About Us
We’ve been helping nonprofits succeed for over a decade.
Our team of CPAs and professionals take care of everything behind the scenes so nonprofits can spend their time and energy where it matters most: their missions.
The Big Idea
The Founders’ vision was to create a nonprofit CPA firm that would specialize in serving nonprofits. Our fees would be affordable because of our nonprofit status, efficiencies derived from specialization, cost-sharing with many clients, and partnerships with the funding community. We would make our expertise accessible, even to remote communities, through the use of technologies like web-based, MIP nonprofit accounting software and paperless processes.
The Really Big Idea
The Founders’ vision has been realized. 501(C)PA successfully implemented our remote financial management services model and is now serving over 30 nonprofits in multiple New Mexico counties. We also are able to deliver these services at fees that are generally well below private sector rates, thus reducing the financial barriers for many nonprofits. However, the really big impact for our clients is that the accounting, payroll and other administrative tasks that used to consume so many management and clerical hours can now be accomplished by our specialists in a fraction of that time, with professional quality and enhanced organizational reputation. This can amount to several hundred hours saved each year, and those hours can be refocused on strategic planning, programming, fundraising, and increasing mission impact. In the financial world, this is called leveraging, doing more with less, and it is the essence of our mission.
Mission
Our mission is to help nonprofits accomplish more through our team-based, professional financial management and administrative services.
By taking care of everything behind the scenes, 501(C)PA reduces risk and improves financial wellness so nonprofits can spend their time and energy where it matters most: their missions.


Staff and Board
Our Team:
Our Team:
Manager of Accounting Operations

Jela Basista

Jela earned her Bachelor of Science in Economics and Tourism Management from the Economic University of Bratislava in the Slovak Republic. She came to the United States in 1998. Once both of her daughters started school, Jela decided to restart her career and chose the accounting profession. She completed the necessary accounting coursework at CNM and became a licensed CPA in 2013. Since then, Jela has been working in public accounting, primarily as an auditor of governmental entities and non-profit organizations. 

Jela joined 501(C)PA in February 2021 to become a member of the country’s only nonprofit CPA firm, and to be part of a team of dedicated specialists helping our nonprofit clients achieve financial stability and increase mission impact.

Junior Accountant

Jordan Cheresposy


Jordan is from the Pueblo of Laguna. He has several years of accounting experience at tribal owned organizations and, most recently, at nonprofits. Jordan is glad to be at 501(C)PA where he can combine those two interests – he enjoys assisting nonprofits that assist Native American communities. He’s currently attending University of New Mexico and is pursuing his Bachelor’s in Business Administration with a concentration in Accounting. He anticipates graduating in Spring 2024. When Jordan has a moment between work and school, he enjoys cooking, hiking, traveling and spending time with family and friends.
 

Payroll Specialist

Holly Dilts

Specializing in nonprofit accounting and payroll for over fifteen years, Holly understands the needs and complexities of nonprofit organizations. She is focused and dedicated to her craft and takes special pleasure in helping nonprofit administrators navigate the challenges of transaction coding and payroll cost allocations among multiple programs, grants, and projects. Holly’s warmth and professionalism inevitably make clients feel that she is on their side and part of their team. Holly is community oriented and active in her Church, serving the homeless, teaching Bible classes, presenting workshops on healthy lifestyles, and volunteering as a “Helping Hands” to assist the elderly and others in need. Other activities include bird watching, hikes in nature, and biking.

Staff Accountant

Sarah Dunn

Sarah is a Wyoming native but was raised and has lived most of her life in Albuquerque. She graduated from UNM with a degree in accounting and has more than 45 years of accounting experience.  Sarah’s career has spanned senior management and leadership positions for engineering firms doing business nationally and with not-for-profit medical research and charitable organizations.  She is pleased to now be taking a step back as a part-time Staff Accountant and enjoying a smaller role utilizing her extensive experience to support clients benefiting from the great services provided by 501cpa.  Sarah and her husband have three children and three grandchildren, with whom she most enjoys her time.  She enjoys playing golf, reading, time relaxing in Northern NM with family, and knitting and crocheting with a dog and cat in her lap.

