ENTERPRISE, AL – Super-regional CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has named 22 new partners.
“We know that the future of a professional services firm is determined by its young people and the firm’s investment in them—which is exactly why CRI is intently focusing on the development and mentorship of these future firm leaders,” stated Bill Carr, managing partner and chairman of CRI. “It’s fulfilling to welcome these individuals to partnership, as I’ve watched many of their careers unfold for years while they’ve contributed to CRI’s success. I look forward to seeing what we will continue to accomplish together.”
New Partner from Atlanta, Georgia:
With more than 12 years of professional experience, Matthew Katzmark, CPA, is a partner serving both publicly and privately held entities. He provides services to manufacturing and distribution, not-for-profit, healthcare, and technology clients. Katzmark delivers financial statement audits, financial statement preparations, reviews, and compilations.
New Partners from Birmingham, Alabama:
Britt Campbell, CPA, has more than 10 years of experience working with privately held and public companies, particularly in the construction, manufacturing and distribution, and government industries. Britt has experience in traditional accounting, auditing, tax, and consulting services, plus specialty services such as employee benefit plan audits and fraud prevention services.
Cathy Dover, CPA, has 15-plus years of audit and accounting experience. She provides compliance services, loan reviews, and audits (both internal and external) for financial institutions. Dover also helps clients with documentation, significant control identification, and testing controls to meet the requirements of the Federal Deposit Insurance Corporation Improvement Act (FDICIA).
With more than 25 years of experience in the Birmingham area, Dea Anne Williams, CPA, concentrates on providing tax planning, consulting, and compliance services. She also has experience in estate and gift tax compliance. Williams serves individual, business, and fiduciary clients.
New Partner from Dallas, Texas:
Lance Rosenfield, CPA, has approximately 20 years of experience in federal and state income tax services and consulting on behalf of individuals and privately held businesses. He also supports various clients in IRS and state audits, as well as assists clients with their accounting and payroll needs. Rosenfield has built a niche working closely with family-owned businesses and hospitality entities.
New Partner from Destin, Florida:
Katie Sidrony, CPA, CAM, delivers more than 10 years of experience and provides audit and assurance services to governmental entities, condominium and homeowner associations, not-for-profit organizations, and privately held corporations. Sidrony’s focus is on financial statement audits, financial statement preparations, reviews, and compilations.
New Partner from Houston, Texas:
Michelle Landrum, CPA, has 15-plus years of experience in public accounting, as well as several years working as a chief financial officer in the private sector. Her focus is performing audit and attestation services for clients in the construction, manufacturing and distribution, real estate, and not-for-profit industries.
New Partners from Jackson, Mississippi:
With nearly 20 years of experience, Bryan Cherry, CPA, CITP, CGMA, provides proactive solutions to the tax challenges facing businesses, not-for-profits, trusts, and individuals. He serves companies and individuals through tax compliance, planning, and consulting customized to meet their individual needs.
Bill O’Keefe, CPA, provides more than three decades of public and private accounting experience. He provides tax, auditing, and business consulting services to a wide range of clients. O’Keefe also has extensive construction industry knowledge and expertise. He assists clients with traditional accounting services, as well as complex issues surrounding business transfers and succession planning.
New Partner from Jacksonville, Florida:
Alicea Cosmo, CPA, has 10-plus years of experience providing tax and consulting services to closely-held businesses and individuals. She manages federal, state, and local tax matters for a broad range of clients—including corporations, partnerships, limited liability companies, and individuals. Cosmo’s industry expertise includes real estate, construction, professional services, and healthcare entities – such as physicians and dental practices.
New Partner from Melbourne, Florida:
The approximately 20 years’ experience of Rob Broline, CPA, CCA, encompasses entity-wide risk assessments, financial risks and controls, internal audits, forensic services, construction contract compliance, and consulting services. Broline’s industry expertise includes governmental, education, healthcare, banking, finance, and hospitality.
New Partner from Nashville, Tennessee:
Deanna Dibin, CPA, has more than 15 years of experience in public accounting providing business consulting, tax services, and outsourced accounting to both business and individual clients. Her experience includes tax planning, compliance, and consulting services—plus state and local tax issues, IRS examinations, and various outsourced accounting services. Dibin works with clients from a variety of industries—including healthcare, professional services, real estate, construction, and manufacturing.
