Herbein + Company, Inc. Announces Strategic Leadership Updates

Names Joshua A. Pollet, CPA, as Chief Financial Officer

Reading, PA (January 17, 2025) – Herbein + Company, Inc. (Herbein) today announced a series of strategic leadership transitions designed to position the firm for continued growth and success. These changes reflect Herbein’s commitment to aligning its leadership structure with its strategic priorities.

At the core of these transitions, Joshua A. Pollet, CPA, has been appointed Chief Financial Officer, effective October 1, 2025. Pollet will succeed current CFO Joseph J. Witkowski, CPA, who plans to retire in late 2026 after an exceptional 33-year career with the firm.

Pollet’s appointment underscores Herbein’s focus on developing exceptional leaders. A proven leader, Pollet joined Herbein as an intern and became the third in the firm’s history to achieve partnership in 2017. As leader of the firm’s assurance practice and a member of the executive committee, Pollet has played a pivotal role in shaping Herbein’s client service and long-term direction.

“Josh’s appointment as CFO demonstrates our focus on developing exceptional leaders who align with Herbein’s strategy,” said Herbein Chief Executive Officer David W. Stonesifer, CPA. “His nearly two decades of experience in finance, strategic planning, and M&A advisory, combined with his deep understanding of our culture, make him uniquely qualified to guide our financial future. Josh’s leadership will help us grow responsibly while maintaining the strong foundation needed to invest in our people, clients, and technology.”

Pollet shared, “Herbein’s commitment to excellence and innovation has been inspiring throughout my career. As CFO, I look forward to building on the strong financial foundation established by our firm throughout the last 53 years, aligning our resources with strategic goals, and continuing to drive success alongside our talented team.”

Witkowski added, “Josh’s deep knowledge of Herbein and his forward-thinking approach make him the ideal successor. I look forward to supporting him through this transition as he steps into this key leadership role.”

In addition to Pollet’s appointment, Herbein announced two other key leadership transitions:

• Craig A. Mengel, CPA, a partner since 2017, has been appointed Managing Director of the Business Enterprise Practice; dedicated to serving small and mid-sized business clients. Mengel’s client-focused approach and strategic vision will support the continued growth of the practice. He succeeds Partner Steven M. Wolf, CPA, who will now guide Herbein’s M&A post-integration processes. 
• Christopher M. Turtell, CPA, a partner since 2016, has been named Managing Director of the firm’s Assurance Practice, succeeding Pollet. Turtell’s expertise in quality control, client service, and team development will enhance the practice’s ability to meet client needs and drive future success.

“These leadership changes are part of our intention to align our leadership structure with our strategic priorities,” said Stonesifer. “By positioning leaders like Josh, Craig, and Chris in these critical roles, we ensure Herbein is well-equipped to meet the challenges and opportunities ahead while continuing to help our clients succeed with confidence.”

About Herbein + Company, Inc. 

Herbein + Company, Inc. (Herbein) is an award-winning CPA advisory firm, creating impact nationally and locally since 1972. We build value through exceptional service and innovative solutions, and provide client-focused accounting, tax, advisory, HR consulting, wealth management, and risk management services. Our clients benefit from tailored strategies in the communities where they live and work that help them succeed with confidence, today and tomorrow.

Herbein is an independent member of Allinial Global, an accounting firm association of legally independent accounting and consulting firms with offices in North America and throughout the world.