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Service: Management Consulting

Sara Choate

PRACTICE EMPHASIS Employee retention & recruiting Performance management Employee engagement Strengths-based training Benefits administration & compliance CREDENTIALS Senior Professional in Human Resources SHRM Senior Certified Professional EDUCATION B.S. degree in

Sean Balisle

PRACTICE EMPHASIS Assists clients with tax, audit, loan reviews, directors’ exams, & consulting Provides tax, audit, & consulting to small businesses & individual tax planning & returns CREDENTIALS Certified Public

Steve Hufham

PRACTICE EMPHASIS Specializes in wealth management & transfer Strategic planning for closely-held & family businesses Expertise in tax planning & analysis of business acquisitions & valuation issues CREDENTIALS Certified Public

Andy Clemens

PRACTICE EMPHASIS Assists financial institutions with tax, internal audit, loan review, directors’ exam, & consulting services Specializes in customizing general accounting & auditing procedures CREDENTIALS Certified Public Accountant Certified Internal

Beau Barrett

PRACTICE EMPHASIS Leads KPM’s retirement plan services which includes record keeping, TPA services, investment services, document services, & consulting CREDENTIALS Certified Public Accountant Qualified 401(k) Administrator EDUCATION B.S. degree in

Gary Wells

PRACTICE EMPHASIS Specializes in manufacturing, wholesale, & franchisee restaurant accounting & auditing Expertise in employee benefit plan auditing, consulting, & compliance, individual tax planning & preparation, business planning & consulting,

Jay McIntyre

PRACTICE EMPHASIS Provides accounting & tax services for businesses Expertise in wealth management, retirement, & insurance planning Performs tax planning & preparation of individual taxpayers CREDENTIALS Certified Public Accountant EDUCATION

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