Payroll Specialist

Yvonne Enriquez

Yvonne was born and raised in Albuquerque, NM, and has a deeply rooted love and respect for the culture and the great people of NM. She enjoys giving back to her community through church and other fellowship groups. She loves nature, the outdoors, traveling, cooking, caregiving and spending time with her family and friends.

Throughout a career of hard work and dedication, she has taken her passion for numbers and her natural aptitude for attention to detail and has honed her craft as a talented Accounting/Payroll Specialist. She constantly continues to develop and grow as she enjoys introducing herself to new ways of enhancing those talents.

Yvonne is excited about her future with 501(C)PA and looks forward to successfully and attentively serving the Payroll needs of all of our amazing nonprofit clients.

Payroll Specialist

Diane Frey

Junior Accountant

Melanie Oglesby

Melanie Oglesby earned a Bachelor’s Degree in Information Technology from Kaplan University. Past work history has included being at a couple of for-profit start-up companies where she was introduced to the wonderful world of accounting! She quickly developed a passion for accounting and ultimately made a career change to grow in accounting. Melanie is very excited to gain more knowledge in her chosen field and to join the non-profit accounting community. She’s also looking forward to learning more about her clients and helping them be as successful as possible. When she’s not doing accounting, Melanie loves Zumba and is a licensed instructor. She also spends time traveling and creating memories with her two daughters, husband, two cats and a dog!

Staff Accountant

Ben Pedneau

Ben earned his Masters of Accountancy at Colorado State University and they liked him so much they hired him to work as a benefits accountant in their human resources department! But, the desire to return to his home state of New Mexico was irresistible and in the summer of 2017 he relocated to Santa Fe and joined 501(C)PA shortly thereafter. Ben enjoys that his professional career is about helping nonprofits thrive and he takes special pleasure in assisting clients in understanding their financial reports. When at play, Ben enjoys photography, and he and his wife love to explore archaeology sites around New Mexico after doing a little research at the Archaeological Conservancy.

Staff Accountant

Becca Pott

Becca earned her Bachelors of Accountancy from New Mexico State University in 2014 and decided to stay in Las Cruces, where she worked for a small CPA firm for 3 1/2 years. Her primary focus was in auditing governments around New Mexico, but she gained valuable experience in almost all aspects of accounting and tax return preparation.  She then decided to dedicate herself full-time to studying for the CPA exams and also answered the call of her home town, Albuquerque. Becca successfully passed her final section of the CPA exams in 2019 and began work at 501(C)PA shortly thereafter. Becca is detail oriented, friendly, and hard working. She loves being able to use her gifts to help nonprofits stay organized and have the most accurate financial statements possible. It’s also a bonus that she gets to spend all day making spreadsheets (almost)!  When she isn’t working you can find her hanging out with her dog & cat, doing puzzles, and planning her next Disney vacation!

Staff Accountant

Regina Salazar

Staff Accountant

Christina Solaequi

Christina earned her Bachelor and Master of Accountancy degrees from New Mexico State University and began her career at a growing healthcare startup company in Las Cruces. After gaining a substantial amount of experience there, she wanted to work in a field where she would gain a sense of fulfillment and be a part of an organization that would benefit her community.
Before switching to nonprofit accounting and joining 501(C)PA in January 2022, Christina realized her dream of living in Seoul, South Korea, and attending language school there to perfect her Korean speaking skills. She is excited to learn more about the non-profit accounting field while also using her established expertise in accounting to help her clients move forward with realizing their goals.
When Christina has free time, she enjoys practicing her Korean language skills with her husband, swimming, playing video games, and spending quality time with her two cats.

Chief Executive Officer

Monica Stapleton

Monica grew up in New Mexico and, from an early age, was taught the value of community and what it meant to help each other.  Monica’s accounting career began in high school as a bookkeeper for a family business. She then became an accountant at the University of New Mexico while studying computer programming.  During her time as assistant controller at Mercy Hospital in Colorado, she earned a BS in Accounting with the University of Phoenix.  Monica then worked for the Southern Ute Tribe as a Senior accountant.  After relocating back to Albuquerque, Monica was employed as the Chief Financial Officer for the Notah Begay III Foundation and during this time, achieved certification as a Nonprofit Professional Accountant (CNPA). 

