Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, announced the addition of 34 new partners and one executive director.
Jan 1, 2022-
“Developing a pipeline of exceptional leaders to fuel the firm’s growth well into the future is a key strategic focus for us,” said Chris Schmidt, chairman and CEO of Moss Adams. “I’m proud to welcome this group of professionals into the partnership, building on our bench of forward-thinking, deeply skilled leaders.”
Mark Siadal was admitted as a partner in the firm’s Bellingham, Wash., location. Siadal focuses on audit, NIGC MICS, outsourced internal audit services and other consulting services for gaming operations and other tribal enterprises across the country.
Sarah McKnight was admitted as a partner in the firm’s Everett, Wash., location. McKnight specializes in tax consulting and compliance services for automotive dealers and their families.
Matthew McKittrick was admitted as a partner in the firm’s Issaquah, Wash., location. McKittrick provides consulting for business processes, applications and data analytics solutions, with a focus on solving complex employee stock-based compensation challenges.
Robert Luman, Casey Moore and Colleen Rozillis were admitted as partners in the firm’s Seattle, Wash., location. Luman assists private and publicly traded companies in addressing complex accounting and reporting issues, including IPO readiness and business process design. Moore focuses on federal, state and international tax services for clients in the technology and life sciences industries. Rozillis provides strategy, operations and organizational consulting services to local, state and tribal governments and not-for-profits.
Michael Hurst was admitted as a partner in the firm’s Tacoma, Wash., location. Hurst provides tax planning and compliance services to clients in the construction, real estate and manufacturing industries.
Hanna Keyes Nowlin was admitted as a partner in the firm’s Yakima, Wash., location. Keyes Nowlin helps a variety of agribusiness organizations with their financial reporting needs, including internal control design and strategic planning.
Stephen Bacchetti, Josh Deitch, Aran Loftus, Alex Nunley, Keith Simovic and Calvin Swartley were admitted as partners in the firm’s Portland, Ore., location. Bacchetti focuses on construction and performance audits for construction projects and capital improvement programs. Deitch provides IT compliance and consulting services and assists clients during the readiness stages of compliance preparation. Loftus provides audit, accounting, regulatory compliance and financial reporting services to numerous companies in the financial institutions industry, focusing on credit unions and community banks. Nunley serves clients in the manufacturing and real estate industries and provides various tax services to businesses, their owners and their families. Simovic provides assurance services to clients in the local government and utility industries. Swartley focuses on valuation consulting, analyzing and valuing operating companies, limited liability companies, limited partnerships, options and warrants, notes receivable, contracts of sale and preferred stock for a variety of purposes.
RL Widmer was admitted as a partner in the firm’s Eugene, Ore., location. Widmer provides comprehensive tax services and general business consulting to construction, real estate and manufacturing companies.
Ken Irwin was admitted as a partner in the firm’s Sacramento, Calif., location. Irwin provides tax services to closely held and family businesses in a variety of industries.
Colten Christianson and Kirk Faris were admitted as partners in the firm’s Santa Rosa, Calif., location. Christianson works with business owners and executives to prioritize their goals and develop customized wealth management solutions. Faris provides tax compliance and transaction planning services for clients in a broad range of industries, including real estate, private equity and agriculture.
Ali Chalak, Dave Heier, Adam Olsen and Theresa Wright were admitted as partners in the firm’s San Francisco, Calif., location. Chalak provides assurance and advisory services to community development financial institutions, public and private foundations, associations, multiservice not-for-profit entities and universities. Heier provides audit and advisory services to closely held companies in the construction industry, including building, heavy and civil engineering and specialty trade contractors. Olsen serves the unique needs of fast-growing companies in all stages of growth—from start-ups to multinational public entities—in the software, internet, computer device, networking system, biotechnology and medical device sectors. Wright provides audit and advisory services to various financial institutions and fintech companies, including SEC reporting companies.
Sara Bailey and Ashley Jacobsen were admitted as partners in the firm’s Fresno, Calif., location. Bailey provides tax planning, compliance, entity structuring and long-term succession planning services to clients in the food, agriculture and manufacturing industries. Jacobsen leads audits for privately held, middle-market companies in the manufacturing, food processing and agribusiness industries.
Lauren Haverlock, Irene Kling and Tanya Nelson were admitted as partners in the firm’s Los Angeles, Calif., location. Haverlock provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Kling provides tax consulting and compliance services, particularly partnership and limited liability company taxation. Nelson provides assurance services to companies in the technology, manufacturing, consumer products, and transportation and logistics industries.
Matt Gilbert was admitted as a partner in the firm’s Orange County, Calif., location. Gilbert provides tax consulting and compliance services to public and private corporations in the construction, manufacturing, retail and technology industries.
Desiree Klassen and Annie Norviel were admitted as partners in the firm’s San Diego, Calif., location. Klassen provides tax compliance, tax consulting and ASC 740 services to clients in a wide range of industries. Norviel provides audit, M&A, internal controls and financial consulting services to a variety of public, institutionally backed and privately owned companies in the technology, life sciences and manufacturing and distribution industries.
Adam Cavin was admitted as a partner in the firm’s Phoenix, Ariz., location. Cavin provides audit and advisory services to construction, hospitality and real estate clients.
Cody Schoenig and Sino Varghese were admitted as partners in the firm’s Dallas, Texas, location. Schoenig provides federal and state tax consulting and compliance services to companies in the energy, real estate, technology and manufacturing and distribution industries. Varghese provides assurance services to publicly held, private-equity backed and privately held entities in the energy and energy-related construction and manufacturing industries.
Justin Rachner was admitted as a partner in the firm’s Houston, Texas, location. Rachner assists private companies, private equity groups and lenders with all aspects of the deal cycle, including strategy, negotiation, diligence, deal execution and post-closing matters.
Mike Newhouse was promoted to executive director in the firm’s national office. Newhouse oversees the firm’s finance function, including accounting, payroll, travel, meetings and events, procurement and real estate, and data and reporting.