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

Employee Promotions to Senior Manager: 

Amber Dushin, Audit & Assurance
Amy Forsman, Tax
Brea Bauer, Audit & Assurance
Grace McKoy, Audit & Assurance
Jane Schultz, Tax
Laurie Flynn, Corporate
Linsay Carlson, Audit & Assurance
Tami Hanson, Audit & Assurance

To Manager:

Caitlin Derry, Tax
Iris Owen, Tax

To Supervisor:

Karina Ragan, Tax

To Senior:

Emily Riggin, Audit & Assurance
Jennae Kuehl, Controller Services
Will Parnell, Audit & Assurance

To Staff II:

Lisa Woolsey, Controller Services

To Administrative Lead:

Aja Rail
Annette Lucento
Lottie Abbott

To Director of Risk Management & Business Unit Relations

Cathy Ingram, Corporate

2019 Anderson ZurMuehlen Board of Directors

Stefani 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.

Employee Promotions to Shareholder:

Chad Miller
Dana Cade
Steven Johnson

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

Audit & Assurance
BUD – Annette Hill
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
Great Falls/Havre BUA – Jan Higgins
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
Bill Hughes
Brenda Byrnes
Gary Carlson
Iris Owen
Tammy Egeland

Financial Institutions Specialty Team
Angie Murdo – Team Lead
Ali Mandell
Annette Hill
Bill Hughes
Pat Sassano

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

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

Affordable Care Specialty Team
Mike Combo – Team Lead
Ali Mandell
Carlen Keaster
Mike Combo
Tiffany Hanson

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

Nonprofit Specialty Team
Ali Mandell
Amber Dushin
Annette Hill
Brea Bauer
Dan Miller
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
Will Parnell

Estate and Trust Specialty Team
Brenda White
Caitlin Derry
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

If you’re curious about what your future could look like with AZ, visit our careers page, or connect with us on LinkedIn.