Paul has a total of fifty-one years of experience in the public accounting profession.

Blake joined Applegate & Company in 2014. Prior to joining Applegate & Company, Blake was a tax associate at KPMG where he focused on banks, insurance companies, and high net worth individuals.

Megan is a Michigan City High School graduate and Michigan City native.

Charlie is a former tax senior at Price Waterhouse and was also a tax manager at a Plymouth-based CPA firm before joining Applegate & Company.

Jason received his Bachelor of Science in Accounting, with honors, from Ball State University.

Ron is a Michigan City Rogers High School graduate and Michigan City native.

Spencer received his Bachelor of Science Degree in accounting with a minor in Information Systems from Ball State University in 2014.

Leah joins Applegate & Company with over 20 years of management experience in retail, production, and service related industries both in the United States and abroad.

Chad is a Michigan City High School graduate and Michigan City native.

Laurel received her Bachelor of Arts Degree in Accounting and Bachelors in Business Administration with a minor in Analytics and Certified Financial Planning & Wealth Management from Loras College in Dubuque, IA.

Tom recently joined the Firm as a Staff Accountant. He received his Bachelor of Arts degree from Butler University.

Sara received her Bachelor of Arts Degree in Liberal Studies with a concentration in Business with minors in History and Human Resources in December 2014.

Sharon was born and raised in Michigan City.

Erin is a Michigan City High School graduate and Michigan City Native.

Julie joined the Firm’s administrative support team in 2021 and formerly worked as an Executive Admin in the wealth advising field for nine years.