Monica’s extensive experience has included tribal entities, health care, real estate development, and petroleum companies, but those early lessons in community service maintained her passion for the nonprofit sector.  Monica’s desire to work for an organization where she could use her skills and knowledge to help many nonprofits succeed, and her years of nonprofit financial management experience, made 501(C)PA the perfect fit!   

Manager of Systems Design & Integration

Katrina Trujillo

Katrina earned her Bachelor of Science in Business Administration and Master of Accountancy from Colorado State University. She began her career in public accounting as an Assurance Associate at PricewaterhouseCoopers (PwC) in Denver, CO. After two and a half years with PwC, Katrina then made a career transition and became the Assistant Controller at Mi Casa Resource Center, a Denver nonprofit organization. With over five years of experience at Mi Casa, her career ultimately progressed into the role of Director of Finance. She earned her CPA license in Colorado and is an active member of the AICPA. She made the decision to move back to her home state of New Mexico at the end of 2018. Katrina is passionate about helping others understand financial information and enjoys seeing organizations thrive in their missions dedicated to serving the community. She loves spending time with her family and enjoys hiking and being outdoors.

Conversion Accountant

Jolene Zamora


Jela Basista

Jela Basista

Manager of Accounting Operations

Jela earned her Bachelor of Science in Economics and Tourism Management from the Economic University of Bratislava in the Slovak Republic. She came to the United States in 1998. Once both of her daughters started school, Jela decided to restart her career and chose the accounting profession. She completed the necessary accounting coursework at CNM and became a licensed CPA in 2013. Since then, Jela has been working in public accounting, primarily as an auditor of governmental entities and non-profit organizations. 

Jela joined 501(C)PA in February 2021 to become a member of the country’s only nonprofit CPA firm, and to be part of a team of dedicated specialists helping our nonprofit clients achieve financial stability and increase mission impact.

Jordan Cheresposy

Jordan Cheresposy

Junior Accountant


Jordan is from the Pueblo of Laguna. He has several years of accounting experience at tribal owned organizations and, most recently, at nonprofits. Jordan is glad to be at 501(C)PA where he can combine those two interests – he enjoys assisting nonprofits that assist Native American communities. He’s currently attending University of New Mexico and is pursuing his Bachelor’s in Business Administration with a concentration in Accounting. He anticipates graduating in Spring 2024. When Jordan has a moment between work and school, he enjoys cooking, hiking, traveling and spending time with family and friends.
 

Holly Dilts

Holly Dilts

Payroll Specialist

Specializing in nonprofit accounting and payroll for over fifteen years, Holly understands the needs and complexities of nonprofit organizations. She is focused and dedicated to her craft and takes special pleasure in helping nonprofit administrators navigate the challenges of transaction coding and payroll cost allocations among multiple programs, grants, and projects. Holly’s warmth and professionalism inevitably make clients feel that she is on their side and part of their team. Holly is community oriented and active in her Church, serving the homeless, teaching Bible classes, presenting workshops on healthy lifestyles, and volunteering as a “Helping Hands” to assist the elderly and others in need. Other activities include bird watching, hikes in nature, and biking.

Sarah Dunn

Sarah Dunn

Staff Accountant

Sarah is a Wyoming native but was raised and has lived most of her life in Albuquerque. She graduated from UNM with a degree in accounting and has more than 45 years of accounting experience.  Sarah’s career has spanned senior management and leadership positions for engineering firms doing business nationally and with not-for-profit medical research and charitable organizations.  She is pleased to now be taking a step back as a part-time Staff Accountant and enjoying a smaller role utilizing her extensive experience to support clients benefiting from the great services provided by 501cpa.  Sarah and her husband have three children and three grandchildren, with whom she most enjoys her time.  She enjoys playing golf, reading, time relaxing in Northern NM with family, and knitting and crocheting with a dog and cat in her lap.

Yvonne Enriquez

Yvonne Enriquez

Payroll Specialist

Yvonne was born and raised in Albuquerque, NM, and has a deeply rooted love and respect for the culture and the great people of NM. She enjoys giving back to her community through church and other fellowship groups. She loves nature, the outdoors, traveling, cooking, caregiving and spending time with her family and friends.

