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NameLocationPhoneE-MailProfileIndustryServiceContent
Ness, AaronBismarck, ND701.255.8480aness@eidebailly.comView1274
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Aaron has more than 15 years of public accounting experience providing audit services to clients in the affordable housing and not-for-profit industries. Aaron supervises and assists with the review of more than 275 affordable housing audits and 40 final cost certifications and carryovers per year.

Aaron enjoys spending his free time with his family. He also enjoys being involved in his church and playing golf, softball and basketball.

  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – University of North Dakota, Grand Forks
Nolte, AlMinneapolis, MN612.253.6580anolte@eidebailly.comView1227
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  • More than 14 years public accounting and industry experience, including two years serving as controller of a $250 million financial institution and two years as a finance manager at a FORTUNE 300 company.
  • Provides audit, accounting and consulting services to more than 40 financial institutions ranging in size from $10 million to $6 billion.
  • Plans, supervises and reviews financial statement audits, internal audits, loan review engagements and agreed-upon procedures engagements.
  • Presenter at the 31st Annual Eide Bailly Bankers' Seminar on various financial institution topics, including current accounting updates and external loan file review.
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Master of Business Administration, Carlson School of Management – University of Minnesota, Minneapolis
  • Bachelor of Accountancy – University of North Dakota, Grand Forks
  • Dakota School of Banking
  • More than 150 hours of continuing professional education during the prior three years, including the annual AICPA National Conference for Banks and Savings Institutions.
Gregory, AllenGolden, CO303.459.6765agregory@eidebailly.comView1266
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Allen has more than 22 years public accounting experience working with middle-market companies. He provides tax planning services for partnerships, LLCs and S-Corporations, including formation to liquidation with flow-through entity taxation. His wide range of industry experience includes a special interest in all phases of real estate ownership, equipment and auto dealerships, manufacturing and distribution. Allen also evaluates fixed asset capitalization procedures through cost segregation studies for newly constructed, renovated and acquired real estate. He is also an active speaker/presenter at Colorado Real Estate Journal (CREJ) conferences.

In his free time, Allen serves as a three-sport coach for his children. He is also an active cyclist and has competed in a variety of amateur events. Additionally, he enjoys golfing, hiking, skiing and hunting.

  • Provides tax planning services
  • Serves real estate, equipment and auto dealerships, manufacturing and distribution industries
  • Enjoys cycling, coaching and hunting
  • American Institute of Certified Public Accountants – Tax Committee
  • Eide Bailly Tax Strategy, Committee Member
  • Eide Bailly Colorado Real Estate Industry Group, Member
  • Jefferson County Economic Council
  • NAIOP Membership Committee, board member
  • Certified Public Accountant, Colorado
  • Bachelor of Business Administration – Kent State University, Ohio
  • Masters of Taxation – University of Denver Graduate Tax Program, Colorado
Ferrie, AmberFargo, ND701.239.8608aferrie@eidebailly.comView1227
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  • More than eight years experience performing business valuations and other consulting services for estate and gift taxes, management planning and purchasing and selling businesses.
  • Serves a variety of industries and clients, including health care, energy and closely held entities.
  • Specializes in transaction advisory services with an emphasis on buyer due diligence and sell side advisory services.
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Middle Market Investment Banking Association
  • Red River Valley Estate Planning Council
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Certified in Financial Forensics
  • Chartered Merger and Acquisition Professional
  • Bachelor of Science, Accounting – Minnesota State University, Moorhead
McDirmid, AndrewSpokane, WA509.789.9131amcdirmid@eidebailly.comView1227
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  • More than 22 years experience providing tax and general practice services to privately held entities.
  • Advise clients about choice of entity and implement Federal and State tax planning strategies to assist clients with planning for and managing tax obligations.
  • Structure and implement retirement plans, which allow business owners, key managers and employees to accomplish financial planning goals and maximize tax savings by using 401(K), SIMPLE, Defined Benefit, Cash Balance and other retirement plans.
  • Structure exit strategies for privately held entities and assist with maximizing value of entity. This includes advising on proper internal control structure and implementing accounting solutions, which create accurate and timely financial statements.
  • Listening to clients in order to structure and implement estate planning strategies at the Federal and State level, which meet the clients' goals of legacy and charitable planning.
  • Implementing reorganization strategies for financially troubled entities. This includes structuring budgets, forecasts and overhead control processes.
  • Serves as the Partner in Charge of the Spokane office.
  • Washington State Society of Certified Public Accountants
  • AICPA
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Pacific Lutheran University
Kaiser, AndyGolden, CO303.459.6791akaiser@eidebailly.comView1227
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  • More than 12 years public accounting experience providing tax services to a variety of industries including professional services, financial institutions, ethanol production and manufacturing.
  • Significant experience with large, multi-state partnership and S-corporation entities including compliance with composite and non-resident withholding requirements.
  • Experience guiding clients to and through market acquisitions and dispositions. Recent transactions include $26MM asset sale, $147MM stock sale and $12MM capital infusion.
  • Frequently consults with clients on issues such as options for lowering the business and key shareholder's effective tax rate, key employee compensation plans, buy-sell options and cash flow planning.
  • Past experience includes assisting clients with IRC 382, research & development tax credits, depreciation maximization, ASC 740 and renewable energy tax credits.
  • Proactively assists clients with tax planning to ascertain potential tax opportunities as well as tax liabilities prior to engaging in transactions.
  • Past experience includes Big Four public accounting as well as working in the tax department of a publicly traded company.
  • Past participant in Denver Metro Chamber Impact Denver program.
  • Presents to external industry groups on relevant tax law changes and other issues affecting taxpayers.
  • Health Care Reform Champion for all seven Colorado offices.
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant – Colorado, Minnesota
  • Bachelor of Arts, Accounting – University of St. Thomas, St. Paul, Minnesota
Spillum, AndyPhoenix, AZ602.264.8612aspillum@eidebailly.comView1268
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  • More than 25 years of public accounting experience providing audit, tax, accounting and consulting services. Areas of emphasis include governmental entities, commercial enterprises, utilities, cooperatives and non-profit organizations.
  • Assists organizations in understanding and improving operational processes by providing consultation on financial statement report processing and implementation.
  • Guides organizations to develop business plans to effectively increase profitability and operational efficiency.
  • Provides consulting services in the form of bank financing, profit enhancement, organizational reviews, internal control studies, system reviews, cash flow projections, long-range financial forecasts and business planning.
  • Extensive experience with cooperative tax issues, including coordinating communication and guiding organizations in negotiations with the IRS and tax attorneys.
  • Assists with negotiations for acquisitions and sales of businesses to maximize the financial advantage for clients.
  • Special emphasis on services to utilities through the Firm's specialty group.
  • Serves as a liaison between clients and their team of advisors to achieve financial success for the entity and its stakeholders.
  • Serves as the Partner-in-Charge of the Phoenix office.
  • American Institute of Certified Public Accountants
  • Arizona State CPA Society, Board Member
  • Bank of Arizona, Advisory Board Member
  • Certified Public Accountant
  • Bachelor of Arts, Accounting and Business Administration - Augustana College, Sioux Falls, South Dakota
Rockswold, AnnFargo, ND701.239.8507arockswold@eidebailly.comView1267
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Ann has more than 20 years of banking experience. She works with financial institutions to set up and monitor all aspects of their regulatory compliance programs, including Truth in Lending, Truth in Savings, Electronic Funds Transfer Act, Equal Credit Opportunity Act, Bank Secrecy/Anti Money Laundering, Fair Credit Reporting Act and Privacy of Consumer Financial Information (GLBA). Ann also works closely with Federal banking regulators to assist financial institutions with the examination process.

Ann is a frequent presenter of compliance-related topics for external bank seminars and internal bank trainings at Eide Bailly. As a resource for banks, she develops and conducts customized trainings on new and existing product lines and regulatory laws.

Outside of her professional life, Ann is active in her community; she works with youth sporting activities and volunteers at her church, specifically in the Sunday school program. She also enjoys reading and spending time at the lake with family.

  • North Dakota School of Banking – Former School Director
  • American Institute of Banking – Former Director
  • West Acres Merchant Association
  • Certified Regulator Compliance Manager
  • Certified BSA/AML Professional
  • Bachelor of Science, Management – University of Mary, Fargo, North Dakota
  • American Bankers Association Compliance School
  • General Banking Diploma, North Dakota School of Banking
  • More than 80 continuing education hours annually, including Bank Secrecy Act-Anti Money Laundering, Truth in Lending, Fair Credit Reporting in addition to other items relating to regulator changes
  • Eide Bailly Leadership Training Program
Archibald, AvaFargo, ND701.476.8776aarchibald@eidebailly.comView1227
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  • More than 25 years of experience providing services to a variety of industries, specifically in the areas of estate, gift and fiduciary taxation.
  • Provides wealth transition and estate planning services to clients.
  • Presenter/facilitator in the areas of fiduciary tax, estate tax and wealth transition opportunities.
  • Red River Valley Estate Planning Council
  • IRS Enrolled Agent
  • Associate of Science, Business - University of Minnesota, Crookston
Aasen, BarbBismarck, ND701.255.8463baasen@eidebailly.comView1268
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Barb has a passion for serving local businesses and working with the people who make our communities thriving places to live. She has more than 23 years experience as a public accountant and provides audit and consulting services to a variety of industries, including school districts, tribal entities, county and city governments, non-profit organizations and manufacturers. Her consulting work often includes helping clients conduct performance reviews, cash flow analysis, internal control studies and preparing financial statement projections. She enjoys assisting clients build successful organizations and is an active member of the Bismarck business community.

In her spare time, Barb enjoys golfing and spending time with family and friends.

  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Government Finance Officers Association Special Review Committee
  • Certified Public Accountant
  • Bachelor of Accountancy – University of North Dakota, Grand Forks
Ellingson, BenMankato, MN507.304.6911bellingson@eidebailly.comView1227
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Ben has more than 11 years public accounting experience providing services to a variety of industries, focusing primarily on non-profit and closely held businesses. He also specializes in the construction, manufacturing and wholesale distribution industries. Ben provides traditional and nontraditional services, including consulting services related to operational efficiencies, internal controls and strategic planning.

Outside of his professional life, Ben enjoys spending time with his family and any activity that brings him outdoors, especially hunting, fishing and golf.

  • More than 11 years public accounting experience
  • Specializes in non-profit and closely held businesses
  • Enjoys spending time with his family and the outdoors
  • American Institute of Certified Public Accountants
  • South Dakota Society of Certified Public Accountants
  • Construction Financial Management Association, Vice President, Board of Directors Member, Succession Planning Committee Chair, and Membership and Program Committees Member
  • Chair of the AICPA Academic and Career Awareness - Student Recruitment Committee and member of the SDCPA Ambassador Committee
  • Recent graduate of the AICPA Leadership Academy and participation in various committees and taskforces relative to the expansion of young CPA initiatives within the AICPA
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Southwest Minnesota State University, Marshall
Peeler, BenjaminSalt Lake City, UT801.456.5476bpeeler@eidebailly.comView1227
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  • More than 16 years of tax experience specializing in federal tax, controversy and procedure.
  • Works with clients in the areas of income tax, estate and gift tax, property tax, sales and use tax, estate planning and other various tax matters.
  • Represented the IRS before the United States Tax Court in large and specially designated tax cases, and in litigation before the federal district court as a special assistant to the United States Attorney.
  • Worked as an attorney for the IRS Office of Chief Counsel. Also, led and instructed groups of attorneys, revenue agents and revenue officers through various procedures.
  • Leads Eide Bailly's IRS Practices & Procedures as a federal tax, controversy and procedure specialist.
  • Member of Eide Bailly’s National Tax Office team; committed to helping clients stay informed about tax news, developments and trends.
  • AICPA
  • Member, Texas Bar
  • Certified Public Accountant, Texas
  • Member, California Bar (Inactive)
  • LL.M., Taxation – Golden Gate University School of Law
  • Juris Doctor – University of California, Hastings College of the Law, San Francisco
  • Bachelor of Science, Accounting – University of Utah
Bird, BethMinneapolis, MN612.253.6565bbird@eidebailly.comView1272
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Over 25 years of public accounting experience, specializing in applying the processes and business applications from for-profit organizations to non-profit clients. During her career, Beth has worked with clients in both the for-profit and non-profit sectors, with revenues ranging from less than $1 million to more than $1 billion. Chair of the Firm’s Non-Profit Committee. Also provides accounting, consulting and income tax services to closely held businesses and their owners.

Recognized as a leader in the industry and was named one of the “Top Women in Finance” by Finance and Commerce Magazine in 2007.

Clients appreciate Beth’s caring nature, which is also reflected in her interests outside of work. She volunteers for church activities, Ronald McDonald House Cooks for Kids and the Second Harvest food bank. She also shares her home and heart as a foster parent. When she takes a few moments for herself, Beth enjoys reading and quilting.

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Nonprofit Financial Group of the Twin Cities
  • Financial Executive Women Network
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Luther College, Decorah, Iowa
Feuchtenberger, BethSioux Falls, SD605.977.2728bfeuchtenberger@eidebailly.comView1266
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With more than 15 years public accounting experience, Beth serves agricultural processors; specifically, she manages and coordinates tax returns for more than 27 ethanol and biodiesel plants. Beth's knowledge is shared as she conducts internal tax training and mentors staff members. She works with closely held business taxation and planning issues for a variety of industries, including manufacturing, hospitality, wholesale and automobile dealerships. In addition, Beth has worked with partnerships, LLCs and S Corporations on tax issues, as well as provided estate planning and tax planning for high-net-worth individuals.

Beth enjoys staying involved in her community and is active in many organizations. She is a children's leader in Bible Study International, as well as a Sunday school teacher. She also works with Isaiah 55 Ministries, an organization that does mission work in Mexico for deaf children. In her down time, Beth enjoys walking, reading, attending bible studies, playing volleyball, landscaping and flower gardening.

  • More than 15 years accounting experience
  • Works with ethanol and biodiesel plants
  • Involved in mission work in Mexico
  • American Institute of Certified Public Accountants
  • South Dakota CPA Society
  • Sioux Falls Estate Planning Council
  • Certified Public Accountant
  • Associate of Science, Accounting and Computer Science - Nettleton Business College, Sioux Falls, South Dakota
Keller, BillBoise, ID208.383.4709bkeller@eidebailly.comView1227
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  • More than 30 years public accounting experience serving clients in a variety of industries.
  • Provides tax, accounting and consulting services to closely-held businesses and their owners.
  • Experienced in business succession planning, mergers, acquisitions and reorganizations.
  • Provides representation before Internal Revenue Service and state taxing authorities in examinations, protests and appeals.
  • Works with many industries, including automobile dealerships, wholesale distributors, retail, restaurants, agribusiness and professional service entities.
  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Certified Public Accountant
  • Master of Accountancy – University of Denver
  • Master of Taxation – University of Denver
  • Bachelor of Science, Business and Accounting – University of Idaho, Moscow
Willcox, BlakeNorman, OK405.292.2923bwillcox@eidebailly.comView1227
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  • More than five years working in the areas of financial, estate and retirement planning.
  • Provide financial planning, covering cash flow analysis, education planning, insurance and risk analysis, retirement planning and asset allocation.
  • Offer investment portfolio management and asset allocation services, including stocks, exchange traded funds, mutual funds, annuities, cash management, advisory accounts and brokerage accounts.
  • Provide retirement plans for businesses such as 401k, SEP IRAs and SIMPLE IRAs.
  • Provide analysis of personal and business insurance risks and offer insurance products such as life, disability and long-term care.
  • Works in estate planning and wealth transfer in conjunction with other professionals, including CPAs and attorneys.
  • Financial Planning Association
  • Certified Financial Planning Board
  • Certified Financial Planner™ practitioner
  • Licensed Insurance Professional, Oklahoma
  • Registered Representative Series 7 & 66
  • Bachelor of Science, Finance – University of Central Oklahoma, Edmond
Bowen, BobSalt Lake City, UT801.456.5451rbowen@eidebailly.comView1227
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  • More than 40 years public accounting experience providing services to a variety of industries, including SEC, manufacturing, construction and non-profit organizations.
  • Expertise in audit and consulting for small and medium size businesses.
  • Extensive knowledge of audits and reviews and compilations of financial statements.
  • Peer reviewer of other CPA firms accounting and reporting practices for these firms to meet the rigorous peer review standards of the AICPA.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Utah State Board of Accountancy, Past Board Chair
  • Certified Public Accountant, Utah
  • Bachelor of Arts, Accounting – University of Utah
Bye, BobFargo, ND701.476.8430bbye@eidebailly.comView1227
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Bob has more than 10 years experience in financial planning. He helps clients with asset management, financial planning and insurance services. He also works with CPAs and attorneys to assist clients with estate planning.

In addition, Bob has more than four years experience as a Registered Securities Principal with a previous broker dealer affiliation.

During his free time, Bob is involved in youth and adult hockey, plays golf and enjoys spending time with his wife and two children.

  • Financial Planning Association
  • Red River Valley Estate Planning Council
  • National Association of Insurance and Financial Advisors
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 24 – General Securities Principal
  • Series 7 – General Securities Representative
  • Series 63 – Uniform Securities Agent State Law
  • Insurance Licenses: Life/Annuity & Accident/Health
  • Bachelor of Business Administration, Financial Management – University of North Dakota, Grand Forks
Lake, BobSalt Lake City, UT801.947.7500blake@eidebailly.comView1227
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  • More than 30 years public accounting experience providing services to a variety of industries, including non-profit organizations, real estate partnerships and privately-held companies.
  • Conduct audits for numerous non-profit organizations.
  • Significant experience with low-income housing tax credits and experience with new markets tax credits; provide consulting and auditing services to entities utilizing these credits.
  • American Institute of Certified Public Accountants (AICPA)
  • Utah Association of Certified Public Accountants (UACPA)
  • Member of Private Companies Practice Section of the AICPA Division for CPA firms
  • Former Audit Committee Chair and Member of Allocation Committee, Great Salt Lake Area United Way
  • Board Member and Former Chair of Volunteers of America, Utah Chapter
  • Certified Public Accountant, Utah
  • Bachelor of Arts, Accounting - University of Utah, Salt Lake City
Lawrence, BobbyBoise, ID208.383.4742blawrence@eidebailly.comView1268
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Bobby has more than 12 years experience in public accounting. He primarily conducts audits and prepares financial statements for a variety of industries, including government, non-profit, construction, manufacturing and retail and distribution. Bobby conducts audits of federal grant funds, including compliance with U.S. Office of Management and Budget Circular A-133 and Governmental Auditing Standards. His meticulous and organized nature is well-suited for coordinating and supervising multiple audit engagements to ensure proper planning, continuous client communication and successful completion.

Bobby enjoys remodeling houses in his free time, and often jokes that it is his second job that he is paying (not paid!) to do.

  • More than 12 years public accounting experience
  • Specializes in audits and financial statements
  • Enjoys remodeling houses
  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Association of Government Accountants
  • Idaho Associated General Contractors of America
  • Certified Public Accountant
  • Bachelor of Science, Business Administration – Boise State University, Idaho
Shaw, BobbyBillings, MT406.896.2400bshaw@eidebailly.comView1227
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Bobby has more than eight years experience guiding clients toward their financial goals and objectives. He is licensed to provide a complete range of financial services and assists his clients with financial planning, asset management and insurance services. He works with business and corporate clients in succession planning, buy-sell arrangements, executive benefits and retirement packages and business insurance. He also works with CPAs and attorneys to assist clients with estate planning and wealth transfer. Bobby provides investment management advice, qualified plan services, employee education, fiduciary guidance and reviews.

Bobby and his wife reside in Billings, Montana, and enjoy an empty nest after raising seven children. An avid duck hunter, fisherman and backpacker, Bobby also enjoys spending time outdoors.

  • More than eight years experience
  • Helps clients with financial planning, asset management and insurance services
  • Enjoys duck hunting and backpacking
  • National Association of Insurance and Financial Advisors
  • Certified Financial Planner (CFP)
  • Registered Representative Series 6, 7 and 63
  • Investment Advisor Representative Series 65
  • Licensed Life and Health Insurance Professional
  • Life Underwriter Training Council Fellow (LUTCF)
  • Bachelor of Art, History - Northwestern State University, Natchitoches, Louisiana
  • Master of Church Music - New Orleans Baptist Theological Seminary, Louisiana
Kelley, BradFargo, ND701.476.8759bkelley@eidebailly.comView1227
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  • More than 21 years of experience in the Financial Services industry.
  • Manages and oversees daily activities and operations of Eide Bailly Financial Services, LLC.
  • Provides services to individual and businesses clients in the areas of financial planning, investment management/advisory services and insurance services.
  • Provides leadership within Eide Bailly's Family Office service.
  • Director of Eide Bailly Financial Services, 2007 - Current.
  • Financial Advisor Eide Bailly Financial Services, 2003 - 2007.
  • Member of the Red River Estate Planning Council 
  • Investment Advisor, Series 65 licensed
  • Registered Representative and Securities Licensed, Series 6, 7, 51 and 63 Professional
  • Registered Principal and Securities Licensed, Series 24 and 26
  • Licensed Insurance Professional
  • Business Administration and Finance – Minnesota State University, Moorhead
DeJong, BradleyFargo, ND701.239.8630bdejong@eidebailly.comView1269
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Brad has more than 21 years of public accounting experience working in the health care industry. He works closely with hospitals, long-term care and senior living facilities leading annual audit and compliance services, performing financial forecasts and feasibility studies, completing operational and reimbursement consulting related to Medicare and Medicaid cost reports, including rate change analysis and projections.  

Brad is committed to staying up-to-date with industry issues and trends. He regularly completes continued professional education focused in the health care industry. He is also a frequent presenter for the Healthcare Financial Management Association, the National Rural Health Center and Long-Term Care Associations.

In his personal life, Brad enjoys being active with his wife and four children, golfing, hunting and fishing.

  • American Institute of Certified Public Accountants, Peer Review Services Member
  • North Dakota Society of Certified Public Accountants
  • North Dakota Healthcare Financial Management Association
  • North Dakota Long-term Care Association Reimbursement and Legislative Committee member
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Minnesota State University Moorhead
Theisen, BradleyMinneapolis, MN612.253.6539btheisen@eidebailly.comView1208
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Brad has more than 25 years experience providing accounting and income tax services. He works with a variety of industries, including manufacturing and distribution and service organizations. As the Firm’s chair of the manufacturing industry, Brad works with manufacturing companies on various issues, including depreciation, salary and bonus plans, inventory management and research and development. He specializes in providing income tax and accounting consulting to closely held businesses. Brad also conducts the Firm’s interoffice tax inspections annually.

Brad enjoys staying active and playing sports. Some of his favorite activities include playing golf, hockey and water sports. He also loves spending time with his family.

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants, 2004 Leadership Cabinet
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Minnesota State University Moorhead
Blunt, BrendaPhoenix, AZ602.264.8607bblunt@eidebailly.comView1272
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  • Nearly 30 years providing services to tax-exempt entities, closely-held business and their stakeholders.
  • Provide income tax compliance and planning for individuals, corporations, partnerships and tax-exempt entities.
  • Represent clients before the Internal Revenue Service and state taxation authorities.
  • Help clients comply with and plan for sales, payroll and property taxes.
  • Consult with organizations regarding the tax and accounting impact of multiple-entity structures.
  • Work with tax-exempt organizations to establish or reinstate their status as tax-exempt.
  • Plan for the tax aspects of unrelated business income for non-profits and retirement plans.
  • Teach nationally, locally and at the organization level on topics that include health care reform, board responsibilities, tax compliance and strategic planning.
  • Advise on the tax and IRS reporting requirements related to raffles and other fundraising and gaming activities.
  • American Institute of Certified Public Accountants (AICPA)
  • Arizona Society of Certified Public Accountants (ASCPA)
  • Central Phoenix Women
  • ASCPA, Former Chair and current member of the Not-For-Profit Section Steering Committee and the Not-For-Profit Conference Planning Committees
  • Member of the Arizona State University, W.P. Carey School of Business, School of Accountancy Professional Advisory Board
  • Certified Public Accountant, Arizona
  • Chartered Global Management Accountant
  • Instructor for the ASU Lodestar Center for Philanthropy and Nonprofit Innovation Nonprofit Management Institute
  • Bachelor of Science, Accounting – Arizona State University, Tempe
Dagley, BrettOgden, UT801.337.3726bdagley@eidebailly.comView1227
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  • More than 14 years of public accounting experience assisting a variety of small and medium-sized businesses.
  • Experience in wealth and transitional tax planning.
  • Provides strategy planning and compliance and consulting services for corporations, partnerships and small business owners.
  • Provides Healthcare Reform consulting services (Patient Protection and Affordable Care Act).
  • Experience in international tax compliance and reporting.
  • American Institute of Certified Public Accountants (AICPA)
  • Utah Association of Certified Public Accountants (UACPA)
  • Member of Estate Planning Council of Weber/Davis
  • Certified Public Accountant
  • Master of Professional Accountancy – Weber State University, Ogden
  • Bachelor of Science, Accounting – Weber State University, Ogden
Bertsch, BrianSioux Falls, SD605.977.2722bbertsch@eidebailly.comView1227
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Brian has more than 12 years accounting experience providing audit and consulting services for hospitals, long-term care facilities and other health care entities. Prior to joining Eide Bailly, he worked with Blue Cross Blue Shield of South Dakota for two years as an auditor.

Brian prepares and reviews Medicare, Medicaid and other third-party reimbursement reports for hospitals and nursing homes, and assists Critical Access Hospitals (CAHs) and Prospective Payment System (PPS) hospitals with reimbursement rules and regulations. He also provides support and training for chargemaster/cost report reviews, provider-based clinic analysis, strategic pricing analysis and financial feasibility studies.

In his personal life, Brian enjoys spending time with his family. He stays busy attending and coaching his sons’ sporting events. Brian also enjoys spending time outdoors camping, hunting, fishing and golfing.

  • South Dakota Healthcare Financial Management Association
  • Bachelor of Science, Accounting – University of South Dakota, Vermillion
Bluhm, BrianMinneapolis, MN612.253.6590bbluhm@eidebailly.comView1227
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  • Serves as the partner-in-charge of the Firm's National Assurance Office.
  • More than 25 years public accounting experience providing services to a variety of clients, including SEC registrants, manufacturers, equipment dealerships, wholesale/retail companies and construction contractors.
  • More than six years of private industry accounting experience.
  • More than 15 years of experience in performing peer reviews, including assignment as the team captain on several regional firm peer reviews.
  • American Institute of Certified Public Accountants – Auditing Standards Board (2010-2012); National Peer Review Committee (2006-2010); PCPS Technical Issues Committee (2003-2006)
  • International Federation of Accountants – Small and Medium Practices Committee, AICPA Representative (2008-Present); AICPA Technical Advisor (2006-2008)
  • Minnesota Society of Certified Public Accountants – Peer Review Committee, member and RAB Chair
  • North Dakota Society of Certified Public Accountants – Peer Review Committee and past board member
  • Certified Public Accountant
  • Bachelor of Science, Accounting – University of South Dakota, Vermillion
  • SEC Institute, Inc. – SEC Reporting Skills Workshop and National SEC Reporting Conference
  • AICPA – National Conference on SEC and PCAOB Developments; National Advanced Accounting and Auditing Technical Symposium
Callahan, BrianDenver, CO303.539.5909bpcallahan@eidebailly.comView1274
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  • More than 20 years of public accounting experience providing services to a variety of industries, including real estate, oil and gas, manufacturing, software and internet, and consumer products.
  • Significant experience with SEC filings, including initial public offerings, annual reports and periodic filings.
  • Coordinates resources across Eide Bailly's seven Colorado offices and serves as the primary liaison with clients on several large public and private entities.
  • Prior to joining Eide Bailly, was an audit manager with a "Big Four" firm, where he provided audit services for public and private companies varying in size from growing entities to Fortune 500 companies.
  • Partner-in-Charge of the Eide Bailly offices in Colorado.
  • Colorado Society of Certified Public Accountants – SEC Practice Forum
  • American Institute of Certified Public Accountants
  • Council of Petroleum Accountants Societies, Inc. – Colorado Chapter
  • Metro Denver Economic Development Corp, Board of Governors
  • Skyline Soccer Association, Board of Directors
  • Archdiocesan of Denver Finance Council, Accounting and Audit Committee
  • Certified Public Accountant
  • Bachelor of Science, Accounting – St. Louis University, Missouri
  • Bachelor of Arts, Management Information Systems – St. Louis University, Missouri
Christensen, BrianGolden, CO303.459.6743bchristensen@eidebailly.comView1227
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  • More than 15 years business valuation experience providing services for estate and gift tax purposes, marital dissolution, lost profits in commercial litigation, mergers and acquisitions, dissenting stockholder actions, ESOPs, buy-sell agreements and intangible asset valuation for financial reporting.
  • Valued interests in closely held companies for Employee Stock Ownership Plan feasibility, stock transactions, and annual reporting requirements, including companies in manufacturing, distribution, construction, technology and agriculture.
  • Performed valuations of reporting units for private companies for determination of goodwill impairment as stipulated by Accounting Standards Codification, ASC 350 Intangibles – Goodwill and Other.
  • Performed valuations of Family Limited Partnership/ LLC holding company interests for estate and gift tax purposes.
  • Valued stock options of privately held companies for purposes of executive compensation and other transactions.
  • Assisted owners of private companies in preparing offering memorandums, locating and contacting potential buyers and negotiating the sale of their companies.
  • Assisted legal counsel in various commercial litigation matters; support services included business valuation, lost profit and damage analyses, detailed financial analyses, forensic accounting analyses and preparation of expert reports.
  • Determined economic damages attributed to a manufacturer’s restriction of market on a distributor.
  • Quantified the economic impact to a medical facility regarding anticipated synergies from a third party.
  • Determined the economic damages associated with trade secrets and patent infringements in the software development industry.
  • American Society of Appraisers
  • Accredited Senior Appraiser (ASA), Business Valuation Discipline
  • Bachelors of Arts - Finance and Marketing, University of Wisconsin
Laib, BrianOklahoma City, OK405.858.5524blaib@eidebailly.comView1271
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  • More than 22 years public and private accounting experience in a variety of industries, including manufacturing, professional services, oil and gas service providers, construction, health care, non-profit, transportation and wholesale/retail distribution.
  • Provides services to clients including audit and review, business consulting, employee benefit plans, fraud and internal control, and accounting services.
  • Consulting and advisory services for privately held companies, including business owners, management teams and various special projects. Service areas include strategic planning, development and implementation of internal controls, succession planning and forensic services.
  • Consults local non-profit and religious organization management teams in various areas of financial and strategic planning.
  • American Institute of Certified Public Accountants
  • Association of Certified Fraud Examiners
  • Oklahoma Society of Certified Public Accountants
  • Certified Public Accountant
  • Certified Fraud Examiner
  • Bachelor of Science, Accounting and Marketing - University of Central Oklahoma, Edmond
Stavenger, BrianFargo, ND701.239.8518bstavenger@eidebailly.comView1268
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Brian has more than 11 years public accounting experience providing audit, accounting and consulting services to clients in the government and utility cooperative industries. He has conducted audits of more than 25 school districts, including one of Minnesota’s largest school district. Brian also has audited more than 15 cities, which include some of the largest cities in North Dakota, South Dakota and Minnesota.

