Who We Are
Pennsylvania’s finest.
Get the high-quality, personalized financial guidance you need from a local, trusted name. We hold ourselves to the highest standards. Whether you’re an individual or a business looking for seasoned tax advisors, you’ve come to the right place.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. With open communication to reach an understanding of our clients’ needs, sound analysis, our deep experience and technical skill sets, we help you get where you want to go.

William G. Heckman
Bill is a CPA and CFP and was a founding partner of Heckman & Laudeman LLC which was formed May 25, 1992. He is a natural-born problem solver. He has an unquenchable desire to learn and to teach his staff with the intent of always getting better every day. Bill is highly focused on achieving tangible results for the firm’s clients so they can achieve their goals. Bill received his bachelor’s degree in accounting from Penn State University in 1983. Outside of work, Bill enjoys spending time with his wife and two children. |

David Laudeman
Dave is a CPA and CVA with more than 40 years experience. He also has his Series 7 and Series 63 securities licenses. In May 1992, he formed Heckman & Laudeman, LLC with Bill Heckman. Dave’s experience includes taxation, valuations and consulting services. He is a member of the American Institute of CPA’s (AICPA), Pennsylvania Institute of CPA’s (PICPAP and the National Association of Certified Valuators and Analysts (NACVA). He received his Bachelor’s Degree in accounting from the Pennsylvania State University in 1983. Dave enjoys spending time with his family, especially Family Sunday, spending time in Arizona and playing golf. |

Krista Serrian
Krista has 30 years of experience in public accounting and joined Keystone Advisor Group in January 2025. She has extensive financial and tax experience. Krista is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), National Association of Certified Valuation Analysts (NACVA) and a Certified Quickbooks Online ProAdvisor. She received her Bachelor of Science degree in Accounting from Goldey-Beacom College, Wilmington DE in 1995, obtained her CPA license in 2001 and CVA license in 2009. Krista served as a board member for various organizations in the local community including a local trust company, hospital, theater, school district PTO and various booster clubs. Outside of work she enjoys spending time with her family, traveling and enjoying the great outdoors. |

Jon Beadle
Jon is a CPA with over 13 years of experience in public account and joined the team at Keystone Advisors Group in August 2011. He has had extensive experience in reviews, compilations, taxation, and general consulting for a variety of businesses and individuals. Jon is currently a member of the American Institute of CPAs (AICPA). He received his Bachelor’s Degree with summa cum laude honors from Bloomsburg University in 2011. When not working, Jon enjoys spending quality time with his family, hiking, and attending concerts. |

Ryan Laudeman
Ryan has his Bachelor’s Degree in Accounting from Elizabethtown College and has 10 years of experience in public accounting. He has extensive experience in financial statements and taxation. Outside of work, Ryan enjoys spending time with family and friends. He is also an avid golfer and plays in various amateur tournaments around his local area. |

Theresa Wranitz
Theresa has over 20 years of experience in public and private accounting. She has a strong focus on payroll and customer service. Theresa has associate degrees in Accounting and Business Management and many continuing education hours. Outside of work Theresa enjoys traveling, hiking and spending time with her family. |

Lynn Boyer
Lynn has over 10 years of experience in the public accounting industry specializing in payroll and over 20 years of payroll experience combined. She obtained a degree in computerized accounting from York Technical Institute. Outside of work Lynn loves to spend time with her family and friends sitting on a beach with a good book. You can also find Lynn and her husband Wayne watching as many Phillies games as possible either on TV or in person. |

Lisa Bostian
Lisa is a payroll specialist with over 15 years experience. She prides herself on providing excellent customer service to all payroll clientele. She has experience in all aspects of payroll including benefit processing, audits and tax filing. Away from the office, Lisa enjoys traveling, spending time with her family and gardening. |

Denise Mullin
Denise is a graduate of Penn State University. She has been working in the accounting field in both private and public accounting for over 30 years. In her spare time she enjoys reading and spending time with her family and friends. |

Jessica Brown
Jessica has an associate degree in business administration and accounting with over 18 years of experience in payroll and tax preparation. She enjoys traveling and spending time with her husband and daughter. |

Rita Putlock
If you’ve ever contacted our office, chances are you have talked with our office manager, Rita. Rita has been a constant in our office for 29 years. She excels in customer service, having attention to detail, and prioritizing. Our team appreciates that she keeps administrative matters organized and under control. Over the years she has done almost everything to keep our office running: from assisting clients at our front door; data entry of accounts payable, accounts receivables,1099s, and the firm’s invoices; she assists IT with equipment and software matters; and is the support staff for everyone in the office to get tax documents to our clients and filed on time. Rita is also the notary public at our office. After being at a desk most of the day, in her spare time, Rita loves being outside with her family – going on hikes and sitting by campfires. Rita and her family are also foodies and enjoy discovering unique restaurants. |