|
|
||
|
|
|
|
|
|
||
|
|
||
| |
||
|
|
||
|
|
|
|
|
|
||
 |
| Lexington Office |
| E.
Shane Satterly, CPA |
| Trish
V. Featherston, CPA |
| Frankfort Office |
| Lee Ann Watters, CPA |
| Mark
A. Schmitt, CPA |
| Covington Office |
| Jerome
G. Bressler, Jr. , CPA/ABV, CVA |
| Thomas
A. Moore, CPA, CVA |
| close window |
 GARY L. BEAVIN, CPA Partner Education Eastern Kentucky University Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Gary brings over 20 years of public accounting experience to Mountjoy & Bressler, LLP. Gary’s experience includes audit and tax services for construction companies, automobile dealers, manufacturers, and distributors. He has been active in the Associated Builders & Contractors, Construction Financial Management Association and other professional groups around Kentucky. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Kentucky Tennis Association Contact Information gbeavin@mountjoybressler.com 502.992.2780 direct 502.992.4700 fax |
| close window |
 JEROME G. BRESSLER, Jr., CPA/ABV, CVA Partner Education University of Kentucky Bachelor of Science, Economics Thomas More College Bachelor of Science, Accounting Certified Public Accountant (CPA) Accredited Business Valuation (ABV) Certified Valuation Analyst (CVA) Experience Jerry is a graduate of the University of Kentucky with a degree in Economics and received a second major from Thomas More College in Accounting. Jerry is a past President of the Northern Kentucky Chapter of the Kentucky Society of CPAs and has served on the Executive Committee of the Kentucky Society. He is active in the Northern Kentucky Chamber of Commerce and is a graduate from the Chambers Leadership in Northern Kentucky. Jerry is a University of Kentucky Fellow. He is past Chairman of the AutoCPA Group, which is a national association of accounting firms specializing in unique services to automobile dealerships. The AutoCPA Group currently represents 1,800 automobile dealerships nationally. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Ohio Society of Certified Public Accountants Indiana Certified Public Accountants Society National Association of Certified Valuation Analysts Board of Advisors, Northern Kentucky Chamber of Commerce Board of Directors, Tri-State Junior Achievement Board of Directors, First Security Trust Bank Contact Information jbressler@mountjoybressler.com 859.431.1975 Ext 251 direct 859.431.7721 fax |
| close window |
 BONNIE K. CIRESI, CPA Partner Education Eastern Kentucky University Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Bonnie currently serves as the firms Healthcare Services Team Leader. She brings over 27 years of experience in accounting to the firm. More than 24 years were devoted to public accounting with an emphasis on providing management consulting and tax compliance services to private medical practices, as well as both large and small construction companies and restaurant companies. Previously, Bonnie spent three years as the chief accountant at Norton-Kosair Childrens Hospitals. Bonnie is a member of the Kentucky Society of CPAs, the American Institute of CPAs, Kentucky Medical Group Management Association, Medical Group Management Association, Healthcare Financial Management Association, and Associated Builders and Contractors. She has also served on the Board of Directors, and as treasurer, of Associated Builders and Contractors of Kentuckiana; the Kentucky Society to Prevent Blindness; and the Kentucky-Southeast Indiana Chapter of the National Multiple Sclerosis Society. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Medical Group Management Association Kentucky Medical Group Management Association Healthcare Financial Management Association Healthcare Administrators Association Physicians Viewpoint Network Associated Builders and Contractors of Kentuckiana Contact Information bciresi@mountjoybressler.com 502.992.2770 direct 502.992.4700 fax |
| close window |
 Randy E. Davis, CPA Partner Education University of Louisville Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Randy is a graduate of the University of Louisville. He has over 25 years experience serving government and not-for-profit agencies and closely-held businesses with a concentration in the construction industry. He is a member of the American Institute of CPAs and the Kentucky Society of CPAs. Randy leads the firms governmental and not-for-profit team and is a member of the AICPA Ethics Trial Board and is past Chairman of the KSCPA Governmental Committee. He presently serves as an advisor to the board of directors of various non-profit organizations and is involved with prison ministries. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Consultant to various not-for-profit organizations Crestwood Baptist Church, Deacon Contact Information rdavis@mountjoybressler.com 502.992.2755 direct 502.992.4700 fax |
| close window |
 TRISH DEATRICK, CPA Principal Education Bellarmine College Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Trish has a variety of audit and tax experience with both regional and national accounting firms. Her areas of concentration include manufacturing and service organizations, medical practices, and pension and health benefit plans. She is a member of the Kentucky Society of CPAs and the American Institute of CPAs. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Contact Information tdeatrick@mountjoybressler.com 502.992.2715 direct 502.992.4700 fax |
