Who We Are
Our Leadership Team
Dir. Marketing and Experience
Chief of Staff
Product Offering Leads
Dir. Of Transformation
Client Service Specialists
Join our team!
If you want to be a part of an amazing team committed to solving the Church’s financial crisis, take a look at our open positions.
Jonathan Boulos, CEO
Jonathan Boulos is an accounting professional who combines experience as a CPA and a controller at organizations from diverse industries with a strong passion to contribute to the mission of the Church. Before joining StJFS, Jonathan helped usher Central Catholic High School through a reform of back-office operations to better utilize technology and invest more of peoples time doing the primary ministry of the school. He brings experience in communication with finance councils and boards, and he enjoys making financial statements and situations relatable to everyone. Jonathan calls Indiana home, and is active in his local community through various nonprofits, activities of his local parish, local government, and his six children’s activities.
Daniela resides in East Waterford, PA but she grew up in Abington, PA, a suburb of Philadelphia. Daniela received degrees in Business Administration and Accounting from Bucks County Community College and the Philadelphia College of Textiles and Science.
Daniela heard about SJFS from her son-in-law, Mark Mannerino, and was excited to join a firm with a strong mission. According to Daniela, “Being a part of this wonderful team is truly a blessing. Everyone is so supportive and caring of one another. Everyone was so welcoming when I started that I felt as though I was already a part of the team.”
In developing her goals, Daniela hopes to be able to use her accounting knowledge and skills to help relieve some of the financial burdens that our clients deal with, and to further the company’s mission. She wants to bring service to them in any way that she can.
When Daniela isn’t working, she enjoys spending time with her family. She also enjoys working on crafts and being outside working in her flower beds.
Will Sharp resides in Raleigh, NC and studied Accounting at Franciscan University in Steubenville, OH. Will was drawn to SJFS by the team’s culture and mission. “Everyone here is so welcoming and genuine and driven towards the mission of the Church. Being able to use my personal skills to help further the Catholic Church’s mission of education and evangelization is a blessing that I did not expect to find.”
One of Will’s first projects was supporting the onboarding of the Archdiocese of Boston. According to Will, “Being part of the Boston onboarding was a tall task but became a huge success once it was finished. I was able to work with Eric to accomplish various tasks related to this process.”
When Will isn’t crunching numbers, he enjoys spending time with family and friends, working out, watching sports, reading, and getting outdoors.
Favorite Saint: St. Maximilian Kolbe
Theresa grew up all over the country in Tennessee, California, Texas, Michigan and Indiana. During her schooling, she traveled as an exchange student in Spain. Theresa has worked in the Catholic Schools Office and in parishes to assist families qualify for scholarships and in payables/receivables.
Theresa cites SJFS’ motto of “more time ministering and less time administering” as a core tenant of what drew her to the firm. She is impressed with the internal Culture Advancement Team and their efforts to create opportunities to build community within our diverse remote team. When Theresa is not serving clients, she enjoys gardening, crochet, traveling, and learning about natural remedies, art, and languages.
Favorite Saint: St. Joseph
Annie McAleer, Office Coordinator
Annie McAleer lives in the South Bend area, but grew up in Arlington Heights, IL. She attended North Park University in Chicago. After school, Annie worked for two Catholic schools in South Bend and knew that going forward she couldn’t just work anywhere. She focused her career search on Catholic organizations and discovered SJFS. According to Annie, “Being a part of the SJFS team is truly incredible! I feel so lucky to be a part of a group that is constantly inspiring in my faith.”
Annie is the engine that keeps our South Bend HQ running. Outside of work, Annie loves spending time with my family, cooking, going for a walk/run, or driving to Lake Michigan to hang around a small lake town.
Paul Evans, CPA, COO
Paul joined SJFS because he couldn’t pass up an offer to use his accounting and technology background to serve the church in an impactful way. Prior to joining St. Joseph Financial Services, he worked at PwC for 8 years in their assurance practice, primarily in the Assurance Innovation & Technology group, where he led a team that designed and developed software audit tools for the insurance sector. Paul and his wife, Leah, have five young boys, and live in the Pittsburgh, Pennsylvania area. He enjoys gametime and waterfall hikes with the boys, and dad jokes of varying quality. Paul earned his Bachelor of Science degree with a major in Accounting from Franciscan University, and Master of Science in Accountancy from the University of St. Thomas in Minnesota.
