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Chuck Stevens II
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Phone:  513.768.6790

Charles R. Stevens II, CPA/ABV, CVA, CEPA, CFF

Partner

Chuck’s financial and business acumen combined with his innovation and determination have been instrumental in growing our firm’s practice. Chuck provides accounting, tax planning, valuation and business consulting services for individuals and closely-held businesses in various industries including professional service, manufacturing, oil and gas, retail, temporary staffing, technology, real estate, construction and distribution.  As a Certified Valuation Analyst accredited in business valuation, Chuck performs a variety of services to clients including valuations for tax and succession planning purposes and litigation support.

Education and Certifications

  • University of Tennessee – Bachelor of Business Administration
  • Xavier University – Master of Business Administration, Accounting & Tax Focus
  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified Valuation Analyst (CVA)
  • Certified Exit Planning Advisor (CEPA)
  • Certified in Financial Forensics (CFF)

Professional and Community Associations

  • Finance Committee and Strategic Development Committee, St. Ursula Villa School
  • Member, Strategic Development Committee for Ronald McDonald House Charities
  • Finance Committee Member, University Club of Cincinnati
  • Member, Ohio Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, National Association of Certified Valuation Analysts
  • Member, Exit Planning Institute

Awards & Achievements

  • Civic Leadership Award, Venue Lifestyle Magazine, 2013
  • National Multiple Sclerosis Society Leadership Award, 2012
  • Five Star Wealth Manager, 2012-2013
  • Forty Under 40 Award, 2006
  • Accounting for Kids, Secretary

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Personnel Profiling joins MCM

Effective July 1, 2014, Personnel Profiling, Inc. has joined the team at Mountjoy Chilton Medley, Kentucky’s largest CPA & advisory firm. With MCM, we’ll continue to offer the same top notch HR assessments, services and tools, now coupled with a greater breadth of in-demand expertise and services. You can now find the PPI main office and staff at MCM’s downtown Louisville headquarters.

Read About The Merger Continue to MCM's Website