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Member Spotlight

Welcome to our Member Spotlight.  Click on a name to see the full bio of our members.

  • April 18, 2024 11:32 AM | Patricia Bartlett (Administrator)

    • Company/Firm: Hertz Schram PC
    • Office location: Bloomfield Hills
    • Line of Service/Bus. Unit: Property Tax Appeals
    • Tenure with Company/Firm and Role:  29 years/Partner
    • Family:  Grew up in a large family, but single; no kids
    • Lives in:  Rochester Hills, MI
    • College/Major: BGS with Concentration in Economics and Political Science
    • Favorite vacation spot: Boston
    • Something people may not know about me:  Bet you didn’t know that I am a twin; unfortunately my twin brother passed away 10 years ago
    • Favorite app on your phone: Google
    • Best gift I’ve ever received: Wall hanging made by a dear friend
    • Top things on my bucket list: Finish visiting our national parks
    • Best advice ever received:  The best piece of career advice I ever received was from my Mom: “Go to college”.
    • Favorite quote: “Well done is better than well said”—Benjamin Franklin
    • If you could choose a mentor, who would it be? It would be Oprah Winfrey. She grew up in poverty and overcame much adversity to become who she is today.
    • Why did you join the MWTA? I joined the MWTA to meet other tax professionals with whom I/we might have synergies, both professionally and personally

  • October 27, 2022 10:50 AM | Patricia Bartlett (Administrator)

    Company/Firm: Plante & Moran, PLLC 

    Office location: Ann Arbor

    Line of Service/Bus. Unit: Wealth Management Tax (High wealth individuals, closely held companies, trusts and private foundations)

    Tenure with Company/Firm and Role:  8 years/Manager

    Family:  Husband (James), 2 Horses (Image & Zipper), & 2 Goats (Duke & Levi)

    Grew up in:  Pinckney, MI

    Lives in:  Ann Arbor, MI

    College/Major: Albion College/Bachelor of Arts with a Concentration in Accounting & University of Michigan/Masters of Accounting

    Hobbies & interests: Horses/Equestrian Sports, fishing, boating, being crafty

    Favorite vacation spot: Traverse City/Leelanau Peninsula

    Something people may not know about me:  I was a member of Albion College’s Western Equestrian Team and rode in the highest level of competition all four years, where I qualified for semi-finals three times and nationals once.

    Favorite app on your phone: Zillow (Currently on the hunt for a new house!)

    Best advice ever received:  To go for my Master’s at U of M – I don’t think I would be where I am today if it wasn’t for a very persistent and encouraging Albion College professor (John Carlson).

    Favorite quote: “You don’t regret the things you do, just the things you don’t”

    Why did you join the MWTA? The networking & fun events

  • September 02, 2021 11:24 AM | Katherine Castillo (Administrator)

    • ·       Company/Firm: Varnum LLP
    • ·       Office location:  Grand Rapids
    • ·       Line of Service/Bus. Unit:  Legal services, working with the employee benefits, tax, and corporate practice groups
    • ·       Tenure with Company/Firm and Role:  8 years, Enrolled Agent / Legal Assistant
    • ·       Family: Partner, Joe, and cat, Cojack
    • ·       Grew up in: Grand Rapids
    • ·       Lives in:  Grand Rapids
    • ·       College/Major:  MST at Grand Valley State University (currently pursuing),   PBACC in paralegal studies at Davenport University, BBA in management at Western Michigan University
    • ·       Hobbies & interests:   True crime podcasts, beauty boxes, local history
    • ·       Favorite vacation spot:   Anywhere on or near Lake Michigan
    • ·       Something people may not know about me:  I am a three-time participant in local police department and sheriff’s office citizen’s academies (Grand Rapids Police Department, Wyoming Police Department, and Kent County Sheriff’s Office).
    • ·       Favorite app on your phone:  Reddit
    • ·       One word used to describe myself:   Quirky
    • ·       Top things on my “bucket list”:   I would love to go to back Disneyworld! 
    • ·       Why did you join the MWTA?   Networking and mentoring
    • ·       If you could choose anyone as a mentor, who would you choose?  Phyllis Borzi, former head of the Employee Benefits Security Administration, known as the “Godmother” of ERISA.

