Regan Lohman, MSA
Regan brings more than 13 years of accounting, finance and auditing experience to L&A. Regan partners with companies in various stages to support as CFO, assist in debt and equity transactions, and create operational efficiencies within an existing finance department. Regan has experienced the full life cycle of startup, including IPO and wind-down. Prior to starting L&A, Regan worked in Ernst & Young LLP’s audit practice and has subsequently worked with a variety of startups in multiple industries including technology, biotechnology, renewable energy, CPG, advertising, and professional services. Regan received a B.B.A. in Accounting from the University of Iowa and a M.S. in Accountancy from the University of Missouri, Kansas City. In the off chance Regan isn’t working, you can find her at her local CrossFit gym, at the beach, or on the golf course.
Dan Asbaty, CPA
Dan is a Certified Public Accountant who brings more than 12 years of accounting, finance, and operations experience to Lohman & Associates. Dan has worked six+ years in public accounting and consulting, servicing clients in many industries including manufacturing and distribution, biotechnology, renewable energy, technology, construction, and real-estate. Most recently, Dan was the Director of Finance for a Private-Equity-owned manufacturing company in San Diego. During his tenure, Dan led the Finance and Operations departments and was instrumental in successfully selling of a Company from its founders to a Private-Equity Group. Dan received a B.S. in Accounting from the Ramapo College of New Jersey. Outside of work, Dan enjoys skiing, golfing, and staying active in San Diego. He is also involved in his community as a little league baseball coach and volunteer with Landmark Education.
Leslie Locke, CPA
Leslie is a Certified Public Accountant with over 16 years of experience in accounting for startups in a wide range of industries including biotech, advertising, and solar energy. She has helped several companies prepare for IPOs and acquisitions. She specializes in technical accounting, including revenue recognition, financial instruments, stock based compensation, business combinations, software development, leases, grants, and IFRS. Leslie has extensive experience preparing for and managing audits and transactions. She has also lead the charge on systems implementations including ERPs and equity management solutions. When she’s not reading the ASC, you can usually find her hiking, kayaking, playing with her dogs, or reading.
Shannon Wittman, MBA
Shannon has over 12 years of accounting experience for various small to mid-sized companies in the financial services, solar, tech, and bio-tech industries. She has focused her time streamlining and documenting accounting processes. Shannon has managed a team of accounting professionals and has overseen AP, AR, GL, Payroll functions within an accounting department. With that, she has facilitated the implementation of ERP systems, equity management tools, and various efficiency software solutions to establish proper controls. She has also prepared and lead teams through public and private financial audits. In her spare time, Shannon enjoys spending time with her family and dogs, being active outdoors, or attending a local sporting event.
Eileen Hand, MBA
Eileen has been an accounting and finance professional in San Diego for over nine years, including five years in various roles at a fortune 500 company and utility. The diversity of Eileen’s experience with those respective companies gives her a unique perspective into management strategies integral to the continued success of small and medium sized businesses. Eileen excels at implementing her strategies on an everyday basis by working with company management to take on their accounting and finance needs so her clients can focus on their core business. Eileen enjoys spending off-hours sampling new restaurants in San Diego, going to the beach, and spending time with her family.
Marissa has over seven years of accounting and finance experience, with extensive experience in financial institutions and commercial lending. Her experience working in federally-regulated, heavily-audited institutions brings a strong attention to detail and a focus on documentation and internal controls. Marissa enjoys problem-solving, and loves to dig in to problem areas and develop solutions. In her spare time, you can find Marissa hiking, trying new recipes, or at her local OrangeTheory studio.
Bailey Essick, MBA
Bailey has over five years of accounting experience. She has worked with both public and private companies, primarily in the real estate industry. She has well-rounded experience from her background with companies of various sizes. She brings extensive knowledge analyzing financials for accuracy as well as adding value with her continuous process improvement mindset. In her spare time, she enjoys cooking, working out, and exploring San Diego.
Mary Perez, CPA
Mary is a Certified Public Accountant and has been an accounting professional for over 11 years with experience from various small to mid-size companies from different industries including biotech, medical device, renewable energy and technology. Mary was instrumental in implementations of new accounting software and other software which improves the automation of efficiency accounting processes. Mary brings attention to detail, problem solving skills, and process improvement. Outside work, Mary enjoys working out, going to the beach and parks, traveling and spending time with her family.
Alisha Hansen, CPA
Alisha is a Certified Public Accountant with over eight years of accounting experience primarily in the SaaS industry. Having led the AP and GL functions in a high growth, international company, she is well versed in financial statement preparation and managerial reporting. She has experience implementing tools for payments processing, cash visibility, and expense reporting for entities across the globe. In addition, Alisha has successfully led her teams through annual financial audits and international statutory audits. In her free time, Alisha enjoys traveling, concerts, and sporting events.
Phuoc is a Certified Public Accountant candidate having received his B.S. in Business Administration with an emphasis in accounting from California State University San Marcos. Phuoc previously worked in accounting consulting where he served as a dedicated staff accountant offering his clients valuable solutions to complicated problems. In his spare time, Phuoc enjoys spending time with newborn daughter, visiting Balboa Park with his wife, and hiking local trails over the weekends.
Makari Rasputin, MSA
Makari is a Certified Public Accountant candidate, having received his MSA with an emphasis in financial reporting from San Diego State University. He has worked with several small businesses in San Diego, providing operational accounting services and assisting in software implementation. If he isn’t working or studying for the CPA exams, you can find him lifting weights, keeping up with competitive soccer, and attending music festivals.
Gabrielle is an Administrative Assistant with over years of admin experience. Prior to working at Lohman & Associates, she lived in Los Angeles, working as an assistant in commercial real estate. She has a degree in communications as well as an experienced background in public relations. Since moving to San Diego, Gabrielle enjoys spending her free time playing beach volleyball, eating tacos, and exploring all the west coast has to offer.
Handles all the ruff work.