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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

Andy Clemens

PRACTICE EMPHASIS Assists financial institutions with tax, internal audit, loan review, & directors’ exam services Provides consulting services, including information technology audits & network assessments Specializes in customizing general accounting

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