| close window |
PATRICIA V. FEATHERSTON, CPA Partner Education University of Kentucky Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Trish joined Mountjoy & Bressler, LLP in 1995. She plans, supervises and reviews financial statement engagements for numerous school boards and governmental organizations including Fayette County Public Schools, Scott County Public Schools, Woodford County Public Schools and Lexington Fayette Urban County Government. She also has significant experience with contractors and manufacturers, individual and corporate tax. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Contact Information tfeatherston@mountjoybressler.com 859.514.7770 direct 859.255.2875 fax |
| close window |
 LEE ANN WATTERS, CPA, CGFM Partner Certified Public Accountant (CPA) Education Georgetown College Bachelor of Science, Accounting Certified Public Accountant (CPA) Certified Government Financial Manager (CGFM) Experience Lee Ann joined Mountjoy & Bressler in 2001. She focuses her practice on governmental and no-profit entities. Lee Ann has over 16 years experience serving federal, state and local government agencies. She is knowledgeable of applicable laws and regulations, as well as accounting and auditing standards and requirements. Lee Ann has worked extensively with the Single Audit Act and other laws and regulations governing federal grants. Additionally, she has worked extensively with local governments in the implementation of GASB34. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Former Member of the Governmental Committee and the Ethics Committee Association of Government Accountants Two-time Past President of the Central Kentucky Chapter, Former Education Director, Chapter Historian Contact Information lwatters@mountjoybressler.com |
| close window |
 Byron Largen, CPA Principal Education Western Kentucky University Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Byron’s primary focus has been in the area of planning and managing of tax consulting engagements for closely held business’ and their owners. He has helped to deliver clients specialized tax services including compliance and both federal and state tax planning at both the entity and individual level. Byron also assists clients in tax resolution matters and has helped his clients with segregation studies and specialized credits. Byron serves on the Baker Tilly State and Local Tax Committee (SALT) as well as the Federal Tax Committee. In total he has over 14 years of experience in the field of tax and accounting engagements. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Leadership Oldham County, Graduate Oldham County Educational Foundation, Board Member Western Kentucky Accounting Advisory Council Contact Information blargen@mountjoybressler.com |
| close window |
 LEE D. GROZA, CPA/CITP Partner Education University of California, at Los Angeles Bachelor of Science, Economics Certified Public Accountant (CPA) Certified Information Technology Professional (CITP) Experience Lee provides accounting, tax, valuation and other advisory services to a wide variety of clients including governmental entities, manufacturers, insurance and financial institutions. Prior to joining Mountjoy & Bressler, LLP, Lee was a Special Agent with the Criminal Investigation Division of the Internal Revenue Service. Professional/Civic Affiliations American Institute of Certified Public Accountants (AICPA), Member Kentucky Society of Certified Public Accountants (KSCPA) Member and Board of Directors Secretary/Treasurer AICPA Ambassador KSCPA Insurance Committee, Chairman KSCPA Continuing Professional Education Committee, Chairman KSCPA Technology Committee, Member and Former Chairman KSCPA Leadership Council, Former Member Louisville Central Area, Inc., Board of Directors Contact Information lgroza@mountjoybressler.com 502.992.2788 direct 502.992.4700 fax |
| close window |
 STEVEN D. KERRICK, CPA, ABV, MBA Partner Education University of Louisville Bachelor of Science, Accounting Master of Business Administration Certified Public Accountant (CPA) Accredited in Business Valuation (ABV) Experience Prior to joining Mountjoy & Bressler, Steve was associated with the international accounting firm of Price Waterhouse. He serves many different industries including professional service organizations, not-for-profits, restaurants, real estate development, and manufacturing and distribution. Steve has served as chairman of the Kentucky Society of CPAs Committee for Bankers, Lawyers, and Other Users of Financial Statements, and as chairman of the Federal Tax Committee. He has performed various audit, tax, business valuation and consulting services for many different types of entities and serves as concurring partner on all SFAS No. 142 goodwill impairment valuation calculations. Steve has been and continues to be involved in various leadership positions for a number of community activities. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Institute of Management Accountants, Louisville Chapter University of Louisville Letterwinners Club, Past President Alumni Association, Past Board Member College of Business and Public Administration Alumni Board Salvation Army, Past Treasurer Louisville Forum, Past Board Member Leadership Louisville, Graduate Regional Leadership Coalition, Graduate Regional Leadership Coalition, Taskforce for Economic and Workforce Development Contact Information skerrick@mountjoybressler.com 502.992.2730 direct 502.992.4700 fax |
