his whole family skiing out West. Zach is excited about his role at Veros Partners and plans to continue to work hard to accomplish all of his goals.

Lauren Mahan
Business Consulting Client Service Director
Business Consulting Executive Coordinator
Marketing Director
lmahan@verospartners.com
Connect with Lauren on LinkedIn

Lauren Mahan wears many hats at Veros Partners. She’s the Business Consulting Client Service Director, the Business Consulting Executive Coordinator, and the Marketing Director. Lauren grew up on her family’s farm in Rushville, Indiana, where her childhood activities included races along hay bales and building forts with her older brother. Her dad put her to work on the farm at an early age, but the fit she once threw in a local department store over the purple coat she thought she needed proved she wasn’t just a tomboy!

While she was a student at Purdue University, Lauren supplemented her communication and public relations coursework with healthy doses of live music, which she still enjoys when she gets the chance. Her family’s lake house is another top destination. Lauren is a member of the Veros sand volleyball team — Victorious Secret — and she can make a sweet potato soufflé that her friends tell her “will frequent your dreams.”

Lauren dreams of returning to Spain, where she studied in 2002, and seeing it again from a more mature perspective. She’d also like to build a deck on her house to entertain friends and family, and someday have a lake house of her own. She’s a bit of a live-by-the-seat-of-your-pants kind of girl, but she has her goals in writing and is saving money to achieve them.

Jessica A. McGowan
Wealth Management Client Service Director
Wealth Management Executive Coordinator
jamcgowan@verospartners.com
Connect with Jessica on LinkedIn

Jessica McGowan has been with Veros Partners since 2007 and works as the Wealth Management Client Services Director. Her primary job is establishing new clients and handling the daily needs of existing ones.

Growing up in Greenwood, Indiana, Jessica was very active and energetic. Never content to just sit and watch television, she and her two older sisters were always inventing and playing games, or testing their entrepreneurial prowess by selling their mother’s marigold seeds to the neighbors.

She still loves playing sports, especially volleyball and softball, as well as traveling and volunteering. Outside of Veros, the IUPUI graduate volunteers for INSPIRE, the young professionals advisory committee for the Make-A-Wish foundation, and volunteers for other Make-A-Wish projects.

Jessica dreams of being able to become even more involved in her volunteer work, and of travelling to Australia. She’s working on realizing those dreams by saving money for her Australia trip, by joining INSPIRE and continually seeking more opportunities to volunteer.

Kelly M. Morgan, CPA
Wealth Management Manager
kmmorgan@verospartners.com
Connect with Kelly on LinkedIn

Kelly Morgan has been with Veros Partners since 2003 and currently works as a Wealth Management Manager. She is an advisor for clients, a researcher of mutual funds and overseer of individual tax compliance.

Kelly grew up on a farm, and as a kid was very outdoorsy and athletic. She was active in school and sports, which had an important impact on the person she is today. She enjoys going for walks on the country roads and is a fill-in player for the Veros sand volleyball team. When that group works up a sweat, Kelly is the person who can cool them off with her specialty: sweet iced tea. She also loves spending time with her family, especially her two young daughters, who can send Mom into fits of laughter.

The Franklin College graduate’s dreams include either building a house or remodeling her family’s farmhouse, becoming more involved in her daughters’ school activities and watching them grow up and become successful, and eventually retiring. (Her husband can retire too, or at least retire from farming seven days a week!) She’s preparing for that by keeping a budget and maintaining savings goals, as well as maintaining an appropriate work-life balance to have the best possible parts of both worlds.

Patrick K. Roberts, CPA
Wealth Management Advisor
pkroberts@verospartners.com
Connect with Patrick on LinkedIn

As an Advisor at Veros Partners, Patrick Roberts works with the Wealth Management, Individual Tax and Company Retirement Plan sectors of the firm. Patrick is also in charge of technology management for Veros. He’s been here since 2008 and enjoys the fact that the firm works as a team and its members are all friends — the laid-back yet professional attitude makes it a great place to work.

Once, when Patrick was younger, his grandfather jokingly asked if he would lend him some money for a new lawnmower. Patrick’s response was that his family saved money to pay bills, and that his grandfather should do the same. From an early age, Patrick was on his way to working in money management! In school he was an accomplished athlete, playing baseball and basketball. (Ask him to demonstrate his curve ball or spin a basketball on his finger.) After high school, Patrick studied accounting at Franklin and earned his bachelor’s degree.

Patrick dreams of having children with his wife in the future, and expanding and continuing their travels around the area and the world. He’d like to be able to swim the Great Barrier Reef and someday build a house with a pool. He’s working toward that by saving as much money as possible while both he and his wife are working.