Geoff Turbiak, Dir. Marketing and Experience
Geoff joined St. JFS after a long tenure in the automotive industry to pursue his passion of service to the Church and to Catholic education. A native of southern Michigan, Geoff joined St. JFS to pursue what he called an “opportunity to combine the love of my Catholic faith in a consumer-focused, entrepreneurial manner.” Geoff enjoys spending his time away from the office with his wife and three children, and is also an active member of the Knights of Columbus. He received undergraduate degrees from the University of Michigan-Dearborn in Business Administration and Corporate Communications, and obtained his MBA in Marketing and Product Development from the University of Detroit Mercy.
Favorite Saint: St. Anthony of Padua
Steve Kneier joins St Joseph Financial Services as the Director of Transformation, working to bring cutting-edge products and services to Catholic organizations across the United States. Joining SJFS from the corporate world, Steve worked for more than a decade in accounting firms and corporations in his home state of Louisiana. Steve says that he is excited to join SJFS as it allows him to “combine my personal and professional life to put my experience to work helping the Church.”
Favorite Saint: St Ignatius of Loyola
Doug Erla, Chief of Staff
Doug grew up in Michigan but has been a Hoosier for several years. He completed his undergraduate degree at the University of Michigan-Flint and his master’s degree at Central Michigan University. Doug was drawn to SJFS by the mission and the people of the organization. His personal goals while at SJFS are to help the team-at-large grow and develop wherever they may be — attract new talent to our team, help implement value-added process improvements while contributing to a great culture. In his free time, Doug enjoys participating in parish activities, supporting his lay apostolate and simply being outdoors. Going to the beaches of Lake Michigan in the spring and summer is also a favorite location.
Mark Mannerino, Client Advisor
Mark is a Pittsburgh native and attended college at St. Vincent College in Latrobe, PA. Drawn to serving the Church, Mark felt that St. Joseph Financial Services offers the unique opportunity to serve the Church in a new way – through his work. Mark worked as a Director of Finance for a Non Profit Organization before coming to SJFS, and has a passion for using his expertise to serve others. When not at work, Mark enjoys spending time with his wife and kids, and over the last few years Mark has taken up homesteading: chickens, gardens, canning, and more to come!!! He also enjoys spending time outdoors hiking, camping, and kayaking, and can sometimes sneak away for some pickup deck hockey at his local parish.
Brittany Carr, Client Advisor
Brittany joined St Joseph Financial Services in 2021 after she worked at a public accounting firm for six and a half years prior. She joined the STJFS team to work with and for other Catholics who share the same values, and to help foster a brighter financial future for Church institutions and schools. In her free time, Brittany likes to workout, hike and spend time with her family.
Adan Batres, Client Advisor
Adan joined St JFS after seeing the accounting and administrative struggles his sister faced while managing a learning center, taking away time she could be spending with students. Originally from San Jose, California, Adan currently resides in Los Angeles and can be found at a local athletic event in his time away from the office.
Favorite Saint: St. Michael the Archangel
Jacquelyn O’Neill, Client Advisor
Jacquelyn joined St Joseph Financial Services in 2022 after she worked in the corporate world for years prior. She is passionate about her faith and being able to work on behalf of Catholic education for clients across the United States. In her free time, Jacquelyn likes to spend time outdoors hiking and at the beach, as well as spend time with her family.
Favorite Saint: St. Philip Neri
Maria Pfeiffer, Client Service Specialist
Maria lives in Northern Idaho and went to college at Thomas Aquinas College in Santa Paula, CA. Maria sees Catholic education as such an important piece in the betterment of our society, and sees working with Catholic institutions as a wonderful opportunity to support Catholic schools in a “behind-the-scenes” role. In her free time Maria enjoys hiking with her dog, reading a good book, and visiting with family and friends.
Meg Heller, Client Service Specialist
Meg was born and raised a buckeye from Columbus, Ohio, and formally took that title when she graduated with a Bachelor of Arts in Strategic Communication from the Ohio State University. She has a background in youth ministry working for the Church, and the mission of StJFS is what motivated her to join the team. When Meg is not at work she enjoys spending time with her family, getting outside for a walk or hike, sipping wine – and plan her future travels to European countries.
Favorite Saint: St. Claire of Assisi
Mary Kate Doran, Client Service Specialist
Mary Kate Doran attended Christendom College, graduating in 2009, joining St. Joseph Financial Services to learn the ins & outs of accounting. Before joining St. Joseph Financial Services, she worked at FOCUS, the leading Catholic collegiate ministry, processing donations for 6 years on their Gift Operations team. Mary Kate resides in Colorado where she was born & raised. She plays cornhole, crochets & volunteers at her parish in her free time.
