New President for Plante Moran Insurance Agency

Steven Gibson

Plante Moran Insurance Agency (PMIA) – a division of Plante Moran Wealth Management (PMWM) offering life, long-term care and disability insurance guidance – has named Steven J. Gibson as its new president. Plante Moran Wealth Management is a subsidiary of Southfield, Mich.-based IPA 100 firm Plante Moran.

Gibson previously served as a senior manager in Plante Moran’s wealth management practice, focusing on estate planning, business succession strategies and complex life insurance planning. He joined PMIA in 2013 to help build the insurance practice in the Chicago market, and will be responsible in his new role for further developing the practice firmwide.

Gibson succeeds Dawn Jinsky, who will continue to lead the PMWM’s wealth transfer team.

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Kara Klinger to Lead Deloitte’s Tampa Office

Kara Klinger

New York-based Big 4 firm Deloitte has appointed Kara Klinger as new MP of the firm’s Tampa, Fla., office, succeeding the retiring Tom Corona.

Klinger has been with Deloitte for 26 years, specializing in international financial reporting standards, initial public offerings and mergers and acquisitions across a variety of industries. She was most recently the Deloitte Private leader in Florida and Puerto Rico and the north Florida accounting and reporting advisory leader. In leading the Tampa office, Klinger will oversee more than 1,000 professionals working in audit, consulting, tax, and risk and financial advisory.

“Not only do her technical skills excel, but she has been instrumental in building up our people and in creating a culture of excellence,” Corona says of his successor. “She has grown tremendously as a professional and as a leader, and she is more than ready to lead Deloitte into the next decade.”

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Esi Akinosho Takes Over EY’s Houston Office

Esi Akinosho

New York-based Big 4 firm EY has appointed Esi Akinosho as new OMP of the firm’s Houston office. She succeeds Bill Strait, who has held the position since 2017 and has been named the new deputy vice chair of assurance for EY Americas.

Akinosho has 28 years of experience in risk advisory services and was previously the internal audit leader for EY Global Advisory. As OMP, she will lead a Houston office of nearly 1,800 professionals and will be responsible for expanding the firm’s market position, connecting with the community and fostering a supportive and inclusive culture.

“Esi is a proven and effective leader who is deeply committed to the Houston community and our firm’s purpose of building a better working world,” says Frank Mahoney, EY US-West Regional MP. “She has outstanding experience to continue driving exceptional service for our clients, growth across our practice and opportunities for our people.”

Dennis Morrone to Lead Non-Profit and Higher Ed Practices for Grant Thornton 

Dennis Morrone

Chicago-based IPA 100 firm Grant Thornton has appointed Dennis Morrone national MP of the firm’s not-for-profit and higher education practices, succeeding the retiring Mark Oster effective Aug. 1.

Morrone has been with Grant Thornton since 2002, having previously served as the national PIC of audit services in the not-for-profit and higher education practices for the firm. He is a sitting member of FASB’s not-for-profit advisory committee, and has developed and taught a number of courses on not-for-profit accounting and compliance topics.

“This year’s historic disruptions have dramatically impacted the not-for-profit and higher education spaces,” says Grant Thornton CEO Brad Preber. “Dennis’s excellent leadership and client-service skills will help our clients overcome today’s exigent challenges, while also managing the long-standing trends that require shrewd decision making.”

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David Rook Takes Over as COO at Weaver

David Rook

Houston-based Weaver, an IPA 100 firm, has named David Rook as its new COO.

Rook has led the firm’s audit and advisory practices for more than a decade and has more than 22 years of experience in the profession. As COO, he will be responsible for implementing Weaver’s strategic vision and optimizing firmwide efficiency and effectiveness.

“David is very analytical and understands the critical components of managing a CPA firm,” says CEO and MP John Mackel. “In his new role, he will focus on helping our partners and firm leaders drive and effectively manage growth, control costs and mitigate risk, while living the firm’s core values. His leadership will be invaluable as the firm continues to grow and mature.”

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Stockman Kast Ryan Adds New Partner, CFO

Brian Tunnelle

IPA 400 firm Stockman Kast Ryan & Co. LLP of Colorado Springs, Colo. has admitted Brian Tunnelle as a partner in the firm’s audit group.

