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Staff Directory

Below is a listing our of staff.

Jim Gloekler, CPA, CFF

Partner
P: Ext. 101
E:
 

Jim earned his bachelor’s degree in accounting from Gannon University in Erie, Pennsylvania. After completing his study, Jim decided to go right into the field of accounting. One of the original principals of Felix and Gloekler, P.C., he has a professional concentration in auditing non-profit and government clients, tax planning, small business planning, and individual and corporate tax preparation. 

Jim is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, the Government Finance Officers Association, Association of Certified Fraud Examiners, and Association of Certified Forensics and Financial Reporting. 

James Gloekler is from Millcreek Township in Erie County, PA and has an active role in the community. He has also volunteered for many years on the Finance Committee of his church. You can also see James Gloekler on LinkedIN.

 

Natalie Heberlein, CPA, CFE

Partner
P: Ext. 103
E:
 

Natalie earned her bachelor’s degree in accounting from West Virginia University.  She started as a staff accountant for the firm in 1991 and was promoted to principal in 2009.  Natalie is also the firm’s quality control partner.  Her professional concentration is in the auditing of non-profit and government clients, as well as employee benefit plans; small business planning, and corporate and individual tax preparation.

Natalie is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants, the Employee Benefit Audit Quality Center, and Association of Certified Fraud Examiners.  Natalie has been a certified Quickbooks advisor since 2002.

 

Stephen J. Falk III, CPA

Partner
P: Ext. 114
E:
 

Steve earned his bachelor’s degree in accounting from Penn State Behrend.  Steve started with the firm as an intern in January 2005 and became a full time staff accountant in April 2007.  Steve became a certified public accountant in 2011. Steve made partner in the firm January 1, 2020. 

Steve is involved in the audits of our non-profit and government clients, as well as the tax preparation for our corporate and individual clients.  He also assists in setting up bookkeeping for small businesses.  Steve is a member of the American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, and Government Audit Quality Center. 

 

Buzz Felix, CPA

CPA
P: Ext. 100
E:
 

Buzz earned his bachelor’s degree in accounting from Clarion University.  One of the original principals of Felix and Gloekler, P.C., he has a professional concentration in the areas of auditing non-profit and government clients, small business planning, and corporate and individual tax preparation. 

Buzz is a member of the American Institute of Certified Public Accountants, the Government Audit Quality Center, and Association of Certified Fraud Examiners.  He is also a member of the Pennsylvania Institute of Certified Public Accountants where he is active in both local and state committees and was formerly Erie Chapter president.

Buzz has served as a director and treasurer of several non-profit and church related organizations in the area. You can also see Buzz Felix on LinkedIN.

 

Amy Evans

Senior Accountant
P: 814-838-6095 • F: 814-838-6218
E:
 

Amy earned her bachelor’s degree in accounting from Penn State University.  She originally started with the firm in January 1998.  Amy took a hiatus from public accounting for several years and worked in Local Government Accounting before returning to F&G in February 2017.

Amy is involved in audits of our non-profit and government clients, as well as tax preparation for our corporate and individual clients.

 

Allison Herman

Staff Accountant
E:
 

Allison earned her bachelor's degree in accounting from Penn State Behrend in 2020. Allison is involved in audits of our non-profits and governmental clients, as well as tax preparation for our individual and corporate clients. 

 

Grant Kruszewski

Staff Accountant
P: 814-838-6095 • F: 814-838-6218
E:
 

Grant earned his bachelor’s degree in accounting from Gannon University in 2019. Before joining the F&G team in August of 2021, he worked in nonprofit accounting after graduation. Grant is involved in audits of our non-profit and government clients, as well as tax preparation for our corporate and individual clients.

 

Katie Dufala

Accounting Assistant
P: Ext. 109
E:
 
 

Carol Knoll

Office Manager & Payroll Tax Specialist
P: Ext. 107
E:
 

Carol started at F&G in January of 2000.  In addition to being our Office Manager, Carol provides regular payroll tax preparation, bookkeeping, and QuickBooks consulting services to several private companies and nonprofit organizations.  Carol is known throughout the office as the Jill of trades due to her expansive skill set and problem solving abilities.

 

DuAnn Irwin

Clerical
E: