BIRMINGHAM, Ala. - Warren Averett, LLC, a top national CPA and advisory firm is pleased to announce that David Legrand, Will Aderholt, Yogesh Patel, Aimee Burgess, Chris Reyer, Heather Scott, Jonathan Fleisher, Kevin Golden, Alisha Shedd, Ross LeBlanc, Luke Smith, Jennifer Costello, Sunny Ricks, Ashley Tucker and Joy Jansen have been promoted.
David LeGrand - David LeGrand, CPA has been promoted to Senior Manager within the Tax Division of Warren Averett, LLC. LeGrand works out of the Birmingham office and specializes in consultation and compliance on federal and state corporate and partnership tax matters as well as transactional and R&D credit work. He previously served the Firm as a Manager in the Tax Division.
Will Aderholt - Will Aderholt, CPA has been promoted to Senior Manager within the Tax Division of Warren Averett, LLC. Aderholt works out of the Birmingham office and specializes in tax planning and consulting for ?closely-held and private-equity owned businesses. He also consults with business owners on profitability enhancement, multi-state tax compliance, liquidity and capital sourcing issues as well as providing financial statement reviews and compilations. Aderholt previously served the Firm as a Manager in the Tax Division.
Yogesh Patel - Yogesh Patel, CPA, CFE has been promoted to Senior Manager within the Audit Department at Warren Averett, LLC. Patel specializes in the appropriate application of generally accepted accounting principles, financial statement audits, single audits and agreed upon procedures. He previously served as a Manager in the Audit Department.
Aimee Burgess - Aimee Burgess, CPA has been promoted to Manager within the Firm's Estate Division. Burgess works out of the Birmingham office and specializes in estate planning, valuation services and tax planning. She previously served as a Supervisor in the Estate Division.
Chris Reyer - Chris Reyer has been promoted to a Manager within the Firm's Tax Division. Reyer works out of the Birmingham office and specializes in economic claims, estate planning, as well as providing tax services to clients. He previously served as a Supervisor in the Tax Division.
Heather Scott - Heather Scott, CPA, CVA, CIA, CRMA has been promoted to a Manager within the Firm's Consulting Division. Scott works out of the Birmingham office and specializes in business valuations, financial analysis and forecasts, fraud investigations, risk management and internal control services, information technology controls and assessments, workflow and process reviews and due diligence projects. She previously held the position of Supervisor in the Consulting Division.
Jonathan Fleisher - Jonathan Fleisher, CPA, CFE has been promoted to a Manager within the Firm's Birmingham Audit Division. Fleisher's responsibilities include managing audits, reviews and compilations, as well as reviewing and assisting in preparation of financial statements. He previously served as a Supervisor in the Audit Division.
Kevin Golden - Kevin Golden has been promoted to a Manager within the Firm's Tax Division. Golden works out of the Atlanta office, and performs tax preparation services for clients as well as trains and advises clients on how to properly and efficiently use their accounting system software. He previously served the Firm as a Supervisor in the Tax Division.
Alisha Shedd - Alisha Shedd, CPA has been promoted to a Manager with the Firm's Tax Division. Shedd works out of the Cullman office and specializes in tax and tax planning. She previously held the position of Tax Specialist.
Ross LeBlanc - Ross LeBlanc, CPA has been promoted to Manager within the Firm's Tax Division. LeBlanc works out of the Fort Walton Beach office and specializes in the nonprofit and construction industries, with a concentration on areas of tax planning and compliance for business, individuals and tax exempt organizations. He previously served the Firm as a Supervisor in the Tax Division.
Luke Smith - Luke Smith, CPA has been promoted to Manager with the Firm's Tax Division. Smith works out of the Destin office, and specializes in federal taxation, business consulting and compliance, tax accounting and estate planning. He previously served the Firm as a Supervisor in the Tax Division.
Jennifer Costello - Jennifer Costello, CPA has been promoted to a Senior Manager within the Firm's Audit Division. Costello specializes in the areas of audit and tax, specifically serving governmental entities, nonprofit organizations and government contractors, and is responsible for managing and reviewing attest engagements within our Destin Audit Division. Costello previously served as a Manager in the Audit Division.
Sunny Ricks - Sunny Ricks has been promoted to lead the Firm's MarCom Division as Marketing and Communication Manager. Ricks works out of the Pensacola office and her responsibilities include firm wide management of the MarCom department, including internal and external communications, branding and web and media strategies. She previously held the position of Gulf Coast Regional Marketing Manager.
Ashley Tucker - Ashley Tucker has been promoted to Regional Marketing Manager for the Firm's Gulf Coast Division. Tucker works out of the Pensacola office; her focus areas include business development, proposal system management, leading marketing efforts for specific industry niche teams within the Firm and event planning and coordination. She previously served the Firm as a Marketing Coordinator.
Joy Jansen - Joy Jansen has been promoted to a Principal. She works out of the Firm's Tampa office, and has more than 12 years of experience in public accounting, focusing on tax and business services. Jansen's experience is concentrated in advisory services for medium and large businesses such as outsourced accounting for investment funds, financial statement preparation, cash flow and budgeting analysis as well as controller and CFO services. She has considerable experience in forensic accounting and reconstruction of records. Jansen previously served the Firm as a Director of Business Services.
About Warren Averett
Warren Averett has grown substantially over the last few years to become one of the largest accounting firms in the Southeastern region, ranking among the top 30 firms in the United States. With more than 800 employees and 340 CPAs, Warren Averett offers depth and experience in a variety of industries including healthcare, manufacturing, financial services, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector, with services that span beyond audit and tax to include wealth management, staffing and recruiting, technology consulting, financial outsourcing, retirement plan administration and investments. Our 14 office locations include Birmingham, Huntsville, Montgomery, Cullman, Anniston, Auburn and Foley, Alabama; Pensacola, Fort Walton Beach, Destin and Tampa, Florida; Atlanta, Georgia; and affiliate offices in Houston, Texas and the Cayman Islands. To learn more about our firm visit www.warrenaverett.com.