Leadership
Joseph H. Bilodeau, CPA
Joe is founding principal of Bilodeau Wells & Company. He has over 35 years of experience in a variety of industries, including manufacturing, retail, wholesale and distribution, aircraft services, construction and more. Joe works with many of the firm's international clients and provides estate and business transition planning. He works with the firm's public clients for whom the firm provides tax services. Joe has been involved as a landlord and advisor to the commercial and residential real estate industry. He serves as private trustee for select families and advises on charitable foundations and leveraged giving. Joe is a member of the American Institute of Certified Public Accountants as well as the Vermont Society of Certified Public Accountants. He is a native Vermonter from Middlebury and is a graduate of the University of Vermont. Joe lives in South Burlington with his wife Wendy Wells Bilodeau who is also a full time CPA with the firm. Joe and Wendy have two adult daughters, one living in Essex Junction, the other in New York City. You may see Joe bicycling to work or at a local charitable bike event. Joe often bikes 60–70 miles and longer to favorite local bakeries in Bristol, Middlebury and Stowe.
David G. Santerre, CPA
David, who succeeded Mr. Wells upon his retirement in 1989, has over 25 years of experience in taxation and business management. He works extensively in construction and development, manufacturing, retail, distribution and extractive industries. David spends considerable time tax planning for complicated tax transactions such as acquisitions, tax-free mergers, etc. David is a member of the Home Builders Association of Northern Vermont, the Vermont Society of Certified Public Accountants and the American Institute of Certified Public Accountants. David is a fan of basketball both on and off the court. He has inspired many local youth as a basketball coach. He lives in Colchester with his wife and son. His oldest son lives outside of Washington DC. David enjoys hunting and fishing with his family and sharing the rewards of the hunt with everyone in the office.
Alison S. Abry, CPA, CVA
Alison joined the firm in 1987 upon graduation from the University of Vermont. She became a Principal with the firm in 1995. Alison works with businesses in various industries including software and technology, manufacturing and service industries. She works with clients in the dental and medical community and has unique knowledge of this industry. In 2003 Alison obtained her Certified Valuation Analysis (CVA) designation. This allows her to assist clients with developing values for their buy/sell agreements; prepare valuations for gifting, and value businesses for sale transactions. Using this background, she also works with clients who need help understanding complicated business structures in divorce situations. Alison also has an associate's degree in Management Information Systems from New Hampshire College. She uses this computer and systems knowledge to assist clients with their internal controls and accounting systems. Alison is licensed in Vermont, Texas and New York. She is a member of the American Institute of Certified Public Accountants and the AICPA's Employee Benefit Plan Quality Center. She is also member of the Vermont Society of Certified Public Accountants and the National Association of Certified Valuation Analysts. Alison is a resident of Colchester with her husband and young son. Currently she is active as the treasurer and executive board member of the Cancer Patient Support program and she volunteers on the finance board for Mater Christie School, where her son is a student. She enjoys being active on Lake Champlain and skiing in Vermont's Green Mountains.
Brett T. Walker, CPA
Brett joined the firm after a number of years in private industry and the strong knowledge of accounting systems and operations he gained has proven very valuable for the firm. Brett became a Principal effective July 1, 2008. He works with a broad client base from various industries, and is the firm's multi-state tax authority. He has a number of multi-national clients that are subsidiaries of larger foreign companies, have foreign subsidiaries of their own or operate in foreign markets. With close proximity to the border, Brett has clients with Canadian ties. With recent beneficial legislation and business advancements toward a "greener" environment, Brett has gained experience with tax incentives for renewable energy projects in Vermont and throughout the United States. Brett is a summa cum laude graduate of Champlain College. He is a member of the American Institute of Certified Public Accountants and the Vermont Society of Certified Public Accountants. Brett has served on various non-profit boards. Brett is an avid baker eager to try a new recipe or a new ingredient. Brett enjoys reading, spending time outdoors and at the family getaway on the coast of Maine.