| close window |
 THOMAS A. MOORE, CPA, CVA Partner Education Northern Kentucky University Bachelor of Science, Accounting and Economics Certified Public Accountant (CPA) Certified Valuation Analyst (CVA) Experience Tom received the designation of CVA (Certified Valuation Analyst) in 1996 from the National Association of Certified Valuation Analysts. Since entering public accounting, Tom has served a wide range of clients in the areas of audit, tax, accounting and management advisory services. He is responsible for the administration of the Covington office tax practice. Additionally, he has responsibility for all data processing services provided by the Covington office, including in-house processing, programming and management advisory services. Tom is a member of the Kentucky Society of CPA's. He has served on the Computer and Information Systems Committee and Federal Taxation Committees of the Kentucky Society of CPA's. He is also a member of the American Institute of CPA's. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Contact Information tmoore@mountjoybressler.com 859.431.1975 Ext 256 direct 859.431.7721 fax |
| close window |
 MICHAEL B. MOUNTJOY, CPA, ABV Managing Partner Education University of Kentucky Bachelor of Science, Accounting Certified Public Accountant (CPA) Accredited in Business Valuation (ABV) Experience Mike is a founding member and Managing Partner of Mountjoy & Bressler, LLP. He is a 1972 University of Kentucky graduate with 32 years of public accounting experience dealing with corporate clients in the areas of audit, tax, business consulting, and business valuations. Under his leadership the firm has grown to become the largest Kentucky-based accounting firm with specialized niches in high-demand services such as Employee Benefits, IT Consulting and Risk Management. He has built a highly skilled team of respected professionals that have gained notoriety as an alternative to the Big 4 in the ever-changing landscape of the accounting profession. Mike has accomplished a reputation for excellence in the areas of business valuation, buy/sell arrangements, closely-held business succession planning and implementation, and alternative investments. Many of Kentuckys most respected families rely on his judgment, effectiveness, and ability to provide strong guidance over their business and family matters. Mike is a member and past president of the Kentucky Society of CPAs and former member of the Board of Directors of the American Institute of CPAs. He is a former chairman of the Louisville Chamber of Commerce and the Louisville Community Foundation. He received the University of Kentucky Gatton College of Business Distinguished Alumni award and serves on the University of Kentucky Accountancy School Advisory Board. In addition, he has had various articles published pertaining to accounting and financial matters. In 2005, Mike was listed in CPA Magazine as one of the Top 100 Most Influential CPAs and in 2003, he was named one of the 50 Most Powerful People in Louisville by Louisville Magazine. Contact Information mmountjoy@mountjoybressler.com 502.992.2710 direct 502.992.4700 fax |
| close window |
 Robert H. Scott, CPA, J.D., BBA Partner Education University of Louisville Juris Doctor, Brandeis School of Law Kent State University BBA, Business Administration Experience Bob is a Certified Public Accountant and lawyer with a broad background that includes tax, financial, legal and management experience. He has been recognized for his expert qualifications in tax planning, tax compliance, tax accounting (including FAS 109), IRS procedure and tax administration. Bob most recently served as a tax consultant with a concentration in tax planning, asset protection, compensation and benefits, succession planning and estate planning. His experience ranges from teaching to financial and legal advising. Professional/Civic Affiliations Kentucky Society of Certified Public Accountants Kentucky Bar Association Fellow Life Management Institute (FLMI) Chartered Life Underwirter (CLU) Chartered Financial Consultant (ChFC) Contact Information bscott@mountjoybressler.com 502.992.2785 direct 502.992.4700 fax |
| close window |
 ALAN M. ROSENBERG, CPA Partner Education Indiana University Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Alan has significant experience in public accounting providing audit, tax planning and management advisory services to the construction, manufacturing, health care and retail industries. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Kentucky Harvest, Board Member Wolf Creek Homeowners Association, Board Member The Healing Place, Finance and Audit Committees Associated Builders and Contractors, Kentuckiana Chapter Treasurer and Board Member Legislative Committee Member American Cancer Society Jefferson County Unit, Board Member/Income Development Chair Gallop to the Goal Fundraising Event for Coaches vs. Cancer, Co-founder Jewish Hospital Foundation Board American Cancer Biorepository, Board Member Leadership Louisville, May 2002 graduate Contact Information arosenberg@mountjoybressler.com 502.992.2740 direct 502.992.4700 fax |
