Whitley Penn Admits New Partners

Daniel Boarder

Daniel Boarder

Fort Worth, Texas-based Whitley Penn (FY15 net revenue of $72.4 million) has announced that Daniel Boarder, Kimberly DeWoody, Lupe Garcia and Brian Mitchell have been admitted into the partnership.

Boarder joined the firm in 2014 as the managing director of transaction advisory services in the Dallas office. Boarder has more than 18 years of experience assisting private-equity firms and corporate buyers in evaluating potential company merger and acquisition targets. He has managed several hundred engagements with transactions ranging from less than $1 million to over $750 million.

Kimberly DeWoody

Kimberly DeWoody

DeWoody joined the firm in 2007 as an audit staffer in the Fort Worth office. Since joining the firm she has dedicated her professional focus to the energy industry and has consistently progressed through the career ladder providing audit and advisory services to a variety of clients.

Lupe Garcia

Lupe Garcia

Garcia joined the firm in 2007 as an audit staffer in the Houston office. Garcia has dedicated his career to serving public sector clients including counties, cities, school districts, universities and community colleges and other special-purpose governments. He also assists with public sector audit training, both internally and externally.

Brian Mitchell

Brian Mitchell

Mitchell joined Whitley Penn in 2015 as the director of international tax. Mitchell has more than 18 years of combined professional experience in public accounting and as a tax executive in industry. Throughout his career, he has developed a deep understanding of tax matters and has significant experience in tax planning, compliance, and risk management for the U.S. taxation of cross-border transactions. Mitchell has experience working with various types of companies in regard to the U.S. anti-deferral rules, foreign tax credits, sourcing rules, foreign currency and other international tax matters.