The Updegrove McDaniel McMullen & Chiccehitto, PLC Team of highly qualified CPAs and accountants is led by three members with extensive tax, accounting, and financial strategic planning experience and an unmatched dedication to superior client service. We work collaboratively with our clients and build strong relationships to meet our clients’ goals and objectives.
Donna M. McMullen, CPA
Donna McMullen, CPA, joined the firm in 2001 and became a partner in 2013.
Based in the Leesburg office, Donna is an integral part of the UMMC team. She has more than 22 years of experience in all areas of public accounting including personal, business, estates and trusts, tax planning and audits. She is the firm’s Assurance Partner.
Donna graduated from Eastern Michigan University with a Bachelors Degree in Business Administration–Accounting. She is a member of the Virginia Society of CPAs, the American Institute of CPAs, and the Catoctin Estate Planning Council. She previously served on the Board of Directors of the Loudoun Credit Union.
Lisa M. Chiccehitto, CPA
Lisa Chiccehitto, CPA, joined UMMC in 2008. A graduate of the University of Maryland, she began her career at Deloitte in Washington, DC, where she provided audit and tax services to high net worth individuals and to public and private businesses in a variety of industries. Later, while raising her children, she worked seasonally and part-time for a financial services firm that specializes in tax and investment planning for non-U.S. persons and entities engaged in business in the U.S. and U.S. citizens living outside the U.S. In 2008 when she re-entered the workforce full time, she chose to continue her career in the community where she lives.
Lisa provides tax consulting for individuals, businesses, estates, and trusts. Additionally, she provides family office services and client support services to businesses. Client support services include a variety of services needed by clients who do not have a controller or CFO on staff, but desire the value provided by those types of employees/advisors. (Services are provided on an as-needed basis, and are regular or temporary, depending on the needs and resources of the client.)
Lisa is a member of the American Institute of CPAs, the Virginia Society of CPAs, and the local Chamber of Commerce. She is a member of and serves on the Board of the Rotary Club of Warrenton, and is a parishioner of St. John’s Catholic Church.
Stephanie Mercer, CPA
Stephanie Mercer, CPA, joined UMMC in 2007 and became a partner in January 2021.
Stephanie has more than 26 years of experience in the accounting industry, with more than 16 years dedicated to tax. Stephanie provides assistance with individual and business taxation, along with consulting, tax planning and client
Stephanie graduated with honors from New Mexico State University with a Bachelor of Accountancy. She is a member of the American Institute of CPAs and the Virginia Society of CPAs.
Mary Leigh McDaniel, CPA/PFS
Mary Leigh McDaniel joined UMMC in 1998 as Manager in the Middleburg office. In January 2001, she was admitted as Member and retired in December of 2023.
Mary Leigh had more than 30 years of experience in all areas of public accounting including tax, financial and estate planning, and business consulting. She graduated from James Madison University with a Bachelor of Business Administration in Accounting and Finance. In 1998 she earned the designation of Personal Financial Specialist (PFS) from the American Institute of CPAs (AICPA).
David G. Updegrove, CPA
On January 21, 2020, our dear friend and partner David G. Updegrove unexpectedly passed away. Dave had more than 40 years of service as a CPA and partner with Updegrove, McDaniel, McMullen and Chiccehitto, PLC.
Dave will be remembered for his kindness, love of family and friends, generous spirit, limitless faith, dedication to his work, humor and love of music.
Let us provide the tax, accounting, and financial strategic planning services you deserve.
5 Loudoun St. SW Ste. B
Leesburg, VA 20175
10 Rock Pointe Lane Ste. 3
Warrenton, VA 20186