| close window |
 E. SHANE SATTERLY, CPA Partner Education Georgetown College Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Shane has been a partner of Mountjoy & Bressler, LLP since September 1997. He is Partner in charge of our Lexington office and has significant experience in providing tax and audit services to the financial, manufacturing and automotive industries. Shane is a member of the American Institute of CPAs and the Kentucky Society of CPAs. He is on the Board of Directors of both the Japanese American Society of Kentucky and the Living Arts & Sciences Center. Shane is also involved in various other community and industry groups. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Japanese American Society of Kentucky Living Arts & Sciences Center Contact Information ssatterly@mountjoybressler.com 859.514.7771 direct 859.255.2875 fax |
| close window |
 MARK A. SCHMITT, CPA Partner Education Northern Kentucky University Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Mark has over 18 years experience as a practicing CPA in public accounting. During this time he has performed various types of audits including charitable organizations, trade associations, construction contractors, coal companies, and 401(k) benefit plans. Mark has also provided tax compliance and tax planning services for individuals and all business entity types. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Frankfort Area Chamber of Commerce, Board of Directors Leadership Frankfort, Graduate 2004/2005 Contact Information mschmitt@mountjoybressler.com 502.227.9000 Ext 2404 direct 502.227.9400 fax |
| close window |
 G. BRADLEY SMITH, CPA Partner Education University of Kentucky Bachelor of Science, Accounting Certified Public Accountant (CPA) Experience Brads client focus is middle market growth companies focused in a wide range of industries, including manufacturing, distribution, retail and services. Brad leads our firms Assurance Practice and is the practice leader for our Public Company Services group which also encompasses internal control advisory services. He currently supervises several engagements for publicly held entities related to Sarbanes-Oxley compliance under Section 404. Prior to joining the firm, Brad was a partner with Ernst &Young where he led the entrepreneurial services group working with a variety of publicly traded and privately held entities. While at Ernst &Young, Brad served as the coordinating audit partner for several publicly held entities including Papa Johns, Sypris Solutions, and Tumbleweed International. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Kentucky Special Olympics, Board of Directors, Chairman and Treasurer Metro YMCA, Board of Directors and Treasurer Leadership Louisville Graduate March of Dimes, Board of Directors Volunteers of America, Board of Directors Contact Information bsmith@mountjoybressler.com 502.992.2750 direct 502.992.4700 fax |
| close window |
|
| close window |
|
| close window |
 Barry Pennybaker, CPA Partner Education Ohio University Bachelor of Business Administration Certified Public Accountant (CPA) Experience Barry’s depth of experience in the healthcare industry extends to hospitals, life sciences start ups and acute and long term care facilities. He has worked with Vencor, Norton Hospital System, University Medical Center, Commonwealth Health Corporation, Trover Medical Center, Kings Daughter Medical Center, Kentucky Hospital Association, Ohio Hospital Insurance Corporation, Ohio Health Insurance Corporation and many more. Barry is a past Fellow of the Healthcare Financial Management Association (HFMA) and President and Chairman of a local Chapter of the HFMA. He was a recipient of the HFMA’s Muncie Gold Medal Service Award and currently serves on the Board of Directors of the United Way and Louisville Science Center. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Healthcare Financial Management Association, past Fellow and President of local chapter Contact Information bpennybaker@mountjoybressler.com 502.992.2792 direct 502.992.4700 fax |
| close window |
 DENNIS L. THOMAS, CPA, J.D., LL.M. Partner Education University of Louisville Bachelor of Science, Accounting Juris Doctor (J.D.) University of Miami Master of Laws, Taxation (LL.M.) Certified Public Accountant (CPA) Experience Dennis has served as a vital member of the Mountjoy & Bressler, LLP team for the past 17 years. He has substantial experience in both tax law and public accounting; specializing in estate and income tax and tax compliance matters, corporate mergers and acquisitions, and other business oriented issues. Dennis has the experience and ability to carefully plan for your financial well being; and with his strong background in estate and income tax, will assist you in your business matters in a professional and caring manner. Professional/Civic Affiliations American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Kentucky Bar Association Louisville Bar Association Estate Planning Council of Louisville Kentucky Financial Planning Association Kentucky Planned Giving Council Contact Information dthomas@mountjoybressler.com 502.992.1234 direct 502.992.4700 fax |
| ©2007 Mountjoy & Bressler, LLP, All Rights Reserved.
| Site Design by
Red Toad Media Privacy Policy | Site Map | Contact Us | Search |
