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.
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