Our Team

Bangerter, Lund & Associates is a full-service accounting firm licensed in Utah. All our CPA's hold valid Utah CPA certificates.

Meet Our Staff:

Aaron Lund, CPA


Aaron is the managing partner with Bangerter, Lund & Associates.  He has been a key player in the continued success and growth of the firm’s accounting and tax practice.    

Aaron is a graduate of Utah State University with a Bachelors of Arts degree in accounting and a Minor in Japanese.  He continued his education at Weber State University where he earned his Master of Professional Accountancy in Tax.  He is a licensed Certified Public Accountant (CPA).  He began his career in the long-term nursing care industry preparing Medicare cost reports.  He subsequently entered public accounting and has been practicing for 16 years.  His accounting experience includes small business consulting and compliance, business and individual taxation including multi-state, accounting and audit.  He has a wide range of clients that are in the automotive, veterinary, construction, insurance, software, retail, wholesale, franchise, real estate, manufacturing and law industries. 

His professional affiliations include the American Institute of Certified Public Accounts (AICPA) and Utah Association of Certified Public Accountants (UACPA). 

Aaron was raised on a dairy farm in Cache Valley which instilled in him a love of the outdoors, nature and hard work.  He is married to Fiauna and enjoys woodworking, basketball, racquetball, and skiing.  He and his family are also avid travelers and have visited many places including Asia, Canada and many places in the United States.  He also lived in Japan for 2 years serving as a volunteer for his church and still speaks some broken Japanese.  


John Bangerter


John Bangerter joined Bangerter, Lund & Associates in 2001 as an accountant. He became a partner in January 2009, and has contributed as a key player in the continued success of the firm. John has expertise in taxation for individuals, partnerships, corporations, trusts, and not-for-profit entities. His experience also includes tax planning, QuickBooks, and financial statement preparation. Over the past several years John has been the manager of the individual taxation department.

John attended Weber State University. He received a Bachelor of Arts Degree in Accounting in 2004 and his MBA with an emphasis in Accounting from the University of Phoenix in 2008.  John is currently studying for the CPA examination and plans to receive this certification shortly.

John continues to carry on a long family tradition of accounting and tax work within the firm as his brothers LaMar and Jay R. have over the past 30 years. He will continue the tradition of service and commitment for many years to come.

John grew up in a small town in central Utah, where he played high school sports and learned to love the outdoors on a small farm. After serving a two year mission for his church in Brazil he moved back to Davis county where he met his wife Jen. Together they have four children. As a family they love to travel and visit new places.


Shawn Miller, CPA


Shawn joined Bangerter, Lund & Associates at the beginning of 2015 after working for almost 10 years in the tax preparation software development industry. Shawn transitioned into ownership with the firm in 2019 and now enjoys helping clients in a variety of industries and businesses including construction, consulting, investment, film, marketing, automotive, professional services, and retail.Shawn Miller

Shawn attended Weber State University where he received a Bachelor of Science degree in Accounting. Shawn continued his education at Weber State and also earned his Master of Taxation degree. He is a Certified Public Accountant (CPA) with a current license in the state of Utah.

Shawn enjoys spending time with his family which includes his wife and four amazing children. He grew up mostly in Utah and Texas and served a two year mission in Cleveland,OH. Shawn and his family currently reside in Kaysville, UT. 


Lance Mortensen

Audit Manager

Lance joined Bangerter, Lund, & Associates in 2014. He has over 17 years of experience both in public and private accounting. Lance received his Bachelor of Science Degree in Accounting from Southern Utah University and a Masters of Business Administration from the University of Phoenix.

Lance has spent the past 7 years in public accounting working for Big 4 and regional accounting firms, gaining exposure to the audit, assurance, and accounting needs of middle and small market companies. Lance’s experience covers several industries including, SEC, manufacturing, retail, broker-dealer, oil and gas, not-for-profit, and technology.

Lance is currently sitting for the CPA exam.


Dan Brklacich

Staff Accountant

Dan joined the firm in 1995 and became a Partner in 2001.He sold his ownership in the firm in 2019-2020 and is transitioning into retirement but still assists with reviewing, consulting, and helping clients he has worked with over the years.

Dan has 27 years of Accounting experience with 20 years at Bangerter, Lund & Associates, Inc. Prior to joining our firm, his experience was in the private sector as a cost accountant and budget analyst. Over the past 20 years Dan has worked in all aspects of the firm, including taxation-business/individual, accounting, consultation and attestation work.

