About the Staff

ABOUT THE STAFF
 

Max McNeal is a 1969 graduate of Ball State University and received his designation as a Certified Public Accountant in 1975. Max specializes in investments, legacy planning, business entity planning, and business strategies. Because the goal of McNeal and Company, CPAs is to build wealth for their clients, Max became an Investment Advisor Representative* of H.D. Vest Investment ServicesSM. Max assists clients with their Comprehensive Wealth Management Plans in a highly professional and personalized way.  Max can be contacted at mmcneal@mcnealcpa.com
 
 
Nancy Nicholson is a 1970 graduate of the University of Evansville majoring in Education. Nancy joined McNeal and Company in 1982 developing a broad range of accounting and tax expertise. Nancy serves as Office Manager and specializes in individual, corporate, partnership, fiduciary and estate income taxes. Nancy is also proficient with QuickBooks® accounting software.  Nancy can be contacted at nnicholson@mcnealcpa.com
 
Amy Edwards is a recent business graduate of Indiana University with an Associates Degree.  She is furthering her education at Indiana Wesleyan University.  She joined McNeal and Company in August of this year.  She will be doing payrolls, general accounting, tax returns and assist with financial services.  We welcome her aboard.  Amy can be contacted at aedwards@mcnealcpa.com
 
Esther Bagley serves as “Director of First Impressions” and performs special projects. Esther has been meeting and greeting McNeal & Company clients for over 10 years. Esther can be contacted at ebagley@mcnealcpa.com
 
Nancy Tragesser has been with McNeal & Company over ten years working during tax season preparing, compiling, and e-filing income tax returns. She is a great asset during the busiest time of the year.  Nancy can be contacted at ntragesser@mcnealcpa.com