Skip page Logo and Brand information to navigation. Skip page header section and navigation, to main content.

About Masimore, Magnuson & Associates, P.C.

Founded in 1973, Masimore, Magnuson & Associates, P.C., a locally owned premier public accounting firm, serves the Omaha, Nebraska metropolitan area, providing quality services and creating value for businesses, organizations and individuals.  We are dedicated to implementing strategies that enhance the well being of our people and the clients we serve.  

preview Team Members section anchor

Rod Anderson

CPA - Managing Shareholder

Rod is the managing shareholder of Masimore, Magnuson & Associates, P.C.  He is a 1985 graduate of the University of Nebraska.  As an advisor to his clients, Rod provides financial reporting, tax and consulting services to a variety of businesses and individuals.  Rod currently serves on boards or committees for Parkinson's Nebraska, Heartland Workforce Solutions and the Food Bank of the Heartland.   

Cheryl Eliason

CPA - Shareholder

Cheryl's provides financial reporting and individual/corporate tax services and consulting to her clients.  She works extensively with family-owned, closely held businesses and individuals and also provides services to not-for-profit and governmental organziations.  Cheryl graduated Magna Cum Laude in 1979 from the University of Nebraska.  In her free time, Cheryl enjoys gardening, cooking and travel.

Mike Morgan

CPA - Shareholder

Mike works extensively with business owners assisting with operational planning, tax and advisory solutions.  He also serves indviduals with tax planning and compliance needs.  Mike enjoys spending time attending his kids' school activities and traveling with a global sign language team providing mission work across the globe.

Lori Mueller

CPA - Shareholder

Lori's expertise includes corporate, partnership, fiduciary and individual tax planning and compliance serving clients in the tax and business advisory areas.  She graduated Magna Cum Laude in 1980 from Texas A&M University.  Lori enjoys the outdoors and currently serves as Treasurer of Morning Star Lutheran Church.

J. Scott Wheeler

CPA - Shareholder

Scott is a graduate of the University of Nebraska and earned his Master of Professional Accountancy in 2008.  Scott performs complex technical reviews of corporate, partnership, and individual tax returns, as well as tax planning, research and consulting services as an advisor to his clients.  He has experience in a variety of industries, including manufacturing and distribution, professional services and agriculture.

Dana Whitfield

CPA - Shareholder

Dana specializes in financial reporting and small business consulting.  She works extensively with clients on financial reporting including audits, reviews and compilations.  Dana is also involved in the Firm's financial reporting quality control under requirements established by the AICPA Private Companies Practice Section.  Dana graduated with distinction from the University of Nebraska in 1989.

Lori Holloway

CPA - Director

Lori graduated Summa Cum Laude in 1995 from Midland Lutheran College.  She is dedicated to providing clients with accurate and timely professional services as a trusted advisor including income tax planning and compliance, auditing and financial reporting.  She currently serves on the finance committee of St. James United Methodist Church.

Jolene Koch

CPA - Manager

Jolene provides federal and state income tax planning and compliance, and advisory services to small-business owners and individuals.  In addition, she works extensively on audits of employee benefit plans.  Jolene is a Magna Cum Laude 1992 graduate of University of Nebraska-Omaha.  In her free time, she enjoys cooking and traveling.

Cherie Schnack

Senior Tax Accountant

Cherie is a 1999 graduate of the University of South Dakota.  Cherie has extensive experience in providing tax planning and compliance services to individuals and small businesses.  She is a soccer fan and enjoys spending time with family and friends.

Ana Soto-Gama

Staff Accountant

Ana provides tax, financial reporting and advisory services to various small business clients and individuals.  She is a 2021 graduate from the University of Nebraska-Omaha.   Ana enjoys spending time with her family and traveling. 

Owen Carusi

Staff Accountant

Owen provides tax, financial reporting and consulting services to a variety of clientele.  He is a 2023 graduate of the University of Nebraska-Omaha and earned his Master of Professional Accountancy in 2024.

Carol Leonard

Staff Accountant - Bookkeeper

Carol provides client write-up, bookkeeping and payroll services to a variety of clientele.  She has been providing high-qualify bookkeeping services with the Firm since 1999.

Linda Larsen

Staff Accountant - Bookkeeper

Linda has been with the Firm since 2004, providing client accounting, bookkeeping and payroll services.  Linda is experienced with QuickBooks, Peachtree and Mas90 accounting software.

Mary Gambrel

Staff Accountant - Bookkeeper

Mary graduated Summa Cum Laude in 2013 from the University of Nebraska-Omaha.  She works with various clients on tax preparation and bookkeeping projects.  Mary has advanced knowledge of the spanish language and enjoys volunteering in local and international projects to teach English to non-native speakers.

Amy Pedersen

Executive Administrative Assistant

Amy joined the Firm in 2015 and works with various clients on financial and tax projects along with providing support to all Firm staff.  She enjoys spending time wtih family, loves the outdoors and cheering on the Huskers.

Shelby Bart

Firm Controller

Shelby is a 2015 graduate of the University of Nebraska.  She provides accounting and tax preparation support to the Firm.  Shelby enjoys spending time with her family and on the lake.

Vel Magnuson

CPA - Of Counsel

Vel graduated with a bachelor's degree from the University of Nebraska and a law degree from Creighton University.  With over 50 years of public accounting experience, Vel provides guidance and expertise in working with clients on various technical and planning issues.

Darrell Grantski

CPA - Of Counsel

With over 50 years of experience providing small business and individual tax and consulting services, Darrell provides expertise and guidance in dealing with difficult tax issues and assistance with client business succession and planning.  Darrell graduated with a bachelor's and master's degree from the University of Nebraska-Omaha.

Send Us a Message

We would love to hear from you!

402-334-0600 ap@mma-cpa.com

Get clarity on your tax and accounting situation