Meet The Savage Accountancy, APC Team in Carmel, CA

Clark Savage

Clark Savage CPA, ASA/ABV. CFF

Clark graduated with a Bachelor of Arts in Accounting from a California State University in 1982. Clark was admitted to practice as a Certified Public Accountant (CPA) in California in 1985. He later went on to complete a Master’s of Science degree in Taxation from Golden Gate University in 1986.

In the early 1990s, Clark became interested in valuation and litigation services and undertook formal study in these areas. In 2002, he passed the accreditation in business valuation exam and earned the Accredited in Business Valuation (ABV) designation sanctioned by the American Institute of Certified Public Accountants (AICPA). In the mid-1990s Clark was granted a California lifetime college teaching credential in accounting, Clark has taught courses both at Hartnell Junior College and California State University, Monterey Bay. This experience helped him to understand the challenges of presenting complex financial topics.

In 2006, Clark achieved the highest level in valuation of closely held companies by earning his accreditation as a Senior Appraiser for closely held companies, as sanctioned by the American Society of Appraisers (ASA). This program requires over 10,000 hours of documented work in business valuation, a peer review of work product, and extensive coursework along with several examinations. Recertification is required every five years. The investment of time and study surpasses that of earning a California CPA license. In 2008 Clark completed the Financial Forensics Academy presented by the National Association of Certified Valuation Analysts (NACVA). This is a full week on-site training course and includes a comprehensive examination. Clark was granted a certificate in Financial Forensics by the American Institute of Certified Public Accountants (AICPA) in 2009.

In the 25 years since Clark began his career emphasis in valuation and litigation, he has testified in numerous valuation, financial forensic and business damages cases. He has also been called upon to work on criminal cases and tax-related matters. Clark is a frequent speaker on tax and valuation issues. Clark holds executive board positions for several not-for-profit organizations involved in professional education and research for childhood cancers. Clark is married and has raised three daughters in Monterey.

Joan Kroeker

Joan Kroeker CPA

Joan Kroeker is originally from Northern Minnesota, and there she received her college education. She moved to the Monterey Peninsula in 1986. She lives in Carmel with her husband and their twins.

Joan started working in the accounting field in 1990. In 2003, she received her CPA license. Joan has been a senior accountant at small and large firms in Los Angeles, San Francisco and the Monterey Peninsula. Joan has assisted on a variety of clientele, small and large companies, in areas of payroll, accounting, taxation and valuations.

Stephanie Wisler

Stephanie Wisler Staff Accountant

Stephanie is a native to Santa Cruz County and has resided in Monterey County since 2006. She obtained her Bachelor of Arts from CSU, Chico in Criminal Justice in 2001 and previously worked for Monterey County as a Probation Officer for 6 years assigned to Court Investigations and Special Services. During her tenure there, she also obtained her Master of Arts in Organizational Leadership from Chapman University in 2011.

Currently, Stephanie is a registered tax preparer with the Internal Revenue Service and State of California and is committed to renewing her continuing education annually so as to conform to the highest level of professionalism. Stephanie has further completed training in data analytics, which assists in conducting forensic analysis and fraud investigations. She is also studying to complete a certificate or degree in forensic accounting/fraud.
Stephanie is further committed to giving back to her community where she has proudly served as an advocate with the Monterey County Rape Center since November 2016. Stephanie also performs pro-bono accounting services for a local non-profit organization.

In her spare time, Stephanie enjoys travelling locally and abroad to Ireland, spending time with friends and family, enjoying local cuisine from local restaurants and wineries, and running in her spare time.

Sheena Curry

Sheena Curry Firm Administrator

Sheena is from Carmel Valley, California. In 2010, she received her Bachelor of Arts in Mass Communications from California State University, Long Beach. Outside of work, she enjoys concert going and motor sports.

Get In Touch
With Us

We are dedicated to providing only the best accounting and tax services available to the people of Carmel, CA. Contact our team at 831-298-5175 to discuss how we can help you or your business.