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• OCTOBER 18, 2019 • Midlands Business Journal
In the Spotlight Paid Content CONSTRUCTION
ACCOUNTING
ACCOUNTING
VALUATION SERVICES
Hired
Hired
Hired
Hired
Quinn Texmo
Thomas Pargett
Maya Serhan
Jason Wietfeld
Nebraska Business Development
Wealth Advisor
Staff Accountant
Director
BerganKDV
O’Donnell, Ficenec, Wills & Ferdig
Acclaro Valuation Advisors, LLC
Turner Construction Company
Quinn Texmo is bringing her 12 years of experience working in the A/E/C industry to Turner Construction Company’s new Omaha Office. As the Nebraska Business Development lead for the largest builder in the United States, she will work to develop and maintain industry relationships. Texmo is actively involved in CREW Omaha Metro (Commercial Real Estate Women) and SMPS Nebraska (Society for Marketing Professional Services). Texmo’s notable achievements include 2019 CREW Network Impact Award winner; 2018 Graduate of Leadership Nebraska; Alumni Advisory Council; 2017 Midlands Business Journal 40 under 40; CREW Omaha Metro Past-President; SMPS Nebraska Past-President, Regional Conference Chair; and Women’s Fund Circles (2017-present).
BerganKDV recently hired Thomas Pargett as a Wealth Advisor in the Omaha market. Pargett’s primary focus in his role is to work with individuals, families and business owners to enhance their wealth through comprehensive financial planning. Pargett began his career as an educator before transitioning to wealth management and enjoys using his educational skills to help clients understand their whole financial picture including financial planning, investment strategies, risk management and estate planning. His deep level of knowledge about the wealth management industry also comes from his involvement with Certified Financial Planner Board of Standards where he is a CERTIFIED FINANCIAL PLANNER™ and serves on the CFP® Mentor Program. In addition, Pargett has studied financial behavior through the Financial Psychology Institute. “Having Thomas join the BerganKDV team is something I am extremely excited about,” said Wealth Management Solutions Leader Matt Cosgriff, CFP®, “He is a very well-respected professional in the wealth management industry and his guidance and advice will be invaluable to our clients.” Pargett holds a bachelor’s degree in education from Morningside College and is a Creighton University Master of Business Administration (Financial Psychology) 2020 candidate.
O’Donnell, Ficenec, Wills & Ferdig, LLP (OFWF) is pleased to announce Maya Serhan has joined the firm as a Staff Accountant. Serhan has a passion for learning and started her education with a degree in political science from Lebanon University. She then pursued a business degree at Bellevue University and discovered a love for numbers where she graduated with Bachelor of Science in Business Administration followed by a Master of Science in Accounting in 2018. She is a CPA candidate and expected to acquire her CPA in 2019. Besides her gift of business analysis, she loves language and speaks French, Arabic and English. Since 1951, O'Donnell, Ficenec, Wills & Ferdig, LLP, has been more than accounting. They view every client relationship like a partnership and truly believe the firms’ success is a result of the clients’ success. They take pride in giving assurance that the professional service a client receives comes from years of advanced training, technical experience and financial acumen and provide the highest quality of personalized auditing, tax, valuation, accounting and consulting services in response to the clients’ specific and personal needs.
A/E/C
BANKING
BANKING
Hired
Promoted
Promoted
Courtney Dunbar
Melanie Petersen
Ryan McConahay
Site Selection & Economic Development Lead
Office — Wholesale Loan Operations
Vice President — Customer Service
Union Bank & Trust
Union Bank & Trust
Burns & McDonnell
Courtney Dunbar, CEcD, EDFP, AICP, joins Burns & McDonnell to manage the site selection and economic development consulting practice for the firm’s Global Facilities Group. Courtney brings 20 years of comprehensive experience in the site selection, economic development recruitment, finance and planning industries. Her career has centered on industrial development, creating solutions for both corporate and institutional clients across the U.S. and delivering multimillion-dollar, bottom-line growth.
UBT recently promoted Melanie Petersen to Officer — Wholesale Loan Operations. In her new role, Petersen will lead the Wholesale Loan Operations area, driving the standardization of commercial loan documentation and business practices across the entire department. She will also collaborate with others in the division to identify and solve a variety of management objectives.
UBT recently promoted Ryan McConahay to Vice President — Customer Service. In his new role, McConahay will be responsible for managing the Customer Service department, which includes 16 Lincoln branches, 12 greater Nebraska branches, and one branch in Bonner Springs, Kan. Additionally, he’ll oversee training programs and recruitment for the department, comprising nearly 240 employees.
Jason Wietfeld has joined the staff of Acclaro Valuation Advisors, LLC, as a Director. Acclaro Valuation Advisors, LLC, is an independent valuation firm specializing in the appraisal of closely held businesses with its headquarters in Omaha and branch offices in Washington, Florida, and Illinois. Mr. Wietfeld will be based out of Greater Chicago. Mr. Wietfeld previously worked for Acclaro from 2007 to 2010. Prior to re-joining the firm, he worked for Houlihan Capital and Duff & Phelps, both in Chicago. He regularly performed valuations for public and privately held companies and other business interests for merger and acquisition, employee stock ownership plan, gift and estate planning, financial accounting, tax reporting, and fairness and solvency opinion purposes. Mr. Wietfeld earned a Bachelor of Science Degree in Finance from the University of NebraskaLincoln. He also holds a Master of Investment Management & Financial Analysis Degree from Creighton University in Omaha, Nebraska. For more information about Acclaro Valuation Advisors, visit www.acclarovaluation.com or call 402-8956222.
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