Brian also serves as an instructor of Firmwide governmental trainings. He is a reviewer for the Government Finance Officers Association’s Certificate of Achievement for Excellence in Financial Reporting program.

Outside of his professional life, Brian enjoys playing golf, spending time at the lake and hanging out with his family and friends. He also volunteers as a coach for his kids' teams.

  • More than 11 years experience
  • Instructor of Firmwide governmental training
  • Volunteer coach
  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Gustavus Adolphus College, St. Peter, Minnesota
Schaub, BrookMinneapolis, MN612.253.6561bschaub@eidebailly.comView1227
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  • More than 30 years of licensed law enforcement experience.
  • More than 15 years experience performing computer forensic examinations in criminal and civil cases.
  • Experienced in federal and state court testimony and rules of evidence.
  • Testified and assisted in writing Minnesota statutes relating to electronic evidence.
  • Wrote the initial federal grant starting the Minnesota Internet Crimes Against Children Task Force.
  • Conducts training sessions worldwide on computer crimes and digital evidence.
  • High Technology Crime Investigation Association
  • Necrosearch International
  • National Law Center for Children and Families – Law Enforcement Advisory, past Board member
  • Association of Certified Fraud Investigators
  • Association of Certified E-Discovery Specialists
  • Licensed Private Detective, Minnesota
  • Federal Law Enforcement Training Center, Seized Computer Evidence Recovery Specialist
  • Paraben Corporation, Certified Handheld Forensic Examiner
  • Association of Certified E-Discovery Specialists, Certified E-Discovery Specialist
  • Hennepin County Bar Association Ethics Committee, Investigator
  • Southern Police Institute – University of Louisville, Kentucky
  • National White Collar Crime Center – Glen Allen, Virginia
  • Federal Law Enforcement Training Center, Georgia
Ross, BryanMinneapolis, MN612.253.6502bross@eidebailly.comView1271
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Bryan has provided tax and consulting services to closely held businesses for more than 30 years. He specializes in multi-national corporations, foreign business operations, multi-state companies, partnerships and limited liability company tax issues. Bryan is a tax and business counsel to many closely held businesses in a variety of industries. Besides manufacturing and real estate, he has a unique practice in that he has worked with virtually every aspect of the entertainment industry, including film, television, radio, multi-media, publishing and music. He also provides business management services to entertainers, athletes and high-net-worth individuals. He is knowledgeable on both tax and business issues and has spoken and written about these topics on several occasions.

Outside of work, Bryan enjoys nearly every sport, but he especially likes basketball and swimming. He has also coached his sons in baseball for more than 16 years. When he’s not playing or coaching, Bryan enjoys traveling, landscape architecture and reading.

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant
  • Master of Science, Taxation – Golden Gate University, Los Angeles, California
  • Bachelor of Arts, Accounting – University of St. Thomas, St. Paul, Minnesota
Weeks, Calvin Oklahoma City, OK405.858.5591cweeks@eidebailly.comView1227
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  • More than 18 years of experience as a Computer Forensic Examiner.
  • More than 28 years of experience as an Information Technology Professional.
  • More than eight years of experience as an adjunct professor and instructor for Oklahoma State University.
  • Curriculum development for Oklahoma State University, University of Oklahoma, University of Arkansas, Department of Homeland Security and other government and private organizations in all areas of my expertise.
  • Professional experience consists of more than 10 thousand cases involving computer forensic examination, more than 10 million documents, email and data and included all meta data that provides the date/times associated with the data.
  • Training and more than twenty years of experience deleting and destroying electronic data. This includes deleting and destroying data classified as top secret for the Department of Defense.
  • Regularly engage in electronic forensic examination, which includes the identification or elimination of documents, email, internet history, deleted data, dates/times associated with stored and transmitted data, modified data, hiding of information, images, communication links, video, audio, music, intellectual property, malicious applications, database storage and additional various electronic discovery investigative artifacts.
  • Certified Police Officer with more than fifteen years experience in Law Enforcement, investigations and security.
  • Testimony and court experience in Cleveland, Oklahoma and Marshall Counties of Oklahoma and Western Districts of Oklahoma and Missouri.
  • Member of Information Systems Audit and Control Association (ISACA)
  • Member of International Information Systems Security Certification Consortium (ISC2)
  • Association of Certified E-Discovery Specialists (ACEDS)
  • Information Systems & Technologies Advisory Board, Oklahoma State University
  • EnCase Certified Forensics Examiner (EnCE)
  • Certified E-Discovery Specialist (CEDS)
  • Certified in Risk and Information Systems Control (CRISC)
  • Certified Information System Security Professional (CISSP)
  • Certified Information System Manager (CISM)
  • A.A.S. Telecommunications, Oklahoma State University
Krantz, CarmenDubuque, IA563.557.6147ckrantz@eidebailly.comView1269
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With 20 years of public accounting experience, Carmen provides audit and accounting services with an emphasis on tax-related services. She is responsible for a variety of attest and financial statement services. Carmen focuses on assisting business, individual and tax exempt entities with tax compliance and consulting services. She assists with mergers, reorganizations, acquisitions, entity structure planning and state compliance issues.

Carmen recognizes the importance of staying up-to-date on current issues affecting her clients. As a result, she has completed more than 140 hours of continuing professional education in the last two years.

In her free time, Carmen enjoys cheering on her children at their various sporting events. Other hobbies include photography, golfing and boating.

  • American Institute of Certified Public Accountants
  • Iowa Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Loras College, Dubuque, Iowa
  • Bachelor of Arts, Management Information Systems – Loras College, Dubuque, Iowa
Flanagan, ChadFargo, ND701.239.8587cflanagan@eidebailly.comView1227
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Chad serves as Eide Bailly's director of business valuation, and specializes in valuing intangible assets, including technology, patents and contractual agreements. He has performed countless business valuation services for estate and gift tax purposes, litigation, and purchasing and selling businesses. Chad also provides various management consulting services to clients, including profitability improvement, succession planning and litigation support. He performs financial projections and forecasts, along with strategic planning for a variety of clients, such as professional service companies, manufacturers, distribution companies, equipment dealers and health care providers.

Recognized for his expertise in the area of valuation and litigation support, Chad has been invited to share his knowledge as a presenter for the Business Law Institute in Minnesota, Enterprise Minnesota, Red River Estate Planning Council and various other organizations.

When he's not working with a client or a professional organization, Chad enjoys playing basketball.

  • Serves as the Firm's director of business valuation
  • Specialized in valuing intangible assets
  • Enjoys basketball
  • American Institute of Certified Public Accountants
  • Institute of Business Appraisers
  • North Dakota Society of Certified Public Accountants
  • Red River Valley Estate Planning Council
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Bachelor of Business Administration - University of North Dakota, Grand Forks
Weber, ChadAberdeen, SD605.622.4219cweber@eidebailly.comView1155
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Chad has more than 14 years experience providing federal taxation services for corporations, partnerships and individuals, with 18 years total public accounting experience in bookkeeping and payroll taxation and reporting. He has several years of experience as an auditor with state government in the areas of sales and fuel taxes. This experience helped Chad obtain a broad knowledge of sales, use and contractors' excise tax laws and fuel tax laws.

In his spare time, Chad enjoys the challenge of working on home improvement projects. He also spends leisure time golfing, camping, fishing, hunting and biking.

  • American Institute of Certified Public Accountants
  • South Dakota Certified Public Accountants Society – Northeast Chapter
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Northern State University, Aberdeen, South Dakota
Champ, ChrisFargo, ND701.239.8620cchamp@eidebailly.comView1269
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With more than 28 years experience in health care, Chris utilizes his deep industry knowledge and leadership skills as director of Eide Bailly’s health care industry. Chris provides a wide range of services for clients, which include facilitating strategic planning processes for health care systems and providing consulting services for health care facilities regarding managed care programs. He also provides clients with contract analyses and negotiation assistance, facilitates and negotiates physician contracting and compensation systems and facilitates the development of integrated delivery systems.

Chris also provides financial feasibility studies relating to hospital/clinic services, reimbursement maximization studies for hospital/clinic combination facilities, office workflow analyses in both hospital and clinic settings and assistance with chargemaster and cost report risk assessments.

Chris enjoys sharing his expertise with others in the industry, and is a frequent presenter and lecturer on third-party reimbursement and operational issues and joint venture opportunities. Outside of his professional commitments, Chris enjoys spending his free time golfing, woodworking and snowmobiling.

  • North Dakota Healthcare Financial Management Association, Former President
  • University of Mary – The Harold Schafer Leadership Center Emerging Leaders Program in Healthcare
  • Bachelor of Science, Accounting – Minnesota State University Moorhead
Christiansen, ChuckMankato, MN507.386.6254cchristiansen@eidebailly.comView1227
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Chuck brings more than 33 years of focused expertise, as a public accountant, to his clients in the manufacturing, construction, retail, wholesale and non-profit industries. His passion for excellence and attentive service hallmark his personal approach to each client. Chuck’s diverse work includes managing and coordinating audits, business consulting, agreed upon procedures, review and preparation of compilation engagements, assistance in corporate purchases and sales, product profitability analysis, system design, training and technical assistance to personnel in implementing accounting systems and preparation of financial forecasts. 

Chuck has served on various community boards and enjoys golfing, bicycling, motorcycling and sailing in his free time.

  • 33 years of focused expertise as a public accountant
  • Works with clients in manufacturing, construction, retail, wholesale and non-profit industries
  • Enjoys golfing, bicycling, motorcycling and sailing
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant, Minnesota
  • Bachelor of Science – Minnesota State University, Mankato
Johnson, ChuckMinneapolis, MN612.253.6533cjjohnson@eidebailly.comView1267
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Chuck has more than 30 years public accounting experience providing individual and corporate tax consulting. He is extremely loyal to his clients, and has spent his entire career at Eide Bailly. Chuck works with high net-worth individuals and banking organizations to plan for the future and manage tax liability.

When it comes time to relax, Chuck enjoys spending time with family and friends. He also enjoys lake activities and golfing.

  • More than 30 years public accounting experience
  • Has spent his entire career with Eide Bailly
  • Enjoys lake activities
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • National Society of Tax Professionals
  • Certified Public Accountant
  • Associate’s Degree – Academy of Accountancy, Minneapolis, Minnesota
Enger, CoreyFargo, ND701.239.8680cenger@eidebailly.comView1227
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  • More than nine years public accounting experience providing audit and accounting services for a variety of clients, including affordable housing and employee benefit plans.
  • Experience and expertise in the affordable housing industry relating to audits of HUD, rural development and low-income housing tax credit projects.
  • Provides cost certifications and carryovers for low income housing tax credits and historic tax credits.
  • Annually attends continuing education courses specific to audits HUD multifamily projects.
  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor's Degree, Accounting – University of North Dakota, Grand Forks
Nielson, CorySalt Lake City, UT801.456.5463cnielson@eidebailly.comView1227
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  • More than 11 years of public accounting experience.
  • Works with companies from a variety of industries including public and private entities.
  • Expertise in performing audits of companies in oil and gas and alternative investment industries.
  • Holds significant experience with mergers and acquisitions, complex debt and equity transactions, derivatives and audits of internal controls.
  • Serves on Eide Bailly's Oil and Gas Technical Issues Committee.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Certified Public Accountant, Utah
  • Master of Professional Accountancy – Weber State University, Utah
  • Bachelor of Science, Accounting – Weber State University, Utah
Andersen, CurtSpokane, WA509.789.9118candersen@eidebailly.comView1227
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  • More than 25 years of public accounting experience providing attest and tax services to a variety of industries, including non-profit organizations and employee benefit plans.
  • Extensive knowledge and training in GAAP and attest services.
  • Serves as Director of Assurance Services for the Spokane office.
  • Comprehensive knowledge of federal and state income and excise tax matters for privately held businesses.
  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Education – Illinois State University
Cunningham, DanTulsa, OK918.748.5040dcunningham@eidebailly.comView1227
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Dan has more than 30 years public accounting experience and provides services to a variety of clients, including oil and gas companies, manufacturers, funeral homes, professional service individuals and non-profit entities. His wealth of knowledge in various accounting issues makes him a sought-after resource for many services, including tax planning, tax compliance and general financial advice. His tax expertise has been shared in several articles and presentations for local publications and various professional organizations.

Dan is a history buff, with a particular interest in American Civil War history; he enjoys visiting battlefields and history museums. Dan also enjoys spending time outside in his garden and golfing.

  • More than 30 years public accounting experience
  • Written and presented various tax issues
  • Interested in American Civil War history
  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants - Tulsa Chapter
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of Tennessee, Martin
  • Master of Business Administration - University of Arkansas, Fayetteville
Gahler, DanMankato, MN507.386.6257dgahler@eidebailly.comView1274
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Dan has more than 27 years public accounting experience providing consulting services. He works with retirement plans, closely held businesses, individual taxation and estate planning. He enjoys helping closely held businesses and individuals with their tax planning to uncover and implement tax saving opportunities.

In his personal life, Dan enjoys playing cards, traveling, reading and collecting rare coins.

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Minnesota State University, Mankato
Milne, DanOgden, UT801.337.3705dmilne@eidebailly.comView1227
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  • More than 15 years building an IT consulting practice in business applications. Consulted on ERP solutions from NetSuite, Sage, SAP and Microsoft; focusing on system design, needs analysis and process flow.
  • More than 10 years of operations finance and controller experience with Fortune 500 companies and industries that include nutraceutical and medical device manufacturing/distribution, technology service and data storage.
  • More than 10 years working with Weber State University as the President of the Young Alumni Council, President of the Alumni Association and member of the WSU and WSU Alumni Board of Directors.
  • Developed the Eide Bailly manufacturing initiative, "Manufacturing Excellence through Continuous Improvement"; which provides manufacturing assessment and consulting services (focusing on safety, quality, delivery and cost) to manufacturers and distributors.
  • American Institute of Certified Public Accountants (AICPA)
  • Utah Association of Certified Public Accountants (UACPA)
  • Institute of Management Accountants (IMA)
  • Utah's Manufacturer's Association
  • Certified Public Accountant (CPA), Utah
  • Certified Management Accountant (CMA)
  • Certified Information Technology Professional (CITP)
  • Certified Trainer, Sage 500
  • Certified Service Advisor & Solution Advisor, SAP ByDesign
  • Master of International Management – American Graduate School of International Management (Thunderbird), Arizona
  • Bachelor of Arts, Finance – Weber State University, Utah
Ereth, DanaBismarck, ND701.255.8444dereth@eidebailly.comView1267
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Dana has more than 20 years public accounting experience providing tax and consulting services to financial institutions. As a former bank regulator, Dana has a unique perspective of the banking industry. He works exclusively with financial institutions in the areas of taxation, strategic planning, mergers and acquisitions, changes in control, de novo charters, branching, due diligence, holding company formation, stock redemptions, capital planning, funds management, loan review, regulatory enforcement actions, regulatory applications and regulatory reporting.

Dana has a strong desire to continue learning about banking and the business environment in order to better serve his clients. He has furthered his education by completing numerous federal and state commercial bank examination training courses. Recognized as a specialist in the industry, Dana shares his knowledge as a presenter for industry associations, regulatory authorities, client seminars and Eide Bailly's internal bank training programs. He has also utilized his expertise to assist his clients in the development of numerous bank policy and procedure manuals.

Outside of his professional life, Dana and his wife stay busy attempting to keep up with their triplet children. He enjoys competing in various sports, hunting and participating in outdoor activities.

  • More than 20 years public accounting experience
  • Master of Business Administration
  • Works exclusively with financial institutions
  • Enjoys attempting to keep up with his triplet children
  • North Dakota Bankers Association
  • The Independent Community Bankers of North Dakota
  • Series 7 General Securities License
  • Master of Business Administration - University of North Dakota, Grand Forks
  • Bachelor of Science, Business Administration, Economics and Management, Banking and Finance emphasis - University of North Dakota, Grand Forks
Bresnahan, DannyGrand Junction, CO970.208.1323dbresnahan@eidebailly.comView1227
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Danny has more than 13 years public accounting experience, serving clients in the oil and gas, real estate development, construction, convenience stores and professional services industries. He has extensive experience in corporate, individual, partnership and multi-state taxation. Danny also provides compliance, tax consulting and planning, IRS representation and general business consulting. He provides preparation, review and consulting services in accordance with Accounting Standards Codification (ASC) 740, accounting for income taxes.

Outside of his professional life, Danny enjoys spending time with his daughter. He also enjoys mountain biking during the summer and snowboarding during the winter. Danny loves listening to music and enjoys a good round of golf with friends.

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Council of Petroleum Accounting Societies (COPAS)
  • Certified Public Accountant
  • Bachelors of Science, Accounting - Colorado Mesa University, Grand Junction
Pladson, DarenFargo, ND701.476.8767dpladson@eidebailly.comView1227
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Daren has more than 10 years experience in financial planning. He helps clients with financial planning, insurance services and asset management. Daren also works with CPAs and attorneys to assist clients with estate planning and wealth transfer.

In addition to financial planning, cash flow analysis, education planning, insurance and risk analysis, retirement planning and asset allocation, Daren also offers investment portfolio management and asset allocation services. This includes stocks, bonds, mutual funds, annuities, cash management, advisory accounts and brokerage accounts. He also provides analysis of personal and business insurance risks, and offers insurance products such as life, disability and long-term care.

Outside of work, Daren officiates high school and college football games. He also enjoys playing golf and chasing his kids.

  • More than 10 years experience providing financial services
  • Helps clients with financial planning, asset management and insurance services
  • Officiates high school and college football games
  • Red River Valley Estate Planning Council
  • Investment Management Consultants Association
  • Certified Investment Management Analyst, Wharton Business School
  • Investment Advisor Representative Series 66
  • Licensed Insurance Professional, North Dakota and Minnesota
  • Registered Representative Series 7 and 31
  • Bachelor of Science, Business Administration – North Dakota State University, Fargo
Lingle, DarrellBismarck, ND701.255.8434dlingle@eidebailly.comView1267
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  • More than 22 years experience with Eide Bailly.
  • More than two years with an accounting Firm based in Pierre, S.D., specializing in not-for-profit organization audits.
  • Specializes in providing accounting services to financial institutions, non-profit organizations and government agencies.
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Arts, Accounting and Business Administration – Augustana College, Sioux Falls, South Dakota.
  • More than 160 hours of continuing education over the past three years, including courses in the AICPA National Conference on Banks and Savings Institutions and non-profit accounting and auditing.
  • Graduate, North Dakota Bankers Association School of Banking.
DeZutter, DaveGolden, CO303.459.6730ddezutter@eidebailly.comView1268
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With more than 28 years public accounting experience, Dave has served clients in a variety of capacities, including the management and coordination of audit engagements, business consulting and agreed-upon procedures. He works with several industries, including manufacturing, wholesale and retail, non-profit and local government, to help them meet their annual audit requirements. As a well-rounded advisor, Dave provides a range of services, including corporate planning and budgeting, implementing accounting systems and preparing forecasts. He has worked with numerous companies with revenues ranging from $15 million to more than $100 million.

Outside of Dave's professional life, he can be found skiing and perfecting his golf swing.

  • More than 28 years public accounting experience
  • Works with clients with revenues ranging from $15-$100 million
  • Enjoys skiing and golfing
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Government Finance Officers Association
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Colorado State University, Fort Collins
  • Associate of Science, Social Sciences - State University of New York, Cobleskill
Cahill, DavidDubuque, IA563.557.6148dcahill@eidebailly.comView1268
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With more than 20 years public accounting experience, Dave is partner-in-charge of Eide Bailly's Dubuque office. He conducts audits for a variety of non-profit clients and governmental entities. Dave stays current on accounting issues by attending the Governmental Accounting Standards Update and Non-Profit Auditing seminars annually.

Outside of Dave's professional life, he has diverse interests. He enjoys attending NASCAR races, woodworking, spending time in the great outdoors, traveling, hiking and boating.

  • More than 20 years public accounting experience
  • Conducts audits for a variety of government clients
  • Enjoys attending NASCAR races
  • American Institute of Certified Public Accountants
  • Iowa Society of Certified Public Accountants
  • Government Finance Officers Association - Special Review Committee
  • Certified Public Accountant
  • Northeast Iowa Community College, Peosta
Glennon, DavidFargo, ND701.239.8511dglennon@eidebailly.comView1270
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David has more than 14 years of experience providing audit and accounting services to various industries including SEC registered entities and closely held commercial companies; along with insurance companies, pools and trusts. He has significant experience in engagements with large, multi-location organizations. He also performs management consulting services to assist in implementation and compliance with Sarbanes-Oxley Act, rule 404, related to controls over financial reporting. David is experienced in both Generally Accepted Accounting Principles and Statutory Accounting Principles, and works with financial reporting capabilities of various systems, including SAP, Dynamics, JD Edwards and others. He has served as a speaker at national insurance conferences.

In his free time, David enjoys spending time with his family.

  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant, North Dakota
  • Bachelor of Arts, Accounting – Jamestown College, North Dakota
Kalt, DavidAberdeen, SD605.725.5189dkalt@eidebailly.comView1227
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David has more than 24 years experience providing financial, estate and retirement planning services, with more than 14 years experience working in private accounting and investments. He works closely with CPAs and attorneys to provide estate planning and wealth transfer services. David also provides cash flow analysis, education planning, insurance and risk analysis, asset allocation, investment portfolio management, cash management, and analysis of personal and business insurance products and risks.

David enjoys helping clients achieve their financial goals. As a mentor to several younger business owners, he enjoys the personal satisfaction and reward of contributing to their successes.

Outside of his professional life, David enjoys helping his children with their business ventures. He stays active by traveling, water skiing and participating in all kinds of outdoor activities.

  • Investment Advisor Representative 66
  • Registered Representative Series 7 and 63
  • Registered Principal Series 24
  • Registered Options Principal Series 4
  • Licensed Life and Health Professional
  • Bachelor of Science, Mathematics - Northern State University, Aberdeen, South Dakota
Stende, DavidFargo, ND701.239.8562dstende@eidebailly.comView1227
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Dave has more than 30 years of experience in public accounting, providing client services in the areas of auditing and consulting for a variety of industries. He currently serves as Managing Partner/CEO. Dave is responsible for carrying out the policies and objectives adopted by the Firm’s Board of Directors. He oversees the management and profitability of the Firm, and is responsible for implementing and monitoring actions to achieve the Firm’s strategic and long-range plans. Dave is also responsible for monitoring developments in the accounting profession and business environment, and determining the relevance to the Firm, to ensure continuity and success.

Since joining the Firm, Dave has held several leadership positions, including Managing Partner/CEO (currently), Chief Operating Officer (2006-2013), Fargo office Partner-in-Charge (2004-2006), and Audit Practice Leader for Fargo office (1995-2004).

Outside of his professional commitments, Dave likes to travel, read, golf and spend time at the lake. He also enjoys spending time with his wife and twin teenaged children.

  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants – Major Firms Group
  • American Institute of Certified Public Accountants – Government Technical Standards Subcommittee, Past Member; Government Finance Officers Association Special Review Committee, Past Member
  • Certified Public Accountant
  • Bachelor of Science, Business Administration and Accounting – University of North Dakota, Grand Forks
Stene, DavidMinneapolis, MN612.253.6518dstene@eidebailly.comView1268
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Dave has more than 30 years public accounting experience providing consulting services to help clients grow and improve profits. He provides audit and accounting services to a variety of businesses and organizations. Dave also provides valuation consulting services, including building value in a business, exit planning, transaction services and valuation reporting. He has extensive experience with merger and acquisition projects, including financial and tax due diligence and deal structuring, as well as experience with international business opportunities.

Recognized for his expertise in his field, Dave has written numerous articles and presented nationally and internationally for a number of organization on business topics.

Outside of his professional life, Dave’s hobbies include sailing, skiing, traveling, riding horses and spending time with his family.

  • American Institute of Certified Public Accountants, council member; Technical Standards Subcommittee, past member
  • Minnesota Society of Certified Public Accountants, Chair of the Board of Directors; Peer Review Committee, past Chair
  • HLB International, USA Chairman; International Council and Executive Committee
  • U.S. China Business Connections, past board member
  • Certified Public Accountant
  • Certified Management Accountant
  • Certified Valuation Analyst
  • Accredited in Business Valuation
  • Accredited Mindshop Facilitator
  • Minnesota State University Moorhead
Zaudtke, DavidMinneapolis, MN612.253.6536dzaudtke@eidebailly.comView1227
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  • More than 30 years public accounting experience, focusing on serving high net-worth individuals.
  • Specific emphasis on working with clients on issues related to transfer tax planning, succession planning and income tax planning.
  • Chair of Eide Bailly’s Wealth Management Committee, which sets the firm’s strategic direction for our work with high net-worth clients.
  • Frequent speaker to industry associations, continuing education programs and other organizations on issues important to high net-worth individuals.
  • Partner-in-Charge of Minneapolis office, responsible for working with other partners to develop and execute the strategic plan for the office.
  • Has served as an instructor at Minnesota State University, Mankato, on topics related to estate planning and income tax planning.
  • Member of Eide Bailly’s National Tax Office team; committed to helping clients stay informed about tax news, developments and trends.
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant
  • Certified Financial Planner
  • Personal Financial Specialist
  • Juris Doctor
  • Juris Doctorate – William Mitchell College of Law, St. Paul, Minnesota
  • Bachelor of Arts – Concordia College, Moorhead, Minnesota
Buckneberg, DeanSioux Falls, SD605.367.6706dbuckneberg@eidebailly.comView1269
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For more than 30 years, Dean has been providing accounting, audit and taxation services to a variety of clients, including health care organizations, foundations, non-profit organizations and wholesale and retail entities. He also directs audits of long-term care facilities, senior housing and other health care related organizations.

Dean most often spends his free time enjoying a variety of outdoor activities and attending various sporting events.

  • More than 30 years experience
  • Provides accounting, audit and tax services
  • Enjoys attending sporting events
  • American Institute of Certified Public Accountants
  • South Dakota CPA Society
  • Affordable Housing Association of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of South Dakota, Vermillion
Portner, DeanMankato, MN507.386.6280dportner@eidebailly.comView1227
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Dean has more than 21 years public accounting experience. He serves clients in a variety of industries, including construction, manufacturing, service and leasing. He provides these industries with various services, such as entity restructuring, new entity formations, ownership changes, IRS and state tax representation, partnership and corporate issues support, research and multi-state taxation. Dean has also been responsible for coordinating the Firm’s internal construction industry training for the past several years. Dean is actively involved in the Minnesota River Builders Association and the Associated General Contractors, as well as an Associate Member of the Construction Finance Management Association, and MN Soybean Association. He regularly attends the annual FarmFest show.

Dean enjoys playing golf in his free time, as well as hunting and camping. As a baseball fan, Dean shared his love of the game by coaching his son's youth teams.

Dean currently serves as the Tax Department head of the Mankato office.

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • North Mankato Rotary Club, Past President, District 5960 Area 3 Assistant Governor
  • Certified Public Accountant, Minnesota
  • Bachelor of Science, Accounting – Minnesota State University, Mankato
Juliana, DeniseFort Collins, CO970.999.8876djuliana@eidebailly.comView1227
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  • More than 20 years public accounting experience providing services to a variety of industries.
  • Provides consulting services to start-ups, closely-held and family businesses, clean energy companies and international enterprises.
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant
  • Master of Science, Taxation – Colorado State University
  • Bachelor of Science, Education – University of Georgia
Larson, DerrickSioux Falls, SD605.977.2734dlarson@eidebailly.comView1275
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With more than 13 years experience in public accounting, Derrick provides audit, tax and consulting services to a variety of clients and industries. He specializes in serving telephone companies, electric cooperatives and renewable energy clients. Derrick enjoys working closely with clients, assisting them with their business and accounting issues.

Derrick currently serves as the audit department head of the Sioux Falls office and is a member of Eide Bailly's Audit and Accounting Policy Committee. He also serves as chair of the Firm's utility services practice. Since joining Eide Bailly in 1996, Derrick has been involved in various leadership activities, including recruitment and internal training programs for staff.

Outside of his professional life, Derrick enjoys spending time in the outdoors or at the lake with his family. His other interests include golfing and hunting.

  • More than 13 years public accounting experience
  • Provides audit, tax and consulting services
  • Enjoys spending time with family, hunting and golfing
  • South Dakota CPA Society
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Master of Business Administration - University of South Dakota, Vermillion
  • Bachelor of Science, Accounting - University of South Dakota, Vermillion
Johnson, DonMinneapolis, MN612.253.6589djohnson@eidebailly.comView1267
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  • More than 26 years public accounting experience with a concentration in the financial institution industry.
  • Manages and supervises numerous bank engagements that include valuation, consulting and tax services.
  • Conducts various valuation services and reports to include shareholder agreements, estate and gift, minority shareholder redemptions, mergers, acquisitions and sales of banks.
  • Provides consulting services to financial institutions regarding acquisitions and mergers, holding company formations, stock redemptions and valuation issues.
  • Prepares regulatory filings and applications for banks and bank holding companies.
  • Provides tax planning and compliance services to bank clients, closely-held businesses and individuals.
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • National Association of Certified Valuation Analysts
  • Eide Bailly Financial Institutions Special Projects and Tax Services Committee
  • Certified Public Accountant
  • Certified Valuation Analyst
  • Accredited in Business Valuation
  • Bachelor of Science, Accounting - Minnesota State University, Moorhead
  • Completed American Institute of Certified Business Valuation Program
  • Completed National Association of Certified Valuation Analysts Business Valuation Program
Kainz, DonAberdeen, SD605.622.4245dkainz@eidebailly.comView1269
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Don has more than 25 years public accounting and consulting experience. He provides business planning, business valuation and tax-related services. With an Accreditation in Business Valuation (ABV), he conducts preparations and reviews of appraisal reports for many industries, including construction, automotive, retail, oil and gas, agricultural, professional services and distribution. He also provides expert witness testimony on valuation of business interests and provides family limited partnership appraisal reports. Don was instrumental in the development of the Firm's cost segregation services and currently serves as the Firm's director of cost segregation services.

