About Us
Navigators of Change.
Igniters of Inspiration.
Agents of Progress.
About Winding River Consulting
We are a motley crew of professionals with expertise in various aspects of business – accounting, marketing, digital, diversity and inclusion, risk management, cultural transformations, practice growth, change management, leadership performance, mind/body health, and talent development. Our chemistry is real and our results are impressive. We change people, cultures, and expectations.

We Are...
MAVERICKS
Independent thinkers who blaze their own trails, defying expectations.
VISIONARIES
We see beyond the horizon, anticipating and shaping the future of the industry.
TRAILBLAZERS
Bold and adventurous, we tackle unknown challenges with unwavering enthusiasm.
Meet Our Team

Gary Shamis
Chief Executive Officer
Gary is the founder of Winding River Consulting and one of the accounting profession’s most influential leaders. An award-winning strategist and author, he continues to mentor firm leaders with a values-first, aligned leadership approach.

David M. Toth
Chief Growth Officer
David empowers firms to grow strategically by aligning innovation, insight, and execution. He leads WRC’s signature programs and advises firm leaders on M&A, digital growth, and leadership development.

Mary Ann Shamis
Chief Financial Officer
Mary Ann is CFO of WRC, bringing 40+ years of leadership in payroll, finance, and operations, with a deep commitment to excellence and client service.

Brian Blaha
Managing Director
Brian is a seasoned CPA firm leader and strategist with decades of experience driving transformation across professional services. A former Chief Growth Officer at Wipfli, he now advises firms and PE groups on leadership alignment, M&A integration, and sustainable, people-first strategy.

Nicole Shirey
Operations Administrator
Nicole ensures operational excellence at WRC, blending project management, marketing support, and purpose-driven service to drive lasting impact.

Taylor King
Events Marketing Manager
Taylor King is a master architect of unforgettable experiences. As Winding River Consulting’s Events Marketing Manager, she designs and orchestrates our high-impact events that spark meaningful connections and drive organizational success.

Scott J. Allen, Ph.D.
Leadership Management Consultant
Scott is an award-winning leadership development expert, educator, and speaker who blends academic rigor with real-world insight. A trusted advisor, author, and podcast host, he helps leaders and firms drive growth, culture change, and strategic clarity.

Teri Schaffer, CPA
Leadership Consultant & Executive Coach
Teri brings 30+ years of public accounting and industry experience to developing leaders with empathy, clarity, and practical insight. She helps rising and current leaders grow their confidence, effectiveness, and impact.

Ilana Isakov Katz
Marketing Communications Strategist
Ilana is a seasoned marketing strategist with a proven background in executive advisory, brand leadership, and communications. At WRC, she drives strategic marketing initiatives that reflect her deep expertise in elevating firms through clarity, authenticity, and impact.

Trisha Daho
Culture and Leadership Consultant
Trisha, a former Big 4 partner, led diverse teams, delivering billions in value for Fortune 500 companies and startups. As a rapid-growth strategist, she created thriving practices and developed leaders who achieved roles like CFOs and CEOs.

Matt Terlop
Health and Wellness Consultant
A former law enforcement officer and martial arts champion, Matt now coaches C-Suite executives to peak performance through physical fitness, mental agility, and emotional balance.

Bruce Hennes
Crisis Communication & PR Consultant
Bruce has a diverse client list including Goodyear and NASA. He serves on the executive committee of the Cleveland Metropolitan Bar Association and has been named to the Lawdragon 100 Leading Consultants and Strategists for five consecutive years.

Gary Shamis
Chief Executive Officer
Gary is the visionary behind Winding River Consulting, bringing decades of transformative leadership to the accounting profession. Widely recognized as one of the industry's most influential leaders, Gary has shaped the future of firms through strategic planning, national leadership, and the authorship of several books.
He is an E&Y Entrepreneur of the Year, an Accounting Today’s (inaugural list of) Top Ten Managing Partner Elite honoree, and a consistent presence on the profession’s Most Influential lists. Gary remains a sought-after consultant and advisor to the profession’s most forward-thinking firm leaders.
As the architect of WRC’s mission, he continues to mentor firm leaders with a values-first approach and deep belief in aligned leadership.

