CRI - Key Persons

A. James (Jim) Sedwick Jr

Job Titles:

Member of the CRI Corpus Christi TEAM
Partner

Aileen B. Bolger

ab..@cricpa.com

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Aileen focus es primarily on serving not-for-profit entities including large health and welfare organizations, charities, churches, schools, foundations, and associations by providing audit, accounting, and advisory services. Her work tends to have a strong emphasis on compliance audits conducted under Uniform Guidance and Yellow Book. Aileen's clients enjoy working with her because she has become a trusted source of information for them. She finds her work extremely rewarding and is motivated every day by the relationships that she has built to continuously deliver the highest quality service.

Alabama Bankers

Job Titles:

Association CEO Bank Exec & Directors' Conference

CRI Partner Chris Cain will be speaking at the Alabama Bankers Association CEO Bank Exec & Directors' Conference on August 6, 2021 at the Grand Hotel in Point Clear, Alabama. Chris will be speaking on the presence and considerations of cryptocurrency as well as the regulatory guidance that is available.

Alan D. Bowers

ab..@cricpa.com

Job Titles:

Member of the CRI Albuquerque TEAM
Partner

Amy Cannon

ac..@cricpa.com

Job Titles:

Partner

Amy provides tax planning and client accounting services to small and midsize businesses in a range of industries. Her experience with high net worth individuals and small businesses give Amy a dual-sided outlook on tackling her client's needs and helping their organizations grow. She prides herself on a high level of communication and trusted advisory skills. CRI is a member of PrimeGlobal, a worldwide association of independent accounting firms and business advisors. PrimeGlobal does not and cannot offer any professional services to clients. Each independent member of PrimeGlobal is a separate firm and an independent legal entity. PrimeGlobal is not a partnership and independent member firms are not acting as agents of PrimeGlobal or other independent member firms.

Andrew Waits

aw..@cricpa.com

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Andrew works with a range of small, medium, and large governmental and not-for-profit entities by providing a variety of services including audit and consulting. His clients enjoy working with him because of his down to earth attitude and dedication to providing the best service possible. GFOAA 2021 Summer Conference CRI Partner Andrew Waits recently spoke at the Government Finance Officers Association of Alabama (GFOAA) 2021 Summer Conference. His session covered an update on the latest GASB guidance.

Andy Grant

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Andy represents hundreds of growth-oriented, closely-held technology, staffing, technology, and healthcare companies in the small to middle-market space. Additionally, he assists start-up ventures with various accounting functions. Andy delivers business support services, including serving as an outsourced CFO-that helps businesses create deal structures, build growth models, and prepare budgets. He assists clients in managing the financial aspects of operations, including cash management, income tax planning, and positioning for debt or equity infusions. Andy's passion for the success of his clients is his primary motivator in equipping business owners with the financial tools they need to meet their growth projections and remain on target to achieve their exit strategies.

Anthony Stevens

as..@cricpa.com

Job Titles:

Member of the CRI Corporate Office TEAM
Partner

Anthony works on the corporate side of CRI managing many of the firm's information technology staff. He handles all IT procurement-including equipment, hardware, and software-as well as negotiating contracts with external software vendors. Anthony's breadth of experience throughout the tenure of his career has allowed him to excel in his position and create new processes for more efficient management of the firm's IT infrastructure. He is a people person at heart and strives to always develop strong relationships with his staff. Anthony chooses to lead by example and is willing to do whatever it takes to get the job done and do it well.

April Hicks

ah..@cricpa.com

Job Titles:

Partner

April works primarily with high-net-worth individuals on estate, gift and fiduciary accounting, philanthropy planning, and compliance. Her years of estate and trust administration experience as well as being a CFP have allowed her to see all aspects of estate, tax, and fiduciary accounting. April has been known to address client problems and concerns with a multi-disciplinary approach that allows her to produce integrated solutions for multiple aspects of her clients' lives.