Tunnelle has more than 25 years of experience in the profession, providing accounting, auditing, internal control evaluation, consulting, M&A services and FAR compliance primarily to construction contractors and engineering firms. He also works on the audit of employee benefit plans, including ESOP’s. Prior to coming to Stockman Kast Ryan, Tunnelle was most recently a business assurance and quality control partner at Frazer LLP.

“Brian’s extensive background, industry expertise and education will complement our team and provide more value for our clients,” says audit partner Steve Hochstetter.

Phillip Young

The firm also announced the hiring of Phillip Young as CFO. He brings more than a decade of experience to the newly created role, having worked in a number of professional firms’ operations, finance and accounting departments, with an emphasis in personal injury law firms operations and finance.

“Phillip brings a wealth of experience in professional services firms,” says Stockman Kast Ryan MP Trinity Bradley-Anderson. “His background in finance and operations will serve as a strategic addition to the team.”

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Annapoorani Bhat Joins PYA Executive Team

Annapoorani Bhat

Knoxville, Tenn.-based PYA, an IPA 100 firm, has admitted Annapoorani Bhat as a strategy and integration consulting principal.

Bhat, a member of the executive team, specializes in valuation and related consulting services for companies in the health sciences sector. Her primary area of expertise is in the valuation of businesses and assets for financial reporting, regulatory compliance and internal strategic planning purposes. She provides valuation consulting services to facilitate mergers, acquisitions, affiliations and the financial reporting of acquired intangible assets.

PYA President Marty Brown says her achievements are a testament to years of hard work and dedication. “Our clients have come to know what we know – that her knowledge, skill and experience enable us to better serve them with their transactions needs.”

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Mike Herman Joins Whitley Penn as COO

Mike Herman

Fort Worth, Texas-based Whitley Penn, an IPA 100 firm, announced that Mike Herman has joined the firm as COO.

Herman has 30 years of operational management, strategic and financial leadership experience with a diverse background in accounting, finance, treasury, compliance, information technology security, risk management, human resources and commercial transactions (M&A).

Prior to joining Whitley Penn, Herman served as finance director for TOTAL’s TEP Barnett USA subsidiary and as CFO for Newark E&P Operating and First American Payment Systems.

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Cary Mailandt to Lead Baker Tilly Business Advisory Services

Cary Mailandt

Chicago-based Baker Tilly Virchow Krause, an IPA 100 firm, has appointed partner Cary Mailandt to lead the firm’s business advisory services practice.

“Cary brings a unique background as a trained engineer with years of experience building teams in management consulting across different industries and disciplines,” consulting MP Angela MacPhee says.

In his new role, Mailandt will be responsible for strategy and operations of the growing business advisory services practice which includes transactions advisory services and CFO advisory. He has worked across a number of industries, including manufacturing, technology, health care, distribution, retail and hospitality.

“Our business advisory professionals bring an impressively broad range of backgrounds, including engineering, finance, manufacturing, accounting, marketing and data analytics – all working together,” Mailandt says. “Each client is unique and it is more important than ever that we deploy collaborative teams with deep and diverse expertise to address their complex challenges.”

Mailandt joined Baker Tilly in 2019 when Plano, Texas-based Montgomery Coscia Greilich combined with the larger firm.

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Philip Rebowe Joins P&N as Director of Client Services

Philip Rebowe

Baton Rouge, La.-based Postlethwaite & Netterville, an IPA 100 firm, announced that Philip Rebowe has joined the firm as director of client services, a new position.

Rebowe has more than 40 years’ experience in the accounting profession in the New Orleans market. He managed his own practice, Rebowe & Company CPAs and Advisors, for more than 20 years, and most recently worked for a top 20 public accounting firm, where he provided assurance and advisory services in a variety of industries.

He consults on financial, operational and compliance matters concerning financial statements, mergers and acquisitions, forecasting, processes and procedures, and other complex business issues. Rebowe focuses on client relationships, satisfaction and success, while mentoring P&N’s existing and emerging leaders in the New Orleans area.

Dan Gardiner, P&N’s managing director and CEO, says, “His decades of demonstrated experience, knowledge and commitment to the same core values held by P&N make him an ideal fit to help lead our New Orleans team and add value to our client relationships.”

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