Favorite Saint: St. Michael the Archangel
Scott Tassan, Client Accounting Specialist
Scott Tassan joined St. Joseph Financial Services in November 2019. He is a business professional with over 20 years of hands-on experience in accounting, business management, project management, as well as customer and vendor relationship management. His experience includes co-founding and managing TNT Media Productions, a video production and corporate event-staging company, as their Financial Controller and an Executive Producer for more than 10 years. Prior to joining St. Joseph Financial Services, Scott was a Staff Accountant for Confie Insurance Group Holdings, Inc., a large Insurance company with over 4,000 employees, specializing in non-standard auto insurance policies. Scott lives in Allen, TX with his wife, two daughters (19 & 13), and son (6). He enjoys participating in, and spectating for, his children’s various academic and sporting activities. In addition, Scott is an avid outdoorsman who enjoys camping, off-roading, and primitive survival.
Lucy Brown, Client Accounting Specialist
Lucy Brown joined the St. Joseph Financial Services team in August 2019. She is originally from Abilene, Texas and currently lives in San Antonio. She earned her Computerized Bookkeeping Specialist Certification in 2009. Lucy worked as a City Permit Clerk for the City of Aransas Pass in Texas. While working for the City of Aransas Pass, Lucy assisted with implementing procedures used to prioritize the rules and regulations of permit issuance. In 2016 she moved to San Antonio, TX where she held the position of Billing Specialist for a start-up technology company and assisted with implementing systematic billing procedures concerning the company’s software and hardware. Lucy has two boys ages 20 and 14. She loves animals, hiking, and regularly volunteers at a local animal shelter. She also enjoys DIY projects and is an avid practitioner of yoga.
Kimberly Kelly is our Product Manager for Payroll Services. She loves the relationship building that her position offers, and is excited to bring her expertise and background as a payroll expert to our clients. In her spare time, Kimberly is an avid reader and photographer. Also, she enjoys spending time with her husband and their two kittens.
Shirley Yaich is a Client Advisor joining SJFS after years of ministry in the Church. A long-time Catholic education supporter, Shirley joins SJFS after a career serving schools, parishes and chanceries. When she is not working, Shirley can be found traveling with her husband across the country, or sticking close to home in Michigan exploring the state.
Favorite Saint: St. Kateri
Sandra Shamoun joins SJFS as a Client Advisor. She was drawn to SJFS by its offering to her of working to further Catholic education, and looks forward to being able to serve God in a different way. Sandra was the founder of local basketball league at her Parish, and in her time away from the office loves to spend time with her 3 children and enjoying new restaurants around her city.
Favorite Saint: St. Philomena
Matthew Keller joins SJFS as a Client Advisor after his service with the Fellowship of Catholic University Students (FOCUS). Matthew is an avid reader, and enjoy spending time with his wife of one-year. A native of New Orleans, Matthew brings his impeccable taste in food and a love of all things baseball to the SJFS team.
Favorite Saint: St. Isaac Jogues
Mary Stange is a native of Iowa and alumni of Franciscan University, Steubenville. Mary began her time with SJFS a Client Specialist, later assuming the role of Client Advisor where she is excited to serve clients in a new role across Catholic education. In her time outside the office, Mary enjoys spending time with her three daughters and on her podcast, “I am a Pain Patient.” She also manages a small group for women looking to challenge their mindset on health and wellness through true connection and support.
Favorite Saint: St. Anthony of Padua
Eric is from Newtown, CT and received his undergraduate and graduate degrees from Franciscan University of Steubenville. According to Eric, “It is an honor and a privilege to be a part of the SJFS team. The people are supportive, professional, and a joy to work with. The overall culture is welcoming, engaging, and flexible. Each member of the team brings a unique skill set and is driven by the same mission.” When Eric is not working, he enjoys family time with his wife and three children. You can find them traveling, hiking, playing tennis and pickleball.
Michelle was born, raised and currently resides in South Bend, IN. She majored in Accounting at Ivy Tech University. Michelle’s strong faith aligns with the mission of SJFS, and her accounting skills bring value to our payroll services clients. Michelle’s biggest joys comes from her parish life, and spending time in her yard growing flowers and vegetables.
Favorite Saint: St. Paul