Our Staff

Gerald “ Bud “ Harvey, Jr.

Certified Public Accountant

Phone: (913) 451-4400

Email: bud@harveyandcaldwell.com


Gerald E. “Bud” Harvey, Jr., CPA has been practicing accounting in the Kansas City area for more than 40 years. After Bud graduated from Rockhurst High School, he attended the University of Kansas in Lawrence, where he earned both his Bachelor’s and Master of Science in Accounting. Bud passed the CPA exam on the first sitting in 1972.

Bud married his bride, Cuky, November 1970. They have two children, Sean and Noelle and five grandchildren. Bud’s greatest thrill is his role of grandfather. Bud also enjoys traveling, with his favorite destination being Hawaii.

Gerald E. Harvey, Jr. is an Investment Advisor Representative of and offers securities and advisory services through Cetera Advisors LLC, Member FINRA/ SIPC. 12980 Metcalf Ave., Ste. 305 OP KS, 66213, (913) 451-4501 Gerald E. Harvey, Jr., CPA is not affiliated with Certa Advisors, LLC.

Affiliations and Certifications:

  • CPA - Certified Public Accountant
  • PFS - Personal Financial Specialist
  • CFP - Certified Financial Planner
  • AAMS - Accredited Asset Management Specialist
  • Member of American Institute of CPAs and Kansas Society of CPAs Board of Trustees
  • Recent Past President of Kansas Society of CPAs, Metropolitan Chapter
  • Named one of the “Top Tax Practitioners” in the nation by Money magazine in 1987
  • Named an ELP (Endorsed Local Provider” by the Dave Ramsey Show
  • Taught Accounting & Tax courses at the college level
  • Co-hosted a radio show on taxation and finances

Education:

  • University of Kansas
    Graduated with a Bachelor of Science Accounting

Noelle Caldwell

Certified Public Accountant

Phone: (913) 451-4400

Email: ncaldwell@harveyandcaldwell.com


Noelle Caldwell, CPA has been working at Harvey and Caldwell since September of 2003. Born and raised in Overland Park, Noelle graduated from St. Thomas Aquinas high school in 1998. In 2002, Noelle received her undergraduate degree in business administration with Magna Cum Laude honors from Fort Lewis College in Durango, CO. Noelle received her Master of Science in Accounting – Taxation degree in 2007 from the University of Missouri - Kansas City. In 2008 she passed the exam and became a CPA.

When she is not working, she enjoys playing with her kids, entertaining friends, making wine, and site-seeing around Kansas City.

Education:

  • BA - Fort Lewis College | Durango, CO.
  • Master of Science in Accounting – Taxation |
  • University of Missouri

Affiliations and Certifications:

  • CPA Certified Public Accountant
  • President of the Metro Chapter of the Kansas Society of CPAs
  • Nominated as on of the “Top Ten Women to Watch” in the KSCPA in 2010
  • Member of the inaugural class of the 20 Up to 40 leadership program with the KSCPA
  • Member of the American Institute of CPAs

Teresa Hodges

Certified Public Accountant

Phone: (913) 451-4400

Email: thodges@harveyandcaldwell.com


Teresa graduated Emporia State University with a BA in Accounting in 2005. She passed the exam and became a CPA in 2010.

Her career began as an auditor for a regional accounting firm in Kansas. She moved into private accounting and a controller role.

In September 2017 Teresa joined the Harvey & Caldwell team as a Director of Administration. In her spare time, she enjoys being outdoors with her family, gardening, and playing sports such as volleyball and co-ed softball.

Education:

  • Emporia State University

Vickie Paulson

Office Manager & Investments Administrator and Compliance Officer

Phone: (913) 451-4400

Email: VPaulson@HarveyandCaldwell.com


Vickie Paulson is the Office Manager at Harvey & Caldwell and has worked there since 1995.

Vickie is the controller of the team’s workflow, maximizing all available resources to provide quality service to our clients. She is also the Investments Administrator and Compliance Officer at Harvey & Caldwell.

Originally from South Dakota, Vickie has been married for nearly 50 years to Virgil Paulson. Virg is a civil engineer and worked for Black & Veatch 33 years before retiring in 2007. They have lived in Ohio, Maryland, California, Wisconsin and for the past 30 years, they have lived in Overland Park, Kansas.

They have a daughter, Valerie (married to Bradley Robertson), and a granddaughter, who is the highlight of Vickie’s life and she enjoys spending as much time with her as possible. She also loves to travel in our Motor Home.

Education:

  • Associates Degree, Watertown Business University

Services Provided:

  • Investments Administrator and Compliance Officer

Sara Schoenle

Client Service Manager

Phone: (913) 451-4400

Email: sschoenle@harveyandcaldwell.com


In February 2016, Sara began her position as the Administrative Assistant at Harvey & Caldwell. She processes individual and business tax returns, answers incoming calls, schedules appointments, maintains files, sends out year-end tax organizers and responsible for monthly mailings.

Sara was born and raised in Hot Springs, Arkansas but has lived in Shawnee Mission, Kansas for the last 33 years. She has two grown daughters and five grandchildren, who are the love of her life. She enjoys spending time with her family, playing bridge, reading, walking and traveling to name a few.

Sara earned her Associates Degree in Business Administration at Johnson County Community College, where she made the Dean’s list.

Education:

  • Associates Degree in Business Administration From Johnson County Community College

Affiliations and Certifications:

  • Dean’s List

Services Provided:

  • She processes individual and business tax returns
  • Schedules appointments
  • Maintains files, sends out year-end tax organizers
  • Post Accounts Receivables
  • Responsible for monthly mailings.

Eric Allen

Tax Professional/Staff Accountant


Eric Allen is a Tax Professional/Staff Accountant at Harvey and Caldwell and has worked here since November 2017. He prepares individual tax returns along with trust and not-for- profit returns. He also works with business clients in preparing their monthly accounting and financial reporting. Eric was born and raised in Lawrence where he attended Lawrence high school. In 2010, Eric received his Bachelor of Science in Accounting from the University of Kansas. Upon graduating, Eric spent seven years in the financial advising industry. His former team incorporated a holistic approach allowing him to gain experience completing various types of tax returns in addition to the financial planning aspect. Eric plans to attend UMKC with the goal of sitting for the CPA exam in the near future. When Eric is not working, he enjoys spending time with his family, attending various sporting events and being outdoors.

Education:

  • University of Kansas
    Graduated with a Bachelor of Science Accounting

Amisha Mehta


Amisha moved from Tanzania (Africa) to Kansas in 2011. She passed CPA Tanzania in 1999 and MBA in Finance from the University Of Central England Birmingham (UK) in 2002. Started her career as an Associate Auditor with KPMG Tanzania till 2010. After which she managed the accounting department at the family business in Tanzania.

She passed the US CPA exam in first sitting and became a CPA is 2014.Currently she is a licensed CPA for Kansas and Missouri. In her spare time, she enjoys spending time with her family especially her two adorable boys.

Education:

  • Bachelors in accounting (2001)
  • MBA Finance (2003) - From University of Central England in Birmingham (United Kingdom)
  • Accredited KPMG trainer (2008)