2017 promotions were announced at the Anders firm meeting on June 28th. Those promoted include Auditors Lesley Larsen, Brian Loose, Sarah Mills, Adam Werner and Kaitlin Woodshank. Tax promotions include Rachel Hartnett, Ryan Huff, Jane Maddox, Dan Schindler, Joshua Snyder, Abby Tonkin, Greg Wiszkon, Pam Ditch, Cindy Gray, Scott Brightman, Rebekah Eyre, Savannah Greatting, Miranda Huelsmann and Zach McDowell. Lindsay Suelmann, Lindsay Beauchamp and Ally Gramlich in Marketing were promoted, along with Jennifer Sides in Human Resources and Chasitity Werner of the Health Care Services group. Sheila Askren, Michele Edwards, Renee Meyer and Linda Reibold from the Administrative Staff also received promotions. Scott Iverson and Chris Bettonville of Claris Advisors, an affiliate of Anders, have also been promoted.
Chastity D. Werner, CMPE, RHIT, NCP, CRCR has been promoted to Director of Health Care Services. Chastity brings more than 20 years of experience to the Anders Health Care group, touching nearly every aspect of practice and facility management. Her unique experience in the healthcare industry has allowed her to see the full spectrum of revenue cycle and allows her to successfully identify and resolve client issues with revenue cycle improvement, EHR/PMS implementation, reporting, benchmarking and claims processing.
Scott H. Iverson, CFP, CEPA, ChFC, CEBS, CRPS has been promoted to Wealth Advisor at Claris Advisors. Scott manages the day-to-day operations of Claris and designs and implements improved processes and operational policies, and also assisting clients with portfolio management and financial planning. Scott specializes in providing comprehensive advice on retirement plans, employee benefit plans, tax-qualified investing and insurance.
Rachel M. Hartnett, CPA has been promoted to Senior Manager in the Tax Services group. Rachel works with individuals and business owners on a wide range of federal and state tax issues. She specializes in helping families build and protect wealth, and serves as a key member of the firm’s Family Wealth and Estate Planning group.
Lesley M. Larsen, CPA has been promoted to Senior Manager in the Audit and Advisory Services group. Lesley is the director of the Manufacturing and Distribution industry group, and also works with construction, real estate and non-profit clients. She plans and performs audits, reviews and compilations for closely held businesses and has experience in internal controls reviews and improvements.
Jennifer M. Sides, PHR has been promoted to Senior Human Resources Manager. Jennifer has been instrumental in building our firm’s presence on college campuses, from just one school to more than 10 today. She started the Discover Anders: A Day in the Life summer leadership program, and now oversees the planning and improvement of the program. Jennifer is actively engaged in employee development and retention, and she plays a large role in facilitating the professional growth of employees through Anders University and other development opportunities.
Lindsay L. Suelmann has been promoted to Senior Marketing Manager. Lindsay started the firm’s digital marketing efforts and continues to manage and enhance them. This includes expanding the Anders online presence through social media strategies, search engine marketing and search engine optimization. She also tackles more traditional marketing initiatives, including brand management, niche development, communications and advertising. Lindsay also serves as the liaison and organizer of the Anders Young Professionals Group.
Ryan M. Huff, CPA has been promoted to Manager in the Tax Services group. Ryan focuses on tax planning and compliance for individuals and small businesses. He has experience serving clients in the Manufacturing and Distribution and Real Estate and Construction industries, and also has a background in accounting services, including payroll and bookkeeping.
Jane M. Maddox, CPA has been promoted to Manager in the Tax Services group. Jane works with families and business owners on individual and corporate tax consulting, and consults with them on day-to-day financial management. In particular, she helps her clients learn to make the most of their QuickBooks® files. Jane is also a core member of our Real Estate and Construction group, helping companies tackle the unique challenges of those industries.
Daniel K. Schindler, CPA has been promoted to Manager in the Tax Services group. Dan assists individuals, businesses and professional service firms with tax planning and compliance, tax consulting for family businesses, and works closely with clients in the manufacturing and distribution industries, including craft breweries. He is a part of the Anders Family Wealth and Estate Planning group and Sports, Arts & Entertainment group.
Pam E. Ditch, CPA has been promoted to Supervisor in the Tax Services group. She has specific experience serving clients in the hospitality industry and those with small businesses. Pam likes to help her small business clients maneuver income and payroll taxes, and has experience preparing quarterly and year-end payroll tax returns. She also works with startup companies on financial processes such as preparing financial statements, accounting systems setup and training, and QuickBooks® consulting.
Cindy M. Gray, CPA has been promoted to Supervisor in the Tax Services group. Cindy works with clients in a wide range of industries, helping businesses and individuals with their tax planning needs. She has experience with QuickBooks®, and works with clients on monthly accounting services.
