Charles A. Dombek CPA MBA – Founding Partner
Charlie Dombek is a nationally recognized CPA and is one of the foremost authorities on tax planning and mitigation. His clients include professional athletes, entertainers, healthcare professionals, internet marketers and other successful closely held business owners. Unlike most CPAs who focus on compliance issues and have a historical emphasis, Charlie is best known for the tax savings he is able to achieve for his clients through constant planning, coaching and ongoing guidance. Charlie began his career in the late 80’s at Big Four national accounting firm Ernst and Young. He holds an MBA from the College of William and Mary, along with a Bachelor of Science in Accounting from Virginia Tech. He is a highly recognized author and a regular speaker at financial and investment workshops throughout the country.
Jamie Finnen – Managing Partner
Jamie Finnen is the managing partner of Optimal Financial Group. Jamie is a sought after speaker at financial and real estate investment workshops throughout the United States. Her clients range from real estate investors, doctors, lawyers, to construction contractors, internet marketers, and multi-million dollar companies.
Jamie received a Graduate Certificate in Accounting in 2005 and her Master of Accounting and Financial Management in 2006. Jamie has been in the accounting field for over 10 years, spending most of her professional career in public accounting. A graduate of Old Dominion University in 2002, she has been an associate with the firm for five years, concentrating her practice in the areas of tax preparation and real estate strategies. Jamie has been preparing returns for over 400 clients and manages the professional staff within The Optimal Financial Group organization.
She is a certified QuickBooks Pro adviser, certified in QuickBooks Financial Software, and a National Registered Tax Preparer.
Jamie is married with 4 children, and her husband is actively serving in the United States Navy.
Lisa Simonton – Operations Manager
Lisa Simonton joined The Optimal Financial Group in May 2016 as a bookkeeper, soon thereafter becoming our Operations Manager. She has worked for several years as an Office Administrator/Comptroller, with experience in commercial building. Lisa attended Chowan University in NC, studying Business Administration and Account.
She enjoys gardening, football Sunday’s and game nights with her close friends.
Amy Smith – Senior Accountant
Amy Smith joined The Optimal Financial Group in February 2012. She earned a Bachelor of Science in Business Administration, with a concentration in Accounting, from Longwood College, graduating in 1992..
With over 20 years of public accounting experience, Amy has specialized in estate and trust tax returns, financial statement preparation, and tax return preparation for corporations, partnerships, and individuals. She cares deeply about her clients’ success and takes the time to learn about their unique situation to ensure is doing the best job possible for them..
Amy has a teenage daughter and son. Her interests are gardening, cooking and hunting.
Donna David – Tax Preparer/Bookkeeper
Prior to coming to Optimal in 2014, Donna David worked for fourteen years at several CPA firms and owned her own bookkeeping businesses for five years. She has worked with hundreds of small business assisting with their bookkeeping and tax preparation needs.
Donna’s education includes an associate’s degree from Victoria College and 54 hours towards an accounting degree at Sam Houston State University. She has been an Advanced Quickbooks ProAdvisor since 2011.
Cathy Koon – Bookkeeper/Payroll Specialist
Cathy joined Optimal in 2013. Cathy graduated from Sam Houston State University with a Major in Management and Accounting. She has worked for several CPA firms, including a top firm in Louisiana. Cathy is married with 2 children. Her daughter is attending Wichita State University and her son is in high school.
Martha Hisey – Executive Assistant
Martha (Marty) joined Optimal in 2010, serving as a bookkeeper, practice manager and now Executive Assistant after moving to be closer to her family in Arizona. Prior to coming to Optimal, she spent several years as a bookkeeper for companies in Ohio, Michigan and Virginia. While in Michigan she did onsite Quickbooks training.
Marty attended Columbus State University and is a Quickbooks ProAdvisor. She is married with three grown sons living in Phoenix and daughter and family in Seattle. Marty loves traveling to the west coast and visiting, and shares a passion for cooking, gardening and her little 10 pound dog!