FORVIS, the public accounting firm created after the merger of BKD and DHG earlier this year, recently announced its first-ever class of promotions to partner, principal, and managing director.
“I extend my sincere congratulations to each of these individuals on this special milestone. These leaders have played a critical role in the success of our legacy firms and now will help us drive our combined forward vision,” CEO Tom Watson said in a written statement. “We are committed to providing a high-touch, personalized approach to client service with deep access to leaders and advisors across our firm. Continually developing our new leaders who are passionate about providing unmatched client experiences is a strategic priority for FORVIS.”
This inaugural class of FORVIS promotees includes 21 new partners, two new principals, and 38 new managing directors:
Partners/principals
- Ryan Boggs, Principal, Greenville, SC
- Lindsay Conley, St. Louis
- Wil Crawford Jr., Jackson, MS
- Nicholas Eichelman, Indianapolis
- Michael Fortman, Fort Wayne, IN
- Joel Haaser, Tulsa, OK
- Jacob Holman, Kansas City, MO
- Michelle Hurst, Rogers, AR
- Nikki Kubly, Nashville
- Jeffrey Lenhart, FORVIS Wealth Advisors, Springfield, MO
- Kate Leverone, Atlanta
- Taylor Longacre, Atlanta
- Makayla Matheson, San Antonio
- Becky Robins, Tulsa, OK
- Brinn Serbanic, Dallas
- Lindsay Schuster, Tysons, VA
- Amy Shreck, Omaha
- Travis Skinner, Waco, TX
- Dan Smith, Atlanta
- David Stotelmyer, Springfield, MO
- Tom Tollerton, Principal, Charlotte
- Mike Van Booven, Houston
- Cameron Weldon, San Antonio
Managing directors
- Stacey Atchison, Little Rock, AR
- Eric Babler, Madison, WI
- Karen Bodach, Indianapolis
- Ben Boulris, Charlotte
- Justin Brown, Charlotte
- Matt Cash, Springfield, MO
- Patrick Catton, Atlanta
- John Chennoor, Tysons, VA
- Andrew Douglas, FORVIS Wealth Advisors, Indianapolis
- Kim Flasch, Austin, TX
- Brandon Flinchum, High Point, NC
- Rand Gambrell, Denver
- Curt Griffin, Memphis
- Jason Grosh, Madison, WI
- Brandon Hales, Greenville, NC
- Rebecca Haynes, Charlotte
- Chris Kalafatis, Richmond, VA
- Stephen Kimberlin, Richmond, VA
- Bill Leachman, Louisville
- Heth Marsteller, Tysons, VA
- Lee Martin, Jackson, MS
- Dan Miles, Richmond, VA
- Matt Moffitt, High Point, NC
- Julie Murdock, Dallas
- Jess Myers, Joplin, MO
- Ryan Peterson, Chicago
- Christina Phillips, Kansas City, MO
- Sabrina Preston, Greenville, SC
- Kelli Ratton, Memphis
- Adam Roark, Charlotte
- Steve Sauer, Colorado Springs, CO
- Amber Sherrill, Little Rock, AR
- Kris Smalley, Kansas City, MO
- Kate Stewart, Charlotte
- Troy Taylor, Fort Worth, TX
- Megan Wilson, Charlotte
- Nick Withrow, FORVIS Wealth Advisors, Kansas City, MO
- Ling Zhang, Tysons, VA
The firm has approximately 5,500 team members, including more than 700 partners, principals, and managing directors.
FORVIS is the eighth largest firm in the U.S. in terms of revenue, according to INSIDE Public Accounting’s top 100 firms ranking for 2022.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
Tags: Accounting, Firm Management