David M. Toth
Chief Growth Officer
David empowers firms to navigate growth with clarity and confidence. Whether through WRC signature events and programs, consulting and facilitating firm retreats and meetings, or designing transformative, data-driven strategies, he brings the WRC value of innovation to life, elevating clients through personalized strategies and a relationship-first mindset. A trusted advisor to managing partners and executive committees, David provides strategic counsel on M&A, digital expansion, and leadership development. He is the creator of the Digital Deep Dive Summit and facilitates WRC’s flagship MPB | Leadership Accelerated program, which aligns leaders around strategic priorities, and Basic Training Bootcamp program, which prepares next-gen and emerging partners to lead.
His proprietary Digital Directional Scorecard has enabled dozens of Top 400 firms to clarify their market position, amplify their messaging, and accelerate ROI. He empowers firms to unlock strategic growth by aligning innovation, insight, and execution.

Mary Ann Shamis
Chief Financial Officer
Mary Ann brings more than four decades of expertise in payroll, employee benefits, and business management to her role as Chief Financial Officer. In 1981, she co-founded Paytime Integrated Payroll Solutions, building a Cleveland-based company that became a trusted leader in payroll services before its acquisition by CBIZ in 2019. Her background in public accounting and deep understanding of operational finance underpin her approach to strategic growth and fiscal oversight. Throughout her career, Mary Ann has remained grounded in the values that also define WRC: delivering exceptional client service, fostering professional growth, creating an empowering work environment, and upholding integrity in every client relationship. Her extensive experience, values-driven leadership, and dedication to operational excellence make her an essential part of Winding River Consulting’s leadership team.

Brian Blaha
Managing Director
Brian is a visionary strategist who believes that sustainable firm growth begins with people and an outward mindset. At Winding River, Brian works with private equity firms, individual businesses, and accounting leaders to craft intentional growth strategies, integrate acquisitions, and align leadership teams around shared outcomes.
From launching new markets to transforming go-to-market teams, he brings both a strategic and operational lens to leadership. Brian’s belief in people-first culture and transparent metrics reflects WRC’s core values of clarity, collaboration, and impact. His approach is data-informed, people-driven, and built to last. A natural collaborator and industry thought leader, Brian brings decades of experience driving transformational change across professional services.
As former Chief Growth Officer at Wipfli LLP, he led the firm’s growth from $227M to more than $590M, building a nationally recognized go-to-market model rooted in industry specialization, innovation, and client value.

Nicole Shirey
Operations Administrator
Nicole is the engine behind our execution. With a strong foundation in project management, client service, and organizational systems, Nicole brings structure and heart to every initiative. She ensures operational excellence across programs, events, and client engagements—always aligning with WRC’s value of purpose-driven service. Nicole also supports internal marketing and communication, serving as a steward of our digital presence. From refining systems to leading coordination for complex events, she embodies the WRC philosophy: collaboration, communication, and consistency lead to lasting impact.

Taylor King
Events Marketing Manager
Taylor designs more than events, she creates experiences that leave a mark. She brings WRC’s mission—to educate, connect, and inspire—into every event she designs. She leads the planning and promotion of WRC’s flagship events, including MPB | Leadership Accelerated, Basic Training Bootcamp, Digital Deep Dive, and Winning Ways, ensuring every touchpoint exceeds expectations. Her blend of design sensibility, logistical prowess, and data-backed strategy results in events that consistently achieve Net Promoter Scores above 80. Taylor reflects WRC’s value of excellence through every detail, fostering meaningful relationships and driving measurable outcomes.

Scott J. Allen, Ph.D.
Leadership Management Consultant
Scott is a leadership development expert, educator, and keynote speaker who brings deep insight and practical wisdom to every engagement. With a Ph.D. in leadership and more than 18 years as a professor of management, Scott blends academic rigor with real-world application. His work focuses on helping leaders and teams thrive in an increasingly complex and fast-moving world. A trusted advisor and facilitator, Scott partners with organizations to design and deliver experiences that drive lasting leadership growth, culture change, and strategic clarity. He has authored multiple books on leadership, emotional intelligence, and communication, and his podcast Phronesis: Practical Wisdom for Leaders is followed by thousands of global listeners each week. Scott supports the WRC’s mission to build better firms by creating better leaders.

Teri Schaffer, CPA
Leadership Consultant & Executive Coach
Teri brings empathy, experience, and clarity to the leadership journey. With more than 30 years in public accounting and industry, she knows that leadership is learned—not assumed—and that true impact comes from developing people as individuals, not just professionals. Before joining Winding River Consulting, Teri served as the Assurance Office Managing Partner for BDO’s Northeast Ohio offices and spent two decades helping grow and integrate practices through intentional leadership and team development. Her career includes leadership roles in both Big 4 and mid-size firms, as well as operational leadership in the healthcare industry. Teri works with rising and current leaders to deepen their confidence, sharpen their effectiveness, and lead with clarity in a dynamic professional landscape. Her approach is practical, grounded, and human—focused on helping professionals grow into their full potential while balancing the needs of their team, clients, and firm.

