Anderson ZurMuehlen Announces 2019 Promotions

Congratulations to the following individuals on their promotions and management roles effective October, 1 2018.

To Senior Manager: 

Amber Dushin, Audit & Assurance
Amy Forsman, Tax
Anna Stitt, Tax
Brea Bauer, Audit & Assurance
Francine Cooper, Audit & Assurance
Grace McKoy, Audit & Assurance
Jane Schultz, Tax
Jennifer Capser, Tax
Laurie Flynn, Corporate
Linsay Carlson, Audit & Assurance
Ryan Duffy, Tax
Tami Hanson, Audit & Assurance

To Manager:
Bill Sorensen, AZTS
Caitlin Derry, Tax
Carolyn Yampradit, Controller Services
Iris Owen, Tax

To Supervisor:
Karina Ragan, Tax

To Senior:
Dylan Dahl, Audit & Assurance
Emily Riggin, Audit & Assurance
Jay Olsen, AZTS
Jennae Kuehl, Controller Services
Will Parnell, Audit & Assurance

To Staff II:
JT Linder, Tax
Kara Fuhringer, Tax
Lisa Woolsey, Controller Services
Mack Thayer, Audit & Assurance

To Administrative Lead:
Aja Rail
Ann Carlson
Annette Lucento
Lottie Abbott
Nancy DesRosiers

To Director of Risk Management & Business Unit Relations
Cathy Ingram, Corporate

2019 Anderson ZurMuehlen Board of Directors
Stefeni Freese – Elected to a 2nd 3-year term

Our sincere appreciation to Cindy Utterback for her years of service on our board of directors.

Fiscal 2019 Board Members
Annette Hill, Treasurer
Bill Mills
Dan Vuckovich, Chair
Mike Combo, Vice Chair
Ryan Vestal
Stefeni Freese, Secretary

A big thank you to Jim Woy for serving as our long-time  treasurer.

Promotion to shareholder:
Chad Miller
Dana Cade
Steven Johnson

Business Unit Directors (BUDs) and Business Unit Advisors (BUAs)

Audit & Assurance
BUD – Annette Hill
Billings BUA – Tami Hanson
Bozeman BUA – Heather Walstad
Butte BUA – Francine Cooper
Great Falls/Havre BUA – Sarah Stanger
Helena BUA – Angie Murdo
Missoula BUA – Jill Galle

Controller Services 
BUD – Dan Miller
Billings BUA – Rachelle Reinhardt
Bozeman BUA – Rachelle Reinhardt
Butte BUA – Vickie Caldwell
Great Falls/Havre BUA – Jan Higgins
Helena BUA – Vickie Caldwell
Missoula BUA – Amanda Anders

AZTS
BUD – Robert Culpon

Tax
BUD – Cindy Utterback
Billings BUA – Tammy Egeland
Bozeman BUA – Paula Johnson
Butte BUA – Bill Hughes
Great Falls/Havre BUA – Amy Forsman
Helena BUA – Krystal Stewart
Missoula BUA – Mike Combo

Specialty Teams

Agriculture Specialty Team
Patty Nelson – Team Lead
Ali Mandell
Anna Stitt
Bill Hughes
Brenda Byrnes
Dulcy Niemela
Gary Carlson
Gordy Thompson
Iris Owen
Tammy Egeland

Financial Institutions Specialty Team
Angie Murdo – Team Lead
Ali Mandell
Annette Hill
Bill Hughes
Dylan Dahl
Dulcy Niemela
Francine Cooper
Mike Sangray
Pat Sassano

International Tax & Consulting Team
Erin Stockwell – Team Lead
Ali Mandell
Dana Cade
Dulcy Niemela
Jane Schultz
Karina Ragan
Kelsey Crampton
Marilyn Dusenberry
Mark Cappis
Shirlee Walker

Insurance Specialty Team
Grace McKoy – Team Lead
Ali Mandell
Dylan Dahl
Kiely Thoen
Paula Jacques
Shirlee Walker
Will Parnell

Affordable Care Specialty Team
Mike Combo – Team Lead
Ali Mandell
Anna Stitt
Carlen Keaster
Mike Combo
Tiffany Hanson
Vickie Caldwell

Employee Benefit Plans Specialty Team
Linsay Carlson – Team Lead
Ali Mandell
Bill Mills
Brea Bauer
Cayley Fish
Jessica Van Voast
Jill Galle
Jim Woy
Jordan Wilson
Josh Wike
Laura Craft
Patty Nelson
Stefeni Freese
Tami Hanson
Will Parnell

Nonprofit Specialty Team
Ali Mandell
Amber Dushin
Annette Hill
Brea Bauer
Dan Miller
Francine Cooper
Heather Walstad
Jan Schweitzer
Kendra Freeck
Linsay Carlson
Megan Connors
Rick Reisig
Paula Jacques
Shirlee Walker
Stefeni Freese
Suzanne Severin

SOC and CyberSecurity Specialty Team
Jan Schweitzer – Team Lead
Ali Mandell
Angie Murdo
Annette Hill
Bill Mills
Jill Galle
Linsay Carlson
Pat Sassano
Paula Jacques
Mike Sangray
Will Parnell

Estate and Trust Specialty Team
Dulcy Niemela – Team Lead
Brenda White
Caitlin Derry
Cayley Fish
Dan Miller
Jane Schultz
Kelsey Crampton
Krystal Stewart
Mandy Smith
Mike Devous
Pam Guschausky
Suzanne Severin

Wealth Management Specialty Team
Mike Devous – Team Lead
Caitlin Derry
Chad Miller
Kiely Thoen
Krystal Stewart
Mark Cappis

Contact

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