Member News

Anglin Reichmann Armstrong announced the appointment of

Brandon C. Smith, CPA

to Managing Partner, effective July 1, 2022. Current Managing Partner Gary Anglin, CPA, CGMA, transitions to chair of the firm’s board of directors. Anglin will maintain his focus on client consulting while being available to the management team as needed. He will stay involved in the profession through CPAmerica and state CPA societies such as serving on ASCPA’s ethics committee.

This historic announcement marks the 32nd anniversary of the firm and the next chapter of its strategic plan, according to Gary Anglin. “Brandon’s role is a very intentional piece of our growth strategy, and he will continue to work closely with our internal team while also maintaining direct client contact. He has a natural skill set for building relationships and implementing strategy, which perfectly matches who we need as the next managing partner.”

Smith joined the firm in 2006 shortly after switching his career interests from computer science to accounting. He achieved his Master of Accountancy degree in 2007, and he has since served clients in a variety of industries as an outsourced CFO and business advisor. He expressed excitement for the managing partner role, noting that his background in IT and business advisory services (rather than a specific tax or audit track) is similar to the evolution of the public accounting industry today. “I grew my career at Anglin through our consulting practice, and this emphasizes where our firm is and where the profession is going — advisory services beyond compliance work.”

Crow Shields Bailey recently celebrated three employee promotions. Tyler McKeown was promoted to CAAS Implementation Specialist, while Brooke Bunting, CPA and Andrew Finnorn, CPA were promoted to Supervisors.

McKeown, a graduate of The University of South Alabama and a volunteer at Surge Church services and community activities, has helped with many projects in Crow Shields Bailey’s fastest growing line of business.

Bunting is a graduate of Spring Hill College and The University of Alabama, and is being promoted to a Supervisor on Crow Shields Bailey’s Tax Team. She specializes in business, individual, trust and estate tax preparation; monthly and yearly write-ups for small businesses; tax planning for businesses and individuals; and assisting clients with accounting software.

Finnorn is a graduate of The University of South Alabama, and is being promoted to a Supervisor on Crow Shields Bailey’s Audit Team. He specializes in audits of construction contractors, manufacturers, employee benefit plans, and oil and gas support services.

Dent Moses recently welcomed Wendy Adams, CPA as a Senior Manager. Adams brings more than 36 years of experience specializing in consulting, planning and tax compliance for corporations and pass-through entities in multiple industries. She also provides consulting and tax services to highnet-worth individuals and business owners. She received her Bachelor of Science in Business Administration from the University of Alabama.

Himmelwright Huguley Boles send congratulations to Mary Katherine Holton, Kyleigh Kichler, and Alessandro Rovere on their recent promotions. Holton was promoted to Accounting Services Specialist, Kichley to Manager and Rovere to Senior Manager.

Jackson Thornton, a certified public accounting and consulting firm headquartered in Montgomery, is pleased to announce the addition of Justin K. Clark and Susan S. Barnes to the firm. Clark is a principal in the firm’s Auburn/Opelika office and joins Jackson Thornton Asset Management (JTAM) as a financial advisor. Prior to joining JTAM, Clark was a partner in an Auburn-based real estate development company providing consulting services to a variety of clients, ranging from commercial single tenant properties to multifamily properties. Clark also has a CPA firm background where he provided accounting and assurance, transaction advisory, and consulting services to a wide range of industries including real estate and construction, financial services, and manufacturing.

Clark is a Leadership Montgomery graduate and former treasurer, served as treasurer of Bridge Builders of Alabama, was active in the Montgomery Chamber of Commerce, and served as a board member of the Alabama Society of Certified Public Accountants (ASCPA). He holds both graduate and undergraduate degrees from Troy University. Clark also holds professional membership in the American Institute of Certified Public Accountants (AICPA) and the ASCPA.

Barnes is a Senior Manager in the firm’s Montgomery office and provides Outsourced Controller/ CFO services to clients. She has a CPA firm background and consulted with clients to develop processes and procedures to better utilize their current accounting software. Barnes also assisted clients in the implementation of new accounting software systems. Prior to that, she served as Chief Financial Officer of Anchor Mortgage for 18 years and helped develop their accounting systems and compensation programs when the company was founded in 1988.