Ashley Schmoll
Client Service Specialist
amschmoll@verospartners.com
Connect with Ashley on LinkedIn

Ashley Schmoll joined the firm in 2011 and is a Client Service Specialist. Her job includes helping the team respond to client service issues, greeting clients at the office, answering the telephone and scheduling internal office meetings. If you stop by or call, you’ll probably talk to Ashley first.

Energetic, adventurous and outgoing as a child, Ashley loved the outdoors and playing with friends. She’s still active today — she plays on a beach volleyball team, she’s the star right fielder for her softball team, and she is an avid boater during the summer.

Ashley dreams of being able to buy a house, getting married and having children, and being successful here at Veros. She’s moving toward those dreams by working hard and always maintaining a positive attitude about life, both personally and professionally. She enjoys working at Veros so far — the atmosphere is warm and comfortable, and the people are nice and outgoing.

Angela Stephenson, known by most as Angie, joined the firm in 2011 and is the newest member of the Veros Partners team. She grew up near Greenwood and, according to her mom, was a loving, caring child. She participated for years in a dance performing arts group before discovering an affection for flour and sugar. Angie can make a mean batch of homemade buttercream icing and loves baking and decorating cakes. That attention to precise measurements and details come in handy in her role as Bookkeeper at Veros.

Angie believes that you should never take a job just to be taking a job because your heart will never be in it. In addition to her work, her heart is in extracurricular activities such as serving on a worship committee at her church and serving as a chairperson in various capacities for the Boy Scouts of America. If you want to get on Angie’s good side, a box of Albanese Gummi Rings will do the trick — she loves them.

Her dreams for her Tomorrow include helping her son with his college dreams, running the Indianapolis 500 Festival Mini-Marathon and traveling to Hawaii. She is setting goals and working hard to make those dreams come true.

Kyle B. Thompson, CPA
Wealth Management Senior Advisor
kbthompson@verospartners.com
Connect with Kyle on LinkedIn

A member of the Veros Partners team since 2008, Kyle Thompson currently works as a Senior Wealth Management Advisor and Investment Advisor. Kyle’s originally from Clay City, Indiana, where he was always on the move as a kid, getting into things he shouldn’t be — he’s been told he was a handful.

As a kid he loved being outside and that’s evolved into a love of yard work and golf (he has no spending limit on golf equipment). Aside from golf, he enjoys being at home with his wife Jordan and two furry friends.

Kyle is a graduate of Indiana University’s Kelley School of Business, where he earned his bachelor’s degree in accounting and finance. He dreams of becoming a partner at Veros and someday being able to have a winter home in Florida, where he can play golf every day. To reach those goals, Kyle surrounds himself with smart people who can become role models and mentors, and relies on his sponge-like skills to absorb information from successful people and books.

Angie H. Till, CPA
Business Consulting Manager
ahtill@verospartners.com
Connect with Angie on LinkedIn

A member of the Veros Partners team since 2007, Angie Till works as a Business Consulting Manager, handling larger multi-state business clients and related owners. In the 8th grade, she only missed one math question on the ISTEP standardized test — so that should tell you how she ended up working with numbers!

When she was growing up in Dubois, Indiana, Angie was a bit of a tomboy. She loved sports and playing outside, and she was an aggressive, competitive, energetic kid. Now though, Angie’s friends call her “Super Mom.”

Outside of work, this mother of four loves being involved in her children’s activities, from her son Bradyn’s football, baseball, basketball and soccer games to her daughter Grace’s dance performances and softball games. She’s also famous among her friends and family for her amazing memory. Angie dreams of being able to take big family vacations (preferably to warm locales), sending her kids to college, and eventually retiring happily with her husband. She’s working on realizing those goals by saving up money and, of course, “loving up” and raising her children.

Wendy Day York
Business Consulting Manager
wdyork@verospartners.com
Connect with Wendy on LinkedIn

A Business Consulting Manager at Veros Partners since 2008, Wendy Day York works closely with clients and trains them on how to use QuickBooks software, reviews accounting files, prepares financial statements and helps clients and Veros staff with any questions they have with accounting and bookkeeping.

Outside of work, Wendy devotes herself to helping her husband Shaun raise their 7-year-old son, Sam, and their chocolate lab, Sookie Blue. They love hosting holiday dinners and other celebrations at their home for family and friends. Wendy’s husband does most of the cooking, but she has proudly mastered the art of a great BLT when it’s her turn to make dinner. Despite graduating from Ball State University, she has been a true-blue Wildcat fan since the day she was born, and always makes time to attend as many UK basketball games as possible.

Wendy’s goals for tomorrow include installing an in-ground pool at her house, a long family trip to the western United States, and eventually, a nice beach house to which she can retire with her husband. She loves working at Veros because the company as a whole understands that a balance between work and life is important and different for every person, and it allows flexibility for employees to help them realize their dreams.