Meet our partners Steve and Mike. Together with their team of professionals, they have spent nearly their entire careers in the credit union industry and are dedicated to providing you with auditing and consulting services that are exclusively designed for credit unions.



In 2003, Steve founded Lillie & Company. He has over 30 years of public accounting experience specializing in the credit union industry. He is very well known for his fraud investigation skills. He has also provided extensive training for the National Credit Union Administration, Ohio DFI and various credit union leagues.  A graduate of The Ohio State University he bleeds scarlet and gray. So when he is not at the office he just might be cheering on the Buckeyes.


Mike has worked with Lillie & Company since its formation in 2003. He became a partner in 2012.  Mike has worked with credit unions since he graduated from The Ohio State University.  Mike is also well known for his work with credit union forensic investigations. Mike is an avid golfer when not working or entertaining his children Preston and Annabella.


Susan specializes in the setup and support for the audit engagements.  Susan joined the Lillie and Company team in 2012 and coordinates with clients to ensure the audits run smoothly.

Susan is a busy mom. When she’s not watching her kids on the tennis court, soccer field or at horse shows, she enjoys exploring new places. She likes traveling and nature. She also reads and spends time with her family.


Will has both his BS in Accounting and MBA from the University of North Carolina at Greensboro. Lillie & Company benefits from his broad array of experience in the Credit Union industry. He has worked as a State Examiner for North Carolina, in the accounting department for First Carolina Corporate Credit Union, and over a decade managing accounting departments at two central Ohio credit unions. Will likes hanging out with his children, playing golf, strumming the guitar, and watching sports – especially college basketball.


Marisa has been with Lillie and Company since 2010. She is the friendly voice you hear when calling into the office. Marisa works part time keeping things organized here at the office while working full time as a devoted mother of three. She is a Sunbury local and enjoys spending time with her family and cheering on her kids at their sporting and extracurricular events. When she has moments to herself, Marisa likes to read and spend time outdoors.


Tina has an Associate’s degree in Accounting and is one of the original Lillie & Company employees joining the team in 2003.  She has been in the accounting field for 30 years. With her variety of duties she is usually the go-to person at the office. Tina lives on a farm and enjoys cooking, although she does have an adventurous side to her as she has experienced white water rafting, skydiving and soloing an airplane.


Matt graduated from the University of Akron with a BS in Accounting in 2009. Before joining Lillie & Company, he worked in the credit union industry for over 7 years.  He enjoys golf, Cleveland Indians baseball and Pittsburgh Steelers football.  Each Spring he enjoys storm chasing with friends.


Keri joined Lillie & Company in 2017 after spending almost two decades working for a Central Ohio credit union. Her experience and skills enhance our firm’s ability to provide specialized services to clients and dedicated forensic analysis.

Keri has five awesome kids and eight even more awesome grandchildren. During her down time, she likes to read and visit wineries.


James graduated from Bowling Green State University with a BS in Accounting in 2017 and started working for Lillie & Company straight out of college. Born and raised in several different suburbs of Columbus, James is a huge fan of Ohio State football.  He enjoys golfing and playing any other competitive sports.


Allen is a graduate of Thiel College in Greenville, PA, and has almost 20 years of experience in the credit union industry.  He is a member of the American Institute of Certified Public Accountants as well as the Ohio Society of CPA’s.  Allen resides in the Cleveland area and is our primary auditor in northeast Ohio. He has also been with Lillie & Co since its inception in 2003.  Allen is a diehard fan of all the Cleveland sports teams.


Mark graduated from Youngstown State University with a BS in Education in 2012, and is currently pursuing a Masters in Accountancy from YSU. Mark joined Lillie & Company during his last semester of graduate school in January 2019. Before entering the field of accounting, he worked as a substitute teacher at various school districts in Northeast Ohio. A huge music fan, he has played in several local rock bands and enjoys strumming the guitar during his spare time. He is also a huge sports fan, spending his Sundays rooting for the Kansas City Chiefs and Cleveland Browns.


Curtis graduated from the University of Akron with a BS in Accounting in 2014. Before joining Lillie & Co., he spent over two years as an auditor for a regional accounting firm and has three years of bank teller experience as well. Curtis is a Michigan sports fan and enjoys watching horror films,  listening to music ,and bowling in his spare time.


Michael joined Lillie & Company after graduating from The Ohio State University in 2011. He earned his CPA designation in 2015.  As one of our in-charge auditors, Michael travels all over the state working with our credit union partners.  Michael is an avid golfer and enjoys participating in many different sports.

Michael and his wife are the proud parents of Rowan


Kevin graduated with a BS in Accounting from Franklin University in 2017, while at the same time managing a very busy restaurant. He joined Lillie & Company at the end of 2017. Kevin is married to Dana, plays in a pool league, and loves a good book now and then. He is a diehard fan of the Cleveland Cavaliers.