Barnes is a graduate of Auburn University. She holds professional membership in the AICPA and ASCPA. Barnes is a member of Christchurch Anglican where she serves on the finance committee.

“We’re excited to welcome Justin and Susan to the team,” said John Fendley, Jackson Thornton’s President & CEO. “Their depth of experience

and backgrounds working for a large CPA firm position them to be valuable resources for the firm and our clients.”

Pierce, CPA & Advisors is proud to announce that

Lykethia Pierce, CPA, CB

is a Birmingham Business Journal Who’s Who In Accounting 2022 Honoree. The individuals recognized are leaders in Birmingham’s accounting industry. They have a track record of helping individuals and businesses reach their milestones like planning, development, growth and resiliency.

Pierce is the founding member of Pierce, CPA & Advisors and serves as the entity’s chief executive officer. Beginning in 2014, she has provided start-up to 7-figures businesses with business and accounting solutions.

Doug Marshall, President and CEO of the Presbyterian Home for Children had the unique honor and responsibility in April of 2022 at the Annual Meeting of the United Methodist Association Health and Welfare Ministries to be elected for a 3 year term to the national UMA Board of Directors. The mission of UMA is to promote, inspire, recognize, and empower excellence in human service ministries.

The Presbyterian Home for Children will now actually be the only Presbyterian Church - USA organization in the entire country represented directly on the UMA Board. Marshall was appointed to its Finance Committee in addition to continuing to serve on the EAGLE Accreditation Commission.

Warren Averett CPAs and Advisors is pleased to announce that 10 members of the Alabama Society of Certified Public Accountants were recently promoted.

Rusty Pickering, CPA, CSC, was promoted to Principal and serves as Director of Recruiting in the Birmingham office. He oversees the internal recruiting for all Warren Averett locations and works with external clients, specializing in executive recruiting for accounting/ financial positions, information technology and office/administration roles.

Sarah Beth Clement Magette, CPA,

CFE, was promoted to Senior Manager in the firm’s Security, Risk & Controls Group of the Birmingham office. She joined the firm in 2019, and she is responsible for internal audit and internal control projects including identifying, evaluating, designing, implementing and testing controls.

Daniel Reyer, CPA, was promoted to Senior Manager in the Tax department of the Birmingham office. He joined the firm in 2014. Daniel’s daily responsibilities include tax planning and compliance for closely held and private-equity owned companies. He specializes in multi-state partnerships and corporations.

Gabe Wolfe, CPA, was promoted to Senior Manager in the Audit department of the Huntsville office. He joined Warren Averett in 2012 and serves clients in multiple industries including government contracting, manufacturing, higher education, nonprofit and technology.

Robin Sharp, CPA, was promoted to Principal in the Tax department of the Huntsville office. She has more than 25 years of public accounting experience and specializes in business taxation.

Shalimar Sarriera, CPA, was promoted to Principal in the Tax department of the Huntsville office. She has more than 23 years of accounting experience. Shalimar works on privately held companies throughout various industries.

Hunter Smith, CPA, was promoted to Manager in the Tax department. He joined the firm in 2016, and his primary responsibilities include preparing tax returns at the corporate, partnership and individual level. Hunter also focuses on assisting clients in the construction industry.

Cody Daughtry, CPA, CITP, was promoted to Senior Manager in the Audit department of the Montgomery office. He started at Warren Averett in January of 2020. Cody’s primary focuses are employee benefit plan audits and serving the real estate industry.

Steven Nobles, CPA, was promoted to Senior Manager in the Tax department of the Mobile office. His primary job responsibilities include preparing federal and state information and income tax returns for individuals, corporations and partnerships.

Todd Martin IV, CPA, was promoted to Senior Manager in the Tax department of the Mobile office. Todd provides core tax services to high-net-worth individuals and closely held businesses in a variety of industries including manufacturing, real estate and retail.

