MEET THE STAFF


Sean Wagner, CPA

President, El Jefe

Email: sean@wagnersmallbiz.com

Sean is now the fearless leader of our firm.  He has been a CPA since February 2012 and he has been in the accounting business for over 20 years.  Sean focuses on the personal relationship between the client and the accountant, making the client feel more at ease with the stressful business of dealing with his or her finances. Sean has a passion for small business and making business aspirations a reality.  He has earned his B.S. Management from Metro State and then his M.S. Accounting from University of Colorado.  When Sean is not working, he enjoys spending time with his wife and their two Great Danes, traveling, football (Go Broncos!), soccer and golf.

  • Past Treasurer of the Westminster Rotary Club
  • Past Member of the Westminster Public Schools Fiscal Oversight Committee

Huy Ngo

Senior Staff Accountant, Dork Extraordinaire

Email: huy@wagnersmallbiz.com

Originally in 2007, Huy was brought on to the the Wagner staff as an IT guy to overhaul their archaic systems.  Since doing so, he has worked himself nearly out of a job and was then forced to learn accounting.   Huy is now a seasoned accountant, tax preparer, and bookkeeper.  Job security has now been secured.. for now.  He specializes in small business and sole proprietorships, but can pretty much help you out with any of your accounting needs!

Huy is a happily married father of two adorable kid who keep him on his toes and out of his comfort zone of being a lazy homebody.


Jaime McCarthy

Staff Accountant, Country Gal

Email: jaime@wagnersmallbiz.com

Jaime is a staff accountant and has been with us since 2014.  Jaime now works primarily from her home in Texas but still comes out to Colorado from time to time when she is desperately needed in the office.  When Jaime isn’t working you can find her out at the lake, at concerts, or friends and family with various building projects.  She enjoys photography, a good book, and the company of her dogs.


Sam Macaulay, EA

Staff Accountant, Mountain Man

Email: sam@wagnersmallbiz.com

Sam has been with us since shortly after graduating from Colorado State University with a degree in History in 2017.  A lot of good that history degree is doing him.  Sam is an Enrolled Agent with the IRS and is a QuickBooks Pro Advisor.  That’s more like it!

When he isn’t hard at work, he loves to escape to the peace and quiet of the mountains with his wife and two exceptionally well trained dogs.  Surprisingly, he has an irrational fear of bears.   Good luck, Mountain Man!



Annaliz Hilberg

Office Manager, Animal Enthusiast

Email: annaliz@wagnersmallbiz.com

Annaliz has also been with us since 2017.  She is the friendly voice that you hear when you call the office and the glue that keeps everything running smoothly.  Annaliz is the go to lady for everyone and makes sure that our office is well stocked with candy, running on time and, picking up lunch for our hungry office. In her free time Annaliz enjoys trivia, beer, and spending time with her boyfriend and her much loved pets.

Lyndsey Wagner

Chief Operating Officer

Email: lyndsey@wagnersmallbiz.com

Lyndsey manages our financial day to day operations and takes care of the behind the scenes aspects of the business. Lyndsey previously worked the front desk and as a staff accountant for our business. Lyndsey is currently in school and plans to get her law degree. In her free time she enjoys spending time with her husband Sean, cooking, traveling and wine.

Steve Wagner, Retired

Founder

Steve has been an accountant for 40 years and has owned his own practice for over 26.  Steve is currently retired, however, don’t be surprised if you hear from him during busy tax seasons. Steve is very involved in the local community and seeks to serve whenever possible.  Steve and Cassi enjoy all things concerned with the outdoors including snowmobiling, 4-wheeling, camping, and getting back to Californian beaches for a nice bonfire, they excited to spend time with his new granddaughter and travel as often as possible.

  • Treasurer and member of the Highland Hills Foundation.
  • Past president of the Westminster Rotary Club
  • Past Member of the Westminster Business Advisory Group
  • Past Treasurer and finance committee member of Westminster Church of the Nazarene

Cassi Wagner, Retired

Founder

Cassi has been the heart and soul of the business since the beginning. She has worn all hats and worked tirelessly alongside Steve to build our business into what it is today, all while raising three children. Cassi is planning to enjoy her retirement spending time with her granddaughter, traveling, and reading.