Lori A. Owen, CPA, Partner
Lori has worked in public accounting since 1989. Lori has significant experience in both the public accounting setting as well as the small business and not-for-profit environments.
Lori specializes in controllership and accounting for small businesses, cities, and not-for-profit organizations as well as tax services for small businesses and individuals.
Lori is a Certified Public Accountant and is licensed in Kentucky to practice public accounting anywhere in the United States of America.
Lori has a Bachelor of Accountancy degree from Northern Kentucky University and lives in Fort Thomas, Kentucky.
Professional association memberships include the following
Fun Fact About Lori – Lori painted a day care center in South Africa while on a mission trip there.
John R. Chamberlin, MBA, CPA, Partner
John has worked in public accounting since 2004 and has prior experience in corporate business operations. Prior to pursuing this career, he served as a Captain in the United States Air Force’s Space Command.
John specializes in assurance services (audits, reviews) of city governments, special governmental districts, and not-for-profit organizations as well as tax services for not-for-profit organizations.
John is a Certified Public Accountant and is licensed in Kentucky to practice public accounting anywhere in the United States of America.
Education includes a Master of Business Administration from Northern Kentucky University, a Bachelor of Arts from the University of Kentucky, and other professional development courses. John lives in Cold Spring, Kentucky.
Professional association memberships / community involvement includes the following:
Fun Fact About John – Probably the only CPA you will ever meet who has commanded a vehicle in space…
Shannon Puglisi, CPA Senior Accountant / Auditor
Shannon has worked in accounting since 1998 and has significant experience in both the public accounting and for-profit corporate environments.
Shannon is a Certified Public Accountant and is licensed in Kentucky to practice public accounting anywhere in the United States of America.
Shannon has a bachelor’s degrees in Accountancy and Political Science from Northern Kentucky University and lives in Union, Kentucky.
Professional association memberships include the following
Fun Fact About Shannon – Shannon met her husband (who is now a retired fire-fighter) while both were in the same EMT class.
Patty M. Edgley, Senior Auditor
Patty has worked in public and government accounting since 1988. She spent twenty-two years in accounting at the Housing Authority of Newport and was the finance director for twelve of those years.
Patty has a Bachelor of Accountancy degree from Northern Kentucky University and lives in Alexandria, Kentucky.
Professional association memberships include the following:
Fun Fact About Patty – Patty has never met a stranger; she seems to have some type of personal “friend of a friend” connection at just about every one of our clients.
Connie L. Hartke, Senior Auditor
Connie has worked in public accounting since 2008. She also has fifteen years of experience in banking, and private company accounting.
Connie has a Bachelor of Accountancy degree from Northern Kentucky University and lives in Burlington, Kentucky.
Professional association memberships include the following:
Fun Fact About Connie – Connie’s Great Uncle came up with the process of putting holes in the White Castle hamburgers
Morgan L. Estill, Staff Accountant / Auditor
Morgan has worked in public accounting since 2020.
Morgan has a Bachelor of Science in Accountancy from Morehead State University and lives in Alexandria, Kentucky.
Professional association memberships include the following:
Fun Fact About Morgan – Morgan is an Eagle Scout and biked the entire length of the Natchez Trace (approximately 410 miles) in 10 days with his Boy Scout Troop.
Nancy McKibben, Office Manager
Nancy has been an office manager since1985. Her bubbly personality and outstanding organizational skills make her a natural to keep our office running smoothly!
A lifelong Northern Kentucky resident, Nancy lives in Crestview Hills, Kentucky.
Fun Fact About Nancy – The house Nancy grew up in was located where the exit ramp from Interstate-275 to CVG Airport is now Her parents had their house moved when the interstate was built.
Bo Owen – Staff Dog
Bo Owen is a Chihuahua-Basenji mix and has been the staff dog at Chamberlin Owen since 2019. He was adopted through the SPCA Cincinnati. Bo lost his eyes as a result of abuse before being rescued by the SPCA.
Bo has been featured on SPCA Cincinnati promotional videos, TikTok videos, and gets regular visits from clients who “Stop by to see Bo”.
Fun Fact About Bo – Bo doesn’t bark or bite, but he does like a good cuddle!