Dan received a Bachelor of Science Degree in Accounting from Utah State University and a Graduate Degree in Accounting from Westminster College.


Daniel Later, CPA

Staff Accountant

Daniel joined Bangerter, Lund & Associates, Inc. in 2015.  He has 3 years of previous experience working with a Big 4 accounting firm.  Daniel earned his bachelor’s degree from BYU-Idaho and a Masters of Taxation from Weber State University.  He holds a current CPA license from the state of Utah. 

Daniel has spent several years gaining experience preparing foreign national and ex-pat individual tax returns.  He assists the firm by preparing individual, business, and tax-exempt organization tax returns.  Daniel also helps businesses with their books by providing training and assistance to use the QuickBooks or Xero bookkeeping programs.  He is an expert in creating simple and useful processes, and solving problems that may occur.

Daniel grew up in Utah but has lived on both the east and west coasts for several years.  He moved back to Utah to be nearer family, but he misses the great culinary experiences of his prior homes.  He and his family enjoy hiking and camping around the state. Daniel is a Star Wars fan and is raising his son in the ways of the Force.


Eric Casperson, CPA, CISA


Eric joined Bangerter, Lund & Associates at the end of 2017 after working for a public 

firm for 3 years and spending another year in the private sector as both an internal auditor and corporate accountant.

Eric earned his Bachelor of Accountancy as well as his Master of Accountancy from the University of Mississippi (Ole Miss) and went on to work for a public accounting firm outside Jackson Mississippi where he mainly performed audits, internal operations reviews, and Sarbanes-Oxley (SOX)/COSO compliance testing. Eric is a licensed Certified Public Accountant (CPA) in both Mississippi and Utah and also holds an active Certified Information Systems Auditor (CISA) certification. He is also a member of the American Institute of Certified Public Accountants (AICPA).

Eric was raised in Ogden and was able to take an opportunity to return to Utah with his family. He is an avid college football fan and loves to cheer on his Ole Miss Rebels. He also enjoys working out, playing sports, and spending time with his wife and three children.


Andrew Jennings, CPA

Staff Accountant

Andrew joined Bangerter, Lund & Associates in 2018 after spending nearly 5 years working for one of the Big 4 accounting firms in Salt Lake City.

Andrew attended the University of Utah where he received a Bachelor of Science degree in Accounting and a Master of Accountancy degree with an emphasis in Taxation.  He is a Certified Public Accountant (CPA), holding an active license in the state of Utah.

Andrew has spent most of his career working on small businesses, preparing their partnership, S-Corp, and Corporate returns.  In addition to working on business tax returns, however, Andrew also helps the firm prepare individual, payroll, and sales tax returns.

Andrew is a Davis County native and enjoys his hobbies of golf, tennis, and cycling.  He and his wife have three kids, and they love going to Disneyland on vacation.


Katrina Burnett, CPA

Staff Accountant

Katrina joined Bangerter, Lund & Associates in 2011 as an accountant and after a sabbatical returned again in 2018. She has worked for 29 years in both private real estate, property management and small business accounting and public governmental auditing and financial statement preparation. She has expertise in taxation for individuals and trusts, but has also done partnerships and corporations. Her experience also includes auditing, bookkeeping, QuickBooks, and financial statement preparation.

Katrina attended Weber State University and received a Bachelor of Science Degree in Accounting. She is a licensed Certified Public Accountant (CPA) with a current license in the state of Utah.

Katrina enjoys time with her family including hosting family dinners, camping/vacationing, snorkeling, exercising, sewing especially quilting, cross-stitching and gardening.


Trina Pitcher

Administrative Assistant

Trina Pitcher joined Bangerter, Lund & Associates in May of 2020 as our Administrative Assistant.  She brings over 20 years of experience in business support to our team.  She assists the CPAs by scanning, assembling, and e-filing, along with office management detail.  

Trina was raised in Cache Valley and she and her husband enjoy spending time with friends and family as well as being in the outdoors camping, hiking, and cycling.


Jill Curtis

Billing and Collections

Jill has been with our firm since 2006 and works closely with the Partners to ensure our billing process and your invoice is prepared timely and is free from errors. 

If you would like to make a payment or have a question regarding a past payment, please feel free to contact Jill by calling our office or entering your contact information below

(Please do not enter any credit card or other sensitive information here). Please be sure to include your Invoice number, if possible.