Ilana Isakov Katz
Marketing Communications Strategist
Ilana is a marketing communications strategist who turns complexity into clarity. With a career spanning corporate communications, branding, PR, and executive messaging, Ilana fuses creative insight with analytical precision to build high-impact strategies. At Winding River Consulting, she crafts integrated marketing approaches that reflect the firm’s ethos of authenticity, excellence, and strategic execution. Her career includes national spokesperson roles, C-suite advisory, and more than a decade leading marketing for SS&G, one of the country’s fastest-growing accounting firms (now part of BDO). From campaign ideation to executive-level thought leadership, Ilana drives brand integrity, elevates firm positioning, and ensures every message connects meaningfully with its audience.

Trisha Daho
Culture and Leadership Consultant
Trisha is a leadership strategist and former Big 4 partner known for building thriving practices and accelerating leadership pipelines. She has spent the majority of her career leading high-performing teams and delivering significant value to organizations across the country. Rising to partner in just nine years, Trisha built and scaled successful practices in four different U.S. regions. Her work consistently centers on developing focused growth strategies to building talent pipelines and scaling value delivery. At Winding River, Trisha advises C-suites and managing partners on aligning culture, leadership, and growth strategy to drive high-performing team dynamics. Her work helps these firms align culture, strategy, and execution to create environments where people and performance thrive. Trisha’s approach reflects WRC’s belief in people-first leadership and the power of intentional execution.

Matt Terlop
Health and Wellness Consultant
Matt brings discipline, resilience, and wellness to the forefront of leadership. As a performance coach and wellness strategist, Matt helps executives optimize their physical, mental, and emotional well-being to lead with clarity and strength. Drawing from his background in law enforcement and border patrol, Matt now works with individuals and organizations to implement customized wellness programs—including his results-driven Boot Camp—improving both team dynamics and long-term health outcomes. At Winding River Consulting, Matt supports our holistic approach to leadership development, reminding firms that sustainable success begins with personal well-being.

Bruce Hennes
Crisis Communication & PR Consultant
Bruce is CEO of Hennes Communications, one of the nation’s leading firms dedicated exclusively to crisis communications and management. With deep expertise in navigating high-stakes reputational risk, Bruce and his team advise over 180 clients annually across sectors—from Fortune 500 companies to law firms, municipalities, nonprofits, and professional service organizations facing challenges in the Court of Public Opinion. A seasoned educator and speaker, he serves on the executive committee of the Cleveland Metropolitan Bar Association and holds teaching appointments at both Ohio University’s Scripps School of Communication and Cleveland State University’s College of Urban Affairs. He also serves on the faculty of the Ohio State Bar Association’s Leadership Academy. Bruce’s work has earned him national recognition. He’s been named a “Go-To Thought Leader” by the National Law Review and, for five consecutive years, has appeared on the Lawdragon 100 Leading Consultants and Strategists list—recognizing the most trusted advisors to the legal profession.

Ross Henderson
Head of Content Operations
Ross partners with clients to deliver tailored content marketing solutions. As a content marketing strategist, he helps firms forge deeper connections with their target audiences. With strategic clarity, Ross helps firms define their value, sharpen their messaging, and tell stories that resonate. From developing brand voice and messaging to executing high-impact content strategies, he supports firms in building trust, generating demand, and driving measurable business outcomes. He also teaches courses on SEO and digital marketing and has held fractional leadership roles in multiple high-growth technology companies. Ross is deeply committed to helping firms scale by aligning marketing strategy with business goals.
Mission
To become the preeminent consultant to firms dedicated to transcending excellence.
Values
- Trust
- Professionalism
- Dedication
- Entrepreneurial Mindsets
Our Belief
We believe that every firm and every professional has the potential to be WORLD-CLASS.
Consulting by the Falls
We're called "Winding River Consulting" for a reason.
We are located in the gorgeous town of Chagrin Falls, OH. With historic architecture, a vibrant restaurant scene, and plenty of local shops and galleries to explore, our office setting is truly picturesque.
Stop by sometime for a slice of historic charm.
Address: 210 Bell St, Chagrin Falls, OH 44022
Recent Insights
1 min read
Winding River Adds Brian Blaha to Rapidly Growing Strategic Consulting and Advisory Services
May 1, 2025 by Winding River Consulting