Stephano Slack merge with CL Rotz and Associates

December 31, 2025 26

Stephano Slack LLC, a regional accounting and advisory firm, has announced its merger with CL Rotz and Associates, an accounting firm based in Oreland, Pennsylvania. Effective Dec. 15, 2025, the practice will operate under the Stephano Slack name and continue serving clients from its Oreland office.

“CL Rotz and Associates shares our commitment to putting clients first,” Michael Stephano, Owner and Managing Partner of Stephano Slack LLC, said in a statement. “This merger allows us to continue expanding thoughtfully while preserving the personalized service model our clients value.”

After building his career and serving as a partner with several small firms in the region for more than 20 years, Chris Rotz realized his lifelong goal of launching his own practice in 2003, focusing on tax accounting and consulting. Throughout his career, Chris was known for his hands-on approach, deep understanding of his clients’ needs, and the long-standing relationships he cultivated—many spanning more than 30 years. Kelly DiMaria and Kris Griffin worked closely with Chris for many years and will continue to uphold his client-first philosophy, carrying forward the legacy he built as part of Stephano Slack, LLC.

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“We have found a partner that aligns with our dedication to serving our clients’ best interests,” Kelly DiMaria, Senior Accountant of CL Rotz and Associates, said. “We look forward to many more years of providing the exceptional service our clients have come to expect, now as part of Stephano Slack.”

As part of the transition, John Loughlin, Jr., CPA Partner in Stephano Slack’s Wayne, Pennsylvania office, will serve as Partner-in-Charge for the Oreland location. The integration is designed to be seamless, with a focus on continuity of service, relationship preservation, and access to expanded firm resources.

This transaction marks Stephano Slack’s sixth merger since January 2024, reflecting the firm’s continued investment in strategic growth across the Mid-Atlantic region while maintaining a client-centered operating model.