Throughout a career of hard work and dedication, she has taken her passion for numbers and her natural aptitude for attention to detail and has honed her craft as a talented Accounting/Payroll Specialist. She constantly continues to develop and grow as she enjoys introducing herself to new ways of enhancing those talents.

Yvonne is excited about her future with 501(C)PA and looks forward to successfully and attentively serving the Payroll needs of all of our amazing nonprofit clients.

Diane Frey

Diane Frey

Payroll Specialist
Melanie Oglesby

Melanie Oglesby

Junior Accountant

Melanie Oglesby earned a Bachelor’s Degree in Information Technology from Kaplan University. Past work history has included being at a couple of for-profit start-up companies where she was introduced to the wonderful world of accounting! She quickly developed a passion for accounting and ultimately made a career change to grow in accounting. Melanie is very excited to gain more knowledge in her chosen field and to join the non-profit accounting community. She’s also looking forward to learning more about her clients and helping them be as successful as possible. When she’s not doing accounting, Melanie loves Zumba and is a licensed instructor. She also spends time traveling and creating memories with her two daughters, husband, two cats and a dog!

Ben Pedneau

Ben Pedneau

Staff Accountant

Ben earned his Masters of Accountancy at Colorado State University and they liked him so much they hired him to work as a benefits accountant in their human resources department! But, the desire to return to his home state of New Mexico was irresistible and in the summer of 2017 he relocated to Santa Fe and joined 501(C)PA shortly thereafter. Ben enjoys that his professional career is about helping nonprofits thrive and he takes special pleasure in assisting clients in understanding their financial reports. When at play, Ben enjoys photography, and he and his wife love to explore archaeology sites around New Mexico after doing a little research at the Archaeological Conservancy.

Becca Pott

Becca Pott

Staff Accountant

Becca earned her Bachelors of Accountancy from New Mexico State University in 2014 and decided to stay in Las Cruces, where she worked for a small CPA firm for 3 1/2 years. Her primary focus was in auditing governments around New Mexico, but she gained valuable experience in almost all aspects of accounting and tax return preparation.  She then decided to dedicate herself full-time to studying for the CPA exams and also answered the call of her home town, Albuquerque. Becca successfully passed her final section of the CPA exams in 2019 and began work at 501(C)PA shortly thereafter. Becca is detail oriented, friendly, and hard working. She loves being able to use her gifts to help nonprofits stay organized and have the most accurate financial statements possible. It’s also a bonus that she gets to spend all day making spreadsheets (almost)!  When she isn’t working you can find her hanging out with her dog & cat, doing puzzles, and planning her next Disney vacation!

Regina Salazar

Regina Salazar

Staff Accountant
Christina Solaequi

Christina Solaequi

Staff Accountant

Christina earned her Bachelor and Master of Accountancy degrees from New Mexico State University and began her career at a growing healthcare startup company in Las Cruces. After gaining a substantial amount of experience there, she wanted to work in a field where she would gain a sense of fulfillment and be a part of an organization that would benefit her community.
Before switching to nonprofit accounting and joining 501(C)PA in January 2022, Christina realized her dream of living in Seoul, South Korea, and attending language school there to perfect her Korean speaking skills. She is excited to learn more about the non-profit accounting field while also using her established expertise in accounting to help her clients move forward with realizing their goals.
When Christina has free time, she enjoys practicing her Korean language skills with her husband, swimming, playing video games, and spending quality time with her two cats.

Monica Stapleton

Monica Stapleton

Chief Executive Officer

Monica grew up in New Mexico and, from an early age, was taught the value of community and what it meant to help each other.  Monica’s accounting career began in high school as a bookkeeper for a family business. She then became an accountant at the University of New Mexico while studying computer programming.  During her time as assistant controller at Mercy Hospital in Colorado, she earned a BS in Accounting with the University of Phoenix.  Monica then worked for the Southern Ute Tribe as a Senior accountant.  After relocating back to Albuquerque, Monica was employed as the Chief Financial Officer for the Notah Begay III Foundation and during this time, achieved certification as a Nonprofit Professional Accountant (CNPA). 

