Our Team

  • Adam McCurdy, CFP

    Graduated from Loyola University Chicago with a BA in finance and economics in 2010. He obtained his MBA from University of Chicago’s Booth School of Business in 2017. His entire career has focused on helping clients with their financial aspects, including tax & accounting, investments, retirement planning, estate planning, and private equity. He teaches as adjunct professor at his alma mater, Loyola. In 2022 Adam and Matt partnered to merge with David and Mark to form GJM Advisory. He ran track at Loyola and though he can’t run much anymore, he continues to stay fit with other activities. Besides sports, one of his favorite pastimes is reading.

  • Matthew Muckerheide, CPA, CMA

    Graduated from Northern Illinois University with a degree in Business Management and Economics in 2010. He obtained his MBA from the University of Chicago’s Booth School of Business in 2017. He comes from a diverse background in corporate (Deloitte and GE Capital) and entrepreneurial roles across finance, accounting, investing, and M&A functions.  He has extensive experience managing operating and investing companies across a wide range of industries. In 2022 Matt and Adam partnered to merge with David and Mark to form GJM Advisory. Matt was a college football player at Northern Illinois and enjoys staying active in Chicago, where he lives with his wife. Matt is active with Chicago Hope Academy, where he serves on the young professionals’ board. 

  • Austin Ward, CPA

    Graduated from State University of New York at Potsdam with a Bachelor of Science in Business Administration with a Concentration in Accounting. He transitioned to public accounting in 2016. Balancing full-time work, he earned a Master of Science in Accounting in 2017. Austin serves the financial needs of individuals, small business owners, high-net-worth clients, and those in the realms of trust and estate. His industry focus spans construction, real estate, professional services, and medical fields. He is actively engaged with the State CPA Society, AGC, and the Childhood Cancer Society. He’s a fitness enthusiast and sports lover, particularly passionate about baseball, MMA, hockey, and soccer.

  • Mark Geoffrey, CPA

    Graduated from the University of Missouri in 1990 with a BSBA degree, emphasis in Accounting & Finance. He began his career working for larger accounting firms in the St. Louis area, and eventually partnering with David Johns in 2004 to begin their own accounting firm – Geoffrey, Johns & Associates, LLC. Mark has over 32 years of tax & accounting experience in serving individuals, closely-held businesses and other entities in the service, manufacturing, professional medical groups, transportation and agricultural sectors. He is also active within charitable community organizations including Child Network and Habitat for Humanity. In 2022 Mark and David merged their firm with Adam and Matt to form GJM Advisory.

  • David Johns, CPA

    Graduated from St. Louis University in 1989 with a BSBA degree, emphasis in Accounting, and then received his MBA in 1991. He began his career working for larger accounting firms in the St. Louis area, and eventually partnering with Mark Geoffrey in 2004 to begin their own accounting firm – Geoffrey, Johns & Associates, LLC. David has over 32 years of experience in creating and executing tax strategies to minimize the overall tax liabilities for individuals and closely-held businesses. He has extensive experience dealing with clients in the real estate, construction, manufacturing, medical and agricultural fields. Dave has been active within many community organizations including Habitat for Humanity, Presence – St. Mary’s Hospital Foundation, Kiwanis Club and the Economic Alliance of Kankakee County. In 2022 David and Mark merged their firm with Adam and Matt to form GJM Advisory.

  • Mileen Joines, CPA

    Graduated from Illinois State University with a double major in Accounting and Business Administration. Her tax preparation career began in 1999 and she worked for Geoffrey Johns & Associates LLC since they began business in 2004. She was in the Fire Service, retiring as a Lieutenant/Paramedic after 31 years of service. She continues to maintain her Paramedic license through private local hospital services besides teaching many in CPR instruction. Mileen is active in the Kankakee County community being on many non-for-profit service Boards over the years including United Way, Harbor House, YWCA, and Zonta Club of Kankakee County, along with being very active in her church. Her career has given her accounting, management and tax experience in Fortune 500 Companies, small business, non-for-profits, and government entities. She lives in Bourbonnais with her husband and has two grown sons and two beautiful granddaughters

  • Tracie Saffell, CPA

    Graduated from Olivet Nazarene University in 1991 with a Bachelor of Science degree in accounting.  She went on to pass the CPA exam in 1992 and became a licensed CPA in 2006.  From 1992 to 2005, she worked as an internal accountant in the construction industry.  In 2005 she joined the staff of Geoffrey, Johns & Associates, LLC and began her public accounting career.  She has 30 years of experience in accounting, bookkeeping and payroll tax filings.