Prior to joining Eide Bailly, Don worked with an environmental remediation company. His responsibilities included preparing forecasts and projections, private placement memorandums and cash flow management.

When he's not working, Don enjoys spending time outdoors golfing and tending his garden.

  • More than 25 years public accounting experience
  • Provides various business valuation services
  • Enjoys playing golf and gardening
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • South Dakota CPA Society
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Bachelor of Science, Accounting - National College, Rapid City, South Dakota
Cash, DougGolden, CO303.586.8504dcash@eidebailly.comView1227
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Doug has more than 27 years of law enforcement experience, with an emphasis on white collar crime. He conducts fraud-related investigations, which include embezzlement, money laundering, identity theft and theft by misrepresentation. Doug has completed courses in the Reid, Cognitive and Kinesic disciplines of interviewing and teaches classes on identifying deception in individuals.

As a retired law enforcement officer, Doug has well-rounded professional experience resolving fraud issues. He has conducted more than 100 educational presentations on the importance of forensic accounting, which includes teaching a three-day advanced interview and interrogation class for the Arizona Police Officer Standards and Training and the need for professional interviewers for such organizations as the Nevada Judicial Conference, National Council of Juvenile and Family Court Judges, North Dakota Association of Justice, State of Arizona, Arizona State University (ASU), University of Denver, Colorado Mesa University and Colorado State University (CSU). Doug has also published several fraud-related articles and has been hired as an expert witness on fraud-related matters.

When he’s not helping clients, Doug enjoys traveling and golfing as often as possible. He also enjoys camping, big game hunting and fishing.

  • Association of Certified Fraud Examiners
  • International Association of Financial Crimes Investigators
  • National Association of Bunco Investigators
  • Certified Fraud Examiner
  • Certified Forensic Interviewer
  • Certified Financial Crimes Investigator
  • Private Investigator, Arizona
  • Master of Business Administration – University of Phoenix
  • Master of Science/Administration of Justice and Security – University of Phoenix
  • Bachelor of Science, Business Administration - University of Phoenix, Arizona
Peterson, DougSioux Falls, SD605.367.6704dmpeterson@eidebailly.comView1227
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Doug has more than 35 years public accounting experience providing services to a variety of industries, including manufacturing, financial institutions, hospitality, real estate, retail, insurance and non-profit. He specializes in a number of consulting services, including business and individual tax planning, business acquisitions, sales and reorganizations, business succession planning, business strategic planning and accounting and auditing consulting. Doug also serves as a member of the Eide Bailly Financial Institutions group audit and tax teams.

Prior to joining Eide Bailly, Doug served two years as a financial controller for a closely held manufacturing company, which provides him with first-person insight into his clients’ challenges and expectations.

Doug enjoys spending his free time outdoors. He participates in numerous outdoor activities, but particularly enjoys golfing and hiking. Doug also spends time volunteering for the American Cancer Society, Sioux Falls Rotary West Club and building homes with Habitat for Humanity.

  • American Institute of Certified Public Accountants
  • South Dakota Certified Public Accountants Society
  • Minnesota Society of Certified Public Accountants
  • Association of Certified Fraud Examiners
  • Certified Public Accountant
  • Certified Fraud Examiner
  • Bachelor of Science, Accounting – University of South Dakota, Vermillion
Hawkes, DouglasSalt Lake City, UT801.456.5454dhawkes@eidebailly.comView
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  • More than 36 years public accounting experience providing services to a variety of industries, including SEC, oil and gas, manufacturing, construction, retail and technology companies.
  • Provides consulting services to small and medium-size entities in the areas of accounting, financial reporting and operations.
  • Extensive knowledge in merger and acquisition, as well as tax consulting of reorganizations.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Certified Public Accountant, Utah and Oklahoma
  • Bachelor of Science, Accounting – Brigham Young University, Utah
Nelson, DuaneFargo, ND701.239.8623dnelson@eidebailly.comView1227
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Duane has more than 38 years public accounting experience, with the last 37 years devoted entirely to the health care industry. He performs productivity and wage level comparisons, directs health care financial feasibility studies, provides merger, management or affiliation alternative analyses, and conducts reimbursement maximization studies. His past experience includes audits and/or reimbursement reports for hospitals, nursing homes and senior living facilities. Duane also provides corporate restructuring analyses and implementation procedures, including feasibility analyses of alternate revenue sources and prepares strategic assessments of alternatives to improve profitability, which includes identifying downsizing and integration alternatives.

Recognized for his knowledge and experience in the health care industry, Duane has served as a seminar instructor on survival strategies for rural health care facilities and integration of hospitals and nursing homes and facilities of the future.

Outside of the office, Duane enjoys golfing, hunting and traveling. His other interests include investing in energy-related companies and alternative energy companies.

  • More than 38 years public accounting experience
  • Dedicated to serving the health care industry
  • Enjoys golfing and hunting
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Minnesota Healthcare Financial Management Association, Fellow and Advanced Member
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of Minnesota, Twin Cities
Thompson, DuaneMankato, MN507.386.6290dthompson@eidebailly.comView1155
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  • Helps clients with income, estate and gift tax planning alternatives.
  • Performs transition and successor planning for small business owners.
  • Experienced in tax and accounting system planning for small business corporations, partnerships and proprietorships with an emphasis in agricultural production.
  • Provides specific expertise in estate transfer planning.
  • More than 30 years of experience.
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants - also serves on the Government Relations and Taxation Committees
  • Carlson School of Business, University of Minnesota, Student Mentor
  • Minnesota Board of Accountancy, Past member of Board of Directors
  • Certified Public Accountant
  • Masters of Business Taxation, University of Minnesota, Minneapolis
  • Bachelor of Arts, Accounting - Buena Vista University, Storm Lake, Iowa
Painter, EddNorman, OK405.292.2920epainter@eidebailly.comView1208
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Edd has more than 27 years public accounting experience providing services to a variety of industries, including closely held entities, real estate, hospitality, fuel distributors and service companies. He provides tax and consulting services to general business entities, concentrating on real estate companies, nursing homes and hospitality companies. Edd also serves on the Firm's Tax Technical Committee.

Outside of his professional life, Edd enjoys fishing, hunting and being involved in his children's activities.

  • More than 27 years public accounting experience
  • Serves on the Firm's Tax Technical Committee
  • Enjoys fishing and hunting
  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants - Taxation Committee Former Chairman
  • Texas Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Southwestern Oklahoma State University, Weatherford
Phibbs, EddieFargo, ND612.253.6680ephibbs@eidebailly.comView1269
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  • More than 18 years of health care reimbursement experience.
  • Works with numerous hospitals across the nation to improve their Medicare and Medicaid reimbursement.
  • Specializes in PPS Hospitals and Academic Medical Centers.
  • Projects managed on a national level include Wage Index, DSH, IME/GME, Occupational Mix and Cost Report Assessments.
  • Reviews and prepares cost reports for a large number of varying size facilities.
  • Worked at two large health systems on the east coast and two national consulting practices.
  • American Institute of Certified Public Accountants (AICPA)
  • Virginia Society of Certified Public Accountants
  • Virginia Healthcare Financial Management Association (VA HFMA)
  • West Virginia Healthcare Financial Management Association (WV HFMA)
  • Certified Public Accountant, Virginia
  • Bachelor of Business Administration – Radford University, Virginia
Stabenow, ElizabethFargo, ND701.239.8686estabenow@eidebailly.comView1227
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Liz has 25 years experience in communications and marketing. As the Firm’s director of communications, she manages the communications team and provides team members with focused direction, challenging work and learning opportunities. Liz has been instrumental in creating and maintaining the Eide Bailly brand, and ensuring its effectiveness and consistency in both internal and external materials.

As a well-rounded communications professional, Liz develops communication plans, strategies and streamlined processes to create effective and user-friendly systems for external and internal clients. She has a knack for clearly communicating complex or simple messages for multiple audiences. She is responsible for overseeing the development, design and production of printed and electronic materials for marketing and informational purposes, which includes newsletters, enewsletters, brochures, specialty products, direct mail pieces, public relations, advertising and the Eide Bailly website.

Liz spends her free time enjoying various outdoor activities, such as boating, biking, walking, skiing and snowmobiling. She loves spending time at the lake with her friends and family, and treasures the time she spends with her husband, children and cockapoo. Other hobbies include reading, cooking, scrapbooking and photography.

  • 25 years of communications and marketing experience
  • Oversees the development, design and production of Firm communications and marketing materials
  • Enjoys spending time outdoors and at the lake with friends and family
  • Association for Accounting Marketing
  • Fargo-Moorhead Professional Communicators
  • Bachelor of Science, Mass Communications with emphasis in Public Relations – Minnesota State University Moorhead
  • Bachelor of Science, Agricultural Economics with an emphasis in Agri-Business – Kansas State University, Manhattan
Berman, EricBoise, ID208.424.3524eberman@eidebailly.comView
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  • Trusted advisor to government agencies across the U.S., helping them to address GASB Standards, NCGA Statements and AICPA Statements of Position.
  • Uses his more than 23 years of experience in Governmental accounting, auditing and controllership to guide his federal, state and local governmental clients.
  • Nationally recognized speaker, author and thought leader on financial reporting for state and local governments.
  • Assists clients in achieving the Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting.
  • Author of the 2011, 2012, 2013 and 2014 Governmental GAAP Guide and the Governmental GAAP Practice Manual. Also, author of the bi-monthly Governmental GAAP Update Service and the Knowledge Based Audits – State and Local Government Audit Guide and Tools.
  • Served as Deputy Comptroller of the Commonwealth of Massachusetts for 11 years.
  • Held the position of Chief Financial Officer of the Massachusetts Water Pollution Abatement Trust for 5 years.
  • Awarded the Commonwealth of Massachusetts Manuel Carballo Award for Public Service in 2003.
  • Awarded the President’s award from the National Association of State Auditors, Comptrollers and Treasurers.
  • Two-time President’s award recipient from the Association of Government Accountants.
  • Represents the Association of Government Accountants (AGA) as the Vice Chairman of the Government Accounting Standards Advisory Council (GASAC) to GASB
  • AGA's Financial Management Standards Board, Chair
  • California Society of Certified Public Accountants – Governmental Accounting and Audit Committee
  • American Institute of Certified Public Accountants (AICPA) –Governmental Performance and Accountability Committee, former chair
  • AICPA's State and Local Government Expert Panel, former member
  • Massachusetts Society of Certified Public Accountants – Governmental Accounting and Auditing Committee, former chair
  • Certified Public Accountant
  • Chartered Global Management Accountant
  • Master of Science, Accountancy – Bentley University
  • Bachelor of Science, Broadcast Journalism – Boston University
Budreau, EricDenver, CO303.586.8550ebudreau@eidebailly.comView1274
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  • More than 19 years public accounting experience, specifically in tax, providing services to a variety of industries, including real estate, insurance, health care, manufacturing, financial institutions, media/advertising, high-tech and telecommunications, transportation, professional services and bankruptcy.
  • Brings a diverse perspective and well-rounded insights to his clients' concerns because of his broad experience in tax, audit and private industry and as a former small-business owner.
  • Extensive knowledge in corporate and flow-through entity taxation, with an emphasis in tiered partnerships, consolidated corporate entities and multi-state operations.
  • Gained extensive experience servicing large- to middle-market clients as an engagement tax manager for international Big 4 professional services firm PricewaterhouseCoopers, LLP.
  • Communicates complex business and tax issues in plain English.
  • Published by the Denver Business Journal.
  • Frequent presenter for Independent Bankers of Colorado.
  • American Institute of Certified Public Accountants, Tax Practice Membership Section
  • Colorado Society of Certified Public Accountants
  • South Metro Denver Realtor Association
  • Denver Business Journal, 40 Under 40 Award recipient, 2007
  • Denver Business Journal, Top 10 Powerbook Recipient, 2009  Independent Bankers of Colorado  HRCA Recreation Advisory Committee District Delegate
  • Certified Public Accountant
  • Real Estate Brokers License, Colorado
  • Master of Taxation - University of Denver Sturm College of Law and Daniels College of Business, Colorado
  • Bachelor of Arts, Business Administration with emphasis in Accounting - Fort Lewis College, Durango, Colorado
Johnson, EricOgden, UT801.337.3732ecjohnson@eidebailly.comView1227
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  • More than 19 years in public accounting assisting closely held businesses and individuals.
  • Experienced in planning and compliance for non-profit organizations.
  • Provides tax planning and compliance services for partnerships and corporations.
  • Experienced in wealth and transition planning.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Vice President of Estate Planning Council of Weber/Davis
  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Master of Accounting - Utah State University, Logan
  • Bachelor of Science, Accounting - Utah State University, Logan
Pulse, EricSioux Falls, SD605.977.4847epulse@eidebailly.comView1227
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  • More than 15 years in the public accounting and consulting industry providing information technology risk advisory and security consulting services to a variety of industries, including health care, insurance, financial services, banking, credit union and government.
  • Provides leadership in developing and enhancing information technology risk advisory and security consulting practice for people, processes, methodologies and growth.
  • Performs IT audit and control reviews, which includes all aspects of security and controls, including business continuity planning, organizational and operational controls, systems development and change management controls, physical and logical access security, application and processing controls and compliance testing.
  • Performs SSAE-16 SOC 1, as well as SOC 2 / SOC 3, third-party audits.
  • Worked with clients on information system security certification and accreditation activities as required under Federal Information Security Management Act of 2002 for low, moderate and high impact federal information systems. Worked with preparation of information systems accreditation packages in accordance with the National Institute of Science and Technology (NIST) with Federal Information Processing Standard publication and Special Publication frameworks (i.e. NIST SP 800-53).
  • Performed comprehensive assessments of external and internal computer systems and networks to determine security features and capabilities, and to identify potential security system vulnerabilities.
  • Performed PCI Data Security Standard compliance assessments, which were conducted to evaluate the organizations’ compliance to the PCI Data Security Standard in preparation for compliance reporting requirements.
  • Certified Information Systems Auditor (CISA) – Information Systems Audit and Control Association (ISACA)
  • Certified Information Security Manager (CISM) – ISACA
  • Certified in Risk and Information Systems Control (CRISC) – ISACA
  • GIAC Security Essentials Certification (GSEC) – The SANS Institute
  • Certified Financial Services Auditor (CFSA) – National Association of Financial Services Auditors
  • Bachelor of Arts, Accounting and Business Management – Dakota Wesleyan University, Mitchell, South Dakota
Gariepy, FrankGolden, CO303.459.6706fgariepy@eidebailly.comView1274
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  • More than 35 years of experience in public accounting and private industry, including oil and gas and commercial aviation industries.
  • Serves clients in commercial and residential real estate development and construction, manufacturing and high-tech start-ups.
  • Eide Bailly National Tax Office, Partnerships and Flow-Through Entities.
  • Eide Bailly National Tax Office, Captive Insurance Structuring.
  • Eide Bailly Construction and Real Estate Group.
  • Member of Eide Bailly’s National Tax Office team; committed to helping clients stay informed about tax news, developments and trends.
  • American Institute of Certified Public Accountants, Tax Division
  • Arizona Society of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Texas Society of Certified Public Accountants
  • Denver Chamber of Commerce – Colorado Space Coalition Committee, Member
  • National Association of Industrial Office Properties (NAIOP), Member
  • Colorado Real Estate Council (CUREC)
  • Certified Public Accountant – Colorado, Arizona and Texas
  • Bachelor of Science, Business Administration – University of Vermont, Burlington
Jones, GaryOklahoma City, OK405.858.5530gjones@eidebailly.comView1227
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Gary has more than 33 years of tax experience, which includes planning and preparing tax returns for high-net-worth individuals. With nine years of experience as an IRS agent, his tax knowledge goes beyond a traditional accountant. Throughout his career, Gary has worked with a variety of clients, including construction companies, health care entities, law firms, auto dealers, non-profit organizations and manufacturing companies.

Outside of his professional life, Gary actively participates in his church. He also enjoys traveling.

  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – University of Central Oklahoma, Edmond
Myers, GarySalt Lake City, UT801.947.7500gmyers@eidebailly.comView
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  • More than 28 years public accounting experience providing services to a variety of industries, including health care, real estate and non-profit organizations.
  • Extensive experience working with large and complex consolidations.
  • Experience in mergers and acquisitions for a variety of businesses.
  • Focus for the past several years on large health care clients with facilities throughout the United States.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • UBS Bank USA, Member of the Board of Directors and Audit Committee
  • Certified Public Accountant, Utah
  • Bachelor of Science, Accounting – Brigham Young University, Provo, Utah
Smith, GaryPhoenix, AZ602.264.8604gsmith@eidebailly.comView1267
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  • Gary has more than 20 years of public accounting experience providing audit, accounting and consulting services to SEC, public sector and financial institutions clients.
  • Plans, supervises and reviews financial institution audit engagements, ranging in size up to $6 billion in assets.
  • Spends the majority of his time devoted to providing audit, exam and consulting services to SEC clients, service industries, public sector, banks, leasing and finance companies.
  • Extensive experience in project and engagement management where he has led diverse audit teams on audits for more than 10 years.
  • Presents various financial institution topics for training programs and seminars.
  • Author of various articles on current accounting topics including leases, BASEL III and FASB’s proposed expected loss model for the allowance for loan losses.
  • Gary has authored various comment letters for the firm including the comment letter regarding the proposed accounting standard update on interest rate risk and the comment letter on proposed regulatory changes from BASEL III.
  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Recipient of the 2008 Arizona Business Magazines Center of Influence Award for being one of Arizona's most influential and impacting Certified Public Accountants
  • Community Banking Advisory Network, 2013 Executive committee member
  • Certified Public Accountant
  • Bachelor of Science, Business Administration – University of Colorado
Knobloch, GeoffSioux Falls, SD605.977.2756gknobloch@eidebailly.comView1227
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Geoff has more than 14 years public accounting experience providing audit, tax and accounting services to various entities within the health care industry. Geoff works with clients across the country on audit and accounting engagements, debt financing projects, third-party reimbursement, exempt organization tax issues and Medicare and Medicaid cost reporting. He works with Critical Access Hospitals, Prospective Payment System hospitals, nursing homes, home health agencies, rural health clinics and physician clinics.

Geoff has been a presenter at various internal and external continuing professional education events and serves as chairperson of Eide Bailly’s Health Care Audit Technical Issues Committee.

It is important to Geoff to give back to his community; he does so by volunteering as a committee or board member for various church and non-profit organizations. Geoff enjoys spending his free time relaxing outdoors or at the lake with his wife, Elise, and their three boys. His love of the outdoors is apparent in all of his hobbies, including fishing, golfing, hiking and traveling. Geoff is a sports fan and enjoys watching Iowa Hawkeye sports and college football.

  • American Society of Certified Public Accountants
  • Health Financial Management Association - Board of Directors, President 2013-14
  • South Dakota CPA Society
  • American Society of Certified Public Accountants
  • Health Financial Management Association - Board of Directors, President 2013-14
  • South Dakota CPA Society
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Gustavus Adolphus College, St. Peter, Minnesota
Vande Kamp, GrantSioux Falls, SD605.977.2708gvandekamp@eidebailly.comView1227
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Grant has more than 19 years public accounting experience. He provides tax and accounting services to clients in a variety of industries, including manufacturing, retail business, construction, transportation, restaurant, wholesale and retail distribution.

Grant enjoys spending his free time on the golf course, camping and coaching youth sports.

  • More than 19 years of public accounting experience
  • Provides tax and accounting services
  • Coaches youth sports
  • South Dakota Certified Public Accountants Society
  • American Institute of Certified Public Accountants
  • South Dakota East River Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Arts, Accounting - Dordt College, Sioux Center, Iowa
Honl, GregSioux Falls, SD605.367.6723ghonl@eidebailly.comView1267
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Greg has more than 30 years experience working with financial institutions. He specializes in providing audit, tax, accounting and consulting services, strategic planning, mergers and acquisitions, internal control evaluator and operating procedures and policies. He also provides special services for trust companies, including financial statement audits, fiduciary activities examinations, audits of collective investment funds and reviews of internal and operating procedures.

Greg has extensive experience planning, supervising and reviewing audit engagements of financial institutions with assets ranging from de novo to more than $2 billion. He prepares bank holding company applications and other notices for regulators, including the formation of ESOPs. Additionally, Greg provides SAS 70 examinations for service organizations that provide services to financial institutions and trust companies.

During the past three years, Greg has completed nearly 200 hours of continuing professional education. This includes completing courses at the AICPA National Conference on Banks, the Community Banking Advisory Network Super Conference and Bank Holding Company Association Conferences, among others. He is also a frequent presenter of various bank topics for industry associations and Eide Bailly. In his free time, Greg enjoys traveling and spending time at his lake cabin and with his grandchildren.

  • More than 30 years public accounting experience
  • Works closely with financial institutions
  • Enjoys traveling and spending time with his grandchildren
  • American Institute of Certified Public Accountants - Depository Institutions Expert Panel, Charter Member
  • South Dakota CPA Society
  • Community Banking Advisory Network
  • Independent Community Banks of South Dakota and North Dakota
  • South Dakota and North Dakota Bankers' Associations Independent Community Banks of Minnesota
  • Certified Public Accountant
  • Master of Science, Accounting - University of North Dakota, Grand Forks
  • Bachelor of Science, Mathematics - North Dakota State University, Fargo
Jones, GregOklahoma City, OK405.858.5551gpjones@eidebailly.comView1273
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Greg has more than seven years public accounting experience and provides tax planning and preparation services to a variety of clients, including oil and gas companies, manufacturers, professional service firms and closely held family groups. As a Certified Valuation Analyst, he provides business valuation services for clients in connection with estate planning, buy/sell agreements, partner disputes and employee stock ownership plans. Greg also has experience preparing returns for master limited partnerships. As a tax specialist, Greg presents on various oil and gas and general partnership taxation issues.

Greg is a family man and spends as much time as possible with his daughter. In his personal time, he also enjoys golfing, hunting and fishing.

  • More than seven years public accounting experience
  • Serves as a tax specialist
  • Enjoys spending time with his daughter
  • American Institute of Certified Public Accountants
  • National Association of Certified Valuation Analysts
  • Oklahoma Society of Certified Public Accountants
  • Certified Public Accountant
  • Certified Valuation Analyst
  • Master of Business Administration - Southwestern Oklahoma State University, Weatherford
  • Bachelor of Science, Business Administration - Southwestern Oklahoma State University, Weatherford
Vanderburgh, GregPhoenix, AZ602.264.8616gvanderburgh@eidebailly.comView1227
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Greg has more than 18 years experience in financial planning. He helps clients with cash flow analysis, education planning, insurance and risk analysis, retirement planning and asset allocation. He also works with CPAs and attorneys to assist clients with estate planning and wealth transfer.

In addition, Greg conducts many financial services workshops and has presented at a number of conferences. He also is a member of the Eide Bailly Financial Services Investment Committee.

Outside of his professional life, Greg enjoys playing ice hockey, golf, tennis, swimming and reading.

  • More than 18 years experience in financial planning
  • Helps clients with cash flow analysis, education planning, insurance and risk analysis, retirement planning and asset allocation
  • Enjoys playing ice hockey
  • Investment Advisor Representative Series 66
  • Registered Representative Series 7 and 63
  • Registered Principal Series 24
  • Bachelor of Commerce – Carlton University, Ottowa, Canada
  • Financial Advisor is a Registered Representative of and offers securities through Securities America Inc. Member FINRA and SIPC.  Investment advisory Services offered through Eide Bailly Advisors, LLC is the holding company for Eide Bailly Advisors, LLC.  Eide Bailly Financial Services and its subsidiaries are not affiliated with Securities America Companies.
Moser, GwenDubuque, IA563.557.6149gmoser@eidebailly.comView1269
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  • More than 23 years of experience in public accounting providing client services in the areas of audit and consulting with an emphasis on providing services to the health care industry.
  • Consults on various operational, accounting and reporting issues for health care entities and non-profit organizations.
  • Responsible for the preparation and/or review of Medicare, Medicaid and other third-party reimbursement reports for health care entities.
  • Consults on reimbursement implications for various health care entities.
  • Involved in feasibility studies to assist management in making critical decisions regarding the construction of new facilities, as well as for lending and other compliance requirements.
  • Eide Bailly Health Care Reimbursement Committee
  • American Institute of Certified Public Accountants
  • Iowa Society of Certified Public Accountants
  • Iowa Healthcare Financial Management Association
  • National Rural Health Association
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Loras College, Dubuque, Iowa
Thielges, HeatherMankato, MN507.386.6225hthielges@eidebailly.comView1227
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  • More than 13 years public accounting experience serving clients in a variety of industries, including real estate, health care, professional services and renewable energy.
  • Provide tax compliance, planning and consulting services to both businesses and individuals.
  • Assist clients with various services, including new entity formations, ownership changes, IRS and state tax representation, partnership issue support, research, multi-state taxation, budgeting and projections.
  • Performs business valuation services for estate and gift tax purposes, litigation, purchasing and selling businesses and marital dissolution.
  • Presents numerous business valuation and benchmarking presentations on an annual basis to area referral groups and associations.
  • Authors articles and updates for a variety of publications.
  • Serves on the board of the YWCA of Mankato.
  • Recipient of the Greater Mankato Yellow Rose Award for dedication to advancing the status of women and commitment to community.
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • National Association of Certified Valuation Analysts
  • Business & Professional Women of Mankato, member and former President
  • Certified Public Accountant
  • Certified Valuation Analyst
  • Certified Forensic Financial Analyst (pending)
  • Bachelor of Science, Accounting – Minnesota State University, Mankato
Lee, HeidiWilliston, ND701.609.5902hlee@eidebailly.comView1227
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  • More than seven years of public accounting experience providing tax preparation and consulting services along with accounting services. Specializes in small businesses, agriculture and oil & gas.
  • Provides tax and accounting services to individuals and business entities including partnerships, LLCs and corporations.
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelors Degree, Accounting & Business Administration - University of Mary, Bismarck, North Dakota
Engelhart, HollyAberdeen, SD605.622.4215hengelhart@eidebailly.comView1268
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Holly has more than 22 years of public accounting experience providing audit and consulting services to a variety of clients, including governmental and non-profit organizations, hospitality, commercial and service entities, student loan agencies, guarantor agencies and franchisors. She provides auditing services in accordance with the Office of Management and Budget (OMB) Circular A-133, including audits of states, local governments and non-profit organizations for a variety of Federal programs. Holly also works with service organization clients, specifically related to Service Organization Controls (SOC) engagements.

In addition to her client work, Holly serves on the Firm's Assurance Services Non-Profit Technical Issues Committee (TIC) to help guide the non-profit related work of the Firm. She is also a member of the Firm’s First Focus Advocacy committee.

Holly appreciates the Firm’s work-life balance, and takes advantage of numerous opportunities to serve her community. She is involved with her church's finance committee, serves as board member and volunteer for Junior Achievement, is a member of Sertoma and is a member and past officer of the P.E.O. Sisterhood, whose mission is to promote educational opportunities for women. Holly and her husband are both passionate about spending time with family, golfing, cooking and travel. They also share their home and hearts as foster parents.

  • American Institute of Certified Public Accountants
  • South Dakota CPA Society
  • Certified Public Accountant
  • Predictive Index Analyst
  • Bachelor of Science, Accountancy – University of North Dakota, Grand Forks
Meyer, JackieFort Collins, CO970.999.8882jmmeyer@eidebailly.comView1227
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Hallett, JaeBoise, ID208.383.4719jhallett@eidebailly.comView1274
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Jae is a leader in the Firm with expertise crossing many industries, including financial institutions, construction, government, manufacturing and retail. He has more than 25 years experience providing personal service to his clients. Jae is a member of the Firm's Assurance Services Policy Committee, which is dedicated to maintaining and enhancing quality audit practices for our clients.

Prior to joining Eide Bailly and establishing the base of the Firm's audit practice in Boise, Jae worked for Ernst and Young in Boise and Seattle. During his tenure, the Firm's Boise office has grown to become the largest public accounting practice in Idaho, with approximately 80 employees.

Jae's motto is "work hard and play harder." To this end, he enjoys hunting, water and snow skiing, and spending quality time with his family.

  • More than 25 years experience
  • Works with many industries and client types
  • Enjoys sports activities and spending time with family
  • American Institute of Certified Public Accountants
  • Association of Governmental Accountants
  • Idaho Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Accountancy - Boise State University, Idaho
Ford, JamesMinneapolis, MN612.253.6524jford@eidebailly.comView1209
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James has more than 10 years public accounting experience providing audit, tax, accounting and consulting services to clients in various industries with a focus on construction, manufacturing and distribution companies. He specializes in helping family-owned construction and manufacturing companies reach their business goals.

James has extensive experience working with business owners and management in strategic planning, succession planning and using the audit process to deliver value-added information. He also is a frequent presenter and author on the topic of business metrics and how to utilize information to improve operations and performance.

Outside of his professional life, James enjoys playing golf, coaching his children's sports teams and spending time with his family.

  • Specializes in helping family-owned construction and manufacturing companies reach their goals
  • Knowledgeable of business metrics and how to improve business operations and performance
  • Enjoys coaching his children's sports teams
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Construction Financial Management Association
  • Minnesota Asphalt Paving Association
  • Minnesota General Contractors Minnesota Construction Association North Dakota State University Advisory Board
  • Certified Public Accountant
  • Bachelor of Science, Accounting - North Dakota State University, Fargo
Lyons, JamesDenver, CO303.539.5913jlyons@eidebailly.comView1227
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James has more than 28 years of public accounting experience and currently serves as the Firm’s partner-in-charge of the Colorado offices and on the Firm’s Board of Directors. He provides accounting and income tax services, including entity selection, business acquisitions and divestitures, liquidations, and tax planning and compliance services for small- to mid-sized businesses, individuals, partnerships and fiduciaries.

James works with many clients across a variety of industries, including real estate, waste management, manufacturing, restaurants, non-profit and professional services. He specializes in small business consulting with an emphasis in automotive franchises and real estate development.

It is important for James to give back to his community. He fundraises for The Children’s Hospital by participating in the annual winter radiothon and the summer Courage Classic bike tour. In his free time, James enjoys golfing, traveling and attending and supporting his children’s activities.

