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NEWS RELEASE: MarksNelson Expands Audit Department With Mixture Of Seasoned And New Talent

By MarksNelson on October 16, 2013 in Mark Radetic CPA, CGMA, News Releases, Rebecca Dixon CPA
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Kansas City’s Largest Locally-Owned Accounting Firm Beefs up Audit Division to Accommodate Growing Client Base

Kansas City’s largest locally-owned accounting firm is getting even bigger with the recent expansion of its audit department. MarksNelson welcomes four new employees to its audit team and also announces six promotions in the department.

Gerald Ostapko is welcomed as an audit senior. Ostapko will put his five-plus years of public accounting experience to work in audits of mid-market companies across multiple industries. Ostapko is a volunteer at Community LINC of Kansas City, Mo., and dedicates time as a member of the organization’s Finance Committee. As a Certified Public Accountant, he said he is most looking forward to working on challenging projects with industry experts at the firm.

“MarksNelson is a growing firm with unlimited opportunities,” Ostapko said. “There’s a great team culture that has been instilled throughout the firm where employees are all actively involved in helping each other succeed.”

The audit department has further expanded with the additions of three new staff accountants, Jamie Morgan, Jake Thomas and Tim Penland. Morgan brings experience to the firm having previously worked as an internal auditor at a regional bank. Thomas also brings background experience from the banking industry as a teller at a national branch while earning his master of accounting degree from The University of Kansas. He recently earned Certified Public Accountant status. Penland holds a master of accounting degree from the University of Missouri-Kansas City and also completed all the requirements for the CPA designation.

Managing Member Mark Radetic said he looks forward to watching this new group of employees grow into their respective roles within the audit department and utilize their backgrounds and experience to serve MarksNelson’s variety of client needs.

“This group of professionals is really impressive and I look forward to what each one brings to our audit team,” Radetic said. “They bring unique and valuable experience and skills that will take our client services to the next level.”

Adding to the expansion, MarksNelson announced promotions in the audit department for Becky Dixon to manager, Erin Hanavan and Matt Schulte to supervisor, and Luke Templin, Jim Homan and Jack Maier to senior.

Dixon, who has been with the firm for 11 years, will hold increased responsibilities as manager in the audit department managing financial statement audits to ensure a high-quality product and working directly with clients to ensure their goals and business needs are met.

“The mentoring program at MarksNelson has been instrumental in helping me achieve my career goals,” Dixon said. “Working closely with the firm’s partners has allowed me to learn more about our clients and industries.”

Starting as staff accountants at the firm, the new audit supervisors—Hanavan and Schulte—bring over 10 years combined experience at MarksNelson. Templin, Homan and Maier have become senior auditors with increased responsibilities training and supervising staff and planning and developing audit engagements.

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MarksNelson LLC works with clients to help safeguard and grow their businesses. Our ultimate goal is to help our clients to Move Forward. The firm provides Assurance, Accounting Services and Business Advisory, Business Valuation, Consulting, Cost Segregation, Employee Benefit Plan Audits, Litigation Support, Forensic Accounting, International Tax, State and Local Tax and Tax planning, advisory and compliance services. MarksNelson is a member of The Leading Edge Alliance, the second-largest international professional association of independently owned accounting and consulting firms, serving clients who need additional resources on a national or international level. MarksNelson has significant accounting and business advisory experience in the auto dealership, construction, insurance, manufacturing, distribution and real estate sectors. The firm was named among the 2014 Best Accounting Firms for Leadership Equity by the 2014 Accounting MOVE Project for its dedication to gender equity.