Warren Averett also celebrates two employee honors from outside the firm. Michael Beringer, CPA, of the Montgomery office graduated from Leadership Montgomery’s Legacy Class XXXVIII. The program is nine months long and utilizes the expertise of established community leaders, combined with site tours, panel interviews, interactive sessions and hot topic discussions to prompt participants to think critically about education, healthcare, the economy, public service sectors and the roles of the local, state and federal governments.

And Cody Daughtry, CPA, CITP, of Warren Averett’s Montgomery office recently received the Technology Advisory Standing Ovation award from AICPA and was presented during the AICPA and Chartered Institute of Management Accountants’ (CIMA) ENGAGE 2022 event in Las Vegas.

The Technology Advisory Standing Ovation award is a part of the AICPA’s Standing Ovation program, which recognizes CPAs under 40 who exhibit exemplary professional achievement in specialty areas. They must also maintain an active CPA license and be an AICPA member in good standing. Daughtry was one of only 12 CPAs honored during ENGAGE. The awards recognized CPA efforts in specific accounting specialty areas, excellence in volunteer efforts or significant contributions to the accounting profession.

BMSS Celebrates End of Busy Season, AKA Success Season

To celebrate the end of their second official “Success Season” (BMSS’ renaming of busy season) their team members celebrated with a firm cookout, homeroom outings and a ladies spa day!

BMSS construction experts met with other pros in the field at the Subcontractors Association of Alabama’s Meet the GC’s Expo. And in May, BMSS hosted Zebrafest, an annual Summer Leadership Program for college students interested in future internships and learning more about the accounting world.

BMSS Advisors & CPAs employees continued the tradition of local service with a spring BMSS Legacy Serve Day. On May 12th, team members devoted their time, talents and financial support to nonprofits across the state to help aid the disadvantaged in their communities. Annual firm serve days, individual employee volunteer time and firm financial support are a part of BMSS Legacy. Here are some pictures from our recent BMSS Legacy Serve Day.

As proud members of the BDO Alliance USA, BMSS was thrilled to be awarded the 2022 Excellence Award in Client Experience, as well as one of the Best Places to Work of 2022 for young professionals in a large company by the Birmingham Business Journal. Congratulations BMSS! Warren Averett CPAs and Advisors’ Birmingham office has been recognized by the Birmingham Business Journal as one of the 2022 Best Places to Work. The Best Places to Work distinction identifies and honors employers in Birmingham whose companies are the ideal places to work and who have gone above and beyond to create outstanding workplace environments.

The finalists were determined by a survey through Quantum Workplace, a third-party survey software company. The survey methodology assessed communication, manager effectiveness, personal engagement, team dynamics and more. Quantum compiled and evaluated these survey responses to determine finalists.

Warren Averett won second place in the extra-large business category, comprised of employers with more than 250 employees. Warren Averett was a finalist and contender from 2014-2017, and for the past two years the firm has placed within the top 3.

Earlier this month, some of our CPAs, advisors and other professionals celebrated at the Best Places to Work 2022 event held at the McWane Science Center in downtown Birmingham. Our team members enjoyed an interactive and lively networking reception where they got to interact with some of the McWane Science Center’s exhibits and enjoyed each other’s company.

“It is an honor for the Birmingham office to have been recognized again this year as one of the Best Places to Work in Birmingham,” said Tommy Sisson, CPA, Managing Member of the Birmingham office. “Our firm culture, including our open and honest communication style, benefits offered as well as our collaborative and flexible work arrangement, has led to a team that is thriving professionally. I appreciate being part of an organization that cultivates an environment of strong relationships among its employees and clients, and I am looking forward to seeing our team excel over the next year.”

BMSS Zebrafest

Warren Averett Recognized, Best Place to Work

(L-R) Warren Averett team members Will Aderholt (Tax Member), Larry Pirkle (Audit Member), Ashten Legg (Regional Marketing Manager), Tommy Sisson (Office Managing Member), Van Trefethen (Tax Member) & Stephen Schaaf (Audit Member).

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