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Mesa State College, Grand Junction, Colorado
Milliron, JamesDenver, CO303.539.5934jmilliron@eidebailly.comView1227
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James has more than ten years' experience providing executive search and placement services. He has conducted executive search services for more than 300 companies in the Denver area while working with a variety of industries, including manufacturing, oil and gas, professional services, technology, real estate, construction, financial services, law and health care.

James has developed search techniques and utilizes several sources for identifying the best candidate for open positions. Through developing and maintaining a strong network of contacts, he has successfully placed full-charge bookkeepers, staff and senior accountants, financial analysts, controllers, CFOs, CEOs, COOs, IT professionals, attorneys, sales professionals and administrative professionals. In addition to search services, James also writes job descriptions, performs reference checks, conducts salary negotiations and evaluates personality profiles.

Outside of his professional life, James enjoys a variety of hobbies, which include playing golf, hiking, coaching Tball and spending time with his wife and two children.

  • Colorado Business Bank, Advisory Board
  • Bachelor of Business Administration, Economics – Loyola University, Chicago
Yee, JamesBoise, ID208.383.4758jyee@eidebailly.comView1227
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  • More than 10 years public accounting experience providing audits to the health care industry.
  • Significant experience with critical access hospitals and their unique accounting and auditing issues.
  • Conducts audits within a variety of industries, including health care, manufacturing, construction and real estate.
  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Healthcare Financial Management Association
  • Bachelor of Science, Accounting – University of Idaho, Moscow
  • Bachelor of Science, Finance – University of Idaho, Moscow
Wilburn, JaniceTulsa, OK918.748.5044jwilburn@eidebailly.comView1227
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  • More than 16 years experience in public accounting with an emphasis on tax compliance and planning for various industries and high wealth individuals and family groups.
  • Industry experience includes a special focus on physicians and medical practices. 
  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants
  • Leadership Tulsa - Class 46
  • Clarehouse Board Member
  • Certified Public Accountant
  • Bachelor of Science, Business Administration, Accounting - University of Tulsa, Oklahoma
Heim, JaredDubuque, IA563.557.6169jheim@eidebailly.comView1227
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  • More than ten years public accounting experience providing client services in the areas of audit and consulting with an emphasis on providing services to the health care industry.
  • Responsible for the review of Medicare, Medicaid and other third-party reimbursement reports for health care entities.
  • Consults on reimbursement implications for various health care entities.
  • Involved in preparation and review of financial feasibility studies for hospitals and nursing homes.
  • Provides forecasts and budgets as well as debt capacity and utilization studies.
  • Eide Bailly Strategic Financing Director and Eide Bailly Forecast Committee
  • National Rural Health Association
  • American Institute of Certified Public Accountants
  • Iowa Society of Certified Public Accountants
  • Healthcare Financial Management Association
  • Certified Public Accountant, Iowa
  • Bachelor of Arts, Accounting – Loras College, Dubuque, Iowa
  • Bachelor of Arts, Finance – Loras College, Dubuque, Iowa
McKeever, JasonFargo, ND701.476.8773jmckeever@eidebailly.comView1227
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As Eide Bailly's director of training and development, Jason's goal is to find innovative, creative ways to grow the competency of the Firm. With this objective, he has developed a blend of traditional and cutting-edge training initiatives and programs for the classroom, online and self study settings. He has also implemented training webcasts as a primary means of connecting staff members across the Firm.

Jason is a natural teacher and presenter. His contagious, high-energy style captivates people's interests, even for programs some might consider mundane. As a certified Dale Carnegie course instructor and Situational Leadership facilitator, he successfully connects with audiences of all levels to provide educational and engaging programs, including generational awareness, sexual harassment awareness, team building, project management, successful presentation skills, business etiquette, presentation techniques and change management.

As a veritable master of home renovation projects, Jason could teach Bob Vila a few tips and tricks, if given the chance! Aside from remodeling his home, he enjoys exercising.
  • Develops training initiatives and programs
  • Provides training for various new-skill programs
  • Enjoys home renovation projects
  • American Society of Training and Development
  • Certified Dale Carnegie Course Instructor
  • Microsoft Office Specialist Expert Certification
  • Certified Situational Leadership Facilitator
  • Bachelor of Arts, Psychology - Concordia College, Moorhead, Minnesota
  • Bachelor of Arts, Organizational Communications - Concordia College, Moorhead, Minnesota
Olson, JasonMinneapolis, MN612.253.6554jwolson@eidebailly.comView1227
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As a forensic accounting senior manager, Jason has conducted hundreds of forensic accounting examinations and performed hundreds of fraud risk assessment interviews. He provides forensic accounting services for complex financial transactions, documents and quantifies fraud losses for businesses and assists clients with insurance claims regarding fraud losses. Jason’s well-rounded experience is also utilized for litigation support in civil and criminal proceedings.

Jason works closely with clients to identify and document weaknesses in internal controls, and recommends solutions to mitigate future opportunities for fraud. He has advanced training in both the Wicklander Zulawski Method of Conducting Interviews and Interrogation and the Reid Technique of Interviewing and Interrogation. With specialized expertise, Jason is also a frequent author of fraud-related articles.

Outside of work, Jason enjoys being active, snowmobiling and watching football.

  • Association of Certified Fraud Examiners, Twin Cities Chapter
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • State of Minnesota Board of Accountancy
  • Certified Public Accountant
  • Certified in Financial Forensics
  • Certified Fraud Examiner
  • Certified Forensic Interviewer
  • Private Investigator, Minnesota
  • Bachelor of Science, Accounting with Forensic Accounting emphasis - North Dakota State University, Fargo
  • Masters of Business Administration, Fraud Management and Economic Crime - Utica College founded by Syracuse University, New York
Baty, JeffOklahoma City, OK405.858.5531jbaty@eidebailly.comView1227
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  • More than 11 years financial services experience.
  • Provides financial planning, covering cash flow analysis, education planning, insurance and risk analysis, retirement planning and asset allocation.
  • Offers investment portfolio management and asset allocation services, including stocks, bonds, mutual funds, annuities, cash management, advisory accounts and brokerage accounts.
  • Provides analysis of personal and business insurance risks, and offers insurance products such as life, disability and long-term care.
  • Provides both accumulation and distribution planning services.
  • Works in the area of estate planning and wealth transfer in conjunction with other professionals including CPAs and attorneys.
  • Provides solid investment management advice, qualified plan services, employee education, fiduciary guidance and reviews.
  • Provides executive benefits, group insurance, buy-sell planning, key person protection and fiduciary reviews.
  • Financial Planning Association
  • Investment Advisor Representative Series 65
  • Registered Representative Series 7,63
  • Registered Principal Series 24
  • Oklahoma Insurance License
  • Bachelor of Science, Business Administration - University of Central Oklahoma, Edmond
  • Financial Advisor is a Registered Representative of and offers securities through Securities America Inc. Member FINRA and SIPC. Investment Advisory Services offered through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with Securities America Companies.
Cullison, JeffTulsa, OK918.748.5012jcullison@eidebailly.comView1209
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  • More than 25 years experience of public accounting, specializing in audits of construction companies and manufacturers.
  • Experience in forecasts and projections.
  • American Institute of Certified Public Accountants
  • South Dakota Society of Certified Public Accountants
  • Construction Financial Management Association
  • Associated General Contractors
  • Certified Public Accountant
  • Bachelor of Science, Accounting – University of Northern Iowa, Cedar Falls
Lester, JeffTulsa, OK405.292.2943jtlester@eidebailly.comView1227
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  • Uses the financial planning process to help clients identify and prioritize their financial goals, and to recognize which factors clients can and cannot control as they move toward those goals.
  • Helps educate business owners on ways to improve the benefits available through the retirement plans they sponsor; and helps educate their employees – retirement plan participants – so they participate more fully in their retirement plans and accrue increased benefits for their own retirement.
  • Has more than 12 years of experience in workplace and risk management-related issues, including two-and-a-half years as deputy commissioner of labor for the state of Oklahoma, with broad involvement in the Fair Labor Standards Act functions of the agency.
  • Was a key member of a team that designed a comprehensive risk management platform for the Catholic Church in North America, including the most widely used child sex abuse prevention program in the world.
  • Member of the Financial Planning Association
  • Past president and board member of the local chapter of the National Association of Insurance and Financial Advisors
  • Registered Representative Series 7 & 66
  • Licensed Insurance Professional, Oklahoma
  • Bachelor of Arts, Journalism – The University of Oklahoma, Norman
  • Financial Advisor is a Registered Representative of and offers securities through Securities America Inc. Member FINRA and SIPC. Investment Advisory Services offered through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with Securities America Companies.
Sorensen, JeffSalt Lake City, UT801.947.7500jsorensen@eidebailly.comView1227
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  • More than 13 years experience in providing services to a variety of industries, including non-profit organizations, privately-held companies, benefit plans and healthcare (specifically long-term care and physicians; groups and individuals).
  • Provide consulting services to physician groups for accounting and tax services.
  • Specialize in providing audit and accounting services for healthcare type clients and employee benefit plans, along with experience in business taxes, non-profit organizations and A-133 audits.
  • American Institute of Certified Public Accountants (AICPA)
  • Utah Association of Certified Public Accountants (UACPA)
  • Certified Public Accountant, Utah
  • Master of Business Administration - University of Utah, Salt Lake City
  • Bachelor of Arts, Accounting - University of Utah, Salt Lake City
Strand, JeffSioux Falls, SD605.977.2700jstrand@eidebailly.comView1267
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  • More than 30 years public accounting experience with Eide Bailly providing services to clients in a variety of industries, including agriculture, financial institutions and professional services.
  • Serves as the Firm's Director of Risk Management.
  • Served as the Director of Professional Practices from 2004 to 2013.
  • Served as a Regional Director for the Firm from 2003 to 2008.
  • Served as Partner-in-Charge for the Firm's Sioux Falls office from 1991 to 2005.
  • American Institute of Certified Public Accountants
  • South Dakota Society of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Business and Economics, with an Accounting emphasis – North Dakota State University, Fargo
Huotari, JenniFargo, ND701.476.8728jhuotari@eidebailly.comView1227
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Jenni has more than nine years public accounting experience providing audit and accounting services to clients in a variety of industries with a focus on manufacturing, retail/wholesale, ag processors, non-profits and implement dealerships. She frequently works with SEC filings, including annual reports, periodic filings, follow-on offerings and debt offerings.

Jenni has significant experience with engagements for large, multi-location companies, develops and gives thorough presentations to company board of directors and audit committees. She also assists with recruitment of audit staff, audit practice development and serves as the primary liaison with several clients.

Jenni has served as an instructor for the Firm's and state society's continuing education programs. She also was a member of the pilot team for the Firm's most recent audit software selection and conversion.

Outside of her professional life, Jenni likes following politics down to the local level. She also enjoys family time. She plays nearly every sport with her two sons and also teaches Sunday school.

  • More than nine years public accounting experience
  • Frequently works with SEC filings
  • Enjoys following politics
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Minnesota State University Moorhead
  • More than 40 hours continuing professional education each year on auditing-related subjects, including agricultural processing and manufacturing
Bendewald, JeremyFargo, ND701.239.8513jbendewald@eidebailly.comView1227
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Jeremy has more than 10 years experience providing forensic accounting services for many types of organizations, including the development of on-going fraud management control systems. As director of Eide Bailly's Forensic Accounting and Investigative Services, he specializes in the detection of fraudulent activity through computer data and accounting software, and has uncovered several multi-million dollar fraud schemes using these systems. Jeremy also provides background screening investigations and has conducted hundreds of investigative employee interviews. Additionally, Jeremy has been involved in numerous financial investigations and participates in criminal and civil court of law proceedings regarding allegations of fraud.

Jeremy has received extensive advanced education and training to help him better serve his clients. He is certified in the Reid Technique of Interviewing and Interrogation, as well as the Wicklander Zulawski method. Jeremy is also trained to recover computer data and evaluate data for fraudulent transactions using the Forensics EnCase Methodology.

Outside of his professional life, Jeremy channels the same focused determination essential to his fraud investigations into working on home improvement projects. His more leisurely interests include golfing and spending time with his two children.

  • More than 10 years forensic accounting experience
  • Serves as director of Eide Bailly's Forensic Accounting and Investigative Services
  • Enjoys home improvement projects
  • Association of Certified Fraud Examiners
  • Certified Fraud Examiner
  • Certified Forensic Interviewer
  • Private Investigator, Arizona and Minnesota
  • Master of Business Administration, Fraud Management and Economic Crime - Utica College, New York
  • Bachelor of Science, Accounting with Forensic Accounting Studies - North Dakota State University, Fargo
Hauk, JeremyBillings, MT406.896.2435jhauk@eidebailly.comView1267
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  • More than 25 years of public accounting experience.
  • Provide tax, consulting and business advisory services to a diverse client base, including numerous financial institutions and various pass-through entities.
  • Member of the Firm's Retirement Committee and Financial Institutions Services Group.
  • Montana Society of Certified Public Accountants
  • Billings Chapter of CPAs, Board Member and Former President
  • Montana Bankers Association
  • Chamber of Commerce, Billings
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science – Montana State University, Bozeman
Martinson , JeremyFargo, ND701.476.8929jmartinson@eidebailly.comView1227
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  • More than 18 years experience in information technology working as a system architect, application developer, consultant and IT professional.
  • Develops applications using .Net technologies (ASP.Net, Visual Basic.Net, C#, and the .Net compact framework), web development technologies (HTML, JavaScript, AJAX, CSS, XML), database server technologies (Microsoft SQL Server, Lotus Notes, Oracle) and reporting technologies (Crystal Reports, SQL Reporting Services, MigraDoc, PDFSharp).
  • Experience in migrating from legacy platforms including Microsoft Access, FoxPro, FileMakerPro and early versions of Visual Basic. Additional experience with Alpha4 integrations, Microsoft Dynamics and Java.
  • Experienced consultant in state government projects including: registered offender assessment, retail product tracking, web-based permit application and incident reporting.
  • Designed and developed web-based solution for a global heavy equipment manufacturer that creates a single repository that supports generation of printed manuals as well as a searchable part index.
  • Responsible for design, architecture and development of a flagship product built for Windows Mobile handheld devices to wirelessly retrieve, format and display an electronic patient medical record to a caregiver.
  • Developed a workflow application utilizing VB.NET for a fluids analysis laboratory that supports importing metrics from multiple laboratory instruments. At implementation, over a million records from the legacy FileMakerPro database were migrated to the Microsoft SQL server by an SSIS package.
  • Utilizing the Google Visualization API, built a variety of ASP.Net controls to enhance a retail company’s sales intranet to render charts and graphs and other sales metrics for decision makers. Utilizing the client's Dot Net Nuke platform required innovative ways to adjust coding styles and techniques to fit within the existing architecture and address performance-related issues.
  • Leveraging the power of the Microsoft SQL Server platform and the portability of XML, developed an innovative, MITS-compliant web service interface for the client's credit screening application that provides a highly adaptable interface that can be leveraged for future business needs.
  • Designed and developed a custom scheduling application to handle all day-to-day schedule changes and generate e-mail notifications enabling the users to work offline and sync changes to the server when a network is available.
  • Bachelor of Arts, Business Administration - Minnesota State University, Moorhead
Topp, JerryFargo, ND701.239.8515jtopp@eidebailly.comView1227
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Jerry has 35 years experience with Eide Bailly serving a variety of clients, including small businesses, non-profit organizations, utilities, lodging companies, government entities and agricultural cooperatives. Jerry currently serves as the Senior Executive Partner, focusing on external Firm activities. He served as the Firm's managing partner/CEO from 2003-2013. During his tenure as CEO, Jerry played a pivotal role orchestrating a number of key acquisitions. Under his leadership, the Firm tripled in size.

Jerry has held several other leadership positions since joining the Firm, including chair of the Consulting Committee and director of continuing education, which led to the creation of several internal training courses, including the Firm's premier Leadership Training Program. Jerry also served as the Firm's chief operating officer from 2000-2003, and as partner-in-charge of the Fargo office from 1997-2000. Prior to a career in public accounting, Jerry was a high school and post-secondary instructor.

Outside of his professional life, Jerry enjoys spending time at his lake home and taking advantage of a variety of lake activities. His other interests include golf and playing the guitar.

  • American Institute of Certified Public Accountants – Major Firms Group Committee; Nominating Committee; PCPS Executive Committee
  • North Dakota and Minnesota Societies of Certified Public Accountants
  • Certified Public Accountant
  • Master of Science, Accounting and Business Law - University of North Dakota, Grand Forks
  • Bachelor of Science, Business Education - Valley City State University, North Dakota
McConnell, JesseFort Collins, CO970.999.8879jmcconnell@eidebailly.comView1227
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  • More than 15 years of public accounting experience providing services to clients in various industries including construction, manufacturing, financial institutions, healthcare, wholesale and distribution and not-for-profit. 
  • Experience with audits of employee benefit plans and DOL related matters.
  • Experience with technical matters, such as share based compensation, business combinations and variable interest entities. 
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant - Colorado
  • Bachelor of Business Administration – Washburn University
Jarding, Jr., JimSioux Falls, SD605.367.6716jjarding@eidebailly.comView1208
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Jim has more than 15 years public accounting experience providing tax services to a variety of industries, including wholesale, retail, construction and manufacturing. He primarily works with individuals and closely held businesses on income taxation and planning.

Rivaling Jim's passion for serving clients is his interest in sports; he shares his knowledge by coaching a youth baseball team. He also enjoys the great outdoors and spends as much time as he can hunting, boating and fishing.

  • More than 15 years public accounting experience
  • Specializes in income taxation and planning
  • Enjoys boating, fishing and hunting
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • South Dakota CPA Society
  • Certified Public Accountant
  • Master of Business Taxation - University of Minnesota, Twin Cities
  • Bachelor of Science, Business Administration - University of South Dakota, Vermillion
Schmidt, JimMinneapolis, MN612.253.6599jschmidt@eidebailly.comView1275
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  • More than 25 years experience in public accounting providing audit and consulting services to clients in a variety of industries including ethanol and biodiesel plants, manufacturing and food processing.
  • Serves as chair of the Eide Bailly Renewable Energy Committee, which sets the firm's strategic direction for this industry.
  • Has experience working with management and boards of renewable fuels plants on such issues as loan covenant compliance, sources for additional capital and production, operations and governance issues.
  • Has written articles that have appeared in industry publications, including "Ethanol Producer" and "Biomass Power & Thermal."
  • Serves on the review board of Judges for the Clean Technology & Renewable Fuels division of the Minnesota Cup competition.
  • Works with clients on Service Organization Controls (SOC) engagements, including SOC1, SOC2 and SSAE engagements.
  • Has specific expertise in the auditing of employee benefit and retirement plans.
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • National Society of Accountants for Cooperatives, North-Central Chapter, past president and past member of national board of directors
  • Minnesota BioBusiness Alliance
  • Eide Bailly Employee ERISA Assurance Committee
  • Eide Bailly SOC Committee
  • Certified Public Accountant
  • Bachelor of Business Administration, Accounting and Management - University of North Dakota, Grand Forks
Young, JimBoise, ID208.383.4765jyoung@eidebailly.comView1227
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Jim has more than 25 years public accounting experience. He provides various services to his clients, including tax planning and preparation, business consulting, litigation support and IRS representation. Jim has successfully helped a number of companies through transitions of ownership, and also worked with numerous families through the process of estate planning.

In his personal life, Jim enjoys spending time reading, traveling and golfing.

  • More than 25 years public accounting experience
  • Provides IRS representation
  • Enjoys reading, traveling and golf
  • Idaho Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Boise Estate Planning Council, Senior Member
  • Idaho State Tax Institute - Planning Committee
  • Certified Public Accountant
  • Bachelor of Business Administration, Accounting - Idaho State University, Pocatello
Daugherty, JodiBoise, ID208.424.3512jdaugherty@eidebailly.comView1227
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Jodi has more than 16 years public accounting experience providing services to a variety of industries, including non-profit organizations, governmental entities, multifamily and public housing authorities and retirement plans. She manages audits on many of the governmental entities in Treasure Valley, including cities, counties, highway districts and school districts. Jodi also plays an active role in audits of federal awards in both the non-profit and governmental industries.

Outside of her professional life, Jodi enjoys volunteering for church activities that her children participate in. She also enjoys working out at the gym, biking and reading with her children.

  • More than 16 years experience
  • Provides services to non-profit organizations, governmental entities, multifamily and public housing authorities and retirement plans
  • Enjoys reading with her children
  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Northwest Nazarene College, Nampa, Idaho
Carmody, JoeSioux Falls, SD605.367.6719jgcarmody@eidebailly.comView1209
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With more than 30 years of public accounting experience, Joe provides consulting and assurance services to clients in many industries, including construction, dealerships, general business, real estate and manufacturing. He frequently applies his consulting and succession planning knowledge to help family-owned businesses prepare for transitions.

When Joe isn't helping a client or working with a community organization, he enjoys spending time golfing, gardening, hunting and fishing.

  • More than 30 years public accounting experience
  • Provides consulting and assurance services
  • Enjoys fishing and hunting
  • American Institute of Certified Public Accountants
  • South Dakota CPA Society
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of South Dakota, Vermillion
Splinter, JoeDubuque, IA563.557.6170jsplinter@eidebailly.comView1269
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  • More than 13 years public accounting experience, providing audit and consulting services to clients with an emphasis on serving the health care and non-profit industries.
  • Consults on various operational, accounting and reporting issues for health care entities and non-profit organizations.
  • Responsible for the preparation and/or review of Medicare, Medicaid and other third-party reimbursement reports for health care entities.
  • Consults on reimbursement implications for various health care entities.
  • Member of Eide Bailly's Health Care Reimbursement Committee.
  • Iowa Healthcare Financial Management Association
  • Iowa Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Loras College, Dubuque, Iowa
Willaert, JoeMankato, MN507.386.6256jwillaert@eidebailly.comView1267
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With more than 35 years public accounting experience, Joe specializes in certified audits and special projects, including litigation support, insurance claim reviews and fraud auditing. He has also conducted numerous fraud examinations. Joe applies and shares his vast knowledge as a speaker for various organizations most notably for the Minnesota Society of Certified Public Accountants. As the Mankato office partner-in-charge, Joe is responsible for overseeing the operations of the 70-member office.

Joe's hobbies are as diverse and interesting as he is. He enjoys watching professional sports, and is a Minnesota Twins fan. He also likes watching wrestling collegiate, freestyle or Greco Roman. Joe also enjoys learning more about forensics, landscaping and World War II history.

  • More than 35 years public accounting experience
  • Specializes in certified audits and special projects
  • Enjoys World War II history
  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Certified Fraud Examiner
  • Bachelor of Science, Economics and Accounting - St. John's University, Collegeville, Minnesota
Skinner, JoeyOgden, UT801.337.3719jskinner@eidebailly.comView1227
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  • More than 22 years experience in information technology working as an application architect, application developer, senior consultant and senior executive.
  • Lead Architect and Lead Developer of nine highly successful, commercial, off-the-shelf software products spanning manufacturing scheduling, workforce scheduling, simulation and video games.
  • More than ten years experience in Product Management, Development Management and Senior Executive (VP) over numerous global software products and their associated services.
  • Experience developing applications using various languages and frameworks (ASP.Net, C#, Java), web development technologies (HTML, JavaScript, JQuery, AJAX, CSS, XML), mobile framework technologies (PhoneGap, Android SDK, jQuery Mobile), database server technologies (Microsoft SQL Server), game technologies (C++, Torque, 3dsMax) and simulation (AutoMod, AutoSched).
  • More than five years experience with Agile development methodology.
  • Experience providing Project Management for large software projects including taking ideas through the appropriate stages to published product/project to ensure market/customer fit of the solution.
  • More than fifteen years of experience supplying advanced planning and scheduling (APS) software solutions to the manufacturing industry. Recognized speaker at scheduling conferences. Experienced at customizing and training for Preactor scheduling software.
  • Responsible for the design, architecture and development of a custom mobile application (Android and iOS) which allows buyers to capture pertinent information of the purchased product and create the appropriate purchase order and inventory item in their ERP.
  • Lead Architect and Developer of the “FirstView BI” dashboard product.
  • Bachelor of Science, Electronics Engineering - Weber State University, Ogden, Utah
Bailey, JohnFort Collins, CO970.999.8862jwbailey@eidebailly.comView1227
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  • More than 38 years of public accounting experience providing tax, accounting and consulting services to clients in a variety of industries, including retail, manufacturing, construction, real estate and professional services.
  • Experienced in tax compliance of pass-through entities, trusts and high wealth individuals.
  • Provides financial solutions to tax payers through completed tax research engagements.
  • Assists taxpayers in selection of entity structure to maximize tax benefits.
  • Coordinates with taxpayers' advisors to minimize overall tax liability.
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant
  • Post Graduate Studies, Taxation – Colorado State University, Fort Collins, CO
  • Bachelor of Arts, Accounting – Western State Colorado University, Gunnison, CO
Carrington, JohnDenver, CO303.586.8507jcarrington@eidebailly.comView1227
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John has more than seven years of experience in financial planning. He helps clients with retirement/succession planning, asset allocation and investment management. He leads Eide Bailly’s western region financial services team and occupies one of four seats on the Firm’s investment committee. He also is a member of Eide Bailly’s national financial planning group.

Prior to joining Eide Bailly, John worked for a large Wall Street firm before starting his own investment advisory practice that merged with Eide Bailly in 2010.

Outside of his professional life, John enjoys family, food and all things outdoors.

  • Investment Advisor Representative Series 66
  • Registered Representative Series 7
  • Bachelor of Arts, Economics – Brigham Young University, Utah
Fischer, JohnMankato, MN507.386.6209jfischer@eidebailly.comView1267
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John has more than 28 years public accounting experience with a concentration in the financial institutions industry. He consults with banks regarding tax research and planning issues, financial projections related to mergers, acquisitions and branching, regulatory reporting and compliance. John prepares regulatory applications and accompanying forecasted financial statements for banks and bank holding companies, as well as manages and supervises tax compliance engagements. He also assists banks with FDIC failed bank bids. As a frequent presenter and author for Eide Bailly’s Bankers Seminar and Financial Institutions newsletter, John is known as a specialist in the industry.

John is a baseball fan. He enjoys the sport so much that he even coaches at various levels, from Little League to Legion. When he’s not coaching or volunteering at school or church events, John enjoys golfing, fishing and deer hunting.

  • More than 28 years of public accounting experience
  • Consults with banks on tax planning issues
  • Coaches baseball at various levels, from Little League to Legion
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - St. John's University, Collegeville, Minnesota
Jacobsen, JohnBillings, MT406.896.2439jjacobsen@eidebailly.comView1209
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John has more than 30 years public accounting experience serving a variety of industries, including manufacturing, oil & gas, construction, trucking and employee benefit plans. He has in-depth expertise in audit and assurance services and has held leadership roles within the Firm’s Audit and Assurance department for more than 25 years. His work with clients includes audit and assurance services for closely held and publicly traded entities of all sizes.

John is the audit and assurance department head at Eide Bailly for their Billings, MT office, and currently serves on the Firm's Assurance Advisory Committee. John is a former member of Eide Bailly’s Board of Directors, as well as a former Chairman of the Board. In Montana, he has provided a leadership role within the accounting industry by serving on the Professional Monitoring Review team of the Montana Board of Public Accountants—whose scope of duties includes examining reports and related documentation of other Certified Public Accountants to ensure adherence to the standards of the profession.

In his free time, John enjoys skiing, playing golf and traveling.

  • More than 30 years public accounting experience
  • Former Member of the Firm’s Board of Directors
  • Enjoys skiing and playing golf
  • American Institute of Certified Public Accountants
  • Montana Society of Certified Public Accountants
  • Montana Board of Public Accountants – Professional Monitoring Review Committee
  • Billings Chapter of Certified Public Accountants
  • Certified Public Accountant, Montana
  • Bachelor of Science, Business Administration and Accounting – University of Montana, Missoula
Magnuson, JohnSioux Falls, SD605.977.4839jmagnuson@eidebailly.comView1227
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John has more than 30 years of public accounting and consulting experience. He provides services in the areas of business and individual tax planning, qualified plan strategy and design, business reorganizations, acquisitions and sales, business succession planning and transactions restructuring. John demonstrates leadership in the Firm by serving on Eide Bailly’s financial institutions tax team. Additionally, John has been invited to speak at various local and state technical conferences, CPE sessions for accountants, and client seminars and presentations.

John enjoys giving back to his community; he does so by volunteering at church events and at a local food kitchen. In his free time, he enjoys fishing, hunting, watching college sports and building fishing rods.

  • More than 30 years public accounting and consulting experience
  • Speaks at local and state technical conferences
  • Enjoys building fishing rods
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • South Dakota CPA Society
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Dana College, Blair, Nebraska
Waldock, JohnMinneapolis, MN612.253.6523jwaldock@eidebailly.comView1227
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  • More than 13 years experience providing mergers, acquisitions, divestitures and other strategic transactions services.
  • Works with a variety of public and private company clients, including health care, food, manufacturing, packaging, logistics, consumer product and industrial industries.
  • Experience advising middle market entrepreneurs and private equity clients.
  • Provided a full range of investment banking services and participated in over $2.3 billion of merger and acquisition activity.
  • Advised companies on mergers and acquisitions and public equity offerings
  • Bachelor of Science, Finance – Carlson School of Business, Minneapolis
Wodzinski, JohnSioux Falls, SD605.977.2712jwodzinski@eidebailly.comView1227
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  • More than 30 years experience providing audit and accounting, taxation, reimbursement and consulting services for the health care and non-profit industries.
  • Experience preparing, reviewing and consulting with providers in the areas of Medicare, Medicaid and other third-party reimbursement reports for hospitals, nursing homes, home health agencies and rural health clinics.
  • Experience auditing and consulting on financial statements of nursing homes, hospitals, clinics and home health agencies.
  • Serves as a seminar instructor on issues related to Medicare and Medicaid reimbursement, and on audit and accounting issues for nursing homes, hospitals, home health agencies and rural health clinics.
  • South Dakota Society of Certified Public Accountants
  • South Dakota Association of  Healthcare Organizations
  • South Dakota Health Care Association
  • Healthcare Financial Management Association
  • Bachelor of Arts - Augustana College, Sioux Falls, South Dakota.
Ault, JonFargo, ND701.476.8913jault@eidebailly.comView1269
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  • More than 15 years of systems integration consulting experience with significant experience developing and implementing business and information technology plans and strategies.
  • Led the server and application infrastructure team for a large regional bank, including VMware virtual infrastructure, SAN infrastructure, application servers, enterprise-wide imaging/workflow system and Citrix servers.
  • Managed a large e-commerce infrastructure project for a national consumer electronics retailer.
  • Developed an information technology plan and strategy for a Minnesota K-12 school district.
  • Managed a new system implementation, (Network Infrastructure, ERP, CRM and Security) design and implementation project for a large pharmaceutical company.
  • Experienced in project management for large information technology efforts, managed several large network infrastructure design and implementation projects.
  • Completed numerous technology assessments and evaluations of business processes, technology infrastructure and applications.
  • Provides services to a wide variety of industries, including retail, health care, education, government, manufacturing, financial services and professional services.
  • Provides expertise with various operating systems such as, Windows Server, VMware ESX and Windows Desktop operating systems.
  • Experienced with enterprise applications, including various ERP systems (SAP, Oracle, etc.) and K-12 enterprise applications (Student Information Systems, Assessment Systems and Digital Learning Platforms).