Monica’s extensive experience has included tribal entities, health care, real estate development, and petroleum companies, but those early lessons in community service maintained her passion for the nonprofit sector.  Monica’s desire to work for an organization where she could use her skills and knowledge to help many nonprofits succeed, and her years of nonprofit financial management experience, made 501(C)PA the perfect fit!   

Katrina Trujillo

Katrina Trujillo

Manager of Systems Design & Integration

Katrina earned her Bachelor of Science in Business Administration and Master of Accountancy from Colorado State University. She began her career in public accounting as an Assurance Associate at PricewaterhouseCoopers (PwC) in Denver, CO. After two and a half years with PwC, Katrina then made a career transition and became the Assistant Controller at Mi Casa Resource Center, a Denver nonprofit organization. With over five years of experience at Mi Casa, her career ultimately progressed into the role of Director of Finance. She earned her CPA license in Colorado and is an active member of the AICPA. She made the decision to move back to her home state of New Mexico at the end of 2018. Katrina is passionate about helping others understand financial information and enjoys seeing organizations thrive in their missions dedicated to serving the community. She loves spending time with her family and enjoys hiking and being outdoors.

Jolene Zamora

Jolene Zamora

Conversion Accountant

Our Board:
Our Board:

Mark Joiner, CPA, Chair

Mark Joiner, CPA, Chair

Mark has been a CPA in New Mexico for about 40 years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Kim Wong, JD, MBA, MS, Secretary

Kim Wong, JD, MBA, MS, Secretary

Kim holds a JD from Boston College Law School, an MBA from the Carroll School of Management at Boston College and a MS from the Massachusetts Institute of Technology. Kim has a passion for education.  He is currently a full-time faculty member in the College of Business Information & Technology at Central New Community College, where he has served for over 27 years.  In addition to teaching, Kim is very active in school administration, student organizations, and community outreach.  Kim currently serves on the Boards of 501(C)PA, New Mexico First, and the Vortex Theater, and his many interests include travel, cooking, downhill skiing, and public policy.

Lilia Ruiz, CPA, Treasurer

Lilia Ruiz, CPA, Treasurer

Lilia holds CPA certificates in both Nevada and New Mexico and now spends her time volunteering with the non-profit organizations, 501(C)PA, Musical Theatre Southwest, Oasis Intergenerational Tutoring and the Animal Humane Society of New Mexico. For most of Lilia’s professional career she was a Special Agent with the Internal Revenue Service, either conducting or overseeing financial investigations in Nevada, Arizona, New Mexico and Colorado.  The latter part of her distinguished public service career was dedicated to leading the Tax Fraud Division of the New Mexico Taxation Department. Lilia enjoys learning tap dancing, walking 10K races, hiking, yoga, reading and taking UNM continuing education classes.

Janet Garcia, MS

Janet Garcia, MS

Janet recently retired from a 40-year career as a passionate advocate and counselor for disabled children and adults. She managed, directed, and worked as a vocational counselor, medical case manager, wrongful termination consultant, and life care planner while employed by public-sector and for-profit companies, including owning her own consulting business.  She received a master’s degree from UNM in Rehabilitation Counseling, completed post-graduate work in Life Care Planning, was a Licensed Mental Health Counselor, and a Certified Case Manager. Janet was attracted to serving on 501(C)PA’s board because it allows her to continue to help NPO’s in ways that empowers them to help themselves.

Roshelle Overton, MAcc

Roshelle Overton, MAcc

Roshelle serves as an Associate Dean for the Accounting, Economics, and Financial Services programs at Central New Mexico Community College.  She has been with CNM for over 10 years progressing from Accounting faculty, to program chair of the Accounting Department, and then into the Associate Dean position.  Roshelle also worked at the Law Offices of Robert B. Collins for 20 years as his Accountant. She earned her Bachelor of University Studies degree with a focus in Theater Arts and Communications at The University of New Mexico and her Master of Accounting degree at The Anderson School of Management.  Roshelle is a lifelong learner, a sit-down comedian, and avid runner.   When she’s not at work, she enjoys watching football and reality tv, laughing uncontrollably, decorating for the holidays, playing with her dogs, and spending time with other humans. 