Brian C. Loose, CPA has been promoted to Supervisor in the Audit and Advisory Services group. Brian enjoys consulting with clients on budget forecasting, and helping them improve their processes with new efficiencies and recommendations through their year-end audit. He prepares reviews and financial statement audits for clients in the manufacturing industry as well as governmental entities and not-for-profit organizations. Brian is also a past member of the AICPA Leadership Academy.
Sarah A. Mills, CPA has been promoted to Supervisor in the Audit and Advisory Services group. Sarah plans and performs audits for a range of not-for-profit organizations and manufacturing clients. She also works with governmental entities and financial institutions, utilizing her several years experience in public accounting to identify and provide solutions for stronger internal controls.
Joshua L. Snyder, CPA has been promoted to Supervisor in the Tax Services group. Within his years at Anders, Josh has experienced a wide variety of tax and family wealth planning and compliance-related engagements. Josh actively works in the firm’s Startup and Sports, Arts & Entertainment groups.
Abby J. Tonkin, CPA has been promoted to Supervisor in the Tax Services group. Abby works in a variety of industries, primarily working with closely-held businesses, partnerships and S-corporations. She keeps the tax group abreast of all state and local tax law changes, and is a core member of the Family Wealth and Estate Planning group.
Gregory V. Wiszkon, CPA has been promoted to Supervisor in the Tax Services group. Greg has experience with tax planning and compliance for individuals and corporate clients in a wide variety of industries. He is a member of the firm’s Real Estate and Construction Group and enjoys keeping up with industry news and sharing his knowledge through blog contributions and presenting tax updates within the community.
Lindsay M. Beauchamp has been promoted to Senior Marketing Coordinator. Lindsay maintains all marketing materials including advertisements, brochures, and collateral while supporting the day-to-day operations of the marketing team. Her attention to detail is a great asset as she coordinates and organizes all Anders events. She also assists in planning Anders University and enjoys learning new ways to grow the Anders brand.
Chris P. Bettonville has been promoted to Portfolio Advisor with Claris Advisors. Chris assists in day-to-day operations for Claris. He joined Claris in 2015 to help serve growing client needs by creating new accounts, on-boarding new clients and transaction ledgers. Chris is Series 65 licensed, and is also assisting in portfolio analysis and Monte Carlo report preparation.
Scott D. Brightman, CPA, MBA has been promoted to Senior in the Tax Services group. Scott’s history with Anders goes back to 2013 when he attended our summer recruiting program, Discover Anders and then returned in the summer of 2014 as the first summer intern in the Tax Services Group. Scott now works with individuals on their tax planning and compliance needs. He is also a member of the firm’s Startup and Sports, Arts, and Entertainment groups.
Rebekah J. Eyre, CPA has been promoted to Senior in the Tax Services group. Rebekah attended Discover Anders in 2014 before starting as a busy season intern and then a full-time associate in 2015. She works with clients on individual tax and trust returns. She utilizes her minor in Applied Communication Studies to provide a personal experience for her clients, so they know the person behind the return.
Ally L. Gramlich has been promoted to Senior Digital Marketing Coordinator. Ally aids in the planning, creation, and scheduling of web and social media content for the firm and separate industry groups. She implements and analyzes the firm’s digital strategy, including search engine optimization, website copy, blog content and social media.
Savannah L. Greatting, CPA has been promoted to Senior in the Tax Services group. Savannah started her journey at Discover Anders in 2014, and returned that year as a busy season tax intern before transitioning to a full-time associate. Savannah enjoys learning as much as possible about ways to minimize her clients’ tax burden.
Miranda E. Huelsmann, CPA has been promoted to Senior in the Tax Services group. Miranda interned during two busy seasons at Anders before transitioning to full-time. She works with individuals and corporate clients specifically on their yearly tax planning needs.
Zach M. McDowell, CPA has been promoted to Senior in the Tax Services group. Zach started his journey at Anders in 2013 at Discover Anders, continued as an intern the next spring before transitioning to a full-time tax associate. He works on the planning and preparation of individual and business tax returns. Zach also holds active positions in the Missouri Society of Certified Public Accountants (MOCPA).
Adam J. Werner, CPA has been promoted to Senior in the Audit and Advisory Services group. Adam has experience performing year-end audits for clients in the manufacturing and distribution industry and not-for-profit organizations. Before joining Anders full-time, Adam attended Discover Anders in 2014 and interned during the 2015 busy season. Adam is a member of the Anders Young Professionals Steering Committee.
Kaitlin M. Woodshank, CPA has been promoted to Senior in the Audit and Advisory Services group. Kaitlin has experience working with not-for-profit organizations receiving federal funding and clients in the manufacturing and distribution industries, performing financial statement reviews and compilations. Kaitlin enjoys meeting clients and seeing how they carry out their day-to-day operations and processes.
Michelle Edwards, Renee Meyer and Linda Reibold were promoted to Executive Assistant and Sheila Askren was promoted to Administrative Assistant.All Insights