  • Bachelor of Arts, Computer Science & Business Administration - Concordia College, Moorhead, Minnesota
  • Master of Science, Information & Communication Sciences - Ball State University, Muncie, Indiana
Moore, JoNellFargo, ND701.239.8690jmoore@eidebailly.comView1269
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JoNell has more than 39 years experience in the health care industry. As a registered nurse, she has first-hand clinical experience in surgical, medical, neurological, rehabilitation, coronary care and intensive care units. JoNell conducts chargemaster reviews for health care entities. She is a frequent guest speaker at national and regional health care organizations and industry meetings on health care industry issues.

She specializes in consulting, litigation support, corporate compliance programs, compliance audits and documentation requirements in the medical field, as well as training providers on Medicare and other third-party payer regulations, coverage and reimbursement. JoNell also has extensive experience in Recovery Audit Contractor (RAC) reviews, compliance, risk assessment, charge generation, coding, billing and payment processes.

Outside of her professional life, JoNell stays active by exercising and keeping up with her grandchildren. She also enjoys watching sporting events, singing and reading.

  • Healthcare Financial Management Association
  • Registered Nurse, North Dakota
  • Zenger-Miller Certified Public Speaker
  • Associate of Science, Nursing – North Dakota State University, Fargo
  • Employment Law and Medical Law training
Nygaard, JordanMinneapolis, MN612.253.6586jnygaard@eidebailly.comView1227
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  • More than four years working in the area of financial planning.
  • Provide financial planning, covering cash flow analysis, education planning, insurance and risk analysis, retirement planning and asset allocation.
  • Offer investment portfolio management and asset allocation services, including stocks, exchange traded funds, mutual funds, annuities, cash management, advisory accounts and brokerage accounts.
  • Provide retirement plans for businesses such as 401k, SEP IRAs and SIMPLE IRAs.
  • Provide analysis of personal and business insurance risks and offer insurance products such as life, disability and long-term care.
  • Certified Financial Planner (CFP)
  • Certified in Long Term Care
  • Registered Representative Series 7 & 66
  • Life & Health Insurance License
  • Securities Licensed in: AZ, FL, IA, IN, MN and WI
  • Banking & Financial Economics - University of North Dakota, Grand Forks
Hayes, JoshuaPhoenix, AZ602.264.8663jhayes@eidebailly.comView1208
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  • More than 17 years experience in public and private accounting. Currently serves as head of the Phoenix office tax department.
  • Currently a member of Eide Bailly LLP National Tax Group. Areas of expertise include taxation of large international businesses, closely held businesses and the taxation of their owners.
  • Provides guidance concerning acquisitions, spin-offs and other tax-free corporate reorganizations, from due diligence review of the transaction to post-closing implementation of the transaction.
  • Specializes in multiple industries, including manufacturing, transportation/distribution, wholesale/retail and real estate.
  • Serves as the Firmwide director for research and consulting in the area of Accounting Periods and Methods.
  • Provides design and development for transactions and tax minimization strategies for businesses operating in multiple jurisdictions and countries.
  • Experienced in all phases of tax controversy, including representation before IRS examinations branch, appeals branch and multiple state departments of revenue.
  • Section leader, content developer and instructor for Eide Bailly advanced tax training. Areas instructed include partnership taxation and advanced depreciation topics.
  • Speaker and lecturer at various regional industry conferences related to taxation topics. Teaches various technical tax matters for Lorman Education Services CPA Continuing Education.
  • American Institute of Certified Public Accountants, Member of Tax Practices Section
  • Montana Society of Certified Public Accountants, Federal Taxation Committee past member
  • Arizona Society of Certified Public Accountants, Tax Legislative Committee
  • Certified Public Accountant, Arizona, Montana, California and Oregon
  • Bachelor of Business Administration, Accounting - Gonzaga University, Spokane, Washington
  • National Tax Institute - University of Illinois, Champaign, Illinois
Culver, JoyBillings, MT406.896.2428jculver@eidebailly.comView1269
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Joy has more than 25 years public accounting experience. She performs a variety of consulting services for agri-businesses, real estate companies, medical facilities and other privately owned businesses. She identifies tax-saving opportunities and tax-related pitfalls for her clients. Joy shares her knowledge by frequently writing articles on tax-related topics for the Firm's various newsletters, such as the selection of qualified retirement plan beneficiaries and Roth IRA accounts. Joy has spoken at several functions on topics related to Montana endowment credit opportunities and recent developments affecting reverse section 1031.

Joy appreciates the natural beauty of Montana and enjoys spending time in the mountains, at the beach or simply in her own backyard doing yard work. She likes traveling and enjoys listening to music.

  • More than 25 years public accounting experience
  • Frequent contributor to various newsletters
  • Enjoys traveling and listening to music
  • American Institute of Certified Public Accountants
  • Montana Society of Certified Public Accountants
  • Yellowstone Valley Estate Planning Council, Former President
  • Certified Public Accountant
  • Bachelor of Science, Finance - Montana State University, Bozeman
  • Master of Business Administration, Taxation - Golden Gate University, San Francisco, California
Feige, JoySioux Falls, SD605.367.6711jfeige@eidebailly.comView1269
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Joy has more than 20 years experience providing audit, tax and accounting services to a variety of industries, with a primary focus on the non-profit, health care and hospitality industries. Joy also assists clients with tax-exempt compliance issues, Form 990 requirements and conducts A-133 audits for non-profit entities and federally required program specific audits for for-profit entities.

In her personal life, Joy enjoys the challenge of home improvement and remodeling projects. When she’s seeking more leisurely activities, you can find her enjoying other outdoor activities during the summer. 

  • American Institute of Certified Public Accountants
  • South Dakota CPA Society – Scholarship Selection Committee
  • South Dakota Healthcare Financial Management Association
  • Certified Public Accountant
  • Master of Business Administration – University of South Dakota, Vermillion
  • Bachelor of Arts, Accounting – Northwestern College, Orange City, Iowa
Vorndran, JudyGolden, CO303.459.6736jvorndran@eidebailly.comView1227
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Judy has more than 20 years public accounting experience, specializing in state and local taxation with a federal background. She provides state and local tax services for clients in a variety of industries to help ensure state and local tax burdens are met and minimized where possible. Her areas of expertise include nexus studies, sales/use tax taxability analysis, multi-state tax filings, mergers and acquisitions, due diligence, restructuring, audit assistance, tax controversy, voluntary disclosure negotiations, annual reports, business licenses, registration preparation and sales and use tax outsourcing.

Prior to joining Eide Bailly, Judy gained extensive experience serving large- to middle-market clients as a senior tax manager for two international "Big Four" firms.

In her personal life, Judy enjoys traveling in American and counts 17 countries visited abroad. Her hobbies include daily yoga, snowboarding, playing Settlers of Catan, Hay Day, hiking, biking, backpacking, reading, entertaining, historic home tours, attending wine tastings and being a mother.

  • AICPA, Colorado Society of CPAs, AAA-CPA
  • Colorado Association of Commerce and Industry - Tax Council
  • Institute for Professionals in Taxation, member
  • Colorado Tax Audit Coalition - Associate, member
  • Denver, Colorado and American Bar Associations - Tax Sections
  • Certified Public Accountant
  • Attorney-at-Law
  • Masters of Business Administration, Taxation – University of Colorado, Boulder
  • Juris Doctorate – University of Colorado, Boulder
  • Bachelor of Science, Finance – San Diego State University, California
Hawkins, JulieBoise, ID208.383.4790jahawkins@eidebailly.comView1269
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Julie has more than 25 years public accounting experience providing tax and consulting services to individuals, S corporations, closely held businesses and their owners. She provides insight and knowledge on a variety of services, including reviews and compilations of financial statements and estate and gift planning.

Outside of her professional life, Julie enjoys spending time at her cabin with her family and friends. Her other hobbies include golfing, reading and cooking.

  • More than 25 years public accounting experience
  • Provides tax and consulting services
  • Enjoys cooking
  • Idaho Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • University of Idaho College of Business and Economics - Advisory Board
  • Executive Women International
  • American Society of Women Accountants
  • Certified Public Accountant
  • Bachelor of Science, Business and Accounting - University of Idaho, Moscow
Kafka, JulieSioux Falls, SD605.977.2731jkafka@eidebailly.comView1274
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Julie has more than 16 years public accounting experience providing audit and accounting services to a variety of clients, including multi-family real estate, low-income housing properties, non-profit entities and public housing authorities. She provides related consulting services, including cost certifications, financial forecasts and electronic filings. Julie also provides tax and technical services for individuals, partnerships and other entities.

  • More than 16 years public accounting experience
  • Provides low-income housing and HUD audits
  • National Compliance Professional Board of Directors
  • South Dakota CPA Society
  • American Institute of Certified Public Accountants
  • National Compliance Professional - Board of Directors
  • Certified Public Accountant
  • Housing Credit Certified Professional
  • National Compliance Professional
  • Bachelor of Arts, Accounting and Business Administration - Augustana College, Sioux Falls, South Dakota
Jones, KaraFort Collins, CO970.999.8875kcjones@eidebailly.comView1227
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  • More than 16 years public accounting experience providing services to a variety of industries, including construction, real estate and development, non-profit organizations, manufacturing and medical.
  • Additional focus on estate and trust planning and tax return preparation.
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Construction Financial Management Association
  • Northern Colorado Estate Planning Council
  • Association of General Contractors
  • Certified Public Accountant
  • Construction Industry Technician
  • Bachelor of Accountancy - University of San Diego, San Diego, California
Wilson, KarlaFargo, ND701.239.8593kwilson@eidebailly.comView1227
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Karla has more than 30 years public accounting experience, spanning many areas, including tax, finance, audit and non-profit. In addition to her role as the Firm’s chief financial officer, Karla serves as a registered financial and operations principal and holds a series 27 license. She is involved on several boards and committees at Eide Bailly, including the board of trustees for the Firm’s 401(k) plan, the Firm’s Retirement Committee, Technology Steering Committee, Health Insurance Fund Committee, Technology Consulting Board and Financial Services Board.

Karla likes to spend her free time with her family and friends at the lake, where she can relax and read a good book.

  • More than 30 years public accounting/management experience
  • Series 27 license - Registered Financial and Operations Principal
  • Enjoys spending time at the lake
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Society for Human Resource Management
  • Certified Public Accountant
  • Senior Professional in Human Resources
  • Series 27 License - Registered Financial and Operations Principal
  • Bachelor of Science, Business Administration – University of North Dakota, Grand Forks
Clark, KathleenGolden, CO303.459.6790kclark@eidebailly.comView1227
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  • More than 29 years of tax experience, specializing in the area of state and local taxation for the last 20 years.
  • Background includes serving a wide range of clients while at a "Big Four" accounting firm and then as co-owner/partner of a local Denver CPA firm. Tax experience also includes working for a number of years in private industry.
  • Provides a variety of state and local tax consulting services, including income, franchise, and sales/use tax planning for on-going operations, acquisitions, dispositions and other restructurings.
  • Provides income, franchise, and sales/use tax filing methodology, nexus review and taxability analysis.
  • Provides income and franchise tax compliance services, including state and local tax return preparation and review.
  • Provides voluntary disclosure negotiations, audit assistance and audit negotiations.
  • American Institute of Certified Public Accountants; Colorado Society of Certified Public Accountants.
  • CCH IntelliConnect Advisory Board
  • Colorado Association of Commerce and Industry Tax Council
  • Council of Petroleum Accountants Society Tax Committee
  • Institute for Professionals in Taxation; Colorado Association of Municipal Tax Auditors
  • Certified Public Accountant - Licensed in Colorado
  • Masters of Taxation - University of Denver, Colorado
  • Bachelor of Science, Business Administration - Regis University, Denver, Colorado



Osborn, KeithNorman, OK405.292.2911kosborn@eidebailly.comView1227
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  • More than 20 years public accounting experience providing services to a variety of industries, including financial institutions, oil & gas and manufacturing.
  • Provides tax and consulting services to a wide variety of general business entities.
  • Provides consulting services to clients on overall tax planning, estate, gift and retirement.
  • Oklahoma Society of Certified Public Accountants, Norman Chapter – Banking Industry Committee
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Master of Accountancy – University of Oklahoma, Norman
  • Bachelor of Business Administration, Accounting – University of Oklahoma, Norman
Schmidt, KeithSpokane, WA509.789.9134kschmidt@eidebailly.comView1227
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  • More than 20 years in public accounting.
  • Tax specialty areas include: tax compliance and planning for individuals and small businesses, estate planning and personal financial planning.
  • Assurance specialty areas include: GAAP and OCBOA financial statement preparation and review at compilation, review and audit level.
  • Extensive experience in providing assurance services at compilation and review level for construction contractors.
  • American Institute of Certified Public Accountants (AICPA)
  • Washington Society of Certified Public Accountants (WSCPA)
  • CPA - State of Washington (March 1997)
  • Personal Financial Specialist (PFS) - Designation granted by AICPA to CPA's (2006)
  • Accredited Estate Planner (AEP) - Designation granted by National Association of Estate Planning Councils (NAEPC), 2014
  • Bachelor of  Arts - Business Administration (BAB) with concentration in Accounting - Eastern Washington University (1994)
Severson, Jr., KeithSioux Falls, SD605.977.2704kseverson@eidebailly.comView1274
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With more than 30 years public accounting experience, Keith provides service to a variety of clients including privately held companies, construction, real estate, medical clinics, ambulatory surgery centers and physicians. Keith started out as an auditor and more recently developed tax expertise working with family owned businesses and project partnerships. Keith is a practice partner in the Sioux Falls office.

As past president of Westward Ho Country Club and current chairman board member of the Sioux Falls Chamber of Commerce, executive board member of Forward Sioux Falls, Sioux Falls Sports Authority and South Dakota Business Technology Center, Keith enjoys staying active in his community.

When Keith is away from work, he enjoys golfing, hunting and fishing with family and friends. He also finds time to ride his Harley-Davidson motorcycle.

  • American Institute of Certified Public Accountants
  • South Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Arts, Accounting and Business Administration – Augustana College, Sioux Falls, South Dakota
Grace, KelleyNorman, OK405.292.2941kgrace@eidebailly.comView1274
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Kelley has more than 13 years public accounting experience providing services to a variety of industries, including auto dealerships, physician and health care practices, high net worth individuals and non-profit organizations. She is a co-leader of the Firm’s Dealership Committee and provides tax and consulting services to many auto dealerships and their affiliated entities.

Recognized as a leading young professional, Kelley received the Oklahoma City Business Journal's 2007 Forty Under 40 award, the Journal Record's 2009 Achievers Under 40 award, the Norman NEXT 2012 Next Under 40, the Oklahoma Society of CPA's 2012 Trailblazer award and the Oklahoma Society of CPA's 2013 Public Service award.

  • More than 12 years public accounting experience
  • Member of the Firm’s Dealership Committee
  • Enjoys following University of Oklahoma sports and the Oklahoma City Thunder
  • Oklahoma Society of Certified Public Accountants, Norman Chapter; Liaison with Educational Institutions Committee
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Accountancy, Accounting and Finance - University of Oklahoma, Norman , (With Special Distinction)
Bryson, KellySalt Lake City, UT801.308.0713kbryson@eidebailly.comView1227
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  • More than 13 years public accounting experience, providing audit services to clients in various industries, specializing in affordable housing and non-profits.
  • Experience in the affordable housing industry relating to audits of multi-family HUD, rural development, new markets tax credits and low income housing tax credit projects.
  • Provide cost certifications for low income housing tax credits and multi-family HUD projects.
  • Annually attend continuing education courses that are specific to audits of low income housing tax credit projects and HUD multi-family projects.
  • Participate annually in continuing education courses specific to non-profit organizations including this year's AICPA Not-For-Profit conference in Washington, D.C.
  • Firm liaison to the Utah Nonprofits Association.
  • Utah Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant, Utah
  • Master of Professional Accountancy – University of Utah, Salt Lake City
  • Bachelor of Science, Accounting – Utah State University, Logan
Wolff, KenAberdeen, SD605.622.4216kwolff@eidebailly.comView1267
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Ken has more than 30 years accounting experience providing tax, accounting and consulting services to closely held businesses, financial institutions, individuals, estates and trusts. He specializes in providing wealth transfer and financial planning services, estate planning, gifting and charitable planning. Ken has led the Aberdeen tax department since 2006, and has served as the tax representative for more than 30 estates, handling the estate reporting and representation with the IRS. He also serves on the Firm's Wealth & Transition and Financial Services Committees.

Ken enjoys staying active and being outdoors, which is apparent in all of his hobbies. In his free time, he likes to golf, travel, go on fitness walks and do yard work.

  • More than 30 years accounting experience
  • Leads the Aberdeen tax department
  • Enjoys being outdoors and staying active
  • American Institute of Certified Public Accountants
  • South Dakota CPA Society - Legislative Committee
  • Certified Public Accountant
  • Bachelor of Science, Business Administration - Northern State University, Aberdeen, South Dakota
Jeppesen, KennethOgden, UT801.337.3717kjeppesen@eidebailly.comView1227
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  • More than 14 years public accounting experience providing audit and consulting services to a variety of industries, including manufacturing, distribution, financial institutions, non-profit, commercial, defined contribution plans and contractors.
  • Oversees the Assurance practice for the Ogden office.
  • Oversees recruitment efforts for the Ogden office.
  • Provides in-office CPE training courses on topics such as compilation and review standards and various GAAP topics.
  • American Institute of Certified Public Accountants (AICPA)
  • Utah Association of Certified Public Accountants  (UACPA)
  • Former Peer Review Team Captain for the AICPA
  • Past President, Northern Chapter of UACPA
  • Boy Scouts of America, Trapper Trails Council – Treasurer
  • Certified Public Accountant
  • Master of Accountancy – Utah State University, Logan
  • Bachelor of Arts, Accounting – Utah State University, Logan
Andersen, KevinBoise, ID208.383.4720kandersen@eidebailly.comView1274
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With more than 30 years public accounting experience, Kevin has provided services to a variety of clients, including privately held companies, manufacturers, real estate developers, dealerships, mortgage companies, contractors, retail companies, engineering companies and non-profit organizations. He has also worked on 401(k) and other defined-contribution plan audits. Although he is experienced in many areas, Kevin considers himself to be a generalist, primarily doing audit and tax work. He has extensive knowledge of reviews and compilations of financial statements, audits, corporate and individual taxation and mergers and acquisitions. Kevin is the partner-in-charge of the Boise and Utah offices, and has previously served as a member of the Firm’s Board of Directors.

  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Brigham Young University, Provo, Utah
Doyle, KevinSioux Falls, SD605.977.2702kdoyle@eidebailly.comView1227
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Kevin has more than 30 years public accounting experience, with expertise in the areas of audit, corporate and cooperative taxation, forecasts and projections, mergers and acquisitions and depreciation studies. He specializes in serving utility and telecommunication companies, including ILECs, long distance companies, fiber networks and CLECs. He has also worked with water and sewer systems, cable and wireless television, electric utilities and cable and wireless television distribution cooperatives, including generation and transmission cooperatives and municipal electric systems. He shares his vast knowledge with others by presenting at various state and national utility associations.

When it's time to relax, Kevin likes to spend time hunting, golfing, biking, reading and working in his garden.

  • More than 30 years public accounting experience
  • Serves utilities and telecommunications
  • Enjoys golfing and biking
  • South Dakota CPA Society, Board of Directors, President
  • National Society of Accountants for Cooperatives
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of South Dakota, Vermillion
Neumaier, KevinFrisco, CO970.668.2904kneumaier@eidebailly.comView1227
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  • More than 19 years public accounting experience, specializing in tax, providing services to a variety of businesses and individuals, including retailers, restaurants, professional practices, health care practices, physicians, builders and construction contractors.
  • Brings diverse perspectives and well-rounded insights to his clients' concerns with hands on experience working with closely held business owners and having been self-employed. Experience goes beyond working on tax returns, advising clients on issues close to home, including insurance needs, wealth management and accumulation, and business transfers and exit planning.
  • Extensive knowledge in corporate and flow-through entity taxation, with an emphasis in tiered partnerships, consolidated corporate entities and multi-state operations.
  • Gained extensive tax knowledge in structuring complex business transactions servicing large- to middle-market clients for international Big 4 professional services firm PricewaterhouseCoopers, LLP.
  • Communicates complex business and tax issues.
  • Demonstrates a strong sense of community and a history of involvement in community civic, political and trade organizations in Summit County, Colorado.
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Breckenridge Mountain Rotary
  • Summit County Builders Association
  • Certified Public Accountant
  • Master of Science, Business Administration (Accounting) - Colorado State University, Fort Collins
  • Bachelor of Science, Agricultural Economics - University of Wisconsin, Madison
Smith, KevinBoise, ID208.383.4755ksmith@eidebailly.comView1268
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Kevin has more than 18 years public accounting experience providing his clients with a variety of services, including audits, reviews and compilations of financial statements, business consulting and agreed-upon procedures. He works with a variety of clients, including governmental entities, non-profit organizations, health care facilities, single audits, financial institutions, for-profit entities and SAS 70s.

Kevin is active in his church, helping with various activities and serving as a youth leader. He also enjoys doing yard work, gardening, snow skiing and boating activities.

  • More than 18 years public accounting experience
  • Performs reviews, audits and compilations
  • Church youth leader
  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Association of Government Accountants
  • Idaho Chapter of Healthcare Financial Management Association - Board of Directors
  • Idaho Healthcare Association, Associate Member
  • Certified Public Accountant
  • Bachelor of Administration, Accounting - Idaho State University, Pocatello
Higgins, KimDenver, CO303.539.5905khiggins@eidebailly.comView1268
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Kim has more than 30 years of public accounting experience. She works with a variety of clients, including governmental and quasi-governmental entities and non-profit organizations. She performs audits for some of the largest counties and cities in Colorado.

As a widely respected leader in her field, Kim serves on several local and national conference planning committees, and is a frequent speaker and trainer on governmental and non-profit topics. In May 2009, Kim gained additional recognition in the business community when she was featured in a Denver Woman Magazine article on leading women in accounting.

Kim enjoys staying active in her community. She is a team leader for the Breast Cancer 3-Day/60-mile event, which raises funds for the Susan G. Komen foundation. She is also actively involved with her sons becoming productive members of society by supporting them in their college life. When she’s not busy visiting with her sons, Kim loves to golf, cook and spend time outdoors tending her herb garden.

  • Colorado Society of Certified Public Accountants, Governmental Issues Committee
  • American Institute of Certified Public Accountants
  • Government Finance Officers Association, SRC Reviewer
  • Special District Association of Colorado
  • Colorado Counties, Inc. and Colorado Municipal League
  • Certified Public Accountant
  • Bachelor of Science in Business and Accounting – Murray State University, KY
  • Associate in Arts – University of Kentucky, HCC
Hunwardsen, KimMinneapolis, MN612.253.6517khunwardsen@eidebailly.comView1269
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  • More than 21 years of experience serving health care and tax-exempt clients.
  • Provide tax consulting, planning and compliance services to a variety of non-profit organizations.
  • Work with organizations in developing overall mission, vision and designing policies and procedures to support the mission.
  • Consult on mergers and acquisitions, formation of tax-exempt entities, unrelated business income studies, compensation and benefits issues, IRS examinations, charitable giving and restructuring health care systems.
  • Direct IRS contact on exams, rulings and appeals.
  • Develop corporate restructuring strategies to minimize tax costs.
  • Perform unrelated business income studies to identify potential unrelated activities, develop positions for treatment as related and develop cost allocation methodologies.
  • Work with organizations to understand the impact of tax law changes and reporting changes. Also, develop planning strategies to address the changes.
  • Frequent speaker regarding tax issues that impact non-profit organizations including impact of Health Care Reform.
  • Member of Eide Bailly’s National Tax Office team; committed to helping clients stay informed about tax news, developments and trends.
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Nonprofit Financial Group of the Twin Cities
  • Healthcare Financial Management Association, Tax Committee
  • Recognized as one of the “Top Women in Finance” by Finance and Commerce Magazine, 2008
  • Resource West, President
  • MindsMatter of the Twin Cities, Board of Directors
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Luther College, Decorah, Iowa
Lindemann, KirkFargo, ND701.476.8786klindemann@eidebailly.comView1209
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Kirk has more than 14 years experience providing audit and accounting services to closely held companies, including contractors, agriculture-related businesses, manufacturers and automobile dealerships. He also specializes in employee benefit plan audits, including ESOPs, 401(k), defined benefit, and health and welfare plans. Kirk supervises and serves as client contact for audits, reviews and compilations. He has significant merger and acquisition experience related to due diligence procedures and analysis for several clients, as well as consulting experience related to internal controls of various organizations.

Kirk enjoys spending most of his free time with his family, as well as golfing, hunting and snowboarding.

  • More than nine years public accounting experience
  • Performs due diligence procedures and analysis for mergers and acquisitions
  • Enjoys family time, golfing, hunting and snowboarding
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Accountancy - North Dakota State University, Fargo
Langerud, LaRaeFargo, ND701.239.8521llangerud@eidebailly.comView1227
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LaRae has more than 15 years experience in administrative services and human resources, including legal compliance, risk management, organizational development, executive search, mergers and acquisition integration, conference planning and process improvement. As director of administration, she works closely with our operating offices and affiliate companies.

In her free time, LaRae enjoys a variety of sports activities, especially those of her son and daughter. She’s an avid reader and enjoys cooking.

  • More than 15 years experience in administrative services and human resources
  • Serves as director of administration
  • Enjoys reading and cooking
  • Society of Human Resource Management
  • Certified in the Predictive Index (an executive management tool that measures the work-related behaviors and motivating needs of people in organizations)
  • Certified in the Emotional Quotient Inventory (a premier scientific measure of emotional intelligence. BarOn EQ-i® measures one’s ability to deal with daily environmental demands and pressures, and helps predict one’s success in both professional and personal pursuits)
  • Bachelor Degree, Management – University of Mary, Fargo, North Dakota
Evans, LarryOklahoma City, OK405.858.5508levans@eidebailly.comView1267
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Larry has more than 40 years public accounting and consulting experience. He specializes in tax planning and compliance services for closely held businesses, financial institutions, exempt organizations, municipalities, trusts and health care organizations. For more than five years, Larry has served as an executive and senior trust officer for a major banking institution with various management responsibilities, including operations, retail banking and trust services.

Larry works primarily with financial institutions, trust operations and construction companies. His abundant expertise makes him a sought-after resource for a wide range of issues, including arbitrage, rebate and bond verification, estate planning, mergers and acquisitions, reorganization and litigation support.

Outside of his professional life, Larry is no stranger to hard work and discipline; he enjoys participating in bicycle tours.

  • More than 40 years public accounting and  consulting experience
  • Specializes in tax planning and compliance
  • Enjoys bicycle tours
  • American Institute of Certified Public Accountants
  • Leadership Oklahoma
  • Leadership Oklahoma City
  • Oklahoma Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting and Business Administration – Southwestern Oklahoma State University, Weatherford
Srsich, LauraGolden, CO303.459.6740lsrsich@eidebailly.comView1227
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  • More than 27 years of individual, corporate and partnership tax & business consulting experience.
  • Assist in the formation, liquidation and restructuring of various types of entities.
  • Private and public company expertise in S corporations, Partnerships, LLCs, and consolidated corporations operating in multiple states and foreign jurisdictions.
  • Provides federal tax services including planning, research, tax return preparation and FAS 109 reporting.
  • Clients include foreign-owned corporations and U.S. corporations with foreign subsidiaries, tiered partnerships and high net worth individuals.
  • Industries served include real estate, oil & gas, oilfield services, professional services, closely held businesses.
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Alliance of Professional Women Foundation, President
  • Alliance of Professional Women, Board of Directors; Executive Committee
  • Make-A-Wish of Colorado, Board of Directors and Finance Committee
  • United Way Women’s Leadership, Council Member
  • DU Tax Institute, Planning Committee
  • Christ the King Parish, Finance Council
  • Mullen High School Foundation, Board of Directors
  • Certified Public Accountant
  • Master of Taxation – University of Denver, Colorado
  • Bachelor of Science – University of Colorado, Boulder
Miller, LealanBoise, ID208.383.4756lmiller@eidebailly.comView1268
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Lee has more than 20 years public accounting experience providing auditing and consulting services to a variety of industries, including government, financial institutions, non-profit, manufacturing and commercial entities. He also serves as Eide Bailly’s director of governmental services.

Lee serves as an instructor for various training sessions, including governmental accounting, financial accounting and auditing updates, fraud and auditing standards. Topics he presents on include: single audit, internal controls, Yellow Book, grant management, financial analysis and audit efficiency at the regional and local level.

In his free time, he enjoys skiing, camping and reading.

  • American Institute of Certified Public Accountants
  • Eide Bailly Governmental Committee, Chair
  • Idaho Society of Certified Public Accountants, Past President and Treasurer
  • Association of Government Accountants – SVP Section III
  • Certified Public Accountant, Idaho
  • Certified Government Financial Manager
  • Master of Science, Accounting – California State University, Sacramento
  • Bachelor of Administration, Accounting – Idaho State University, Pocatello
Rudolph, LeAnnPhoenix, AZ602.264.8611lrudolph@eidebailly.comView1266
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  • More than 21 years experience providing audit and accounting services to clients in a variety of industries, including non-profit organizations, automobile and implement dealerships, health care, wholesale, retail, common interest realty associations and employee benefit plans.
  • Experience assisting clients with internal controls, performing agreed upon procedures and general consulting.
  • Serves as the Firmwide auto dealership industry co-leader.
  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Graduate of the Dale Carnegie Course
  • Graduate of Dale Carnegie High Impact Presentation Workshop
  • Certified Public Accountant
  • Bachelor of Science, Business Administration - North Dakota State University, Fargo
Lawless, LelaPhoenix, AZ602.264.8641llawless@eidebailly.comView1227
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Lela has more than 18 years experience in public accounting with specific expertise managing complex litigation support, business valuation and claims analysis. She calculates economic damages related to lost profits, fraud schemes, accounting malpractice claims, securities litigation, bankruptcy, employment, contract and other business disputes. Lela’s experience includes preparing expert reports, supporting schedules, analysis and exhibits used in all phases of commercial litigation.

