Contact Summit Strategies Chartered Professional Accountants
Tax Accountants, Preparers, & Business Advisors in Red Deer, Alberta
- Dwayne Patchett, B.Sc. CPA, CMA
Main Number: (403) 341-4702 ext. 1103
Dwayne has an undergraduate degree (86) in Math and Business Administration and in 1990 he completed his professional accounting designation.
After six years of working in Finance and Management within the Public Sector, 1995 saw his return to Public Practice where he 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's primary focus is Entrepreneurship and Business Development with small to medium sized businesses. He provides coaching and mentoring to help clients with clarity and confidence.
Dwayne and his wife Barb reside in Red Deer, Alberta where they have raised four children. He currently sits on the Board of Directors of the Central Alberta Child Advocacy Centre and has contributed 28 years of volunteering to Red Deer Minor Hockey and Strive Dance Academy.
Dwayne enjoys traveling, the outdoors, sports and recreation and is currently a member at the Red Deer Golf & Country Club.
- Steve Schiestel, CPA, CGA
Main Number: (403) 341-4702 ext. 1113
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:
- American Quarter Horse Association
- Canadian Ancient Trails Foundation
- Past president of the Alberta Quarter Horse Association.
- Proud alumni and supporter of 4-H.
- Karleen Mudry, B.Comm, CPA, CA
(403) 341-4702 ext. 1109
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
Main: (403) 341-4702 ext. 1132
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 owners/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 business 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
Main: (403) 341-4702 ext. 1122
Growing up Mitchel 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.
- Tammy Orchyk
Main: (403) 341-4702 ext. 1120
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 colleagues 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, CPA
Main: (403) 341-4702 ext. 1126
Adam is currently a Senior Accountant with a Bachelor of Business Administration and has obtained his CPA designation. 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 new born daughter Blair. When he has spare time he enjoys watching and playing sports.
- Gelnn Lau, B.BA
Main: (403) 341-4702 ext. 1176
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 favourite family activities that he enjoys with his wife Winnie.
- Connor Patchett, B.BA
(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 currently sits on the Board of Directors for the Piper Creek Optimist Club of Red Deer & Red Deer Senior AA Rustlers, as well as an active member at the Red Deer Golf & Country Club.
- Alfredo Jasmin, CPA, CGA
Alfredo enjoys diversity of clientele in the public practice. Adaptability is a valuable skill to support clients to traverse our ever-evolving society and business environment.
He has 10+ years of experience in the oil and gas servicing industry and 4 years in public practice.
Alfredo attends and joins various fund-raising endeavors supporting various organizations. He is a supporter of the MHEBF Philippian Canadian Association of Red Deer and District (Masonic Higher Education Bursary Fund) and proud member and previous Director of the PICPA (Philippian Institute of Certified Public Accountants Calgary, AB Chapter. He is also a member of IPSC (International Practical Shooting Confederation).
He enjoys family camping and hiking, on his time off golfing and the freedom of riding his motorcycle.
- Priscilla St. Jean
Director of Communications & Facilities
Work: (403) 341-4702 ext. 1106
Priscilla loves her role as Director of Communications & Facilities Manager, she is a recently published author on Amazon, loves downhill skiing and is a past Innisfail flying club enthusiast. She is also a proud member of the Online Business Network.
- Christine Dunbar
Work: (403) 341-4702
She has been an administrative assistant for over 17 years and has experience working in the field of engineering. She is a member of the Association of Administrative Professionals.
When Christine is not busy at the office working with her team and serving clients, she loves spending time with her family outdoors. She enjoys camping, dirt biking, skiing, and curling.
- Connor Ablett, B.Comm, CPA
- Geri Christman, BA, LLB
Work: (403) 341-4702
Geri attended the University of Lethbridge (BA), University of Alberta (LLB), articled in Red Deer and then practiced law in Red Deer for 17 years. She also has her University Certificate in accounting from Athabasca University. Geri has been with us since 2009 and really enjoys the detailed work she does.
When she's not at the office she enjoys gardening in her spare time.
- Marvin Capistrano, BS, B.BA
Work: (403) 341-4702
He received his Bachelor of Science and Business Administration in the Philippines. Marvin is currently taking his CPA courses. He has been a payroll practitioner working for oilfield service companies and is also a licensed life insurance agent.
He is an active member of his church and enjoys volunteering for the Multi-media Arts Network team. In his spare time, he enjoys badminton and fishing.
- Justice Michel
- Jodie Waddy, CPB
Since 2007 Jodie has been working as a bookkeeper and received her Certified Professional Bookkeeper (CPB) designation in 2009 through the Institute of Professional Bookkeepers of Canada (IPBC).
She has vast experience in (but not limited to) record keeping for small businesses, farms, and charities. She also prepares personal tax returns, does payroll processing, and has provided bookkeeping training and client support to many clients in her career.
Jodie loves getting to know her clients, being able to meet their needs and answer any questions.
Jodie has lived in Central Alberta most of her life and moved to Red Deer in 2004 where she is currently raising her family.
She currently supports charities with a holistic mission in mind both in Canada and around the world.
- Certified Professional Bookkeeper (CPB) - Institute of Professional Bookkeepers of Canada - 2009
- Office Administration Diploma - Red Deer College - 2002
- Bailey Humbke
Bailey has the willingness to go above and beyond working diligently for our clients to meet their needs. When she's not working hard at the office as an administrative support she loves taking time to go camping and swimming with her family.
Summit Strategies Chartered Professional Accountants is a CPA firm providing integrated accounting and financial services