Katie Thompson, CFP®, CRPC™

Katie Thompson, CFP®, CRPC™

As a successful working mother herself, Katie Thompson understands the value of service, professional integrity, and performance in nurturing relationships with her portfolio of high-net-worth clients and their families. As STN Group & Associates’ managing partner, Katie lends a personal touch to financial services.

That approach is particularly important in an increasingly robotic and automated world. Katie still believes in the power of human relationships to drive innovation, inspire action, instill confidence, and produce extraordinary long-term results. That’s why she takes the time to fully understand each client’s goals and customize holistic strategies that align with their risk-management profiles, investment styles, and long-term financial priorities. A holder of Chartered Retirement Planning Counselor™ and Certified Financial Planner™ designations, she makes it her mission to fulfill STS Group’s commitment to serve as an essential resource in supporting financial wellbeing across generations.

“As a wife and mother, I know that financial security and prosperity have an enormous impact on our quality of life. It informs many of the goals I have for my own family’s wellbeing and how I show up in the world each day,” she says. “It is an honor to represent the clients I work with and to help them develop plans for achieving their most meaningful goals.”

Katie is deeply committed to her clients, and works to deliver positive, quantifiable results that help them accomplish their business development, retirement, and other wealth-management objectives through close collaboration and transparent communication. As a multi-year recipient of the Forbes/SHOOK Research’s “America’s Top Women Wealth Advisors” and “America’s Best-in-State Wealth Advisors, Working Mother/SHOOK’s “Top Wealth Advisor Moms,” and Barron’s “Top 1,200 Financial Advisors, Katie indulges her desire to assist others, though her experience and advice extends to her community and professional colleagues, as well. She can often be seen paying it forward by speaking at Merrill Lynch professional development seminars and advising women on their ascent up the corporate ladder. She enjoys sharing her personal journey helping others expand their professional achievements without sacrificing personal fulfillment. She is hands-on in mentoring the STN Group and ensuring the company’s culture maintains its focus on excellence, inclusion, and philanthropy and lends her expertise and time to various philanthropic efforts and serves on the boards of several non-profit organizations.

Registered in 45 states and the District of Columbia, Katie is a proud graduate of the University of New Mexico. She lives in Albuquerque with her husband and two children.

Jabeen Vagh, CPA

Jabeen Vagh, CPA

Jabeen joined the accounting profession in 1997 after graduating from UNM and worked primarily as a non-profit auditor for almost 20 years.  She ended her public accounting career as an Audit Manager with BPWC, CPAs in Albuquerque, after deciding she wanted to serve from within the non-profit sector.  Since 2017 Jabeen has been with the Lannan Foundation as their Financial Controller.

In working with many critically important non-profits, Jabeen observed that they often lacked access to strategic financial administration resources from accountants specializing in this very complex area.  It was also evident that this absence usually reduced mission productivity and financial stability.  Her desire to see more of these vital organizations and their missions benefitting from services provided by non-profit accounting professionals made her a perfect fit for 501(C)PA’s Board!

Mike Wilson, CPA

Mike Wilson, CPA

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.

Image
Mark Joiner, CPA, Chair

Mark Joiner, CPA, Chair

Mark has been a CPA in New Mexico for about 40 years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Kim Wong, JD, MBA, MS, Secretary

Kim Wong, JD, MBA, MS, Secretary

Kim holds a JD from Boston College Law School, an MBA from the Carroll School of Management at Boston College and a MS from the Massachusetts Institute of Technology. Kim has a passion for education.  He is currently a full-time faculty member in the College of Business Information & Technology at Central New Community College, where he has served for over 27 years.  In addition to teaching, Kim is very active in school administration, student organizations, and community outreach.  Kim currently serves on the Boards of 501(C)PA, New Mexico First, and the Vortex Theater, and his many interests include travel, cooking, downhill skiing, and public policy.

Lilia Ruiz, CPA, Treasurer

Lilia Ruiz, CPA, Treasurer

Lilia holds CPA certificates in both Nevada and New Mexico and now spends her time volunteering with the non-profit organizations, 501(C)PA, Musical Theatre Southwest, Oasis Intergenerational Tutoring and the Animal Humane Society of New Mexico. For most of Lilia’s professional career she was a Special Agent with the Internal Revenue Service, either conducting or overseeing financial investigations in Nevada, Arizona, New Mexico and Colorado.  The latter part of her distinguished public service career was dedicated to leading the Tax Fraud Division of the New Mexico Taxation Department. Lilia enjoys learning tap dancing, walking 10K races, hiking, yoga, reading and taking UNM continuing education classes.