Outside of her professional life, Lela enjoys playing tennis and spending time with her three children.

  • American Institute of Certified Public Accountants  - Forensics and Valuation Services Section
  • Arizona Society of Certified Public Accountants - Forensic and Litigation Services Section, Steering Committee Member; Business Valuation Services Section, Steering Committee Member
  • National Association of Certified Valuation Analysts
  • Certified Fraud Examiners, Associate Member
  • Beta Gamma Sigma – National Business Honorary
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Certified in Financial Forensics
  • Certified Valuation Analyst
  • Bachelor of Science – University of Arizona, Tucson
  • Masters in Business Administration, Accounting – University of Arizona, Tucson
  • NACVA Business Appraisal Course
Sweet, LeonardSpokane, WA509.789.9136lcsweet@eidebailly.comView1227
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  • More than 15 years public accounting experience providing services to a variety of industries, including manufacturing, construction, auto dealerships, retailers and wholesalers.
  • Provides tax, consulting and estate planning services to a diverse client base nationwide, including numerous family-owned businesses and various pass-through entities.
  • Performs business valuation services for estate and gift planning, marital dissolution and litigation support.
  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Spokane Estate Planning Council
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Bachelor of Business Administration – Gonzaga University, Spokane
Albrecht, LindaMankato, MN507.386.6271lalbrecht@eidebailly.comView1267
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  • More than 20 years experience working with financial institutions in the areas of regulatory compliance and internal audit.
  • Provides compliance consulting and training services to financial institutions ranging in size from de novo to more than $500 million.
  • Conducts compliance research projects and communicates changes in regulations to clients and staff.
  • Regularly conducts regulatory compliance training seminars for financial institutions and related industry groups.
  • Assists financial institutions with developing their own in-house compliance monitoring programs through hands-on, individual training.
  • Serves as an ongoing resource for financial institutions in the areas of regulatory compliance and internal audit.
  • Manages and supervises several financial institution regulatory compliance engagements.
  • Recurring compliance instructor and panelist for the Center for Financial Training (CFT), Graduate School of Banking, and the Independent Community Bankers of Minnesota.
  • Regularly organizes and sponsors consumer compliance seminars for financial institutions in the upper Midwest.
  • Contributing author for Eide Bailly's Financial Institutions Newsletter.
  • Independent Community Bankers of America
  • Minnesota Bankers Association
  • Certified Bank Auditor
  • Certified Risk Professional
  • Certified Regulatory Compliance Manager
  • Anti-Money Laundering Professional
  • Bachelor of Arts, Accounting - Gustavus Adolphus College, St. Peter, Minnesota
  • American Bankers Association Compliance School
  • Bank Administration Institute (BAI) Graduate School of Bank Audit
  • Eide Bailly Leader Training Program
Heuer, LindaMinneapolis, MN612.253.6531lheuer@eidebailly.comView1227
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Linda has more than 22 years experience in public accounting, including 18 years experience in employee benefits. As the leader of Eide Bailly Employee Benefits, she provides health care reform consulting, defined contribution health plan strategy and design for clients in many industries. Linda specializes in consulting with clients on integrated outsource solutions for flexible benefit plans, Health Reimbursement Accounts, Health Savings Accounts and COBRA plans.

Recognized as a leader in the industry, Linda has written articles and presented at various conferences on employee benefits topics.

Outside of her professional life, Linda enjoys golfing, cooking and attending her children’s sporting events.

  • More than 22 years public accounting experience
  • Leads Eide Bailly Employee Benefits
  • Enjoys golfing
  • International Society of Certified Employee Benefits Specialists
  • Human Resources Professionals of Minnesota
  • Retirement Plan Associate, RPA-CEBS
  • Series 65 License
  • Certified Employee Benefits Specialist
  • Master of Business Administration, Marketing and Business Administration – University of St. Thomas, St. Paul, Minnesota
  • Bachelor of Arts, Business Administration – College of St. Catherine, St. Paul, Minnesota
Koerselman, LindaMankato, MN507.386.6212lkoerselman@eidebailly.comView1267
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Linda has more than 30 years public accounting experience with an emphasis in financial institution taxation and consulting, closely held business and individual taxation and small business consulting. She consults with banks regarding strategic planning issues, such as mergers and acquisitions, estate tax, holding company formations, stock redemptions and minority stockholder tender offers. Linda also consults regularly with clients regarding tax planning issues, such as optimum mix of investments, compensation and fringe benefit programs and tax ramifications of management decisions. Linda prepares regulatory applications and accompanying forecasted financial statements for banks and bank holding companies, and manages and supervises numerous bank engagements, including tax compliance services and consulting services.

Recognized as a leader in the financial institutions industry, Linda has been a speaker at various industry meetings on several topics, including income and estate tax related issues, the decision to buy, sell or hold a bank investment, understanding how trust preferred securities can be used in meeting strategic planning goals and others. She also regularly speaks at Eide Bailly’s annual Bankers Seminar. In addition, Linda serves as the Chairman of the Board of Directors and Partner-in-Charge of the Mankato office.

Linda has received numerous professional recognitions throughout her career, including designation as a “Super CPA” by the Twin Cities Business Monthly and Law and Politics publications. She was also named a “Top Woman in Finance” by Finance and Commerce Magazine. In her personal life, Linda enjoys spending time at her lake cabin, biking, reading, studying history and spending time with friends and family.

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Minnesota State University, Mankato
  • AICPA National Banking School – Charlottesville, Virginia
Chaffee, LisaBismarck, ND701.255.8438lchaffee@eidebailly.comView1227
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  • More than 19 years public accounting experience.
  • Specializes in tax consulting and research, tax compliance and preparation, and accounting services to non-profits, small businesses and individual clients.
  • Past experience also includes audit, payroll and reporting services, and QuickBooks consulting.
  • Specializes in clergy and church taxation.
  • Responsible for management of Dakota office non-profit tax cluster, including the offices of Bismarck, Williston, Fargo and Aberdeen.
  • Serves on the Firm’s non-profit tax leadership team.
  • Serves as a speaker for various non-profit related seminars.
  • Serves as the Bismarck office's tax department head.
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Western Dakota Estate Planning Council
  • Certified Public Accountant
  • Bachelor of Science, Accounting – North Dakota State University, Fargo
  • More than 260 hours of continuing professional education in the last three years, with an emphasis in the non-profit and taxation areas.
Fitzgerald, LisaFargo, ND701.476.8454lfitzgerald@eidebailly.comView1227
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  • More than 15 years of Human Resources experience in a variety of industries, including manufacturing, software development and call centers.
  • Provides strategic direction to the Firm in all areas of human resources, conferring with Firm executives.
  • Creates and manages the HR department’s functional plan and budget.
  • Formulates and recommends Firm policies and programs ensuring compliance with the applicable provisions of federal and state labor laws, including the maintenance of personnel files.
  • Responsible for keeping partners and staff informed of all changes in firm policies and procedures.
  • Assists offices in resolving employee relations and work related issues, determining effective resolution techniques and facilitating communication.
  • Develops and maintains affirmative action programs, ensuring proper maintenance of EEO records and reports that conform to EEO regulations.
  • Hires, develops and mentors human resources staff with a focus on accomplishing annual objectives.
  • Oversees the entire HR function as it relates to mergers and acquisitions.
  • Society for Human Resource Management
  • Fargo-Moorhead Human Resource Association
  • Senior Professional in Human Resources
  • Bachelor of Arts, Organizational Communication - Concordia College, Moorhead, Minnesota
Giese, LisaFargo, ND701.239.8619lgiese@eidebailly.comView1272
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Lisa has more than 13 years of experience providing accounting and audit services to clients in a variety of industries, including health care, non-profits, automobile and implement dealerships, broadcasting and media companies, employee benefit plans and real estate/hospitality companies. She is experienced in providing Sarbanes Oxley Act Section 404 internal control services and also plans, supervises and reviews audit engagements. Lisa has been a Firmwide champion for the use of ACL Data Extraction Software and has served as an instructor for the Firm’s continuing education program since 2003.

In her free time, Lisa enjoys running, working out, playing golf and scrapbooking.

  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Institute of Management Accountants, Red River Valley Chapter
  • Certified Public Accountant, North Dakota
  • Certified Management Accountant, North Dakota
  • Bachelor of Science, Accounting – Minnesota State University, Moorhead
Christiaens, MariaBillings, MT406.896.2438mchristiaens@eidebailly.comView1227
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Maria has more than 24 years public accounting experience providing audit, tax and consulting services, including more than 19 years experience as an employee benefit plan audit specialist. She is responsible for the oversight of more than 500 employee benefit plan financial statement audits.

Outside of her work life, Maria enjoys choral group singing, and is a soprano for the Magic City Singers. Other interests include classic cars, hiking and camping.

  • More than 24 years public accounting experience
  • Specializes in employee benefit plan audits
  • Enjoys choral singing
  • American Institute of Certified Public Accountants
  • Montana Society of Certified Public Accountants
  • International Foundation of Employee Benefit Plans
  • Western Pension and Benefits Conference - Montana Chapter
  • Certified Public Accountant
  • Bachelor of Science, Accounting, summa cum laude - College of Great Falls, Montana
Anderson, MarkSalt Lake City, UT801.456.5455manderson@eidebailly.comView1227
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  • More than 20 years public accounting experience providing services to a variety of industries, including oil and gas, construction companies and SEC.
  • Extensive experience conducting audits under the Public Companies Oversight Board and State of Utah Compliance.
  • Expertise in the audits of privately held companies and in benefit plans.
  • Serves on the Firm's SEC Practice Committee.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Weber State University School of Accountancy, Advisory Board
  • Certified Public Accountant, Utah
  • Master of Professional Accountancy – Weber State University, Utah
  • Bachelor of Science, Accounting – Weber State University, Utah
Dale, MarkMinneapolis, MN612.253.6639mdale@eidebailly.comView1269
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  • More than 28 years experience in public accounting primarily in the health care and non-profit industries, including working in the accounting department of a large metropolitan hospital.
  • Directs audits of numerous hospitals, non-profit organizations and nursing homes.
  • Prepares Medicare/Medicaid Cost Reports and third-party reimbursement reports for nursing homes.
  • Provides reimbursement maximization reviews, staffing level comparisons and rate projections for nursing homes.
  • Prepares financial forecasts and debt capacity studies.
  • Assists with debt financing transactions.
  • Provides budgeting and accounting assistance to the health care industry.
  • American Institute of Certified Public Accountants
  • Healthcare Financial Management Association
  • Concordia College/HFMA Healthcare Institute Planning Committee, past member
  • American Healthcare Association Data Committee, past member
  • Certified Public Accountant
  • Bachelor of Arts, Hospital Financial Management and Accounting - Concordia College, Moorhead, Minn.
Engelhart, MarkAberdeen, SD605.622.4214mengelhart@eidebailly.comView1267
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With more than 34 years public accounting experience, Mark provides his clients with valuable insight. He provides audit, accounting and consulting services to cooperatives, financial institutions, commercial businesses, non-profit organizations, cities and school districts. As an engagement partner, Mark is responsible for planning, supervising and reviewing compilations, reviews and audit engagements.

Clients depend on Mark to provide consulting services for a variety of issues, including internal control studies, accounting system reviews, cash flow projections, business planning and tax planning. Mark has also worked extensively with grain elevators and agricultural cooperatives of all sizes; he has served some of the smallest to some of the very largest in the Dakotas.

Mark and his wife open their home and hearts as foster parents. In his free time, Mark enjoys hunting, golfing and swimming.

  • More than 34 years public accounting experience
  • Provides compliance and consulting services
  • Opens his home as a foster parent
  • American Institute of Certified Public Accountants, South Dakota Key Person Coordinator
  • South Dakota Certified Public Accountants Society, Former President
  • National Society of Accountants for Cooperatives
  • Certified Public Accountant
  • Bachelor of Science, Business Administration - Northern State University, Aberdeen, South Dakota
Martens, MarkFargo, ND701.239.8568mmartens@eidebailly.comView1270
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With more than 20 years public accounting experience, Mark provides audit and accounting services to clients in various industries, including insurance companies, rural utilities and agricultural processing entities. He is chair of Eide Bailly’s insurance industry group and has served as the audit partner for more than 20 insurance company audits.

Known as an audit specialist, Mark has presented at AICPA national conferences and Insurance Accounting & Systems Association (IASA) regional meetings. He also serves on several Eide Bailly committees; Mark is vice chair of the Firm’s board of directors, and a member of the Utility Industry Committee.

Outside of Mark’s professional life, he likes to unwind by farming, reading and hunting.

  • North Dakota Society of Certified Public Accountants
  • National Society of Accountants for Cooperatives
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – North Dakota State University, Fargo
Richard, Mary JoFargo, ND701.239.8569mrichard@eidebailly.comView1155
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Mary Jo has more than 25 years public accounting experience, providing audit and accounting services. In addition to serving as the Firm’s director of service organization reports, Mary Jo specializes in serving SEC registrants, dealerships, wholesale and retail companies, manufacturers and non-profit entities. She also manages various consulting and auditing engagements, including Sarbanes-Oxley 404 engagements, service organization engagements and ERISA engagements.

Mary Jo also provides outsourced internal audit departments. This includes developing audit plans and programs, and reviewing and developing inventory control procedures. In addition, she has assisted with due diligence procedures and has provided LIFO calculations.

The same qualities that make Mary Jo a successful accountant—expertise, innovation and attention to detail—are also evident in her hobbies. In her personal life, Mary Jo enjoys reading, scrapbooking and photography.

  • More than 25 years public accounting experience
  • Serves as the Firm’s director of service organization reports
  • Enjoys photography
  • North Dakota Society of Certified Public Accountants, Peer Review Board Chair
  • National Society of Accountants for Cooperatives
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Minnesota State University, Moorhead
Peter, MaryMinneapolis, MN612.253.6662mpeter@eidebailly.comView1227
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Mary has more than 25 years experience in enterprise risk management (ERM), including 10 years in corporate risk management. She leads Firmwide consulting initiative for Enterprise Risk Management (ERM), and provides consulting services for ERM program development, implementation and re-design.

Focusing on strategic business objectives and sustainable outcomes, Mary designs and implements client-specific ERM programs to identify, assess, respond and monitor risks and opportunities. In addition, Mary works with clients to establish a risk appetite and benchmarking metrics. She is focused on driving improved performance at all levels in an organization, utilizing ERM as a competitive advantage.

In addition to her client work, Mary is a frequent speaker at national, state and local industry conferences, including the Risk Insurance Management Society (RIMS), Public Insurance Risk Management Association (PRIMA), Insurance Accounting & Systems Association, Inc. (IASA), National Association of Mutual Insurance Companies (NAMIC), Institute of Internal Auditors (IIA), the Twin Cities Chapter of Chief Audit Executives, Association of Healthcare Risk Management (ASHRM) and Professional Insurance Women (PIW).

Outside of her work life, Mary enjoys traveling, mentoring and reading a good book.

  • Leads Firmwide Enterprise Risk Management (ERM) consulting group
  • Designs and implements client-specific ERM programs to identify, assess, respond and monitor risks and opportunities
  • Enjoys mentoring and public speaking
  • International Standards Organization (ISO) 31000 Risk Management Standard – US Technical Advisory Group
  • ERM Roundtable in Minneapolis/St. Paul, Co-Chair, founded to bring audit and risk professionals together who are responsible for ERM in their organizations
  • Risk & Insurance Management Society (RIMS) – Minnesota Chapter Mentor Initiative Leader; Education Committee and Former Board Member
  • Institute of Internal Auditors (IIA)
  • Honor Graduate - Minnesota School of Business
Egnew, MattSalt Lake City, UT801.456.5468megnew@eidebailly.comView1227
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  • More than 15 years of experience in public accounting with an emphasis in corporate, individual and small business taxation.
  • Serves clients in various industries, including manufacturing, retail and construction.
  • In-depth experience assisting clients in setting up businesses, structuring reorganizations, planning for business succession and representing clients before the Internal Revenue Service
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Salt Lake Estate Planning Council
  • Certified Public Accountant, Utah
  • Master of Accounting – Utah State University
  • Bachelor of Science, Accounting – Utah State University
Michelsen, MichaelSalt Lake City, UT801.456.5457mmichelsen@eidebailly.comView1227
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  • More than 19 years public accounting experience providing services to a variety of industries, including government, non-profit organizations, privately-held companies and publically traded companies.
  • Conducts A-133 audits (Single Audits) for some of the largest governments in Utah.
  • Presenter of CPE in government accounting, auditing and in Single Audits.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Certified Public Accountant, Utah
  • Master of Accountancy – Brigham Young University, Utah
  • Bachelor of Science, Accounting – Brigham Young University, Utah
Arvidson, MikeFargo, ND701.476.8797marvidson@eidebailly.comView1227
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  • More than 20 years of network and infrastructure experience working in a variety of roles, including technical lead, project manager and team lead.
  • Experience ranges from single-server to multi-location, multi-server implementations utilizing various integrated and stand-alone technologies.
  • Monitors servers and applications using Microsoft Operations Manager and home-grown monitoring tools for international organizations.
  • Stages production servers and replaces hardware as necessary.
  • Reviews current documentation and modifies existing, or creates new procedures as necessary.
  • Experience with all Windows platforms including NT, Server 2000 and 2003, Novel, Citrix, GroupWise and MS Exchange.
  • Associate of Science, Computer Operations and Programming - Minnesota State Community and Technical College, Moorhead
Astrup, MikeFargo, ND701.239.8525mastrup@eidebailly.comView1227
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Mike has more than 22 years public accounting experience and serves as the partner-in-charge of Eide Bailly’s Fargo office and Eide Bailly Financial Services. He specializes in tax and finance, and provides tax planning and preparation services for his clients. Mike implements tax strategies for closely held businesses and related individuals, as well as offers IRS representation.

Mike stays busy trying to keep up with all the activities of his three daughters, such as snow skiing, water skiing, running and biking. He loves sports, and supports local and regional teams by cheering on the NDSU Bison and the Minnesota Twins, Vikings, Wild and Timberwolves. Mike shares his sports knowledge by coaching youth girls’ basketball and soccer.

  • American Institute of Certified Public Accountants
  • Equipment Leasing Association of America
  • National Council of Farmers Cooperative – Legal, Tax and Accounting Committee
  • National Society of Accountants for Cooperatives
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Master of Business Taxation – University of Minnesota, Twin Cities
  • Master of Business Administration – University of Minnesota, Twin Cities
  • Bachelor of Science, Accounting – Minnesota State University Moorhead
Lindstrom, MikeBoise, ID208.383.4739mlindstrom@eidebailly.comView1227
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Mike has more than 30years public accounting experience, providing services to a variety of industries, including construction, manufacturing, financial institutions and non-profit. He was a founding partner of Balukoff, Lindstrom & Co., PA, before joining Eide Bailly. Mike provides valuable insight and knowledge to his clients and offers them various services, such as accounting, estate planning, succession planning, consulting and taxation.

Outside of his professional life, Mike enjoys sports, particularly racquetball, and likes to go camping and fishing. He is also quite active in many community and charitable organizations.

  • More than 30 years public accounting experience
  • Offers personalized solutions to clients
  • Avid racquetball player
  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Brigham Young University, Provo, Utah
Schik, MikeMinneapolis, MN612.253.6681mschik@eidebailly.comView1267
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  • More than 35 years experience in the financial banking industry providing individual and corporate tax consulting.
  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Minnesota Bankers Association
  • Independent Community Bankers of Minnesota
  • Bank Holding Company Association
  • Certified Public Accountant
  • Associates Degree - Minnesota School of Business
Graff, NeilSioux Falls, SD605.977.2801ngraff@eidebailly.comView1227
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Neil has more than 25 years of experience working with clients in financial planning, asset management and insurance services. He works closely with CPAs and attorneys to assist clients with estate and retirement planning.

Prior to joining Eide Bailly Financial Services, Neil founded and managed Graff Capital Management, a multi-faceted financial services company specializing in financial planning, retirement, estate and succession planning. He is a frequent speaker and presenter on financial topics at state association conferences, on television and radio.

Neil holds the distinction of being the only Eide Bailly employee to have played in the National Football League; his football career as a quarterback spanned seven years. Outside of work, Neil is an avid golfer, fisher and hunter.

  • Great Plains Financial Planning Alliance, President
  • Sioux Falls Estate Planning Council
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Investment Advisor Representative – South Dakota, District of Columbia, Iowa, Nebraska, Texas and Minnesota
  • Licensed Life Insurance Producer – South Dakota, Arizona, Iowa, Kansas, Minnesota, Nebraska, North Dakota, Texas and Wisconsin
  • Registered Representative – Arizona, California, Washington D.C., Iowa, Indiana, Kansas, Maryland, Minnesota, North Dakota, Nebraska, South Dakota, Texas and Wisconsin; completed FINRA tests Series 63 and Series 7
  • Master of Business, Finance, Investments and Banking – University of Wisconsin, Madison
  • Bachelor of Business, Finance, Investments and Banking – University of Wisconsin, Madison
Lee, NickWilliston, ND701.609.5910nlee@eidebailly.comView1227
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  • More than nine years of public accounting experience providing tax preparation services, tax consulting services and accounting services. Specializes in the areas of small business, agriculture, and oil and gas.
  • Provides tax and accounting services to individuals and other business entities including partnerships, LLC's, C and  S corporations.
  • Member - National Association of Enrolled Agents (NAEA)
  • Enrolled Agent
  • Bachelor of Business Administration, Accounting - University of North Dakota, Grand Forks
Thon, NikkiOgden, UT801.337.3727nthon@eidebailly.comView1227
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  • More than 25 years public accounting experience providing tax planning and compliance services to a variety of industries, including manufacturing, construction, professionals and small business owners.
  • Provides planning to start-up companies, including choice of entity.
  • Provides strong experience guiding the fiduciaries of trusts and estates.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Weber State University School of Accounting & Taxation Advisory Council
  • Estate Planning Council of Weber-Davis, Past President
  • Certified Public Accountant, Utah
  • Master's Degree, Accounting with an emphasis in taxation - Weber State University, Ogden, Utah
  • Bachelors of Science, Accounting - Weber State University, Ogden, Utah
Mendoza, NormanPhoenix, AZ602.264.8637nmendoza@eidebailly.comView1227
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  • More than 18 years of public accounting experience, eight of which were with the Big 4, providing services to clients in the manufacturing, wholesale and distribution, construction, franchise and service industries.
  • Experience with audits of employee benefit plans and DOL related matters.
  • Experience dealing with technical matters, such as share-based compensation, business combinations and variable interest entities.
  • Experience in dealing with private equity backed companies.
  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Association for Corporate Growth - Phoenix Chapter
  • Certified Public Accountant - Arizona
  • Certified Public Accountant - Nevada (Mobility)
  • Bachelor of Science - Arizona State University, Tempe, Arizona
Madole, PamOklahoma City, OK405.858.5512pmadole@eidebailly.comView1269
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  • More than 40 years experience in public accounting with a concentration in audit and third-party reimbursement.
  • Works extensively with health care organizations, construction companies, government entities, automobile dealerships, religious organizations and joint venture clients.
  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants
  • Texas Society of Certified Public Accountants
  • Healthcare Financial Management Association Member
  • American Health Lawyers Association
  • Certified Public Accountant, Oklahoma, Texas, Arkansas, Kansas, Colorado, Missouri and New Mexico
  • Bachelor of Science, Accounting - Arkansas Tech University, Russellville
  • Graduate hours from the University of Oklahoma, Norman
Baker, PatMankato, MN507.386.6251pbaker@eidebailly.comView1271
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Pat has more than 20 years public accounting experience. He provides audit and consulting services to a variety of industries, including manufacturing, agriculture processing and alternative energy. He also offers his clients a wide range of consulting services, including manufacturing consulting, cost segregation studies, financial institutions loan file review and litigation support.

Outside of his professional life, Pat enjoys hunting, fishing, spending time with wife and four daughters and reading a good fiction novel.

  • More than 20 years public accounting experience
  • Provides cost segregation studies
  • Enjoys reading fiction novels
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Minnesota State University, Mankato
Kautzman, PatrickFargo, ND701.239.8501pkautzman@eidebailly.comView1208
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Patrick has more than 18 years of public accounting experience. He specializes in income tax planning and preparation services with closely held corporations, partnerships and related individuals. Patrick has worked with a variety of clients in many industries, including agricultural processors, cooperatives, manufacturers, wholesalers, retailers, insurance companies and professional service corporations.

When Patrick is not working with clients, you can find him playing golf or spending time with his family.

  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • National Society of Accountants for Cooperatives
  • National Council of Famer Cooperatives
  • Fargo Moorhead Certified Public Accountants Society
  • Certified Public Accountant
  • Bachelor of Science, Accounting and Business Administration – Minnesota State University, Moorhead
Morgan, PattiNorman, OK405.292.2915pmorgan@eidebailly.comView1227
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  • More than 20 years public accounting experience providing services to a variety of industries, including construction, home builders and real estate.
  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants
  • Moore Chamber of Commerce, Treasurer
  • Certified Public Accountant
  • Bachelor of Business Administration, Accounting – University of Oklahoma, Norman
Sirek, PaulMinneapolis, MN612.253.6661psirek@eidebailly.comView1267
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Paul has more than 17 years public accounting experience with a focus on the financial institutions industry. He provides management consulting, tax planning and tax compliance services to financial institutions ranging in size from less than $20 million to more than $1.6 billion. He conducts tax research projects and communicates current tax developments to clients and staff, consults with financial institutions and their shareholders on S-corporation conversions and S-corporation planning issues, and assists financial institutions with merger and acquisition issues, including tax structuring of transactions and the regulatory application process. Paul also assists bank holding companies and financial institutions with regulatory filings, including FR Y-9C, FR Y-9LP and FR Y-9SP reports.

Recognized for his knowledge in the financial institutions industry, Paul developed curriculum and served as an instructor at the Graduate School of Banking in Madison, Wis. He also frequently serves as a speaker on financial institution taxation developments for the Bank Holding Company Association and several other financial institution industry groups.

Outside of work, Paul enjoys spending time with his family, golf, and reading.

  • More than 17 years public accounting experience
  • Focuses on serving financial institutions
  • Enjoys family time and golf
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant
  • Master of Business Taxation – Carlson School of Management, University of Minnesota, Minneapolis
  • Bachelor of Science, Accounting – Minnesota State University, Mankato
  • AICPA National Banking School, University of Virginia
Skeen, PaulSalt Lake City, UT801.456.5456pskeen@eidebailly.comView1227
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  • More than 15 years of experience in public accounting with involvement in all aspects of financial and compliance audits.
  • Emphasis in governmental entities and public companies including those seeking to become public companies.
  • Expert knowledge of governmental reporting rules.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants, Executive Board Member, President
  • Utah State University, School of Accountancy Advisory Board
  • University of Utah, School of Accountancy Advisory Board
  • Mountain West Capital Network, Board of Directors
  • Certified Public Accountant, Utah
  • United States Naval Academy
  • Master of Professional Accountancy – Weber State University, Utah
  • Bachelor of Science, Accounting – Weber State University, Utah
Jennings, PeggyDenver, CO303.539.5911pjennings@eidebailly.comView1272
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Peggy has more than 30 years public accounting experience, providing financial reporting services to public, private and non-profit organizations. She serves numerous industries, including manufacturing, construction, wholesale, retail, software development, technology, government contractors, convenience stores/grocers, hospitality and the oil and gas extractive industries. She also serves a wide range of non-profit clients, including fundraising entities, religious, educational and social welfare organizations, business leagues and non-profit organizations operating in the performing arts community. To further share her knowledge, Peggy has spoken at several regional conferences and contributes to multiple publications.

Outside of her professional life, Peggy is an avid reader and a member of a book club. She also loves spending time with her husband, entertaining at home and attending events at Swallow Hill Music Association and The Denver Botanic Gardens Concert series each summer.

  • More than 30 years public accounting experience
  • Frequent speaker at regional conferences
  • Enjoys attending The Denver Botanic Gardens Concert series
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants - Peer Review Board, Vice-Chair
  • Council of Petroleum Accountants Society
  • Denver Petroleum Club - Board of Directors
  • Denver Women’s Society of CPAs
  • Alliance for Professional Women
  • American Women’s Society of CPAs
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Montana State University, Bozeman
Rang, PeggySioux Falls, SD605.977.2710prang@eidebailly.comView1269
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With more than 25 years experience, Peggy is tremendously knowledgeable in the areas of medical practice management, client accounting, small business consulting and individual and corporate taxation. She performs corporate, partnership and individual taxation services, as well as reviews and compilations for numerous small businesses. Peggy also provides accounting services to clients, including bookkeeping, payroll, depreciation, bank statements and detailed reconciliations.

Outside of her professional commitments, Peggy enjoys watching sporting events and attending her children's various activities. She is both a member of the PTA and a Sunday School volunteer.

