2018 promotions were announced at the Anders firm meeting on June 27th. Those promoted include Auditors Natalie Schmidt, Nicholas Eaker, Stephanie Jones, Kelly Cubellis, Lauren Dudley and Molly White. Tax promotions include Dan Beller, Luke Luckett, Justin Marty, Todd Gebhardt, Nathan Stonner, Erin Beyer, Tracy Hutter and Sarah Giboney. In the Outsourced Accounting Services group, Ken Allen, Zoltan Baker, Ryan Knudson and Tameika Thomas were promoted. Jennifer Sides in Human Resources was promoted and Katie Holtgrave in the Forensic and Litigation Services Group. In the Technology Services group, Dan Kloeppel, Dalton Ackerson and Dalton Reeves were promoted. Melissa Bench, Sue Yaekel and Samantha Birkenmeier from the Administrative Staff also received promotions.
Jennifer M. Sides, PHR has been promoted to Human Resources Director. 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.
Dan G. Beller, CPA, MBA has been promoted to Senior Manager in the Tax Services group. He helps individuals, companies and organizations with income tax, partnership, S corp, and trust returns. Dan handles bookkeeping and payroll for clients and has experience in compilation preparation. He serves a variety of industries, including labor organizations, real estate and transportation.
Lucas A. Luckett, CPA/PFS, CEPA has been promoted to Senior Manager in the Tax Services group. As a Personal Finance Specialist (PFS) and the youngest-known Certified Exit Planning Advisor (CEPA), he brings a wide variety of tax and family wealth experience to his clients, specializing in individual and corporate tax planning, exit planning, estate planning and stock option planning.
Justin P. Marty, CPA has been promoted to Senior 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.
Todd W. Gebhardt, CPA has been promoted to Manager in the Tax Services group. He advises both businesses and individuals on their tax needs, and provides tax planning and consulting services. Todd serves clients in a variety of industries, but much of his work is in the real estate & construction industries.
Nathan P. Stonner, CPA has been promoted to Manager 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.
Kenneth P. Allen, E.A. has been promoted to Supervisor in the Outsourced Accounting Services group. He advises clients on payroll and sales tax, along with preparing financial statement compilations and personal and corporate tax returns.
Zoltan Baker, CPA has been promoted to Supervisor in the Outsourced Accounting Services group. He provides accounting services to labor unions, investment partnerships, professional service firms and not-for-profit organizations. His expertise is in income taxes for individuals, corporations, partnerships and not-for-profit organizations.
Erin E. Beyer, CPA has been promoted to Supervisor in the Tax Services group. Erin works with both businesses and individuals on their tax planning and compliance needs, particularly with clients in the Family Wealth and Estate Planning group.
Nicholas E. Eaker, CPA has been promoted to Supervisor in the Audit and Advisory Services group. He performs financial statement reviews and audits for a variety of industries. Nick has specialized experience with clients in the education and government industries, having planned and executed audits for school districts across Missouri.
Tracy M. Hutter, CPA has been promoted to Supervisor in the Tax Services group. Tracy has over five years of experience with federal and state tax compliance for businesses, individuals, not-for-profit organizations, and consolidated corporations. She has experience serving a variety of industries including real estate, construction and manufacturing.
Stephanie H. Jones, CPA has been promoted to Supervisor in the Audit and Advisory Services group. Stephanie performs audits, financial statement reviews and compilations for privately-held businesses in a variety of industries. She also works on employee benefit plan audits for multi-employer benefit plans, local union and not-for-profit organizations.
Natalie A. Schmidt, CPA has been promoted to Supervisor in the Audit and Advisory Services group. Natalie specializes in financial statement reviews and audits for a wide range of Anders clients. She works with broker-dealers, non-profit organizations and construction industry clients.
Dan W. Kloeppel, MCP, MCSA has been promoted to Systems Engineer in the Technology Services group. He specializes in supporting cloud and virtualized office environments and ensuring a seamless experience for all users. He provides support for anti-virus and anti-malware deployments and patch management equipment.
Dalton R. Ackerson has been promoted to Senior Systems Administrator in the Technology Services group. Dalton specializes in providing desktop support, software implementation, server maintenance and Microsoft® Office 365 administration. He uses the latest technology and troubleshooting to solve tough problems for the businesses.
Dalton B. Reeves has been promoted to Senior Systems Administrator in the Technology Services group. Dalton uses technology to make processes more efficient for technology clients. He uses programs such as VMware and Microsoft Office 365 to solve problems for businesses and streamline operations.
Kelly M. Cubellis has been promoted to Senior in the Audit and Advisory Services group. Kelly works on compilations, financial statement reviews and audits for Anders clients. She has extensive experience working with small businesses, and enjoys learning the ins and outs of company processes.
Lauren T. Dudley has been promoted to Senior in the Audit and Advisory Services group. Lauren works on financial statement reviews, audits and compilations for Anders clients in a variety of industries including manufacturing, construction, not-for-profit organizations and startup businesses.
Sarah E. Giboney, CPA has been promoted to Senior in the Tax Services group. Sarah specializes in individual and corporate tax planning and compliance. Before starting full-time as an associate, Sarah interned in the Tax Services group, working on individual and trust returns while learning the ins and outs of the group.
Katie A. Holtgrave, CPA/ABV/CFF has been promoted to Senior Financial Analyst in the Forensic and Litigation Services group. Katie performs data analysis and forensic support in fraud and forensic engagements, and analyzes and summarizes data in commercial litigation matters involving breach of contract and lost profits.
Ryan T. Knudson has been promoted to Senior Accountant in the Outsourced Accounting Services group. Ryan helps small businesses optimize their accounting processes by moving to the cloud. He has experience working with breweries and not-for-profit organizations on their financials including accounts receivable, accounts payable and payroll.
Molly E. White has been promoted to Payroll Compliance Senior in the Audit and Advisory Services Group. Molly specializes in payroll and benefit compliance engagements for numerous multi-employer benefit funds.
Tamieka M. Thomas has been promoted to Accounting Assistant in the Outsourced Accounting Services group. Tameika assists clients with many accounting functions including processing monthly billing, payroll and preparing bank reconciliations.
Melissa M. Bench has been promoted to Executive Assistant in the Audit and Advisory Services group. From performing client billing to assembling financial statements and engagement letters, Melissa helps keep the team in order.
Sue A. Yaekel has been promoted to Executive Assistant in the Tax Services group. She handles project scheduling, tax return assembly and other administrative functions for the team.
Samantha J. Birkenmeier has been promoted to Administrative Assistant. Samantha supports the Tax Services and Outsourced Accounting Services groups with their billing processes. She also performs administrative tasks for Human Resources department.