B. Martin Copeland

Job Titles:

Partner, Client Accounting Outsourcing Service Line Leader

Martin provides diversified auditing, accounting, data processing, accounting software consulting, and financial reporting experience. His focus has been on client accounting and consulting services with a concentration in the Long-Term Care Industry. Martin also has experience with Medicaid and Medicare Cost preparation, outsourced business processes, accounting software systems implementation, and consulting for clients with operating facilities throughout the country. His data processing experience includes a concentration in management of payroll processing and implementation of payroll systems and processes. Martin is currently the Affordable Care Act practice leader as well as the Client Accounting Outsourcing practice leader for CRI. His passion for helping clients exceed their organizational goals and personal goals bridges the gap between coveted personal time and the workplace while improving financial success.

Barry Klein

bk..@cricpa.com

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Barry provides tax planning strategies, business consulting, exit planning, audits, reviews, and compilations. He also assists business owners with their individual tax planning and estate planning. Barry's passion is to provide value to each of his clients, ensuring situational tax awareness and the ability to work collectively on potential strategies. His proactive client engagement style allows Barry to look ahead towards a client's interests and improve their operational capabilities to maximize profit.

Ben Kincaid

Job Titles:

Partner

Bill Austin

Job Titles:

Partner

Bill Carr - CEO, Chairman

Job Titles:

Chairman
Managing Partner
Member of the CRI Corporate Office TEAM

Bill Dukes

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Billy Minch

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Bob Steinhardt

Job Titles:

Partner

Brandy Miller

Job Titles:

Member of the CRI Corporate Office TEAM
Partner

Brian Barksdale

Job Titles:

Member of the CRI Birmingham TEAM
Partner
Partner - in - Charge

is scheduled to speak at the GFOAA Summer Conference 2021 on August 12. Brian will provide an update on the Governmental Accounting Standards Board pronouncements, including those that are recently effective, those with upcoming implementation dates, and current exposure drafts under consideration by GASB.

Brian Faircloth

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Brian Rauch

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Member of the CRI Corporate Office TEAM
Partner

Bruce Averett

Job Titles:

Partner

Bruce McFadden

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Bryan Hall

Job Titles:

Member of the CRI Dothan TEAM
Partner, Healthcare Industry Line Leader

Byron E. Shinn

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Member of the CRI Bradenton TEAM
Partner

Carol Radford

Job Titles:

Partner

Carryn Whiteford

Job Titles:

Partner

Cathy Dover

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Cathy Haug

Job Titles:

Member of the CRI Clearwater TEAM
Partner

Chad Branson

Job Titles:

Partner

Chad M. Pinson

Job Titles:

Member of the CRI Corporate Office TEAM
Member of the CRI Dallas TEAM
Managing Partner - Elect

Chad Sexton

Job Titles:

Member of the CRI Atlanta TEAM

Cheryl Hunt - CMO

Job Titles:

Director of Marketing
Member of the CRI Corporate Office TEAM
Partner

Chris Cain

Job Titles:

Member of the CRI Birmingham TEAM
Partner, Financial Institutions Sub - Line Leader

Chris Clayton

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Christy Cardillo

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Member of the CRI Bradenton TEAM
Partner

Cindy Bryan

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Member of the CRI Carlsbad TEAM
Partner

Corrine Zajac-Clarkson

Job Titles:

Member of the CRI Albuquerque TEAM
Partner

Craig Thompson

Job Titles:

Partner

Dan Sellers

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Dan Shuey

Job Titles:

Member of the CRI Clearwater TEAM
Partner

Dana M. Alexander

Job Titles:

Partner

Danncey M. Wood

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Firm Administrator / Risk Manager

David A. Nelms

Job Titles:

Member of the CRI Atlanta TEAM
Partner

David Alvarez

Job Titles:

Member of the CRI Clearwater TEAM
Partner

David E. Amiss

Job Titles:

Partner

David Habib

Job Titles:

Member of the CRI Corpus Christi TEAM
Partner

David Lanni

Job Titles:

Member of the CRI Bradenton TEAM
Partner

David Mills

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Director IT Audit and Assurance

David P. Compher

Job Titles:

Member of the CRI Birmingham TEAM
Partner

David S. Sietsma

Job Titles:

Member of the CRI Clearwater TEAM
Partner - in - Charge

CRI is a member of PrimeGlobal, a worldwide association of independent accounting firms and business advisors. PrimeGlobal does not and cannot offer any professional services to clients. Each independent member of PrimeGlobal is a separate firm and an independent legal entity. PrimeGlobal is not a partnership and independent member firms are not acting as agents of PrimeGlobal or other independent member firms.

David W. Shearer

Job Titles:

Member of the CRI Corporate Office TEAM
Partner

Dea Anne Williams

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Deanna Muldowney

Job Titles:

Partner

Debbie Alexander

Job Titles:

Member of the CRI Austin TEAM
Partner

Debi Alberdi

Job Titles:

Member of the CRI Clearwater TEAM
Partner

Destin Cobb

Job Titles:

Member of the CRI Crestview TEAM
Partner

Diana Garza

Job Titles:

Member of the CRI Austin TEAM
Partner

Domingo Alonso

Job Titles:

Partner

Doug Koval

Job Titles:

Member of the CRI Dallas TEAM
Partner - in - Charge

Doug Mims

Job Titles:

Member of the CRI Atlanta TEAM
Partner
Partner, Financial Institutions Sub - Line Leader

CRI Partner Doug Mims will be presenting via virtual webinar on behalf of the Association of Credit Union Internal Auditors on September 27, 2021. This webinar will cover a summary of the impact of CECL to date, as well as an overview of the accounting and regulatory guidance. Additionally, the Weighted Average Remaining Maturities (WARM) method, the Interagency Policy Statement on the allowance for credit losses, and many more resources and tools will be discussed. Next week, CRI Partner Doug Mims will participate in the Association of Credit Union Internal Auditors' (ACUIA) webinar on July 21, 2021 that covers the Institute of Internal Auditor's (IIA) Three Lines Model. Included in this presentation will be practical applications for financial institutions, the role of internal audit in the implementation of the new model and ongoing considerations for internal audit on a prospective basis.

Eric Leib

Job Titles:

Member of the CRI Dallas TEAM
Partner

Esther Goss

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Frank Burns

Job Titles:

Member of the CRI Dallas TEAM
Partner

G. Alan Skinner

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Assurance Service Line Leader

Garrett Shinn

Job Titles:

Member of the CRI Bradenton TEAM
Partner
Partner - in - Charge

has recently joined the Manatee Community Foundation's board of directors for a three-year term. The Manatee Community Foundation focuses on the enhancement of their community through philanthropy, education, and service. Garrett will become an integral part of furthering the endeavors of the foundation and continuing effective roles of leadership.

Gary Boteler

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Gary Pharr

Job Titles:

Member of the CRI Austin TEAM
Partner - in - Charge

Georgia Bankers

Job Titles:

Association President / CEO, Bank Counsel and Bank Accountant Conference

Georgina Perry

Job Titles:

Member of the CRI Corporate Office TEAM
Director of Physician Services

Gigi W. Lott

Job Titles:

Member of the CRI Fairhope TEAM
Partner

Gwen Mansfield-Vogt

Job Titles:

Member of the CRI Albuquerque TEAM
Partner

Hannah Moore

Job Titles:

Controller
Member of the CRI Corporate Office TEAM
Partner

Heather Barber

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Hillary Collier

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Howard Neiman

Job Titles:

Member of the CRI Atlanta TEAM
Partner

J. Michael Maddox

Job Titles:

Member of the CRI Dothan TEAM
Partner

Jack L. McGinnis

Job Titles:

Member of the CRI Atlanta TEAM
Partner

James D. Wright

Job Titles:

Member of the CRI Crestview TEAM
Partner

Jason Harpe

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Javier Frausto

Job Titles:

Member of the CRI El Paso TEAM
Partner

Jeff Hawkins

Job Titles:

Member of the CRI Atlanta TEAM
Partner
Partner, Employee Benefit Plan Sub - Line Leader

CRI Partner Jeff Hawkins was a recent guest on the Business RadioX Podcast where he discussed the environment for selling middle market businesses and the mergers & acquisitions environment generally. Jeff, and host John Ray, covered the pandemic's effect on M&A activity in the last two years, including the wave of sales at year end 2021. Jeff also discussed the due diligence process a seller will encounter, a Quality of Earnings Report, the role of audited financials, and much more. CRI Partner Jeff Hawkins will be presenting at the J.P. Morgan 2022 Mergers and Acquisitions: Trends, Challenges, and Opportunities webinar on March 16, 2022. This one hour presentation will focus on the aforementioned facets of M&A's from a macro perspective.

Jeff Olson

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Jeff Silver

Job Titles:

Partner

Jim Albert

Job Titles:

Member of the CRI Dallas TEAM
Partner

Jim Lahm

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Jimmy W. Woodall

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Consulting Service Line Leader

Joe Standley

Job Titles:

Member of the CRI Albuquerque TEAM
Partner

John Grisham

Job Titles:

Member of the CRI Albuquerque TEAM
Partner

John J. Brielmaier III

Job Titles:

Member of the CRI Clearwater TEAM
Partner

John Leslie

Job Titles:

Member of the CRI Atlanta TEAM
Partner

John M. Parker

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Senior Systems Architect

Jon Heath

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Director of Professional Services

Jonathan Habif

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Jose R. Aponte III

Job Titles:

Partner

K. Alan Jowers

Job Titles:

Partner

Karen Hauk

Job Titles:

Member of the CRI Clearwater TEAM
Partner

Kathie Gottlieb

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Katie McKenzie

Job Titles:

Member of the CRI Fairhope TEAM
Partner

Keisha Hall - CFO

Job Titles:

Chief Financial Officer
Member of the CRI Corporate Office TEAM
Partner

Kellie Shipley

Job Titles:

Member of the CRI Corpus Christi TEAM
Partner - in - Charge

Kelly Bollinger

Job Titles:

Member of the CRI Atlanta TEAM
Partner - in - Charge

Ken Abney

Job Titles:

Partner

Keven Jensen

Job Titles:

Member of the CRI El Paso TEAM
Partner

Kris Hoffman

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Tax Service Line Leader

Kristin Peniston

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Kristine M. Caruso

Job Titles:

Member of the CRI Corpus Christi TEAM
Partner

Lance Rosenfield

Job Titles:

Member of the CRI Dallas TEAM
Partner

Lanny White

Job Titles:

Member of the CRI Bowling Green TEAM
Partner

Leslie Robinson

Job Titles:

Member of the CRI Corporate Office TEAM
Partner

Lisa Matthews

Job Titles:

Member of the CRI Austin TEAM
Partner

Lorri Kidder

Job Titles:

Member of the CRI Bradenton TEAM
Partner, Nonprofit Sub - Line Leader

Louise Anderson

Job Titles:

Partner - in - Charge

Mac Smith

Job Titles:

Partner

Martin Hawbaker

Job Titles:

Member of the CRI Dallas TEAM
Partner

Matt Gunning

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Matt S. Sasser

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Matt Zasada

Job Titles:

Partner

Matthew J. Gold

Job Titles:

Member of the CRI Dallas TEAM
Partner

Matthew Katzmark

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Max Gin

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Megan Makar

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Melissa Frazier

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Michael J. White

Job Titles:

Member of the CRI Alamogordo TEAM
Member of the CRI El Paso TEAM
Partner

Michele Kirkland

Job Titles:

Member of the CRI Clovis TEAM
Partner

CRI Partner Michele Kirkland recently spoke to the Clovis Curry County Chamber of Commerce regarding the Employee Retention Credit on December 7, 2021.