  • More than 25 years experience
  • Focuses on medical practice management
  • PTA member and Sunday School volunteer
  • South Dakota CPA Society
  • American Institute of Certified Public Accountants
  • Sioux Empire Society for Human Resource Management
  • Sioux Falls Estate Planning Council
  • Certified Public Accountant
  • Nettleton College, Sioux Falls, South Dakota
Runcorn, PeggyBoise, ID208.383.4701pruncorn@eidebailly.comView1227
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  • More than twenty years public accounting experience providing services to individuals and a variety of industries.
  • Specializes in individual, corporate and partnership tax along with tax and general accounting consultation.
  • Works with privately held companies, manufacturing companies, health care professionals, financial services groups, real estate and representation before the IRS and state agencies.
  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Arts, Accounting – Boise State University, Idaho
Hanson, PerryMinneapolis, MN612.253.6697phanson@eidebailly.comView1269
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  • Pertinent skills include: strategic thinking and facilitation; transactional redesign from both strategic and operational foundations; multi-party conflict resolution; physician/clinician group practice development; governance/organizational/leadership redesign; and, governance and management performance analysis and redesign.
  • More than 35 years of experience in ambulatory health care management and organizational consulting.
  • More than 15 years as Administrator of several multi-specialty medical groups.
  • Co-founder of two consulting firms in organizational design and performance management.
  • Executive team decision support.
  • Multiple projects in: physician/hospital integration transactional design/implementation projects; clinical model redesign (with specialty service lines); physician/clinician compensation designs/negotiations; leadership transition design and interim support (through others); ambulatory operating system and management performance analysis; and, group practice development (creation of one group from a collection of solos or small groups).
  • Minnesota Hospital Association (MHA)
  • University of Minnesota MHA Alumni Association
  • American Red Cross Blood Services – Upper Midwest Board
  • University of Minnesota MHA programs, frequent guest lecturer
  • Master of Health Administration – University of Minnesota
  • Mayo Clinic Foundation – Administrative Fellowship
  • Bachelor of Arts, Health Administration – Concordia College, Moorhead, Minnesota
Llewellyn, RalphFargo, ND701.239.8594rllewellyn@eidebailly.comView1269
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  • More than 19 years health care experience, including five years as chief financial officer for a 49-bed hospital and 116-bed skilled nursing facility.
  • Conducts reimbursement enhancement studies for health care providers.
  • Provides chargemaster/cost report audits and redesign projects.
  • Conducts reviews of OPPS and CAH billing processes.
  • Conducts operational improvement projects for hospitals and nursing homes.
  • Develops and assists with the implementation of financial strategies for financial turnaround of health care facilities.
  • Conducts business office re-engineering projects.
  • Assists providers in accessing potential reimbursement opportunities related to EHR incentives.
  • Frequent presenter and lecturer on various health care topics at state and national conferences for HFMA, AICPA, NRHA and state hospital associations.
  • North Dakota Healthcare Financial Management Association, past president
  • Certified Public Accountant
  • Current nursing home administrator licensure in North Dakota
  • Certified Healthcare Financial Professional
  • Master of Business Administration - University of North Dakota, Grand Forks
  • Bachelor of Science, Accounting - Minot State University, North Dakota
  • Bachelor of Arts, Business Administration - Minot State University, North Dakota
Johnson, RamonaFargo, ND701.239.8647rkjohnson@eidebailly.comView1227
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With more than 20 years public accounting experience, Ramona provides services to a variety of clients. As a tax specialist, she works closely with businesses and individuals to minimize their tax burdens. Specifically, Ramona is a valuable resource for estate, gift and fiduciary taxation issues, wealth transfer and estate planning.

Ramona's patient nature and attention to detail are evident in all of her hobbies, which include reading, gardening, needlework and fishing.

  • More than 20 years public accounting experience
  • Specializes in estate, gift and fiduciary taxation
  • Enjoys reading and gardening
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Red River Valley Estate Planning Council
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Minnesota State University Moorhead
Fitzpatrick, Jr., RandyPhoenix, AZ602.264.8652rfitzpatrick@eidebailly.comView1274
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Randy has more than 35 years experience in public accounting. He works with a variety of clients, including real estate companies, investment organizations and financial institutions. He provides clients with expertise in corporate and individual taxation, tax controversies, estate planning, litigation support services, and mergers and acquisitions. Randy has settled several large income tax cases at the IRS appeals office and testified before the U.S. Department of Agriculture. He has also spoken at several national seminars and on various radio stations, sharing his knowledge of taxation issues.

In his personal life, Randy watches horse, Indy car and NASCAR races. He also enjoys golfing and volunteering at the FBR Open PGA golf tournament each year.

  • More than 35 years public accounting experience
  • Speaks at national seminars
  • Enjoys watching NASCAR
  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Central Arizona Estate Planning Council
  • Certified Public Accountant
  • Registered Investment Advisor, Arizona
  • Registered Representative, Arizona
  • Personal Financial Specialist
  • Licensed Real Estate Salesman, Arizona
  • Bachelor of Science, Accounting - Arizona State University, Tempe
Gravalin, ReneeFargo, ND701.239.8631rgravalin@eidebailly.comView1269
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With more than 24 years experience, Renee works primarily with the health care and non-profit industries. She provides audits and reviews, with a specific focus on health care and A-133 audits for non-profit clients, and assists facilities with debt financing and refinancing, including HUD 242. Using her knowledge of financial forecasts and projections, Renee developed a microcomputer forecasting template that has been used for several bond issuances and other projects requiring forecasts.

Renee is recognized as an audit specialist and has written and presented on accounting and health care topics for various organizations and colleges. She authored

Outside of her professional life, Renee spends much of her time volunteering at her children’s school, serving on an advisory committee for a local university, and serving as a committee member for a nonprofit organization. She also enjoys many hobbies, including reading, golfing, scrapbooking and cheering on the Minnesota Twins and Vikings. 

  • More than 24 years experience
  • Developed a microcomputer forecasting template
  • Enjoys scrapbooking and golfing
  • American Institute of Certified Public Accountants
  • North Dakota Health Care Financial Management Association, Bronze Award Winner
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Minnesota State University Moorhead
Hemish, RheaMankato, MN507.386.6210rhemish@eidebailly.comView1267
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  • More than 20 years public accounting experience with a focus in financial institution taxation and consulting.
  • Consults with banks regarding bank tax research issues, strategic planning, regulatory reporting research and financial projections related to mergers, acquisitions, capital planning and de novo banks.
  • Prepares regulatory applications and accompanying forecasted financial statements for banks and bank holding companies.
  • Consults with bank clients regarding tax planning issues.
  • Manages and supervises tax compliance engagements.
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Minnesota State University, Mankato
  • AICPA National Banking School - Charlottesville, Virginia
  • Tax Planning and Advising for Closely Held Businesses Certificate of Educational Achievement Program - AICPA
Alexander, RickOklahoma City, OK405.858.5507ralexander@eidebailly.comView1227
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Rick brings more than 23 years of focused expertise as a public accountant to healthcare, college & university, school district, non-profit, religious, city and tribal government clients. He focuses on providing his clients audit & assurance, consulting, tax and financial analysis services.  In addition, he also works with clients in manufacturing, oil & gas, construction, agriculture, retail & wholesale, real estate and employee benefits.

Rick is passionate about the outdoors and enjoys fishing and spending time in nature.

  • Serves healthcare and higher education
  • Works with non-profits
  • Volunteers with United Way
  • Oklahoma Society of Certified Public Accountants
  • Healthcare Financial Management Association
  • Certified Public Accountant, Oklahoma
  • Bachelor of Science, Accounting – University of Central Oklahoma, Edmond
Lee, RickWilliston, ND701.609.5913rlee@eidebailly.comView1227
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  • More than 34 years of public accounting experience providing tax and consulting services to clients in various industries, specializing in small businesses in agriculture, retail and oil and gas.
  • Provides services to many closely held businesses with a variety of legal structures including partnerships, LLCs, C and S corporations.
  • Member AICPA
  • Member NDSCPA
  • Board Member of State Board of Accountancy
  • Certified Public Accountant
  • Passed Series 7 exam to become an investment advisor
  • Bachelor of Science, Accounting - University of North Dakota, Grand Forks
Nelson, RickFargo, ND207.929.2063rnelson@eidebailly.comView1270
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Rick has more than 20 years experience in the insurance industry, including 10 years with the Maine Bureau of Insurance and 11 years in public accounting. At Eide Bailly, Rick dedicates nearly 100 percent of his time to the regulatory insurance practice. He has worked in all lines of insurance, including life, managed care, disability, personal lines, workers' compensation and medical malpractice. Rick provides risk-focused examination expertise. He specializes in conducting financial examinations, having conducted them for more than 45 insurers, including some of the largest insurance holding companies in the country. Rick has also led and coordinated several large multi-state financial examinations and conducted several large market conduct examinations.

Noted for his expertise in the industry, Rick has been a guest speaker at the Society of Financial Examiners Career Development Seminar, as well as the Insurance Regulatory Examiners Society (IRES) Career Development Seminar.

Outside of his professional life, Rick enjoys traveling, gardening and cooking. He and his wife, JoEllen, reside in Buxton, Maine, with their two labrador retrievers.

  • More than 20 years insurance industry experience
  • Provides risk-focused examination expertise
  • Enjoys traveling, gardening and cooking
  • Insurance Regulatory Examiners Society
  • Society of Financial Examiners - Executive Committee; Board of Governors; Publications Committee, Vice President
  • Certified Financial Examiner
  • Certified Insurance Examiner
  • Bachelor of Science, Accounting - Thomas College, Waterville, Maine
Steen, RickFargo, ND701.239.8626rsteen@eidebailly.comView1269
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Rick has more than 30 years of public accounting experience, providing audit and consulting services to clients in the health care industry and related non-profit organizations, including foundations and other supporting affiliates. He works closely with clients in merger, management and affiliation analyses as well as business planning and corporate restructuring. Rick also works with clients regarding tax-exemption issues in the areas of organization, financing, unrelated business income, and contracts.

He is the past chair and member of Eide Bailly’s Accounting and Auditing Policy Committee as well as various other practice-related committees.

In his free time, Rick enjoys outdoor activities, including hunting, fishing and spending time at the lake.

  • More than 30 years public accounting experience
  • Significant knowledge and experience with health care-related and non-profit organizations
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • National Rural Healthcare Association
  • North Dakota Healthcare Financial Management Association, past board member
  • Certified Public Accountant, North Dakota
  • Bachelor of Science, Accounting and Finance – Minnesota State University, Moorhead
Wagner, RickGolden, CO303.539.5930rwagner@eidebailly.comView1269
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Rick has more than 30 years of experience in the health care industry and is recognized in the industry for his expertise in health care-related reimbursement trials. He conducts financial feasibility studies related to hospitals and special projects, and serves as a Medicare and Medicaid cost report specialist. Rick provides assistance with chargemaster and cost report assessments, hospital mergers and turnarounds, and revenue enhancement studies for rural hospitals.

Earlier in his career, Rick served as controller and interim CFO for two major health systems in Oklahoma, gaining first-hand experience in the industry. He frequently shares his knowledge as a presenter at several local, regional and national conferences. He also regularly writes articles on various health care topics for Firm publications.

Rick enjoys spending his free time playing a round of golf or riding his motorcycle.

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Colorado Health Care Financial Management Association, Treasurer
  • Denver Metro Economic Development Corporation, Health Care Committee and Executive Committee
  • Certified Public Accountant
  • Bachelor of Science, Accounting – University of Arkansas, Fayetteville
Leslie, RobPhoenix, AZ602.264.8649rleslie@eidebailly.comView1272
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Rob has more than 28 years of experience working with non-profit organizations, including five years as director of non-profit services for a national bank. He provides public accounting and financial services, specifically, financial strategies catered to the non-profit community. His expertise in financial management consulting, audit and income tax services makes him a sought-after resource for hundreds of non-profits across the country with annual revenues ranging from $1 million to more than $100 million.

Rob has assumed many leadership roles, nationally and locally, giving him a deep understanding of non-profits and a wealth of information to share with his clients. He speaks at national non-profit conferences and continuing education session on various topics, including non-profit accounting principles, governance and management, financial reporting standards, fraud standards and application of Sarbanes Oxley practices in the non-profit environment. In addition, Rob is also a faculty member for the graduate program at ASU Lodestar Center for Philanthropy and Nonprofit Innovation.

Rob is heavily involved in the local community and is a recognized leader with a number of non-profits.

  • Arizona Society of Certified Public Accountants, Non-Profit Committee
  • American Institute of Certified Public Accountants, Non-Profit Committee
  • Non-Profit Management Institute, Advisory Board and Faculty Member
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Arizona State University, Tempe
Axtell, RodMinneapolis, MN612.253.6543raxtell@eidebailly.comView1227
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  • Director of Cost Segregation at Eide Bailly and has more than 35 years of accounting experience that includes tax consulting, cost segregation studies and repair v. capitalization studies.
  • Oversees all areas of the cost segregation operations and is responsible for staff development, quality reviews and the cost segregation study process from proposal to delivery.
  • Responsible for the implementation of the new "Repair Regulations" within the firm.
  • Serves on the board of the American Society of Cost Segregation Society of Cost Segregation Professionals (ASCSP) and chairs the ASCSP's Technical Standards Committee.
  • Past president of the Bloomington Chamber of Commerce, treasurer for a U.S. Senator and City of Bloomington, MN councilman.
  • Member of Eide Bailly’s National Tax Office team; committed to helping clients stay informed about tax news, developments and trends.
  • AICPA
  • Minnesota State Society of Certified Public Accountants
  • American Society of Cost Segregation Professionals
  • Certified Public Accountant
  • Certified Cost Segregation Professional from the ASCSP
  • Bachelor of Science, Accounting – Bemidji State University, Minnesota
Huebner, RogerBillings, MT406.896.2458rhuebner@eidebailly.comView1155
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Roger has more than 18 years experience providing a variety of tax-related consulting services, including identifying tax-saving opportunities for individuals, partnerships and corporations. He has extensive experience in estate planning and closely-held business taxation. Additional services Roger provides include multi-state taxation and planning, and business consulting regarding operations, policies and procedures for small- to mid-sized companies.

Throughout his career, Roger has been involved in several large estate planning projects and has coordinated three tax-free corporate agriculture spin-offs. He has shared his knowledge as a presenter and speaker for the Chamber of Commerce Ag Committee, the Farm Credit Services Board of Directors and Real Estate Investor meetings.

Outside of his professional life, Roger likes to relax at home. He also enjoys going on vacations and fishing on the Bighorn River.

  • More than 18 years public accounting experience
  • Provides tax-related consulting services
  • Enjoys fishing on the Bighorn River
  • American Institute of Certified Public Accountants
  • Montana Society of Certified Public Accountants – Billings Chapter
  • Certified Public Accountant
  • Bachelor of Science, Business Accounting – Montana State University, Billings
Sample , RogerFort Collins, CO970.999.8888rsample@eidebailly.comView1227
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  • More than 39 years public accounting experience providing tax services to business and individual clients.
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • PKF North America, past board member
  • Certified Public Accountant
  • Bachelor of Science, Business Administration - Colorado State University
Hecht, RonBillings, MT406.896.2413rhecht@eidebailly.comView1274
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With more than 27 years public accounting experience, Ron provides services to a variety of industries, specifically oil and gas, mining and construction. He offers his clients various services, including assistance with corporate taxation, mergers and acquisitions, individual income tax and estate tax matters, and tax planning of business acquisitions, dispositions and other transactions. Ron also represents tax payers before federal and state taxing authorities.

With previous experience with the Washington National Tax Department, Ron is known as a tax specialist. He has written several published articles on tax issues affecting taxpayers. Ron also serves as chair of the Firm's Tax Technical Committee.

Outside of the office, Ron likes to get away and enjoy the great outdoors. He spends much of his time hunting, fishing and camping.

  • More than 27 years public accounting experience
  • Represents clients before taxing authorities
  • Enjoys camping
  • American Institute of Certified Public Accountants
  • Montana Society of Certified Public Accountants
  • Certified Public Accountant
  • Masters of Taxation, Accounting - Brigham Young University, Provo, Utah
Yates, Jr., RonaldBillings, MT406.896.2423ryates@eidebailly.comView1273
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Ron has more than 12 years public accounting experience, including nine years with a “Big Four” firm. He provides tax, compliance, consulting and business advisory services to clients in all areas of business, with an emphasis in oil and gas operations, franchising businesses, high-wealth individuals and business transition and estate planning. He has extensive knowledge and experience with oil and gas taxation and related industries, including underground mining.

Outside of his professional life, Ron spends as much time as possible with his wife and daughter. They enjoy going to the family cattle ranch, traveling, attending University of Montana Grizzly football games, skiing, hiking and spending time outside with their black lab.

  • More than 12 years public accounting experience
  • Specific expertise in oil & gas and extractive industries taxation
  • Enjoys attending University of Montana (Grizzly) football games
  • American Institute of Certified Public Accountants (AICPA)
  • Montana Society of Certified Public Accountants, former President & Board Member, MSCPA State Taxation Committee member (2000-current)
  • Billings Area Chamber of Commerce, Board of Directors, 2010-2012; Treasurer 2012-2013
  • AICPA Member of Council and Elected Representative for the state of Montana, 2012-2014
  • Certified Public Accountant
  • Bachelor of Science, Business Administration – The University of Montana, Missoula (1996)
  • Master of Accountancy – The University of Montana, Missoula (1998)
Manson, RossFargo, ND701.239.8634rmanson@eidebailly.comView1269
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With more than 15 years of financial and operational experience with health care entities, Ross conducts financial analyses for the hospital and clinic planning processes. He works with hospital management teams to conduct strategy planning, operational assessments, process improvement and productivity measurements. In addition, Ross prepares prospective financial statements for a variety of industries. He has conducted numerous feasibility studies to assist management in making critical decisions regarding the construction of new facilities, including HUD 242, USDA, private placement and tax-exempt issuances.

As a principal within the Firm’s health care consulting industry group, Ross has presented at national and regional health care conferences. When he’s not spending his time with industry-related activities, Ross coaches youth basketball and soccer. He also enjoys playing golf and basketball, running and spending time with his children.

  • American College of Healthcare Executives
  • National Rural Health Association
  • Master of Business Administration – North Dakota State University, Fargo
  • Bachelor of Science, Business Administration – North Dakota State University, Fargo
  • Bachelor of Science, Accounting – North Dakota State University, Fargo
Youngberg, RossSalt Lake City, UT801.456.5453ryoungberg@eidebailly.comView1227
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  • More than 37 years public accounting experience providing services to a variety of industries, including non-profit organizations, government entities, privately-held companies and publicly held companies.
  • Provides consulting services to small and medium-size entities in the areas of accounting, financial reporting and operations.
  • Conducts audits on more than 50 non-profit and government organizations.
  • Extensive knowledge in assisting smaller entities meet the demands of financial reporting while maintaining the independence standards required in their profession.
  • Serves as peer reviewer of other CPA firms' accounting and reporting practices to ensure they meet the rigorous peer review standards of the AICPA.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants, State and Local Government Committee, Former Chair
  • Certified Public Accountant, Utah
  • Bachelor of Science, Accounting – University of Utah
Rudolph, RudyBoulder, CO303.384.3045rrudolph@eidebailly.comView1227
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Rudy has more than 30 years of public accounting experience providing services to a variety of industries, including non-profit organizations, manufacturing, printing and publishing, construction, real estate, technology, bio technology and renewable energy. He provides business planning and tax return preparation for individuals and small- to medium-sized businesses. Rudy’s knowledge and experience includes accounting, audit, consulting, tax consulting, entrepreneurial business consulting, mergers and acquisitions, forecasts and projections, business planning and profit improvement analysis.

Outside of the office, Rudy enjoys coaching baseball and football, playing golf, spending time at the lake and watching college and professional sports.

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • South Dakota CPA Society
  • Boulder Economic Council
  • Boulder Innovation Center
  • Certified Public Accountant
  • Bachelor of Science, Accounting – Northern State University, Aberdeen, South Dakota
Doyle, RyanSioux Falls, SD605.977.2749rdoyle@eidebailly.comView1227
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  • More than 11 years public accounting experience providing audit and accounting services to a variety of industries, including renewable energy, ag processing, manufacturing, construction and retail and wholesale distribution.
  • South Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of South Dakota, Vermillion
  • Master of Professional Accountancy - University of South Dakota, Vermillion
Shirley, RyanDenver, CO303.539.5908rshirley@eidebailly.comView1227
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Ryan has more than 13 years public accounting experience serving public and private entities in a variety of industries, with a focus on manufacturing, retail/wholesale, dealerships, homeowner’s associations, employee benefit plans, extraction, franchises and software development. He works frequently with SEC filings, including registration statements, annual reports and periodic filings. Ryan also speaks at industry conferences.

In his free time, he enjoys skiing, hiking, climbing and soccer.

  • Conducts SEC filings
  • Serves public and private entities
  • Enjoys skiing and hiking
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Association for Corporate Growth
  • Certified Public Accountant, Colorado
  • Bachelor of Science, Accounting – University of Colorado, Boulder
Spaude, RyanMankato, MN507.304.6926rspaude@eidebailly.comView1227
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  • More than 17 years of experience working with clients in the areas of financial, estate and retirement planning.
  • Provide financial planning, covering cash flow analysis, education planning, insurance and risk analysis, retirement planning and asset allocation.
  • Offer investment portfolio management and asset allocation services, including stocks, exchange traded funds, mutual funds, annuities, cash management, advisory accounts and brokerage accounts.
  • Provide retirement plans for businesses such as 401k, SEP IRAs and SIMPLE IRAs.
  • Provide analysis of personal and business insurance risks and offer insurance products such as life, disability and long-term care.
  • Provide both accumulation and distribution planning services.
  • Works in estate planning and wealth transfer in conjunction with other professionals, including CPAs and attorneys.
  • Provide executive benefits, group insurance, buy-sell planning and key person protection.
  • Financial Planning Association
  • CFP Board of Standards
  • Certified Financial Planner™ practitioner
  • Investment Advisor Representative Series 65
  • Registered Representative Series 7 and 63
  • Licensed Life Insurance Professional
  • Bachelor of Science, Finance – Minnesota State University, Mankato
White, RyanDenver, CO224.612.1330rwhite@eidebailly.comView1227
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  • More than eight years of experience in health care finance, working with a variety of entities ranging in size from large, national systems to free-standing clinics.
  • Helps health care facilities with financial and operational analyses to provide better care and improve financial margins.
  • Provides expertise to clients on Medicare and Medicaid reimbursement issues, such as cost reports, regulatory compliance, chargemaster reviews, residency programs, nursing schools, Medicare and Medicaid DSH, wage index and bad debts.
  • National Rural Health Association, Policy Congress member
  • Healthcare Financial Management Association
  • Bachelor of Arts, Economics – University of Virginia, Charlottesville
Piatz, SandiFargo, ND701.476.8876spiatz@eidebailly.comView1227
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Sandi has more than 15 years experience in the technology industry. She specializes in the recruitment, management and development of relationships with other organizations. Sandi provides information technology (IT) account management services for her clients. This includes understanding the organization's business objectives and technology initiatives, and identifying ways to best enable the organization to meet those objectives through the use of technology.  Sandi has worked with organizations across many industries which include manufacturing, architecture and engineering, insurance, utilities, municipalities and financial institutions. Sandi also manages the Business Development Team for Eide Bailly's Technology Consulting team.

Sandi has served as a business development manager and then program manager for a global technical support organization where she was responsible for that program’s global support processes, communications, customer satisfaction, training and profitability. Sandi has provided corporate training for a team of service account managers within a global service organization, delivered customer satisfaction training, and has delivered various presentations for Chamber and industry conferences.

Outside of her professional life, Sandi enjoys reading, golfing, yoga  and running. She has participated in twelve marathons/half marathons in the past 11 years. Sandi also spends a majority of her time outside of work cheering on her husband and two kids who are very active in sports.

  • Master of Business Administration - University of Mary, Fargo, North Dakota
  • Bachelor of Science - Jamestown College, North Dakota
DeVries, SarahFargo, ND701.239.8581sdevries@eidebailly.comView1227
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Sarah has more than 15 years public accounting experience providing traditional auditing and accounting services to clients in various industries, including manufacturing, retail, non-profit and automobile dealerships. She also supervises and reviews more than 100 employee benefit plan audits. Prior to joining Eide Bailly, Sarah honed her professional skills working for a "Big Five" firm for four years.

Like many busy moms, Sarah's hobbies and interests revolve around her children's activities, which include hockey, baseball, football, music and theater.

  • More than 15 years public accounting experience
  • Supervises and reviews 100+ employee benefit plan audits
  • Enjoys attending her children's activities
  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Fargo Moorhead Leadership
  • Dale Carnegie Highest Award of Achievement
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of North Dakota, Grand Forks
Phillips, ScotBoise, ID208.383.4753sphillips@eidebailly.comView1268
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Scot has more than 13 years of public accounting experience providing services to a variety of clients, including privately held companies, manufacturing companies, employee benefit plans, government and non-profit organizations. His expertise encompasses audits, reviews and compilations of financial statements, interpretations of financial information and assistance with acquisitions.

Scot is a recognized leader in his field, and has been a speaker and presenter for the Idaho Society of Certified Public Accountants and the Boise chapter of the Institute of Internal Auditors.

Scot honed his leadership skills and work ethic at an early age; he earned the Eagle Scout award, the highest rank attainable in the Boy Scouts program. Scot continues to volunteer in a variety of capacities for the Boy Scouts of America. In his free time, he enjoys using those skills while camping and fishing, as well as playing basketball and other sports. Above all, Scot is a dedicated father. He enjoys spending time with his seven children.

  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants – Continuing Education Committee
  • Association of Government Accountants
  • Certified Public Accountant
  • Bachelor of Business Administration, Accounting – Idaho State University, Pocatello
  • Associate of Arts and Sciences, Accounting – Rick’s College, Rexburg, Idaho
Kost, ScottFargo, ND701.476.8304skost@eidebailly.comView1227
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As the Firm’s technology principal, Scott’s passion for technology is evident in his business acumen that incorporates a solution-based approach to client service, spearheaded by a team of talented business and technology professionals. With more than 25 years experience, Scott’s wealth of knowledge has crossed numerous industries and involves managing all aspects of information technology, including systems development, information security, consulting services, computer operations, voice and data communications and desktop services. Additionally, Scott develops and facilitates training seminars that focus on leadership development, staffing, new technologies and strategic planning.

Prior to joining Eide Bailly, Scott served in a variety of executive management roles, including chief executive officer, chief operating officer, vice president, branch manager and major accounts manager for several organizations, including EDS, Benchmark Systems, CVN Companies, National Car Rental and Lake Region Community College. Throughout his experience, he has led multiple information technology organizational assessments for both public and private sector organizations.

Scott’s enthusiasm and drive for achieving goals is apparent in his outside interests, which includes playing golf. In addition, Scott is actively involved in community and athletic organizations.

  • More than 25 years IT experience
  • Provides management and leadership for technology services
  • Enjoys playing golf
  • Bachelor of Arts, Mathematics – Mayville State University, North Dakota
LaPlant, ScottSpokane, WA509.789.9147slaplant@eidebailly.comView1227
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  • More than 12 years public accounting experience providing services to a variety of industries, including privately held business, non-profit organizations and retirement plans.
  • Plans, supervises and reviews financial statement audits, reviews, compilations and agreed-upon procedures engagements.
  • Extensive training and understanding of GAAP and attest service.
  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Business Administration, Professional Accounting and Management Information Systems – Eastern Washington University
Sisel, ScottMinneapolis, MN612.253.6514ssisel@eidebailly.comView1269
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  • More than 25 years of experience as a financial executive, this includes more than 10 years as a Partner with a Big Four accounting and consulting firm.
  • Advises public and private health care organizations, including health systems, hospital health insurers, accountable care organizations and other related health care organizations.
  • Assists health care organizations on debt financing and equity transactions (including initial public offerings and other debt offerings), operational improvement analysis, business restructuring, merger and acquisitions, debt restructuring and other regulatory matters.
  • Areas of expertise include finance and accounting, organizational leadership, merger and acquisitions, strategic planning, contract negotiations and transaction execution.
  • Member of the firm's health care executive council and the Accounting and Audit Technical Committee.
  • Leads the firm's health system market segment.
  • Healthcare Financial Management Association, advanced member
  • American Institute of Certified Public Accountants
  • Minneapolis Musical Theatre, board member and treasurer
  • American Red Cross, board member and executive committee member
  • YMCA of Greater Cleveland and Indianapolis Repertory Theatre, former board member and executive committee member
  • Certified Public Accountant
  • Bachelor of Science, Business Administration and Accounting – University of Wisconsin, Whitewater
Swanholm, ScottFargo, ND701.239.8640sswanholm@eidebailly.comView1209
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Scott has been providing public accounting services to a variety of industries for more than 25 years. He specializes in corporate and individual taxation, and assists clients with business and tax matters with a focus on the construction and manufacturing industries.

Scott has always made community involvement a priority. He was formerly president of the Fargo-Moorhead Sertoma Club and was treasurer of the local YMCA Gator Swim Club. He enjoys spending his free time running and golfing.

  • More than 25 years of public accounting experience
  • Serves the construction and manufacturing industries
  • Enjoys running and golfing
  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting/Finance – Minnesota State University Moorhead
Hales, SeanPhoenix, AZ602.264.8610shales@eidebailly.comView1227
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  • More than 15 years of public accounting experience providing audit, tax, accounting and consulting services to clients in a variety of industries, including retail, commercial, manufacturing, construction and professional services.
  • Experienced in tax compliance of pass-through entities, trusts and high wealth individuals.
  • Extensive experience with the preparation of consolidated corporation returns and multi-state corporations.
  • Experience in international issues and the implications to the United States tax regime.
  • Provides consulting services on business planning, financing, accounting, international issues and tax planning.
  • Knowledge of the financial statement process and its effect on related tax compliance issues.
  • Provides financial solutions to tax payers through completed tax research engagements.
  • Assists taxpayers in selection of entity structure to maximize tax benefits.
  • Coordinates with taxpayers' advisors to minimize overall tax liability.

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Certified Public Accountant
  • Master of Accountancy, Tax Emphasis – Utah State University, Logan
  • Bachelor of Arts, Accounting – Utah State University, Logan



Breuer, ShannonFargo, ND701.239.8575sbreuer@eidebailly.comView1274
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Shannon has more than 16 years public accounting experience working with federal and state income tax incentives for rehabilitation projects, affordable housing and multi-family dwellings. She also possesses knowledge in the areas of C Corporations, S Corporations and individuals, with specialized experience in partnership taxation, specifically with real estate projects. Shannon's expertise also includes acquisition, disposition, subdivision or development issues, historic rehabilitation tax credits, low-income housing tax credits, tax planning and assistance with tax authority examinations. Shannon has shared her knowledge as an instructor for several internal tax trainings for both Eide Bailly and a "Big Four" firm as well as at external Continuing Professional Education trainings.

Outside of her professional life, Shannon enjoys spending time with her daughter.

