The Fluence Team

Hometown: Gladstone, Oregon
Education: Portland State University, La Salle University extension program
Just some of the facts:

• Played center for the PSU football team. Go Vikings!
• Oregon National Guard member 1961 – 1965
• Started Accounting career in 1968
• Started Fluence (formerly Bogumil, Holzgang & Harris, P.C.) in 1972 with nothing more than a dream and part-time secretary

Outside the office:

• Golf
• Traveling
• Being out on a boat

Hometown: Albany, OR
Education: Oregon State University – Bachelor of Science/Business Administration Major in Accounting
Professional Organizations:

• American Institute of Certified Public Accountants (Member)
• Oregon Society of Certified Public Accountants (Member)
• Medical and Dental Professional Resources (Member)
• AICPA member section for Forensic and Valuation Services (Member)
• Tualatin Country Club (Member)
• Kartini Foundation (Board Member)

Just some of the facts:

• 16 years’ experience
• Gained practical experience working in her father’s dental practice during college
• Is a frequent speaker at the OHSU School of Dentistry, dental societies, study groups, and for Board of Directors
• Her sister, Traci Harris also works for Fluence

Outside the office:

• Golf
• Running
• Spending time with friends and family

How I feel about Fluence: “I am truly fortunate to be a member of the Fluence team. I enjoy the best of both worlds, I get the opportunity to work with outstanding team members who share a common passion and commitment to providing the best service to our clients, and I have the privilege to work with our exceptional clients on a daily basis.”

Education: University of Oregon – Bachelor of Sciences Degree in Accounting
Professional Organizations:

• American Institute of Certified Public Accountants (Member)
• Oregon Society of Certified Public Accountants (Member)
• Medical and Dental Professional Resources (Member)
• Tualatin Country Club (Former Board Member)

Just some of the facts:

• Has been working together with founding member, Dick Bogumil, since 1984
• Is a frequent speaker for medical and dental groups including OHSU and dental study groups
• Presented for the OMA regarding Roth IRA Conversion
• Wrote an article for the Dental Foundation of Oregon on Roth IRA Conversion

Outside the office:

• Golf
• Spending time with my family
• Supporting Duck football – Go Ducks
• Exploring wine country
• Fly fishing

How I feel about Fluence: “I enjoy providing our clients a feeling of security about their financial situation in striving towards their personal and financial goals. I specifically enjoy working with our healthcare clients as I find their profession very interesting. In fact, if I had not become an accountant I likely would have gone into medicine.”

Hometown: Albany, OR

Education: Oregon State University, Bachelor’s of Sciences Degree in Mathematics, Southern Oregon University – Post Baccalaureate in Accounting

Professional Organizations:

• American Institute of Certified Public Accountants (Member)
• Oregon Society of Certified Public Accountants (Member)
• Tualatin Recreation Center (Member)

Just some of the facts:

• Joined Fluence in May 2000
• Gained practical experience working in her father’s dental practice during high school and college
• Her sister, Kristi Harris also works for Fluence

Outside the office:

• Wine tasting
• Spending time with husband and family
• Reading
• Tennis

How I feel about Fluence: “I am here in the firm because I truly love what I do, the clients I work with and our staff in the firm. This perfect combination keeps me balanced and fulfilled.”

Hometown: Beavercreek, OR

Professional Organizations:

• Association for Accounting Administration (Member)
• Society for Human Resource Management (Member)

Just some of the facts:

• Started at Fluence in 2000 as an Administrative Assistant
• In June 2009 became the firm’s first Administrative Principal
• Responsible for all administrative functions of the firm

Outside the office:

• Spending time with my husband and our two daughters
• Hiking
• Biking
• Camping in Mt. Hood National Forest.

How I feel about Fluence: “I feel very lucky to be a member of a firm that takes such pride in itself, its staff and its clients.”

Hometown: Lake Oswego, OR

Education: Bachelor’s Degree / Marketing and Management, Portland State University / Business program

Professional Organizations:

• MGMA (Member)

Just some of the facts:

• Has lived in Bend and Eugene Oregon as well as Eureka, California and Whitefish, Montana.
• Believes that a successful firm must provide strong customer service to its clients
• Joined Fluence in 2000.

Outside the office:

• Golfing, Hiking & Snowboarding
• Boating & Scuba diving
• Taking my highly energetic dog on long walks around my quiet neighborhood

How I feel about Fluence: “The energy, excitement and enthusiasm displayed by everyone to be the best we can possibly be makes me proud to be a member of Fluence.”