New Partners from Orlando, Florida:
For approximately 15 years, Sarah Marshall, CPA, has been providing tax and accounting services to a vast array of clients. From tax planning and cash flow planning to compensation calculations and IRS correspondence, Marshall is able to serve industries such as healthcare entities, trusts and estates, manufacturing companies, professional services firms, and not-for-profit organizations.
New Partner from Shreveport, Louisiana:
With more than a dozen years of combined industry and public accounting experience, Josh Trahan, CPA, CITP, CISA, provides auditing and accounting services to local governments, not-for-profit organizations, and manufacturing companies. He performs single audits, employee benefit plan audits, and welfare plan audits. Trahan is also experienced in information systems, risk assessments, and internal controls.
New Partner from Tifton, Georgia:
With more than 15 years of experience, Matthew Hobby, CPA, provides tax and business consulting services to clients, as well as specialty services such as small business tax planning and compliance, farm tax planning, and cost segregation studies. Hobby works with partnerships and small to mid-market companies–particularly with clients in the real estate, manufacturing and distribution, and agribusiness industries. He also works with individuals on tax, trust, and estate tax planning matters.
New CRI Corporate & Portfolio Company Partners:
Greg Anderson is the chief marketing officer of Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital, LLC. With more than 44 years of experience and a powerful reputation in the insurance industry, Anderson delivers opportunities to Level Four Insurance Group, mainly through mergers and acquisitions. His relationship with the insurance carriers that Level Four represents enables all Level Four partner offices to offer an abundance of product lines and services to their clients.
Bri Brown serves as the firm’s director of marketing and has approximately 15 years of experience with the majority occurring within the professional services arena. She joined CRI in 2009 as the firm’s first corporate marketing employee. Now her team develops, manages, and executes the firm’s brand platform and marketing strategy – including creation and implementation of collateral, communications tools, media relations, electronic marketing, social technologies, and events. Brown also works with the firm’s managing partner, industry line leaders, and service line leaders to deliver high-impact plans and strategies specific to newly developed and/or targeted services, industries, and client service delivery methodologies.
With more than 25 years of experience, Dione Hasse’s leadership in healthcare, IT, and management consulting has prepared her for serving as the chief executive officer of CRI Solutions Group, a new division of Carr, Riggs & Ingram Capital, LLC. CRI Solutions Group provides management consulting that creates strategies to provide maximum returns with minimal investment. She has extensive experience providing operational and strategic services, creating and implementing processes, and finding solutions primarily on behalf of Fortune 500 companies in the automotive, manufacturing, retail, financial, telecommunications, insurance, utility, and – especially – healthcare industries.
With more than 10 years of experience in auditing and financial management, Hannah Moore, CPA, serves as the firm’s corporate controller. She provides direct oversite to corporate financial support staff and works closely with the partner-in-charge of each CRI office to develop operational budgets. She reports firm financial activity each period and prepares performance-based statistics used in benchmarking and financial forecasting. Moore is a vital part of the corporate team and has served in this capacity since 2013.
Brent Morton, AIFA, CEFEX Analyst, has previously served as chief financial officer and currently serves as the chief operations officer of Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital, LLC. He manages and promotes the Level Four practices (financial planning, retirement plans, investment management, and insurance solutions) and has been responsible for creating financial business models for profitability.
With approximately 20 years of experience in auditing and financial management, Leslie Robinson, CPA, serves on the firm’s professional services team. The team is responsible for the firm’s overall quality control. She provides firm-wide direct oversite and quality control initiatives to assurance service professionals. She works closely with the firm’s director of professional services and is a vital part of the firm’s corporate team. Prior to joining the firm’s corporate professional services team in 2017, Robinson spent five years with an international firm and 12 years in CRI’s audit practice, where she provided financial statement audits and related services to both publicly and privately held companies.
With more than a decade of experience in public accounting, Cheri Swain, CPA, CITP, serves as a partner on CRI’s corporate professional services team, which is responsible for the firm’s quality control (and the associated professional education) initiatives. She works closely with each office helping to ensure compliance with firm and industry guidelines. Swain’s experience with the firm includes accounting and auditing, as well as internal controls and business consulting. Her background includes extensive experience with information technology audits and assurance, including performing service organization control (SOC) 1 reports, assessing and testing IT controls as part of the financial audit, and utilizing computer-assisted auditing techniques tools (CAAT).