  • American Institute of Certified Public Accountants – Partnership Tax Technical Resource Committee
  • North Dakota Society of Certified Public Accountants
  • Certified Public Accountant
  • Certified Employee Benefit Specialist
  • Master of Science, Taxation – Golden Gate University, San Francisco, California
  • Bachelor of Science, Business Administration – North Dakota State University, Fargo
Lemmon, ShannonBoulder, CO303.459.6750slemmon@eidebailly.comView1227
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  • More than 14 years of public accounting experience and a diverse background in the international tax area, including seven years with the "Big Four".
  • Provide specialized tax services and is responsible for assisting clients, educating staff and providing thought leadership on international tax matters.
  • Experienced in the areas of inbound and outbound international tax planning and compliance issues for companies and individuals.
  • Areas of expertise include tax efficient structuring/restructuring, acquisition and disposition structuring, FIRPTA, foreign tax credit maximization, earnings and profits, IC-DISC (U.S. export incentive), offshore voluntary compliance initiative filings, foreign exchange gain/loss, withholding and reporting, U.S. tax treaty benefit analysis, transfer pricing, repatriation planning, dual consolidated losses, ASC 740 reporting, U.S. international form compliance and taxable presence risk analysis.
  • Member of Eide Bailly’s National Tax Office team; committed to helping clients stay informed about tax news, developments and trends.
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Business Administration – University of Michigan, Stephen M. Ross School of Business, Ann Arbor
Wood, ShaynaSpokane, WA509.789.9138sewood@eidebailly.comView1227
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  • More than 15 years of public accounting experience providing tax, general consulting and accounting services to privately held entities, including significant experience with construction, retailers and wholesalers, and dental and medical practices.
  • Extensive experience providing accounting services and general office accounting support to privately held entities.
  • Provide tax planning and consulting services for privately held entities and individuals.
  • Provide support and consulting for Washington State business license registration and Washington State sales and use tax, payroll tax regulations and filing requirements for privately held entities.
  • Significant experience in providing assurance services at compilation and review level for construction contractors.
  • American Institute of Certified Public Accountants (AICPA)
  • Washington Society of Certified Public Accountants (WSCPA)
  • Certified Public Accountant, Washington (2002)
  • Bachelor of Arts, Accounting – Northwest Nazarene University, Nampa, Idaho
Earsley, ShelleyFargo, ND701.476.8331searsley@eidebailly.comView1267
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Shelley has more than 15 years of experience providing strategic business and information technology consulting. She provides leadership for organizations working through their business and technology initiatives, strategic planning, organizational design assessments and implementation projects.

Shelley’s expertise includes business process consulting, work flow analysis, integration of business processes, business and technology plans and strategies and systems integration. She conducts strategic business and information technology planning and solutions analysis, business process and system reviews, requirements definition, gap analysis and integration strategy for clients in a variety of industries. In addition, Shelley performs technology value assessments to analyze technology processes, applications, system integrations, organizational structures and personnel.

Outside of work, Shelley enjoys spending time outdoors, hunting, fishing, golfing and volunteering in the community.

  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Project Management Institute
  • Certified Public Accountant
  • Project Management Professional
  • Certified Public Accountant
  • Project Management Professional
  • Bachelor of Accountancy – University of North Dakota, Grand Forks
  • Associate Certificate, Business Analysis – Auburn University
Brake, SherylBoulder, CO303.384.3042sbrake@eidebailly.comView1274
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With more than 25 years public accounting experience, Sheryl provides services to the construction, retail and manufacturing industries. She has spent more than ten years focusing on business valuations, with an emphasis in business valuation for estate and gift, sale and acquisition of business and succession planning. Working with closely-held businesses has allowed her to expand her services to include exit planning, in which she works with business owners to develop an exit plan from their business.

Sheryl has presented to the Colorado State Chapter of the National Association of Certified Valuators and Analysts and various other groups regarding business valuation topics, such as methodology, increasing value in your business, succession planning and the importance of having a business valuation. Additionally, Sheryl has published articles on related topics for the Denver Business Journal and the Colorado Real Estate Journal.

Sheryl’s hobbies are diverse. She enjoys golfing, fly fishing, small game hunting, camping, skiing and walking. While at home, she enjoys scrapbooking, water-color painting, cross-stitching and tending to her flower garden. No matter what she is doing in her free time, Sheryl is happiest if she is spending it with her husband and two daughters.

  • More than 25 years public accounting experience
  • Specializes in business valuation
  • Enjoys fly fishing and scrapbooking
  • American Institute of Certified Public Accountants (AICPA)
  • Forensic and Valuation Services Section, AICPA
  • National Association of Certified Valuators and Analysts (NACVA) – Colorado State Chapter, President (past Treasurer)
  • Colorado Society of Certified Public Accountants
  • Exit Planning Institute
  • Certified Public Accountant
  • Certified in Financial Forensics
  • Certified Valuation Analyst
  • Certified Exit Planning Advisor
  • Bachelor of Science, Business Administration – Colorado State University, Fort Collins
Collins, StephenFort Collins, CO970.999.8866sdcollins@eidebailly.comView1227
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  • More than 35 years of public accounting experience providing services to a variety of industries, including manufacturing, construction contractors and non-profit organizations.
  • Provides services to a variety of school organizations, including school districts, charter schools and school facilities organizations.
  • Provides consulting and expert witness services pertaining to business valuation and damages analysis.
  • Served as Special Master for Larimer County District Court.
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Bachelor of Arts, Business Administration and Accounting – Fort Lewis College, Durango, Colorado
  • Master of Science, Accounting and Specialization Auditing – Colorado State University, Fort Collins
Avis, SteveSalt Lake City, UT801.456.5462savis@eidebailly.comView
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  • More than 15 years public accounting experience working with a variety of industries including financial institutions, manufacturing and construction companies as well as those filing with the Securities Exchange Commission.
  • Partner-in-Charge of financial audits of numerous financial institutions, manufacturing and construction companies.
  • Serves as an instructor for various training sessions, including financial accounting and auditing updates, fraud and auditing standards.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants, Chair of CPE Review and Approval Committee
  • Utah Manufacturers Association
  • Construction Financial Management Association
  • Certified Public Accountant, Utah
  • Master of Professional Accountancy – Weber State University, Utah
  • Bachelor of Science, Accounting – Weber State University, Utah
Corley, SteveNorman, OK405.292.2921scorley@eidebailly.comView1269
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Steve has more than 35 years of tax and retirement planning experience, working with personal service business owners, high-net-worth individuals and closely held businesses throughout his career. While he provides tax and consulting services to general business entities, Steve specializes in assisting health care providers, architects, engineers and other professional service providers. Steve also serves as partner-in-charge of the Oklahoma offices.

In his personal life, Steve enjoys running, golfing and traveling with his wife.

  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Accountancy – University of Oklahoma, Norman
Cramer, SteveDenver, CO303.586.8509scramer@eidebailly.comView1227
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  • More than 20 years of experience in business and IT consulting.
  • More than 10 years as a NetSuite reseller and solutions provider.
  • Received NetSuite’s top (5-star) award for Outstanding Partner.
  • Business Partner Advisory Council for NetSuite Software.
  • Expert in implementation of cloud software solutions.
  • Bachelor of Arts – Brown University, Providence, Rhode Island
Johnson, SteveFargo, ND701.239.8605sjohnson@eidebailly.comView1278
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  • More than 32 years public accounting experience.
  • Provides corporate and individual taxation services, with a special emphasis in ESOPs, benefit plan issues and retirement/estate planning.
  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Employee Stock Ownership Plan Association, Minnesota/Dakotas Chapter
  • Certified Public Accountant
  • Bachelor of Arts, Accounting and Mathematics - Concordia College, Moorhead
Markovich, SteveBillings, MT406.896.2445smarkovich@eidebailly.comView1209
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Steve has more than 25 years public accounting experience providing audit and consulting services. He serves as partner-in-charge of the Billings office. Steve provides audit and accounting assistance to many commercial and non-profit entities, including health care facilities and related foundations.

Outside of his professional life, Steve enjoys photography, golf, traveling and spending time with his family. On any given Saturday during the fall, you can often find him cheering on the Montana Grizzlies football team.

  • American Institute of Certified Public Accountants
  • Montana Society of Certified Public Accountants
  • Montana Healthcare Financial Management Association
  • Certified Public Accountant
  • Bachelor of Science, Business Administration and Accounting – University of Montana, Missoula
Rader, SteveMinneapolis, MN612.253.6628srader@eidebailly.comView1269
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Steve has more than 20 years of public accounting experience devoted exclusively to the health care industry. He provides Medicare and Medicaid cost report preparation and review services for hospitals, critical access hospitals, rural health clinics and other health care entities. Well-known for his expertise in the health care industry, Steve also provides reimbursement consulting services, Medicare and Medicaid audit adjustment reports reviews, provider-based clinic analyses and facility-specific consulting. In addition, Steve has conducted audits for hospitals, critical access hospitals and other health care organizations.

Outside of his professional life, Steve enjoys playing golf and traveling.

  • More than 20 years experience
  • Works exclusively with the health care industry
  • Enjoys playing golf
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Healthcare Financial Management Association
  • Certified Public Accountant
  • Bachelor of Science, Accounting - Southwest Minnesota State University, Marshall
Troyer, StevenFargo, ND701.476.8307stroyer@eidebailly.comView1155
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Steve has more than 29 years of public accounting experience. As leader of the Firm’s Agricultural Producers Committee, he specializes in working with agricultural producers and provides tax consultation, financial statement presentation and assistance with Farm Service Agency requirements. He has worked with more than 500 clients in the Red River Valley of North Dakota, Minnesota and South Dakota—some of the most fertile farming areas in North America. As a specialist in the industry, Steve has presented multiple times at the bi-annual American Institute of Certified Public Accountants’ National Agricultural Conference. For more than 15 years, he has also presented at the North Dakota State Extension Service Annual Farm Tax Update.

In his free time, Steve enjoys spending time with his family at the lake, reading biographies, exercising and playing golf. He shares his passion for athletics as a coach for junior high and middle school basketball.

  • North Dakota Agricultural Association
  • Ag-Exchange
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants – Recruitment Committee, Former Chair
  • North Dakota Grain Dealers Association
  • Certified Public Accountant
  • Bachelor of Business Administration, Accounting – University of North Dakota, Grand Forks
Tholen, StuartOgden, UT801.337.3704stholen@eidebailly.comView1227
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  • 26 years of experience in tax, audit and IT consulting.
  • For the past 20 years have focused in building a consulting department to resale, consult and customize business solutions.
  • Business Partner Advisory Council for SAGE Software. 
  • Recipient of President Circle for several years, awarded to top SAGE Resellers.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Certified Public Accountant,  Utah
  • Bachelor Degree in Accounting, University of Utah
Olson, SuAnnBismarck, ND701.255.8442solson@eidebailly.comView1269
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SuAnn has more than 30 years public accounting experience, providing consulting and tax preparation services for corporate, partnership, individual and estate clients. She works with clients to address retirement and wealth preservation planning, and advises start-up companies on software issues, choice of entity, compensation planning, and accounting and tax issues. SuAnn also provides tax research services for all types of businesses and individuals. When necessary, she provides representation before the IRS and state tax authorities, which includes the preparation of private letter ruling requests for complex issues. SuAnn serves on the Firm's Oil and Gas Committee.

SuAnn is a frequent speaker on various tax topics for client seminars, as well as for local groups and associations, including the Bismarck-Mandan Chamber of Commerce's monthly member education presentations. She also participates in a local estate planning study group.

Outside of her professional life, SuAnn enjoys working with the Miss North Dakota and Miss Dickinson scholarship programs by serving as a local director and coaching contestants. She is an avid reader and also enjoys working out at the Bismarck YMCA. Additionally, SuAnn and her husband participate in wagon trains, and they host an annual "Hay Day" when they invite people who own large draft horse teams to come together and cut and rake hay with horses the old-fashioned way.

  • CPA since 1980
  • Tax consulting for oil/gas related companies and individuals
  • Works with closely-held businesses and their owners
  • Provides retirement and wealth preservation planning
  • Participates in wagon trains and hosts an annual �Hay Day�
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Western Dakota Estate Planning Council, Secretary/Treasurer
  • North Dakota Society of CPAs Foundation, Director
  • Certified Public Accountant
  • Bachelor of Arts, Business Administration, Accounting and English - Concordia College, Moorhead
Hanson, SusanSioux Falls, SD605.977.2716shanson@eidebailly.comView1227
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Susan has more than 19 years public accounting experience providing both audit and tax services to a variety of industries, including real estate, wholesale and retail distribution, and lumber and building product distributors. For the past 10 years, she has specialized in audits of employee benefit plans.

Susan is responsible for managing more than 70 employee benefit plan audits, and is a member of the Eide Bailly Employee Benefit Plan Audit and Taxation Committee.

Outside of her professional life, Susan enjoys spending time with her family, reading, walking and watching old movies.

  • Specializes in employee benefit plan audits
  • Member of the Eide Bailly Employee Benefits Plan Audit and Taxation Committee
  • Enjoys spending time with family
  • American Institute of Certified Public Accountants
  • International Foundation of Employee Benefit Plans
  • Certified Public Accountant
  • Bachelor of Arts, Accounting and Business Administration - Augustana College, Sioux Falls, South Dakota
Hill, TedSalt Lake City, UT801.947.7500thill@eidebailly.comView1227
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  • More than 25 years experience in a variety of industries including non-profit organizations, real estate, affordable housing, employee benefit plans and manufacturing.
  • Experience with various merger, acquisition and other types of transactions.
  • Serve on the board of directors as the audit committee chairman for CIT Bank.
  • Serve on the board of trustees as the finance committee chairman for Primary Children's Medical Center.
  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • Certified Public Accountant, Utah
  • Bachelor of Arts, Accounting - University of Utah
Hall, TheresaBismarck, ND701.255.8448thall@eidebailly.comView1227
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Theresa has more than 20 years experience in financial planning and business development. She helps clients with financial planning, insurance services and asset management. Theresa also works with CPAs and attorneys to assist clients with estate planning and wealth transfer.

Prior to joining Eide Bailly Financial Services, Theresa was a divisional vice president with a national retirement benefits group. She has presented at the North Dakota Securities Department's annual conference, Invest North Dakota, as well as other workshops in the state.

An avid reader, Theresa always has a few books with her in case she has “down” time. She loves to travel with her husband and try new adventures like hiking, rock climbing and snorkeling. As often as possible, she spends time with her two grown children and grandchild—whether they are outside together or inside playing games or cooking, it is all enjoyable.

  • Western Dakota Estate Planning Council
  • Financial Planning Association
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Accredited Investment Fiduciary Analyst®
  • Registered Representative Series 6, 7, 63
  • Registered Principal Series 24
  • Investment Advisor Representative Series 65
  • Bachelor of Science, Business Administration - University of North Dakota, Grand Forks
  • Financial Advisor is a Registered Representative of and offers securities through Securities America Inc. Member FINRA and SIPC. Investment Advisory Services offered through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with Securities America Companies. The investment fiduciary standard of care applies to advisory services only.
Madison, ThomasSioux Falls, SD605.367.6726tmadison@eidebailly.comView1227
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Thomas has more than 12 years public accounting experience providing services to a variety of industries, including trust companies, non-profit, foundations, construction, manufacturing, aggregates, wholesale and retail companies. He provides public accounting services to more than 70 organizations.

Outside of work, Thomas enjoys spending time with family and friends, farming, traveling and reading.

  • American Institute of Certified Public Accountants
  • South Dakota Society of Certified Public Accountants
  • Chartered Financial Analyst Institute
  • Certified Public Accountant
  • Chartered Financial Analyst Charterholder
  • Bachelor of Science, Accounting and Finance – Carlson School of Management, University of Minnesota, Minneapolis
Bergstrom, TimAberdeen, SD605.622.4203tbergstrom@eidebailly.comView1227
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With more than 30 years public accounting experience, Tim provides tax and consulting services to closely held businesses and individuals. As the Firm's director of tax, he works with three separate tax committees to develop processes and tools, assist with technical and training issues and develop strategies to improve our tax operations. Tim leads the development of specialized tax services. He also assists with the development of the Firm's standardized procedures and tax work-flow tools.

In his free time, Tim enjoys being outdoors, fishing, hunting and golfing.

  • More than 30 years public accounting experience
  • Serves as the Firm's director of tax
  • Enjoys fishing, hunting and golfing
  • South Dakota CPA Society
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of North Dakota, Grand Forks
McCutcheon, TimGolden, CO303.459.6760tmccutcheon@eidebailly.comView1272
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Tim has more than 30 years experience serving a wide variety of non-profit entities, including eight years as CFO for a large Colorado non-profit. He specializes in audit, tax and advisory services.

Tim’s experience with non-profit organizations goes beyond the local community. His continuing involvement with the Colorado Society of CPAs includes being past chair of the board of directors. He also served on the AICPA’s Alternative Investments Task Force, and as an appointed member of the AICPA national NPO Expert Panel and Audit Guide Task Force.

In addition to providing audit, tax and advisory services, Tim also enjoys applying his knowledge through teaching non-profit courses and conducting board trainings.

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting – University of Colorado, Boulder
  • AICPA Certificate of Educational Achievement in Not-for-Profit Accounting and Auditing
LeClair, TimothyFargo, ND701.239.8671tleclair@eidebailly.comView1267
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Tim has more than 33 years public accounting experience with an emphasis in financial institution taxation and consulting, small business consulting and closely held business and individual taxation. Tim specializes in S Corporation taxation, nonqualified deferred compensation plans and incentive stock option plans for executive officers and multistate taxation issues. He consults with banks regarding tax planning issues, tax compliance services and strategic planning issues, such as acquisitions and mergers, holding company formations, stock redemptions and minority stockholder tender offers. Tim has assisted numerous bank clients with regulatory applications for bank acquisitions, de novo banks, branches, holding company formations and other bank transactions. Additionally, he is responsible for the supervision, design and implementation of the annual Bank Salary and Fringe Benefit Survey.

Tim continues to expand his knowledge by taking additional educational courses. He is a graduate of the Leadership Fargo Program and Eide Bailly’s Leadership Training Program. Tim has also completed Unit I and II of the National Banking School and attended various Dale Carnegie Training courses. He shares his knowledge as a presenter for the Wisconsin Graduate School of Banking and the Eide Bailly Bankers Seminars.

In his personal life, Tim is an avid runner and has completed several marathons. He enjoys spending time with his children and granddaughter, as well as hunting, fishing, gardening and participating in other outdoor activities.

  • More than 33 years public accounting experience
  • Specializes in working with financial institutions
  • Enjoys fishing and hunting
  • Fargo-Moorhead Society of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting and Computer Science - Minnesota State University Moorhead
  • Associate of Arts, Business Marketing and Management - Fergus Falls Community College, Minnesota
Bert, TJGolden, CO303.459.6778tbert@eidebailly.comView1227
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TJ has more than 14 years public accounting experience providing services to a variety of industries, including real estate, construction and oil & gas. He also has significant experience with mid-sized and emerging growth, publicly traded companies, SEC reporting and compliance standards.

TJ enjoys spending time with his children and participating in their activities. He also likes playing golf, camping, fishing and is an avid reader of social issues and history.

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • NAIOP – Commercial Real Estate Development Association, Colorado Chapter
  • Council of Petroleum Accountants Societies, Inc., Colorado Chapter – Financial Reporting and Education Committees
  • Construction Financial Management Association
  • Certified Public Accountant
  • Bachelor of Arts, Accounting and Finance – Fort Lewis College, Durango, Colorado
Aeilts, TobyFargo, ND701.239.8563taeilts@eidebailly.comView1227
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  • More than two years leading the development and implementation of Eide Bailly’s Loan File Review service offering.
  • Provides a wide range of risk management consulting services to clients, including but not limited to, bank policy drafting and revision, interest rate risk analysis, funds management consultation, Allowance for Loan and Lease Losses methodology and capital and strategic planning.
  • Provides guidance to senior management and Board of Directors on how to identify, measure, monitor and control critical risks facing their institutions.
  • Assists clients with their Enterprise Risk Management process, facilitating and consulting clients on the identification, measurement, monitoring and controlling of interrelated risks throughout their organization.
  • Led Safety and Soundness and Asset Quality target exams for several financial institutions, which varied widely in size and condition.
  • Initiated enforcement actions, and guided troubled banks through the process of addressing, mitigating and eliminating core problems.
  • Obtained extensive training on regulatory requirements and procedures in evaluating the conditions of financial institutions.
  • Commissioned National Bank Examiner
  • Bachelor of Business Administration - University of North Dakota, Grand Forks
Harker, ToddVail, CO970-668-2919tharker@eidebailly.comView1274
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Todd has more than 21 years private and public accounting experience providing services to a variety of industries, including construction, restaurants and resorts, specialized trades and retail. He specializes in taxation, accounting and management advisory services, with special expertise in small business consulting, including QuickBooks and tax planning.

Todd oversees corporate, partnership, LLC and individual tax projects in the Frisco and Vail offices. He assists clients in selection and use of accounting software, training support and systems maintenance. He also has experience with Inbound International Tax transactions.

Outside of his professional life, Todd enjoys skiing, camping, fishing, motorcycles and 4x4’s.

  • Specializes in taxation, accounting and management advisory services
  • Supervises corporate, partnership, LLC and individual tax projects
  • Enjoys skiing, camping, fishing, motorcycles and 4x4’s
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Business Administration, Accounting - University of New Mexico, Anderson School of Management, Albuquerque
Emison, TomMinneapolis, MN612.253.6510temison@eidebailly.comView1209
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Tom has more than 20 years experience working with high-performing construction and real estate companies guiding them in strategic business planning and leadership succession planning. He has personally delivered nearly 200 comprehensive strategic business planning and organizational development engagements during his career.

Tom is responsible for leading the Firm's construction consulting efforts, facilitating the many processes associated with strategic business management and leadership transition. He works with clients to enhance their strategic position, market competitiveness, senior management collaboration, culture, profit growth, customer satisfaction and employee morale.

Outside of work, Tom and his wife, Pam, are active competitive athletes. Each year, they ride their bikes across Minnesota to raise funds to fight multiple sclerosis. Tom is a three-time U.S. Masters Swimming National Champion and has set more than 20 Minnesota Masters State records.

  • More than 20 years experience working with high-performing construction and real estate companies
  • Leads Firm’s construction consulting efforts
  • Three-time U.S. Masters Swimming National Champion
  • Building Futures Council and The Hillswood Foundation
  • Associated General Contractors of America – Quality in Construction and Marketing committees
  • Construction Financial Management Association
  • Hamline University, St. Paul, Minnesota
  • More than 1,200 continuing professional education units in strategic planning, succession planning, leadership development, organizational communication, marketing, sales and business process reengineering
Froehle, TomGolden, CO303.459.6732tfroehle@eidebailly.comView1269
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Tom has more than 21 years experience providing tax services and tax planning to for-profit entities and individuals. He consults on many areas of taxation, including business start-ups, formation and entity structure, succession planning and acquisition and reorganization. Tom's specialty areas include professional service firms, real estate holding and development companies, health and medical entities and wholesale, retail and hospitality businesses. He also provides IRS representation.

Outside of his professional life, Tom enjoys home landscaping, playing golf, traveling and spending time with family.

  • More than 21 years of tax experience
  • Provides IRS representation
  • Enjoys home landscaping
  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - St. John's University, Collegeville, Minnesota
Pruner, Jr., TomSioux Falls, SD605.367.6710tpruner@eidebailly.comView1269
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Tom has more than 31 years of tax experience with an emphasis on trust and estate income taxation, estate and gift taxation and planning. He is responsible for the preparation of more than 1,000 trust returns annually.

When he’s not busy at the office, Tom likes to spend his time working on his golf swing. He also enjoys biking and scuba diving.

  • South Dakota CPA Society
  • American Institute of Certified Public Accountants
  • Financial Planning Association
  • Sioux Falls Estate Planning Council
  • Certified Public Accountant
  • Personal Financial Specialist
  • Certified Financial Planner
  • Accredited Estate Planner
  • Bachelor of Science, Accounting – University of South Dakota, Vermillion
  • Certified Financial Planner - College for Financial Planning, Denver, Colorado
Ritchie, TomTulsa, OK918.728.2100tritchie@eidebailly.comView1269
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Tom has provided public accounting services to small businesses for more than 26 years. He is a valued resource to his clients with extensive experience in state and local tax, including various tax services and tax credits.

Tom also applies his tax expertise to create tax savings opportunities for his clients by purchasing Oklahoma state tax credits. He has worked with state tax credits for six of the seven years they have been available in Oklahoma and has provided hundreds of clients the opportunity to save more than $30 million.

Tom is a passionate advocate for finding a cure for Lou Gehrig's disease (ALS). He is the founder and director of an annual ALS golf tournament, which has raised more than $300,000 for ALS research. Tom enjoys participating in the tournament, as well as golfing year-round. Tom is also active on church and school boards and committees. In his free time, he is a hand and foot model.

  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants
  • Eide Bailly, Board of Directors
  • Certified Public Accountant
  • Bachelor of Science, Business Administration and Accounting – Oklahoma State University, Stillwater
Burgess, TravisBoise, ID208.383.4706tburgess@eidebailly.comView1227
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Travis has more than 15 years public accounting experience providing clients with tax and business consulting services, tax compliance services, preparation of financial statements and other attestation services. He serves a variety of clients, including family-owned businesses, family limited partnerships, privately held companies, consolidated corporations, multi-state business entities, tax-exempt organizations and individuals. Travis also works with a variety of industries, specializing in manufacturing, construction and private foundations.

In addition, Travis served as the chair of Eide Bailly’s State and Local Tax Development Committee that led to the creation of a successful consulting group now serving hundreds of clients across the Firm. He has conducted several seminars and presentations for various groups and organizations and also was chosen by the Internal Revenue Service to serve on a panel as a local tax specialist.

Outside of his professional life, Travis enjoys jogging, biking, baseball, camping, motorcycle riding and watching Boise State Football.

  • American Institute of Certified Public Accountants
  • Idaho Society of Certified Public Accountants
  • Associated General Contractors, Associate Member
  • Associated Builders & Contractors, Associate Member
  • Construction Financial Management Association, Associate Member
  • Certified Public Accountant
  • Toastmasters International, Advanced Toastmaster and Competent Leader
  • Bachelor of Business Administration, Accounting – Boise State University, Idaho
Dutton, VanessaOklahoma City, OK405.858.5557vdutton@eidebailly.comView1268
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  • More than 14 years public accounting experience, including nearly nine years with an international accounting firm.
  • Provides services to key industries including government, single audit, insurance, and non-profit organizations.
  • Experience in Native American Tribal Governments, school districts and cities.
  • Provides a variety of assurance services, including financial statement audits, compliance audits, reviews, agreed-upon procedures and compilations.
  • Provides accounting and audit training to audit associates and senior associates.
  • American Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants
  • EWF International (forum for business women)
  • Named one of 50 of Journal Record's 50 Making A Difference (2009) and Achievers Under 40 (2012)
  • Board of Visitors (Advisory Board) of the University of Oklahoma School of Accounting
  • Certified Public Accountant
  • Bachelor of Business Administration, Accounting - University of Oklahoma, Norman (With Special Distinction or Top 5 percent)
Puchi, VictorPhoenix, AZ602.264.8619vpuchi@eidebailly.comView1227
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Victor has more than 20 years public accounting experience providing services to a variety of industries, including retail/wholesale distribution, professional services, construction and non-profit organizations. He provides tax services to high net-worth clients and foreign-owned businesses. Additionally, he provides accounting and business consulting services leveraging cloud computing.

Victor is well-respected in the accounting industry, as evidenced in his various published articles. The American Institute of Certified Public Accountants published an article about his work with internet-based accounting systems. The Arizona Society of Certified Public Accountants' Newsledger also published his work about the use of social media for business. Additionally, Victor has written numerous questions for the Certified Public Accountant exam.

Outside of his professional life, Victor enjoys golf, exercise, movies, a good restaurant and a cold beverage on any hot day.

  • More than 20 years public accounting experience
  • Published author by leading industry journals
  • Enjoys golf, exercise and the movies
  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of Arizona, Tucson
Sandy, WadeFargo, ND701.239.8579wsandy@eidebailly.comView1209
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Wade brings more than 18 years public accounting experience to his work with clients in a variety of industries. Serving as chair of the Firm's construction industry group, Wade provides consulting services on a number of topics, including organizational structuring, financial forecasting, financing alternatives, review of costing systems and efficiency assessments. He is also active in the Firm's financial institutions industry group, and was named "Outstanding Banker" at the 2008 North Dakota Bankers Association School of Banking.

Wade's passion for making a difference extends to his unrivaled service to the community outside of work. In addition to coaching youth baseball, he also serves on the board of directors of a non-profit crisis pregnancy center, as treasurer of a youth hockey club and is active in a local children's foundation that provides financial resources to support children's health care needs. Wade also enjoys spending time outdoors and with his family.

  • More than 18 years experience
  • Chair of the Firm's construction industry
  • Enjoys outdoor activities and spending time with family
  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Construction Financial Management Association
  • North Dakota Associated General Contractors, Treasurer
  • Certified Public Accountant
  • Bachelor of Science, Accounting - University of North Dakota, Grand Forks
Johnson, WendyMankato, MN507.386.6253wjohnson@eidebailly.comView1227
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Wendy has more than 22 years experience in public accounting, with a specialization in employee benefit plans. She is responsible for the completion and technical review of more than 100 employee benefit plan audits and works with clients in identifying corrective actions related to benefit plan compliance issues. Wendy also provides financial audit and accounting services to clients in the manufacturing and financing industries. She is active on several Eide Bailly committees, including Eide Bailly's ERISA Assurance Committee, Technical Training Committee and Women in Business Committee.

Outside of her professional life, Wendy is commonly found spending time with her family or enjoying the great Minnesota lake country. She also enjoys boating, various other water activities, cooking and reading.

  • More than 22 years public accounting experience
  • Responsible for more than 100 employee benefit plan audits
  • Enjoys boating and water activities
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Certified Public Accountant
  • Bachelor of Science, Accounting and Computer Science - Minnesota State University, Mankato
Simer, WilliamSpokane, WA509.789.9116bsimer@eidebailly.comView1227
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  • More than 30 years of public accounting and industry experience.
  • Specializes in income tax planning and preparation services with closely held corporations, partnerships, individuals, non-profit entities and private foundations, as well as family succession and estate tax planning.
  • Serves clients in manufacturing, construction, retailing and professional services, and has extensive experience with serving corporate executives with tax planning related to executive compensation matters.
  • An active member of the Spokane community and has been involved in the leadership of many community organizations, including the Spokane Symphony, and was one of the leaders of their effort to save and restore the Martin Woldson Theater at the Fox that now serves as the home of the Spokane Symphony.
  • When not serving clients or volunteering in his community, you’ll find him racing vintage race cars or working to restore one.
  • American Society of Certified Public Accountants
  • Washington Society of Certified Public Accountants, Vice Chair
  • Eastern Washington University Foundation, Immediate Past Chair
  • Inland Northwest Community Foundation, Board Member
  • Spokane Symphony and Fox Theater Endowment, Treasurer
  • Certified Public Accountant
  • Bachelors of Arts, Professional Accounting – Eastern Washington University, Cheney
Klaich, Mike, 775.686.3201mklaich@eidebailly.comView1227
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  • Certified Public Accountant