Janet Garcia, MS

Janet Garcia, MS

Janet recently retired from a 40-year career as a passionate advocate and counselor for disabled children and adults. She managed, directed, and worked as a vocational counselor, medical case manager, wrongful termination consultant, and life care planner while employed by public-sector and for-profit companies, including owning her own consulting business.  She received a master’s degree from UNM in Rehabilitation Counseling, completed post-graduate work in Life Care Planning, was a Licensed Mental Health Counselor, and a Certified Case Manager. Janet was attracted to serving on 501(C)PA’s board because it allows her to continue to help NPO’s in ways that empowers them to help themselves.

Roshelle Overton, MAcc

Roshelle Overton, MAcc

Roshelle serves as an Associate Dean for the Accounting, Economics, and Financial Services programs at Central New Mexico Community College.  She has been with CNM for over 10 years progressing from Accounting faculty, to program chair of the Accounting Department, and then into the Associate Dean position.  Roshelle also worked at the Law Offices of Robert B. Collins for 20 years as his Accountant. She earned her Bachelor of University Studies degree with a focus in Theater Arts and Communications at The University of New Mexico and her Master of Accounting degree at The Anderson School of Management.  Roshelle is a lifelong learner, a sit-down comedian, and avid runner.   When she’s not at work, she enjoys watching football and reality tv, laughing uncontrollably, decorating for the holidays, playing with her dogs, and spending time with other humans. 

Katie Thompson, CFP®, CRPC™

Katie Thompson, CFP®, CRPC™

As a successful working mother herself, Katie Thompson understands the value of service, professional integrity, and performance in nurturing relationships with her portfolio of high-net-worth clients and their families. As STN Group & Associates’ managing partner, Katie lends a personal touch to financial services.

That approach is particularly important in an increasingly robotic and automated world. Katie still believes in the power of human relationships to drive innovation, inspire action, instill confidence, and produce extraordinary long-term results. That’s why she takes the time to fully understand each client’s goals and customize holistic strategies that align with their risk-management profiles, investment styles, and long-term financial priorities. A holder of Chartered Retirement Planning Counselor™ and Certified Financial Planner™ designations, she makes it her mission to fulfill STS Group’s commitment to serve as an essential resource in supporting financial wellbeing across generations.

“As a wife and mother, I know that financial security and prosperity have an enormous impact on our quality of life. It informs many of the goals I have for my own family’s wellbeing and how I show up in the world each day,” she says. “It is an honor to represent the clients I work with and to help them develop plans for achieving their most meaningful goals.”

Katie is deeply committed to her clients, and works to deliver positive, quantifiable results that help them accomplish their business development, retirement, and other wealth-management objectives through close collaboration and transparent communication. As a multi-year recipient of the Forbes/SHOOK Research’s “America’s Top Women Wealth Advisors” and “America’s Best-in-State Wealth Advisors, Working Mother/SHOOK’s “Top Wealth Advisor Moms,” and Barron’s “Top 1,200 Financial Advisors, Katie indulges her desire to assist others, though her experience and advice extends to her community and professional colleagues, as well. She can often be seen paying it forward by speaking at Merrill Lynch professional development seminars and advising women on their ascent up the corporate ladder. She enjoys sharing her personal journey helping others expand their professional achievements without sacrificing personal fulfillment. She is hands-on in mentoring the STN Group and ensuring the company’s culture maintains its focus on excellence, inclusion, and philanthropy and lends her expertise and time to various philanthropic efforts and serves on the boards of several non-profit organizations.

Registered in 45 states and the District of Columbia, Katie is a proud graduate of the University of New Mexico. She lives in Albuquerque with her husband and two children.