Hometown: Louisville, KY
Education: Bachelor’s Degree/ Business Administration, Master’s Degree / Exercise Physiology, University of Louisville
Post Bachelor’s Degree Certificate / Accounting, Linfield College
Professional Organizations:

• Toastmasters
• American Institute of Certified Public Accountants (Member)
• Oregon Society of Certified Public Accountants (Member)

Just some of the facts:

• Spent six years as a public speaking coach, working with select corporate clients including Blue Cross Blue Shield and Bonneville Power Administration
• Gained hands-on experience while managing a dental practice for five years
• Provided comprehensive practice and management consulting and transition services for doctors since 2004
• Joined the Fluence team in 2010
• Frequent speaker at dental societies and study groups

Outside the office:

• Bicycling & hiking in the beautiful Pacific Northwest
• Watching football.
• Enjoys being an uncle & visiting his niece & family in Louisville, KY

How I feel about Fluence: “I chose to join the firm, selected them from the top of the list after listening to doctor after doctor rave about their experiences. I enthusiastically tell people I work for Fluence: a top-notch CPA and consulting firm filled with talented people who strongly advocate for the best interests of their clients. Rarely do you find a place that cares so much about team development and the maintenance of long-term client relationships. I consider it a privilege to come to work.”

Hometown: Tualatin, OR

Education: Bachelor’s Degree / Business Administration w/ emphasis in Accounting, Pacific Lutheran University

Just some of the facts:

• Finds the fast paced world of accounting to be very exciting and fulfilling
• Joined Fluence in 2004

Outside the office:

• Walking two of the cutest dogs in the world
• Camping, tennis, biking & running
• Home improvement projects
• Spending time with my husband & friends.

How I feel about Fluence: “My clients are my number one priority and they are the reason why I enjoy and look forward to coming to work each and every day!”

Hometown: Oakridge, OR

Education: B.A. in Accounting, Portland State University

Just some of the facts:

• Presents to study clubs/organizations on a variety of industry-specific topics
• Earned her CPA license in 2006
• Joined Fluence in 2001

Outside the office:

• Hunting
• Fishing
• Camping
• Trail riding with my horse
• Outside adventures with my dog
• Running

How I feel about Fluence: “Being part of a team that strives to build key relationships with its clients has been a rewarding adventure.”

Hometown: Indianapolis, IN

Just some of the facts:

• Works primarily with medical specialty clients.
• Helps clients focus on practicing good medicine by helping behind the scenes to keep things running smoothly.

Outside the office:

• Playing violin in a string quartet that meets once a week. (It’s just for fun, so no autographs, please!)
• Reading and appreciating art in the winters
• Summers hiking, biking and hanging out around the barbeque.

How I feel about Fluence: “Having a client say ‘Thanks, I really appreciate all of your help’ is what gets me out of bed every morning. I am delighted to work for a firm where I hear that on a regular basis.”

Hometown: Lake Bluff, Illinois

Just some of the facts:

• Joined Fluence in 2003

Outside the office:
Most of my free time is spent outside:

• Camping
• Skiing
• Mountain biking

How I feel about Fluence: “I am really proud to be able to have been a part of the growth of a firm that has such a commitment to that same growth in everyone that we work with.”

Hometown: Vientiane, Laos

Education: Associate’s Degree / Accounting, Portland Community College

Just some of the facts:

• Worked as an Accountant with HoneyBaked Ham Co. (Oregon Division)
• Joined Fluence in 2005

Outside the office:

• Biking
• Hanging out with close friends from middle school
• Hanging out with my parents and brothers as much as possible
• Chat with cousins in Thailand and Laos to catch up

How I feel about Fluence: “I am very lucky to be a part of a firm that is committed to training and allowing its employees to develop and advance professionally as well as creating a partnership with clients to help protect their vital assets.”

Hometown: Gillette, WY

Education: Bachelor’s Degree / Finance University of Wyoming

Just some of the facts:

• Joined Fluence in 2005
• Born in Canada (Saskatchewan)

Outside the office:

• Spending time with my wife
• Participating in and following various sports

How I feel about Fluence: “It’s exciting that our firm takes a proactive approach in supporting clients’ needs and developing business relationships with them.”

Hometown: Portland, OR

Education: Bachelor’s Degree / Accounting, Bachelor’s Degree / Business Administration with an emphasis on Finance and International Business, Oregon State University

Just some of the facts:

• Joined Fluence in 2008
• Lived abroad in Aarhus, Denmark for 6 months
• Born and raised in Oregon

Outside the office:

• Cheering on Oregon State Football
• Restoring classic cars
• Fishing
• Golfing
• Spending time with friends and family

How I feel about Fluence: “I think Henry Ford put it best when he said ‘Coming together is a beginning; keeping together is progress; working together is success.‘ I enjoy coming to work every day because I know our firm takes that partnership attitude in everything we do.”