KRUGGEL - Key Persons
Job Titles:
- Member of the Leadership Team
- Partner
Aaron joined the firm in 2017 with over 15 years of public accounting experience. He has served clients in auditing and accounting services related to a variety of industries. He is a member of the firm's employee benefit plan practice, working out of the office in Knoxville, Tennessee.
EXPERIENCE
Aaron is involved at the partner level in audit, review and compilation engagements. He specializes in the audits of employee benefit plans. His areas of service include:
Job Titles:
- Member of the Leadership Team
- Partner
Job Titles:
- Member of the Leadership Team
- Partner
Job Titles:
- Managing Partner
- Member of the Leadership Team
- CGMA
- Firm Managing Partner
- PR / Media Inquiries
EXPERIENCE
Barry has focused his career on serving family and closely-held businesses with annual revenues ranging from $500,000 to $500 million. With nearly 30 years in public accounting, his specific experience includes:
Job Titles:
- Girls Basketball, Volunteer Assistant Coach
Job Titles:
- Member of the Leadership Team
- Assurance Partner
Job Titles:
- Member of the Leadership Team
- Partner
EXPERIENCE
Cody is involved at the partner level in audit, review and compilation engagements. He is well versed in assurance engagements of large and small companies in a variety of industries with a primary focus in manufacturing and distribution. He is also experienced in employee benefit plan audits. His areas of service include:
Job Titles:
- Member of the Leadership Team
- CGMA
- Tax Partner
Job Titles:
- Member of the Leadership Team
- Partner
- Office Partner in Charge
EXPERIENCE
Dave is involved at the partner level on tax preparation and planning. He is experienced in audit, review and compilation engagements. With over 30 years in public accounting, his specific experience includes:
Job Titles:
- Director of Valuation Services
Job Titles:
- Member of the Leadership Team
- Partner
Kate joined the firm in 2020 after 15 years of tax preparation and consulting in both Indiana and California. She leads the delivery of tax services to clients, and coaches and supervises professional staff. She specializes in tax matters for a variety of industries including manufacturing, distribution, private equity groups and agriculture.
EXPERIENCE
Kate is involved at the partner level on tax engagements. Areas of service include:
Job Titles:
- Member of the Leadership Team
- Partner
Job Titles:
- Member of the Leadership Team
- Partner
Job Titles:
- Member of the Leadership Team
- Partner
Margene leads Kruggel Lawton's nonprofit assurance and tax team in the firm's Indiana offices. She joined the firm in 2002 and has followed her passion to serve organizations that serve our communities. While experienced in a variety of industries, Margene's sole focus is the exempt organization sector.
EXPERIENCE
Margene is involved at the partner level on engagements, focusing on serving nonprofit organizations. She is experienced in audit, review and compilation engagements. Other areas of service include:
Job Titles:
- Senior Staff Accountant, Business Accounting Services
Job Titles:
- Member of the Leadership Team
- Partner
- Office Partner in Charge
Job Titles:
- Client Accounting & Advisory Services Client Advisor
Job Titles:
- Manager of Firm Administration
Job Titles:
- Member of the Leadership Team
- Partner
Patrick is one of Kruggel Lawton's tax practice leaders for financial institutions. He has over 10 years of experience in tax services for trusts, estates, individuals, corporations, and partnerships.
EXPERIENCE
As a partner in the firm, Patrick's expertise is in tax engagements, focusing on fiduciary tax services as well as closely-held businesses and their owners. Other areas of service include:
Job Titles:
- Member of the Leadership Team
- Partner
Experienced in "all things tax," Shaun has extensive knowledge in tax planning strategies for businesses representing a wide variety of industries. She is well versed in interpreting both Indiana and Michigan business tax laws which benefits many of our clients who do business in both states.
EXPERIENCE
Shaun is involved at the partner level in tax engagements, focusing on closely-held businesses and their owners. Other areas of service include:
Job Titles:
- Client Accounting & Advisory Services Controller
Job Titles:
- Member of the Leadership Team
- Partner
- Office Partner in Charge
Job Titles:
- Member of the Leadership Team
- Tax Partner
Job Titles:
- Certified Public Accountants - Knoxville Chapter Board Member
- Certified Public Accountants Employee
Aaron is an avid sports enthusiast. He can be found out on the golf course, running, and playing softball or volleyball. As a fan, he enjoys cheering on University of Tennessee student athletes. Some of his favorite moments, however, are when he gets to spend time with friends and family or travel to explore new destinations.
Job Titles:
- Director, HR Services
- Human Resources Inquiries