Capacity and Capability Grows in Wealth Advisory, Audit, Tax, and Technology Solutions
Nationally recognized EKS&H LLLP, the fifth largest firm headquartered in the Western U.S., announced today the promotion of eight new partners: Jeff Belair, Kelly Blaha, Jeff McPherson, Becky Potts, John Reeves, Mark Richards, Brian Rooney, and Jeremy Wilson.
"This outstanding group of professionals is recognized for their expertise, strategic thinking, and firm leadership," said EKS&H CEO Bob Hottman. "As practitioners, they have proven their value to countless clients, and, as colleagues, they demonstrate a collaborative approach to everyone in the firm. We're extremely proud of each of them and are excited to continue working with them now as firm leaders."
The 2015 newly promoted partners are:
Jeff Belair, CPA, joined EKS&H in 2009 and helps lead the wealth advisory services practice. He assists high-net-worth individuals, including business executives and owners and their families, manage the numerous aspects of wealth accumulation and transfer. Jeff offers clients experience related to complex individual tax compliance and planning, financial planning, and trust and estate design. Jeff has a BS in Accounting from the University of Massachusetts. He is involved with the Denver Estate Planning Council and is a board member of the Colorado Philanthropic Advisors Network (CPAN).
Kelly Blaha, CPA, joined EKS&H in 2009 after working for a Big Four firm as well as several years in industry. She has industry expertise serving public and privately held businesses in several industries in natural resources, including oil and gas and midstream. Kelly earned a BS in Accounting from the University of Colorado. She is currently the Vice President of the Council of Petroleum Accountants Societies (COPAS).
Jeff McPherson, CPA, joined EKS&H in 2002 and provides tax consulting assistance to public, private equity, and privately held businesses operating primarily in the energy and mining sectors. He offers clients extensive knowledge related to financial accounting and reporting of income taxes (ASC 740), mergers and acquisition due diligence, and acquisition and divestiture transactions. Jeff earned a BS in Accounting and an MS in Accounting from the University of Denver.
Rebecca Potts, CPA, joined EKS&H in 2006. She has expertise assisting public companies with SEC filings, including initial public offerings (IPOs), secondary public offerings (SPOs), reverse mergers, and complex financing transactions. Rebecca also leads the biotech industry practice at EKS&H. She holds a BSBA in Accounting from Colorado State University and is an active member of the Colorado BioScience Association.
John Reeves, CPA, joined EKS&H in 2003 and serves both public and private clients in the oil and gas industry. He offers clients expertise related to partnerships as well as corporate and individual taxation. John earned a BS in Accounting and an MS in Accounting from the University of Denver. He is involved with the Council of Petroleum Accountants Societies (COPAS) and the Denver Petroleum Club (DPC).
Mark Richards joined EKS&H through the Infolink Consulting acquisition in 2014 where he was a Managing Director, and offers clients more than 20 years of experience in the IT industry, including application development (SDLC), application support, database administration, data modeling, system migration, enterprise reporting (BI), and data integration. As a leader in the technology consulting service area, Mark combines logical thinking and creativity to help clients achieve their data and reporting visions. Prior to joining Infolink Consulting, he held various positions at IBM Global Services (both in the U.K. and U.S.) and in the public sector. Mark has a BS in Management Science from the University of Wales. He has earned certification and recognition in many IBM Cognos, IBM Information Management, and Informatica programs.
Brian Rooney, CPA, joined EKS&H in 2006 and helps lead the audit service area. He specializes in financial reporting, public offerings and private placements, SEC filings, stock-based compensation arrangements, derivatives, warrants, and inventory. Brian serves clients in many industries, but he is particularly experienced with assisting clients in natural resources, including oil and gas, and manufacturing. He holds a BA in Accounting from Calvin College. Brian is involved with several industry organizations, including the Colorado Advanced Manufacturing Alliance (CAMA) and the Denver Petroleum Club (DPC).
Jeremy Wilson, CPA, joined EKS&H in 2007 and serves the strategic tax needs of primarily privately held business clients. Clients look to him for his expertise on partnership allocations, target capital, and like-kind exchanges. Jeremy offers his knowledge in the investment fund, services, real estate, and technology industries. He earned a BSBA in Accounting and an MA in Accounting from the University of Iowa.
EKS&H LLLP is a nationally recognized professional services firm providing audit, tax, technology, and business consulting services to public and private clients locally, nationally, and internationally. Our commitment to excellence has resulted in sustained growth since we began in 1978. Working collaboratively, we know the best measure of our success is the success of our clients.
As the fifth largest firm headquartered in the Western U.S., we have approximately 600 employees, including more than 60 partners, in four offices. Currently, we have more than 75 consulting professionals and the largest number of CPAs of any firm based in the Rocky Mountain region. We are ranked the 42nd largest U.S. firm in 2015 by Inside Public Accounting and have been named a Best Place to Work by the Denver Business Journal, the Great Place to Work® Institute, and Fortune Magazine.
For more information please contact Laurie Herlihy at 303.740.9400 or firstname.lastname@example.org.