Meet Managing Members

Tom Schalk is the Founder and CEO of Schalk & Associates, LLC.

Tom Schalk is a Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA).  Tom is highly versatile, driven and well-rounded, exceedingly ethical Top-Level Executive Finance Leader and Corporate Officer with international reach, insight and vision in optimizing growth in corporate and financial frameworks for revenues up to $2 Billion.

Tom has a record of leading organizations through revitalization and conversions by defining tactical strategies to address weaknesses, and forging meaningful, lasting relationships with key players.

Tom has experience and know-how to strengthen competitive advantage by helping business solve key problems and improve integrity of their financial information infrastructure; as well as provide expert advice on complex tax deficiency and litigation issues.

Tess Lee is the Vice President and Director of Operations at Schalk & Associates.

Tess is an Accountant and Top-Level Executive Administrator with over 30 years of combined experience in a range of industry sectors namely: banking & finance, marketing, advertising, media syndication, real estate development, construction, hotels, aerospace, and travel.

Tess has three decades of experience as an Administrator and as a Top-Level Executive Assistant to C-Level Executives (CEO/Chairman). In her previous positions where she managed the offices and companies of the C-Level Executives she served; she gained hands-on experience, training, and extensive knowledge in various industries.

Coming from a family of business owners and professionals, Tess has valuable experience in managing several companies. Tess is passionate about the operations and management of businesses. 

Tess’s background as an Accountant and Administrator; her training and experience; have become very beneficial to her as the Vice President and Director of Operations at Schalk & Associates ~ a Certified Public Accountancy Firm.  In Tess’s current position, she is able to assist business owners with their accounting, personal financial management, business and operational needs.

Tess is an active member of the National Society of Accountants.