Staff

Daniel Crooker

Tax Manager

  • Joined the firm in 2018

  • Attended Wingate University
  • Over 5 years of accounting experience

Angie Heidel

Operations Manager

  • Joined the firm in 2022

  • Prior to joining the Todd Greene Team, Angie worked in Real Estate.

  • Originally from Kalamazoo, MI and has lived in the Carolinas since 2008

Jackie Salazar

Tax Preparer

  • Joined the firm in 2022

  • 3 years of experience in management, experienced with QuickBooks, and highly proficient with Microsoft Excel

  • Graduating from UNCC in 2025 with a bachelors in finance & accounting

  • Pursuing CPA license shortly after bachelors

Julianna McGuinness

Tax Preparer

  • Joined the firm in 2024

  • Attended SUNY Binghamton University (BS in Accounting), and currently attending Southern New Hampshire University (Master’s in Business with a Concentration in Accounting)

  • Over 4 years of experience in accounting, including payroll, tax, and bookkeeping

  • Originally from Orange County, NY

  • Currently pursuing a CPA license and the ability to represent taxpayers before the IRS

Matt Winesette

Tax Preparer

  • Joined the firm in 2025

  • Attended UNC Charlotte and graduated in 2023 with a Master’s in Accounting

  • Born and raised in the Charlotte area

  • Licensed CPA with over three years of professional experience