  • September 02, 2021 11:18 AM | Katherine Castillo (Administrator)

    Company/Firm:  UHY Advisors, MI

    Office location: Sterling Heights, MI

    Line of Service/Bus. Unit:   FLVS

    Family:  Amazing husband, Rob + Courtney and Pepper (cat and puppy).

    Grew up in:  Harrison Twp, MI

    Lives in:  Harrison Twp, MI

    College/Major:  WSU Grad School – MBA with a concentration in Finance

    Hobbies & interests:  Anything outdoors; running, paddle boarding, and backpacking especially. I also love art, boating, reading, and yoga.

    Favorite vacation spot:  Definitely Alaska. However, I wouldn’t turn down another trip to Europe.

    Something people may not know about me:  I worked for Harley-Davidson, and I know how to ride motorcycles.

    Favorite app on your phone:  Spotify and the flashlight.

    Best gift ever received:  I love all gifts, but trips are always a favorite. Memories last so much longer than flowers.

    One word used to describe myself: Extrovert

    Best advice ever received:  If you can’t beat fear, just do it scared.

    Favorite quote: “Better to remain silent and be thought a fool than to speak and remove all doubt.”
    — Abraham Lincoln.

    Top things on my “bucket list”: #1 is Hiking in the Himalayans.

    Why did you join the MWTA? Every amazing, inspirational woman I have met in this career path belongs to the MWTA.

    What’s the best piece of career advice you ever received? Always think bigger and never sell yourself short.” From Ursula Scroggsat DKSS CPAs.

  • April 20, 2021 3:49 PM | Anonymous


    Company/Firm:  PwC

    Office location:  Detroit, MI

    Line of Service/Bus. Unit:   Private Company Services - Tax

    Tenure with Company/Firm and Role:  20 years and Partner

    Family:  Husband (Scott), Kids (Khloe 9 and Brady 7)

    Grew up in:  East Pointe, MI

    Lives in:  Rochester Hills, MI

    College/Major: Michigan State University, MBA and Wayne State University, BS, Accounting

    Hobbies & interests: Working out (I LOVE my Peloton), Reading, Skiing, and attending live sporting events

    Favorite vacation spot:  Florida (Orlando, Tampa and Miami) and Park City, Utah

    Something people may not know about me: I have a very famous client

    Favorite app on your phone:  Twitter, Delta and Weather Channel apps

    Best gift ever received:  Rolex watch for my 2ndWedding anniversary

    One word used to describe myself: Busy

    Best advice ever received:  Control what you can control and try not to worry about what you can’t control

    Top things on my “bucket list” Vacation in Italy, Greece, and Paris, France.

  • April 20, 2021 3:48 PM | Anonymous

    Company/Firm:  Retired from full time work!

    Grew up in:  the “Thumb” of Michigan, near Snover, Michigan

    Lives in:  Orion Township, near Clarkston

    College/Major: Michigan State University/BA & MBA in Professional Accounting

    Hobbies & interests: Travel, collecting art, jigsaw puzzles

    Favorite vacation spot:  I’ve enjoyed many vacation spots across the world, but I find my memories often drift back to the majesty of the fjords of Norway.

    Something people may not know about me: I won my first two trophies at age seven for showing my Shorthorn heifer at the county 4-H fair.

    Favorite app on your phone:  Duolingo/Tinycards– using both to learn Italian

    Best gift ever received:  The most impactful gift I received was a mixed gemstone necklace that my late husband chose for me.   He had purchased it and hidden it in a drawer in his home office.   I found it after his unexpected death.

    One word used to describe myself: Determined

    Best advice ever received:  You can do anything you set your mind to….

    Favorite quote:  “Find beauty in life every day.  Live with meaning, purpose and intention.”

    Top things on my “bucket list” Visit the Louvre, take a European river cruise, return to Hawaii.

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