Jim Zenk, CPA/JD

Founder
Jim Zenk, CPA/JD is your partner in optimizing your practice’s financial performance. Jim is the consummate service professional, bringing deep experience, sound insight, and innovative thinking to every client relationship. Since 2011 he has focused his practice exclusively on providing tax and accounting services to dentists.

Jim earned his bachelor’s degree in accounting from Iowa State University and his law degree from the University of Kansas. Throughout his studies, Jim built a proficiency in tax and business law. Earlier in his career, Jim accumulated significant public accounting experience through roles with prestigious “Big Four” accounting firms.

Jim is a licensed attorney in Minnesota and Washington, DC, and a licensed CPA in Kansas and Missouri.

Jennifer Bock

Tax Manager
Jennifer Bock holds a Bachelor of Arts in Business Administration from Loyola University in New Orleans, LA, where she also studied cello performance. She has 18 years of public accounting experience as a Staff accountant, a Forensic Accountant, and has spent the last 11 years as a Tax Manager for a regional firm in Dallas, TX where she specialized in tax compliance and planning for clients in private medical and legal practices. Jennifer has extensive experience in tax preparation for businesses, non-profits, trusts as well personal and state tax returns. Additionally, she has handled many IRS and state audits. Jennifer assisted her clients with budgeting and profitability analysis in addition to the emphasis on tax planning. She has served on the Board of Directors for the Dallas Cotillion Club as well as the Dallas Area Rape Crisis Center. Jennifer is working remotely from her home in Dallas, TX.

Kate O’Leary, CPA

Tax Manager
Kate O’Leary, CPA, specializes in providing robust and comprehensive tax planning and compliance services for small business owners. She utilizes up to date knowledge of the tax code and straightforward communication with clients to design strategies and solutions to create a solid financial foundation for business owners and their families. Kate graduated from the University of Maryland, College Park, with a degree in English, attained her CPA license in 2014, and is currently pursuing a master’s degree in taxation at University of Baltimore. She has over a decade of experience in tax preparation and planning for businesses and individuals. She is a member of the American Institute of Certified Professional Accountants. Kate is working remotely from her home in Maryland.

Scott Stanley, CPA, MBA

Senior Accountant
As a Senior Accountant, Scott Stanley, CPA, MBA manages all aspects of client needs. Scott draws from 30+ years of accounting experience, including Big 4 financial audit supervisory experience and recent positions as Controller/CFO of several privately held small businesses. Scott has experience in all aspects of financial analysis, reporting, and budgeting. Scott graduated from Kansas State University with a Bachelor of Science degree in Accounting. He also obtained a Master’s in Business Administration from Rockhurst University.

Bill Eliott, MBA

Business Advisor
As a Business Advisor, Bill Elliott, MBA, consults with his clients on a broad array of topics.  With nearly 20 years of executive experience, Bill has a solid foundation from which to pull to help clients navigate business management and ownership.  His experience spans executive level positions with Sprint conducting forecasting and budgeting from a marketing perspective, to Controller/CFO roles for privately held small businesses with under $20M in revenue.  Bill obtained a Bachelor of Science degree in Business Administration from the University of Missouri and Master’s of Business Administration degree from the University of Missouri, Kansas City.

Anne Hlasney

Integrator, Practice Operations
Anne is a results-driven leader, experienced in managing complex programs from concept through implementation. Anne has over 20 years of progressively responsible experience, succeeding in various roles at Sprint Corporation. Anne is experienced in identifying and establishing best practices, defining workflows, improving processes, and implementing governance processes that prioritize and manage projects through the pipeline.

Anne earned a Bachelor of Science in Business Administration, Management Information Systems, from Oklahoma State University.

Angie Bensman

Business Advisor
As a Business Advisor, Angie Bensman, brings a wealth of experience to Trident clients. With nearly 20 years of professional experience working with KPMG, Bain Capital, UMB Bank, and other wealth advisory concerns, she is deeply versed in accounting, financial planning and analysis, and budgeting and applies insights gained toward building a complete picture of clients’ financial health. Angie obtained a Bachelor of Science degree from Kansas State University, majoring in finance and accounting.

Cassandra Griffin, CPA

Business Advisor
Cassandra holds both a Bachelor of Science and Master’s degree in Accounting from Oklahoma State University. She has 20 years of accounting experience in both public and private accounting. Most recently, Cassandra worked as the Controller for a construction company. Prior to that she spent time working as the Financial Reporting Director with a publicly traded financial institution and for a Big 4 firm providing Audit Services. Cassandra is a licensed CPA. As a Business Advisor, Cassandra draws on her previous experiences to consult with her clients and help them navigate business management and ownership. Cassandra is currently working remotely from her home in Stillwater, Oklahoma, however in mid-2024 will be relocating to Montana where her husband manages a cattle ranch.

Susan Stanley

Staff Accountant
Susan holds a Bachelor of Business Administration (BBA) in Accounting as well as a BBA in Banking, Finance, and Investment from the University of Wisconsin – Madison. She has 20+ years of experience in accounting, payroll, and financial reporting-related settings. Susan has worked as an Accountant in the engineering and technology industries and most recently worked for a CPA firm supporting small businesses. Susan is a part-time Staff Accountant to support our team of Business Advisors. Susan is working remotely from her home in Overland Park, Kansas.