2016 Anders Promotions
2016 promotions were announced at the Anders firm meeting on June 29th. Those promoted include Auditors Kevin Bolin, Thomas Helm, Jr., Laura Long, Alison Cooke, Bradley Groening and Natalie Wakeman. Tax promotions include Dave Finklang, Adam Prest, Dan Beller, Lucas Luckett, Justin Marty, Todd Gebhardt, Nathan Stonner, Nic Wigglesworth, Erin Beyer, Cindy Gray and John Wolpers. Kristie Galati and Gretchen Best from Outsourced Accounting were promoted, along with Melissa Bench from the Administrative Staff.
Kevin M. Bolin, CPA has been promoted to Senior Manager in the Audit and Advisory Services group. Kevin works extensively with broker/dealers, healthcare entities, employee benefit plans, closely held businesses in manufacturing and distribution, along with a range of not-for-profit organizations. He also serves on a committee to continually improve the efficiency of Anders’ audit processes.
Dave M. Finklang, CPA/CGMA, MBA has been promoted to Senior Manager in the Tax Services group. Dave is the leader of Anders’ startup and emerging company practice. He particularly enjoys working with entrepreneurs and emerging companies by helping them raise capital, implement accounting systems and minimize their tax burdens. Dave was recently named a 2016 40 Under 40 by the St. Louis Business Journal.
Kristie S. Galati has been promoted to Senior Manager in the Outsourced Accounting group. In addition to day-to-day accounting matters for her clients like bank reconciliation, general ledger entry and financial statement preparation, Kristie helps with year-end tax planning, trial balance and bonus payouts. She also oversees the quarterly and annual payroll and 1099 processing at the firm.
Thomas S. Helm, Jr., CPA, MBA has been promoted to Senior Manager in the Audit and Advisory Services group. Tom joined Anders in 2005 and has worked on client audits and employee benefit plan audits in a broad range of industries, including manufacturing, construction, hospitality and not-for-profit organizations.
Adam S. Prest, CPA has been promoted to Senior Manager in the Tax Services group. Adam focuses on helping families, closely-held businesses, as well as their owners plan for retirement and minimize their corporate and individual taxes. He specializes in a variety of industries, including Sports, Arts and Entertainment and Start-up and Emerging Companies.
Dan Beller, CPA, MBA has been promoted to Manager in the Tax Services group. He helps individuals, companies and organizations with income tax, partnership, S corp, and trust returns. Dan also handles bookkeeping and payroll for clients and has experience in compilation preparation. He serves a variety of industries, including labor organizations, engineering, real estate and transportation.
Lucas A. Luckett, CPA/PFS has been promoted to Manager in the Tax Services group. Lucas works with clients in our Family Wealth and Estate Planning group. He brings a wide variety of tax and family wealth experience to his clients, specializing in individual and corporate tax planning, estate planning and stock option planning.
Justin P. Marty, CPA has been promoted to Manager in the Tax Services group. Justin serves not-for-profit organizations, including labor unions, and prepares most of the request Form 990s at Anders, and has specific experience in labor, welfare, pension, vacation and other funds.
Gretchen A. Best has been promoted to Supervisor in the Outsourced Accounting group. She specializes in working with clients on their financial and administrative management, including assisting with QuickBooks® and other cloud-based programs to provide clients with real-time financial information.
Todd W. Gebhardt, CPA has been promoted to Supervisor in the Tax Services group. He advises both businesses and individuals on their tax needs, and provides tax planning & consulting services. Todd serves clients in a variety of industries, but much of his work is in the real estate & construction industries.
Laura A. Long, CPA has been promoted to Supervisor in the Audit and Advisory Services group. Laura works with broker/dealer clients and not-for-profit industries. She also specializes in auditing governmental entities.
Nathan P. Stonner, CPA has been promoted to Supervisor in the Tax Services group. Nathan consults with clients on a full range of tax issues, and specializes in providing services to professional services firms.. He helps clients automate their key accounting functions, including accounting and bill paying, using his expertise as a QuickBooks® consultant.
Nicholas C. Wigglesworth, CPA has been promoted to Supervisor in the Tax Services group. Nic has a wide range of experience in various tax-related areas. Specifically, he prepares federal and multi-state tax returns for high-net-worth individuals, partnerships, LLCs, C Corporations and S Corporations.
Erin E. Beyer, CPA has been promoted to Senior in the Tax Services group. Erin works with both businesses and individuals on their tax planning needs, and with clients in the Family Wealth and Estate Planning group.
Alison E. Cooke, CPA has been promoted to Senior in the Audit and Advisory Services group. Alison performs financial statement reviews and audits for small to mid-size business clients in a variety of industries. Specifically, she has experience working in the manufacturing and distribution and health care industries, and not-for-profit organizations.
Cindy M. Gray, CPA has been promoted to Senior in the Tax Services group. Cindy works with a wide range of clients as an associate in the Tax Services group, helping businesses and individuals with their tax planning needs. She has experience with QuickBooks®, and works with clients on monthly accounting services.
Bradley M. Groening has been promoted to Senior in the Audit and Advisory Services group. Brad has experience in the planning and execution of year-end audits, employee benefit plans, and also works with clients in the manufacturing and distribution industries, as well as not-for-profit organizations.
Natalie A. Wakeman, CPA has been promoted to Senior in the Audit and Advisory Services group. Natalie works with Anders clients in different industries on a variety of audit and advisory processes including financial statement audits and reviews.
John H. Wolpers has been promoted to Senior in the Tax Services group. John works with small business clients on their tax planning needs. He has experience working with a wide range of industries from real estate and construction to restaurants and financial institutions.
Melissa Bench was promoted to Administrative Assistant in the Administrative Staff.