About Us

Kris earned a finance degree from Oral Roberts University and an MBA from Indiana Wesleyan University. Kris co-founded and is a partner with ProTax & D.R. Financial Group Inc. His first-hand experience gives him a unique perspective and insight into accounting, financial planning, and investments. Kris is married to his wife Lindsay, and they have three daughters and one son.

For the better part of 25 years, Mark has had first-hand experience using strategies that help clients reduce taxes and implement asset protection. Mark brings multi-faceted experience that encourages and motivates our clients to Create, Preserve, and Retain Wealth. Mark has enjoyed 49 years of marriage to his wife, Renita, and together they have two children and three grandchildren.

Jim has been in public accounting since 1999. Jim specializes in business, personal, and estate planning utilizing tax strategies to promote business and personal tax planning.

Heather is a highly qualified Certified Public Accountant (CPA) who holds a master’s degree in accounting and taxation from Purdue University (Go Boilermakers!). Additionally, she is a Certified Tax Representation Consultant (CTRC). With a passion for taxes, Heather thoroughly enjoys preparing all types of returns while finding great fulfillment in educating individuals about the intricacies of tax matters.

Hannah brings with her a Bachelor’s degree in accounting and over 9 years of experience. In her free time, Hannah enjoys spending time with her family and reading.

Shannon has been a tax preparer for over 11 years. Shannon specializes in individual tax preparation and is an integral part of our accounting department. In her free time, Shannon enjoys traveling and attending live music events.

Alex earned his Bachelor of Arts and Master of Business Administration from Purdue University. Alex is currently attending Purdue Fort Wayne studying to become a CPA. In his free time, he enjoys playing the saxophone and going fishing.

Nick graduated from Manchester University in 2022 with a Bachelor’s degree in accounting. He grew up around accounting due to his father’s career as a CPA.  He enjoys watching sports, especially baseball, and spending time with his friends whenever he gets the chance.

Donna has been putting a smile on our client’s faces for over 8 years. There is not a thing she won’t do to make sure our clients are receiving the absolute best service.

Irene has over 19 years of experience in the accounting and bookkeeping industry. In her free time, she enjoys spending time with her grandchildren.

With an Associate of Science in accounting from Ivy Tech Community College, Dre has honed his skills and gained valuable certifications in Excel, Bookkeeping, and Payroll. In Dre’s spare time, he finds joy in playing basketball and video games. Looking ahead, Dre’s ambitious goal is to become a Certified Public Accountant (CPA) within the next three years. He is committed to continuous growth and providing exceptional financial expertise to his clients.

Dawn has over 27 years of experience in the finance industry. In Dawn’s free time, she loves spending time with her family, gardening & reading.

Meet Dalia, the Administrative Ace behind Donna Bielski and ProTax WMAs’ Payroll & Bookkeeping Departments. Whether it’s onboarding new clients or setting up payroll accounts, she’s dedicated to excellence in ensuring a smooth journey. She thrives in creating seamless experiences for our valued clients. With a friendly and approachable nature, Dalia is always here to lend a helping hand. She is excited to continue expanding her knowledge and grow alongside the incredible team at ProTax WMA!