Mike McCutchin

Job Titles:

Member of the CRI Birmingham TEAM
Senior Manager

Miriam H. Miller

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Nick Cadden

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Director of Information Services

Nico Garza

Job Titles:

Member of the CRI Brownsville TEAM
Partner

CRI Partner Nico Garza will be presenting at the Texas Society of CPAs (TXCPA) Expo on December 6-17, 2021. Nicholas will be providing information in a presentation on international tax (residency rules, GILTI, and current events) to Expo attendees in San Antonio, Houston, and Dallas.

Norman Acker

Job Titles:

Member of the CRI Corpus Christi TEAM
Partner

Pamela D. Hardister

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Pattie Weaver

Job Titles:

Partner

Quentin Anderson

Job Titles:

Partner

Randy Lokey

Job Titles:

Member of the CRI Dallas TEAM
Partner

Ray Roberts

Job Titles:

Member of the CRI Albuquerque TEAM
Partner
Partner - in - Charge, Government and Nonprofit Industry Line Leader

CRI Partner Ray Roberts recently spoke to participants of the early bird bonus session of the Southern Grants Forum 2021 GASB Update. This session covered the significant provisions of the recent pronouncements and news from the Governmental Accounting Standards Board (GASB).

Rich Hlozek

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Richard A. Lanois Jr

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Richard W. Wilcox

Job Titles:

Partner

Rob Lemmon

Job Titles:

Member of the CRI Alamogordo TEAM
Member of the CRI Albuquerque TEAM
Member of the CRI Carlsbad TEAM
Member of the CRI Clovis TEAM
Partner, Government & Public Sector Sub - Line Leader

Robert Coker

Job Titles:

Member of the CRI Birmingham TEAM
Partner

Ronnie L. Shell

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Merger Integration

Russ Frederick

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Ryan Hayden

Job Titles:

Member of the CRI Clearwater TEAM
Partner

Sam Clark

Job Titles:

Member of the CRI Atlanta TEAM
Partner

CRI Partner Sam Clark will be presenting on key considerations for leases under the new leasing standards in Construction at the 2022 Georgia Construction Finance Conference on November 9, 2022.

Sam Houston

Job Titles:

State University, Master's

Sandi Guy

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Director of Human Capital

Sara Applewhite Hughes

Job Titles:

Partner

Sarah Freeman

Job Titles:

Member of the CRI Dallas TEAM
Partner

Scott M. Abrams

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Scott Pohar

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Seth Margolies

Job Titles:

Member of the CRI Dallas TEAM
Partner

Shelly G. Compton

Job Titles:

Member of the CRI Bowling Green TEAM
Partner

Sonia R. Mitchell

Job Titles:

Partner

Stafford W. Huff

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Stan Smith

Job Titles:

Partner

Stephanie Schuchardt

Job Titles:

Member of the CRI Corporate Office TEAM
Partner

Stephen J. Nadeau

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Steve Grice

Job Titles:

Member of the CRI Corporate Office TEAM
Partner, Scholar - in - Residence

Steve Riggs

Job Titles:

Partner - in - Charge

Steve Trumbo

Job Titles:

Partner

Susana Reynoso

Job Titles:

Member of the CRI Brownsville TEAM
Partner

Teresa S. Edelman

Job Titles:

Member of the CRI Atlanta TEAM
Partner

Tiffany T. Orr

Job Titles:

Member of the CRI Atlanta TEAM
Partner

CRI Partner Tiffany Orr and Pamela Hardister will run the CRI Sponsor booth during this Think and Thrive Women's business expo on August 25, 2022 at Oxford College. The two of them will be presenting CRI's services for business owners. CRI Partner Tiffany Orr recently presented to the Northwest Georgia Chapter of Business Network International on the home office deduction and frequently asked questions regarding the subject.