Contact Us

 

 

Main Office

  • 4817 48 Street
  • RED DEER, AB T4N 1S6
  • Main Number: (403) 341-4702
  • Fax: 403-342-6654
  • Toll Free: 1-866-341-4708
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Dwayne Patchett, B.Sc. CPA, CMA

Partner
  • Main Number: (403) 341-4702 ext. 1103
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Dwayne is a graduate (1986) of Brandon University with a degree in mathematics and business administration.  In 1990 he completed his professional accounting designation, Certified Management Accountant, which included articling time at Price Waterhouse, one of the largest accounting firms in the world.

 Dwayne’s professional journey has provided him opportunities in public practice, the public sector and industry.  In 1995, Dwayne partnered with Gordon Welch to create Summit Strategies, a professional services organization with a focus on the integration of wealth management strategies and business advisory services.

 Dwayne resides in Red Deer, Alberta with his wife Barb, and four children.  He is a member and actively involved in Red Deer Minor Hockey, Strive Dance Academy and the Red Deer Golf & Country Club.

Steve Schiestel, CPA, CGA

Partner
  • Main Number: (403) 341-4702 ext. 1113
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Steve has been working in tax and accounting since 1994. He services a large base of clients in a diverse range of Alberta industries. He enjoys the complexities of income tax strategies.            

His background in agriculture has attracted many farming clients because he understands their business needs and has a personal vested interest in the industry. Steve also farms cattle, horses and crops north of Sylvan Lake.

Steve has been a volunteer with the Central Alberta B.O.S.S. program helping new business owners to start up their operations. He sits on the board of directors for:

  • the American Quarter Horse Association
  • Canadian Ancient Trails Foundation
  • Past president of the Alberta Quarter Horse Association.  
  • He is also a proud alumni and supporter of 4-H.     

Karleen Mudry, B.Comm, CPA, CA

Partner
  • 403-341-4702 ext. 1109
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Karleen Mudry has been with Summit Strategies since 2001. Her credentials include a Bachelor of Commerce degree and a CA designation received in 2006. She manages a solid team of accountants serving Albertans in a diverse range of industries by providing tax compliance needs as well as some tax planning and corporate reorganizations.

Karleen spends her time away from the office with her growing young family and enjoys reading and gardening.

Bert Haar, B.Ed, CPA, CGA

Associate
  • Main: 403-341-4702 ext. 1132
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Having achieved both his Bachelor of Arts and Bachelor of Education, he earned his CGA designation in 2008.  He is a hardworking Associate and has been in the accounting and tax field for approximately 17 years.  His time has been spent primarily enjoying helping owner/managers of small businesses to be able to manage their compliance requirements and to help them plan at every stage of their business evolution.

He believes that the key to running your busienss is to be well organized and to be able to stay on track with accounting and tax compliance.

Bert is involved with his church community where he enjoys serving the community of Lacombe.  He enjoys singing and also small construction projects around the house.

Mitchel Harris, B.Comm., CPA

Associate
  • Main: 403-341-4702 ext. 1122
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When Mitchel grew up he was involved for years in his family business environment.  He is an Associate with a Bachelor of Commerce and a CPA designation earned in 2016.  This has brought him a wide range of knowledge and experience that serves him well today in the community and in serving the clients he always gives his very best to. 

Camping, fishing, golfing, hiking, hockey, just being outdoors and traveling with his wife Sabrina are some of the hobbies he enjoys in his time off.

Alison Colton, BAccS, CPA, CGA

Manager
  • Main: 403-341-4702 ext. 1135
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Alison has been in public practice for most of her career and enjoys focusing on general tax planning as well as some estate work.  She prides herself on strong communication with her clients, and enjoys seeing the results of their busiensses grow and flouish.

She currently sits on the Board of Cystic Fibrosis Canada as Treasurer, and is an active volunteer in her kid's schools.  She stays busy with her husband Blaine and their three school age kids and enjoys gardening, reading and camping with her family.

Connie Andres

Accounting Technician/Corporate Services Officer
  • Main: 403-341-4702 ext. 1125
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As a valuable member of our team Connie wears many hats.   She has been with us now for over 15 years and is an Accounting Technician, Corporate Affairs Agent, Bookkeeper and Tax Preparer.  Outside of work she enjoys reading, movies and playing games.

Geri Christman

Accounting Technician
  • Main: 403-341-4702 ext. 1127
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Michelle Bare

Corporate Services Officer
  • Main: 403-341-4702 ext. 1111
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Michelle is a dedicated Executive Assistant, Corporate Service Officer and Bookkeeper.  Michelle is our resident expert in all things bookkeeping, offering training in Xero to both Summit staff and to our clients.  In her spare time Michelle enjoys going on adventures with her husband Rob, and spending time with her three kids.

Tammy Orchyk

Administrative Assistant
  • Main: 403-341-4702 ext. 1120
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Tammy is a dedicated administrative assistant who has a passion for a large group of our clients often working long hours past when she is expected to.  She is always happy to help collegues where they may need it.  When she is not hard at work she enjoys spending time with and cheers on her daughter in Ringette. 

Adam Carleton, BBA

Senior Accountant
  • Main: 403-341-4702 ext. 1126
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Adam is currently a Senior Accountant with a Bachelor of Business Adminsitration and is working on the final steps to obtain his CPA disignation after successful completion of the CFE in the fall of 2018.  He really enjoys working with companies that are start-ups and those that need a financial tune-up for their business in some capacity.  He has several years of experience dealing with companies in a variety of industries.

He is dedicated to both his wife Brooke and their newborn daughter Blair. When he has spare time he enjoys watching and playing sports. 

Sherif Garis, HB. Com

Accounting Technician
  • (403) 341-4702 ext. 1141
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As one of our staff accountants Sherif has his Honours Bachelor of Commerce degree and enjoys tax planning and business sales.  In his spare time he sits on the board of directors at Aspire Special Needs charity for children and enjoys playing soccer.

Gelnn Lau, B.BA

Accounting Technician
  • Main: 403-341-4702 ext. 1176
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Gelnn has a Bachelor of Business Administration and is currently studying to write the CFE.  As a focused Staff Accountant Gelnn likes to ensure all accounting records are accurate for his clients.

Camping and shopping are two of his favorite family activities that he enjoys with his wife Winnie. 

Connor Patchett

Accounting Technician
  • 403-341-4702 ext. 1116

Connor is an Accounting Technician who has received his Bachelor of Business Administration in General Management with a minor in Finance.  He is currently pursuing his CPA designations.  When he is out of the office he enjoys watching or playing hockey, golf and basketball.  He is currently a member with the Piper Creek Optimist Club and enjoys helping to raise money for Red Deer youth.

Controller Summit Strategies

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Danielle Butt

Administrative Assistant
  • 403-341-4702 ext. 1177
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Danielle is a dedicated Administrative Assistant that has recently come to us with 27 years of exceptional customer service experience.  She has an intimate understanding of the world of a small business owner after operating a home based bakery business for 10 years, and she can bake a mean cupcake!  She serves our clients tirelessly, and is always available to lend a helping hand, always with a smile on her face.  In her time off she helps her husband Darren with his business and enjoys time with her two teenage daughters.

Jennifer Ling

Jennifer has her Bachelor of Commerce and is enrolling in the CPA program of professional studies.  She has  astrong work ethic she enjoys helping to find ways for business owners their taxes and helping to implement a progressive business plan for them.

She enjoys hiking, eating a healthy meal and relaxing with her family in her time off.