Jabeen Vagh, CPA

Jabeen Vagh, CPA

Jabeen joined the accounting profession in 1997 after graduating from UNM and worked primarily as a non-profit auditor for almost 20 years.  She ended her public accounting career as an Audit Manager with BPWC, CPAs in Albuquerque, after deciding she wanted to serve from within the non-profit sector.  Since 2017 Jabeen has been with the Lannan Foundation as their Financial Controller.

In working with many critically important non-profits, Jabeen observed that they often lacked access to strategic financial administration resources from accountants specializing in this very complex area.  It was also evident that this absence usually reduced mission productivity and financial stability.  Her desire to see more of these vital organizations and their missions benefitting from services provided by non-profit accounting professionals made her a perfect fit for 501(C)PA’s Board!

Mike Wilson, CPA

Mike Wilson, CPA

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.


John Williams Ph.D., Board Chair

Dr. Williams has been a Human Resources executive for 31 years working at fortune 500 companies. He earned a Ph.D. from the University of Nebraska-Lincoln and is co-author of two books on human relations. Through his leadership, Mosaic Potash in Carlsbad, NM received the New Mexico State Corporation of the Year award in philanthropy. He has retired from corporate business and is doing social purpose work.

Cheryl Silcox, CPA, CITP, Treasurer

Ms. Silcox is an audit and accounting department manager with Burt & Company CPAs. She has 24 years of experience in public accounting. Many of her clients are nonprofit organizations and she has an AICPA certificate in nonprofit accounting. She has been a technical speaker for the Nonprofit Center for Excellence related to various nonprofit accounting issues. In addition to being a Certified Public Accountant, she is a Certified Information Technology Professional and has received additional training in areas of emerging trends, security and privacy, business solutions, IT assurance and risk. She is a technical speaker related to internal control and accounting best practices.

Mark Joiner, CPA, Member

Mark has been a CPA in New Mexico for thirty-eight years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Elena Seaberg, Vice-Chair

Ms. Seaberg is the Director of Finance & Administration for the National Museum of Nuclear Science & History. She has over 20 years' experience in non-profit accounting. She received her Bachelor of General Business from New Mexico State University.

Patrick Wilkins, CPA, Member

Mr. Wilkins is a CPA and the leader of the audit practice for a local CPA firm. Prior to that, he was the CFO of The United Way of Central New Mexico and also served as an assurance partner of a national CPA firm. Mr. Wilkins has specialized in the audits of nonprofit organizations for over 18 years. He has also served in various capacities on other nonprofit boards, including as board chair and treasurer.

Mike Wilson, CPA, Member

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.

Albert N. Thiel, Jr, Member

Albert has been a trial attorney for over 40 years and has worked with Will Ferguson & Associates, a plaintiff’s personal injury firm, for almost 20 years. He moved to New Mexico in 1973 after serving in the US Army. He earned his Masters in Business Administration with a concentration in Finance from the Robert O. Anderson School of Management at UNM in 1983 while heading up the Prosecution and Public Safety Divisions of the City of Albuquerque Legal Department. He previously served on the Board of A Child’s Garden and has been a founder, director and officer of the nonprofit New Mexico Karate Association, Inc. and is a founder and advisor to the Japan Karate Association/World Federation America, Inc., the non-profit 501(c) 3 corporation that oversees karate training and testing and co-ordinates with JKA headquarters in Tokyo, Japan.

Leslie Oakes, Ph.D., Ex-Officio Member

Dr. Oakes is the Accounting Chair and professor at the UNM Anderson School of Management. Dr. Oakes has worked with nonprofit organizations for over thirty years. She has published research on museums, healthcare organizations and other charities. She serves on the board of several nonprofits and has taught financial management for nonprofit organizations across New Mexico and around the world.

Craig White, Ph.D., Ex-Officio Member

Dr. White is the Dean of the UNM Anderson School of Management. Dr. White has worked with a variety of nonprofits. He currently serves on the Board of Directors of the New Mexico Society of CPAs, on the Board and as Treasurer of the New Mexico Business Leadership Network, as Financial Secretary of Grace Lutheran Church, and on the Audit Committee of New Mexico Voices for Children.
 

Funders & Supporters
501(C)PA thanks our Foundation and service partners, who believed in our vision and mission, who helped us in our early years of development, and who are now helping us to build capacity so we can expand our services to many more nonprofits throughout New Mexico.
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