  • Mark OConnell

    Graduated from Governors State University in 2014 with a Bachelor of Science degree in Accounting. He began his career in accounting in 2015 at Geoffrey, Johns & Associates, LLC. Mark has experience in bookkeeping, payroll, and tax preparation for a wide variety of individual and business clients.

  • Lisa Holt

    After working for a local business for 10 years, she then spent many years fundraising and volunteering at her children’s schools.  She has been very active as a volunteer wish granter with Make A Wish Illinois since 2017, which serves Kankakee and surrounding counties. 

  • Tracy Gilliam

    Joined GJM Advisory with a passion for helping small business owners make sense of their numbers so they can make confident, informed decisions. With a strong foundation in bookkeeping, tax preparation, and financial advisory services, she works closely with clients to deliver practical solutions built on trust, clarity, and care.

    Faith is central to Tracy’s approach, and she brings integrity, humility, and purpose into every client relationship. She is currently pursuing both her Enrolled Agent (EA) and Certified Public Accountant (CPA) certifications as part of her commitment to ongoing growth and excellence.

    Outside of work, Tracy enjoys spending time with her family and serving others in her community.

  • Susan Lange, CPA

    Susan Lange graduated from Purdue University - Calumet with a degree in Management, specializing in Accounting. She began her career as a tax professional in 2001 and earned her CPA designation in 2002. In 2016, she founded her own firm, Lange Tax & Financial Services, in Mokena, IL. Susan’s expertise includes tax, financial, and estate planning for individuals, as well as advising small and mid-sized businesses and charitable organizations.

    Susan is actively involved in her community, serving as a board member and treasurer for Camp Manitoqua, a Christian retreat, camp, and outdoor education center in Frankfort. She is also a member of her church’s finance team and the Illinois CPA Society. In 2024, she merged her practice with Adam, Matt, and the GJM Advisory team to expand her reach and services.

    Additionally, Susan is the RamseyTrusted Tax Pro serving the south Chicagoland and Kankakee areas. This designation reflects her dedication to providing trustworthy, expert financial guidance. Being a RamseyTrusted Tax Pro means that she is recognized for her years of experience, client-focused approach, and commitment to helping individuals and businesses achieve their financial goals with integrity and professionalism.

  • Therese Vergados, CPA

    Bio coming soon!

  • April Mihajlovic

    Graduated from DeVry University in 2015 with a degree in Accounting. She began working in the accounting field in 2001 and joined GJM Advisory in 2024. April brings years of experience and a passion for streamlining accounting workflows through automation and process improvement.

    Outside of work, she enjoys practicing yoga and playing golf.

  • Jen Florian

    Graduated from Olivet Nazarene University in 2013 with a degree in Social Work. She joined Lange Tax & Financial Services in 2022, where she assists with invoicing and supports the client services team. Jen enjoys interacting with clients and is committed to providing a friendly and enjoyable experience.

    Outside of work, Jen loves spending time with her kids, being outdoors, and playing board or card games.

  • Julie Cassara

    Graduated from Moraine Valley Community College in 1984 with an associate degree in Education. She began working alongside Susan Lange in 2011 as a receptionist, and in 2016, she stepped into the role of Office Manager at Lange Tax. Julie serves as the liaison between clients and staff, ensuring smooth communication and day-to-day operations.

    When she's not at work, Julie enjoys spending time with her family and traveling.

  • Todd Paben

    Todd Paben graduated from Trinity Christian College in 2010 with a degree in Theology. He joined the communications team at Lange Tax & Financial Services in 2023. In his role, Todd focuses on connecting current and prospective clients with the GJM Advisory staff, while helping keep communications and internal organization running smoothly.

    Outside of work, Todd enjoys roasting coffee and playing whiffle ball with his kids.

  • Mansi Shah

    Bio coming soon!