BGM CPA - Key Persons
Andrew G. Benedict is a Principal of BGM. His experience with family-owned and closely-held businesses, includes for-profit, not-for-profit organizations, employee benefit plans, and compliance auditing. Andrew is experienced in tax compliance, estate and income tax planning, and other management advisory activities.
Andrew's industry experience includes contractors and construction, manufacturers, transportation and logistics, printing companies, real estate developers and partnerships, rental properties, wholesalers, machine shops, and professional service firms, including attorneys, and advertising and consulting companies.
Areas of Expertise
Advisory Services
Anthony S. Laxen is a Principal at BGM. He specializes in tax planning and consulting for closely-held businesses and individuals, and has been helping clients with their tax and accounting needs for more than 18 years. Anthony assists clients with entity selection and start-up considerations and helps clients with business and/or asset purchase and sale transactions by recommending strategies to minimize income tax liability. He has experience working with a variety of industries including construction, manufacturing, technology, real estate, and professional service firms.
Areas of Expertise
Advisory Services
Job Titles:
- Financial Advisor, Wealth Management
Bill Friederichs has had many gratifying moments in his career as a financial advisor-but his favorites have come when he has helped assure anxious clients with the comfort of knowing that they and their finances were being handled with care. As a Financial Advisor, Bill works with our clients to clarify their goals and dreams, and then puts a financial plan in place to help them achieve their objectives.
Bill has had a lifelong interest in personal finance and got started in investing when he was just a teenager. After studying accounting and finance at Moorhead State University, he launched his career in financial services, providing comprehensive planning for clients ranging from entrepreneurs to medical professionals. Today, he builds plans to help meet clients' diverse needs, including retirement income planning, college funding, portfolio allocation, and risk management analysis.
Outside of work, the Lake Elmo resident stays busy with his family and in the community. Bill is a frequent volunteer, serving meals to the homeless and has coached soccer and softball for years. He also enjoys skiing, biking, and traveling, especially to the Caribbean.
Areas of Expertise
Wealth Management
Job Titles:
- Principal, Outsourcing Practice Leader
Brian Stueve leads the Outsourced Accounting Services Group at BGM. Brian is passionate about leadership and enjoys being a contributing member of teams, whose mission is to improve business performance and lower business risk. He is experienced and agile in providing others with the necessary guidance, whether the issue or opportunity is related to business, financial, system, people or processes.
In addition to his advisory expertise, Brian brings a wealth of experience in onboarding project management to optimize accounting functions utilizing technology, people and process improvement. Brian also excels in team management and development. In his current role, Brian leads a team of professionals that assist companies with Business Advisory, Fractional CFO, and Accounting Services.
Areas of Expertise
Business Advisory and Fractional CFO Services
Job Titles:
- Principal
- CVA
- Principal, Consulting Practice Leader
Calvin P. Shannon is a Principal of BGM. With more than 20 years of experience, Calvin provides tax, advisory, and business valuation services. Calvin is skilled at understanding clients' challenges and opportunities and working with them to develop and implement innovative and unique solutions. Calvin serves a wide range of clients, including cannabis operators, professional service firms, manufacturers and distributors, retail businesses, as well as, individual tax clients.
Areas of Expertise
Advisory Services
Job Titles:
- Principal
- MBT / Principal
Corey W. Edmunds is a Principal of BGM. With 30 years of public accounting experience, Corey specializes in providing income tax and accounting services to closely-held businesses and their owners. He serves a wide range of clients, including contractors and construction; franchise operations; manufacturers and distributors; professional services firms; real estate developers; restaurants and hospitality businesses; and transportation and logistics companies.
Leveraging his years of experience serving a diverse range of industries, Corey is skilled in handling complex tax situations. He provides a range of business and executive tax planning and compliance services, including consolidated group tax filings; IRS and state tax problem resolution; multi-state taxation; and international taxation. Corey also assists clients with business advisory and strategic planning services, including entity selection; real estate acquisitions and dispositions; corporate restructuring and succession planning; and succession planning and owner exit strategies. Continually bringing fresh insight and solutions to address clients' needs and challenges, Corey thrives on helping clients work-through difficult and complex tax situations.
Areas of Expertise
Advisory Services
Job Titles:
- Chief Executive Officer
- Principal
Cory M. Parnell, is a Principal and the Chief Executive Officer of BGM. Cory has more than 30 years of experience advising business owners on strengthening their personal and business financial positions. Cory serves a wide range of clients, including cannabis operators, professional service firms, manufacturers and distributors, and retail businesses. Cory's areas of expertise include mergers and acquisitions, cash management and treasury, bank financing, audit procedures, budgeting and forecasting, personal and corporate taxes, management advisory services, and strategic planning.
Areas of Expertise
Advisory Services
Job Titles:
- Principal and President of BGM CPA Services
- Principal, President, CPA Services
Dane J. Boeckermann is a Principal and President of BGM CPA Services. With more than 12 years of public accounting experience, Dane's expertise is in working with family-owned, closely-held businesses and venture capital owned companies. He has significant experience in internal and external auditing, reviews, compilations, tax compliance, internal audit planning, Sarbanes Oxley compliance, process consulting, forensic accounting, due diligence for merger and acquisition projects, as well as, other management advisory services.
Dane serves closely-held businesses across a broad range of industries, including manufacturers, wholesalers and distributors, printing companies, machine shops, retailers, technology and software companies, real estate investors, graphic designers, and not-for-profit organizations.
Areas of Expertise
Advisory Solutions
Job Titles:
- Principal
- Personal Financial Specialist
- Principal, Personal Finance Specialist
Daniel A. Boeckermann is a Principal of BGM and a Personal Financial Specialist. Dan has extensive experience working with family-owned and closely-held businesses. He provides a wide range of services, including auditing; income tax planning and compliance; estate tax planning; financial, business and succession planning; internal control reviews; forensic auditing; management restructuring; and other management advisory services.
Dan has a diverse range of industry experience, including restaurants, lodging and hospitality companies; contractors and construction; manufacturers, distributors and wholesalers; manufacturers' representatives; printing companies; real estate developers and partnerships; machine shops; investors and investment companies; ranching and farming; and service companies, including architects, attorneys, advertising companies, physicians, and advisory companies.
Areas of Expertise
Advisory Services
Job Titles:
- Paraplanner, Wealth Management
As a Paraplanner, Jake supports clients and financial advisors by providing services around financial and investment advisory strategies, as well as all aspects of client service.
Jake joined BGM after serving as a hedge fund intern and an equity research associate at an investment bank. He enjoys his roles at BGM because they exercise his problem-solving skills and enable him to provide services that help clients live happy and healthy lives.
A resident of Prior Lake, Jake serves as a Sunday school teacher at Westwood Community Church. He is an avid golfer and caddie and has a +1 handicap in golf. When he's not in the office or at the range, you might find him on the lake with friends and family.
Areas of Expertise
Wealth Management
Job Titles:
- Principal
- Principal, Audit Practice Leader
Jason A. Marvin is a Principal of BGM. Jason has experience with family-owned and closely-held businesses, including employee benefit plans audits, and compliance auditing. His tax experience includes income tax planning and compliance, estate tax planning, and other management advisory services.
Jason's wide range of industry experience includes contractors and construction; manufacturers and manufacturers' representatives; wholesalers; transportation and logistics companies; printing companies; real estate developers and partnerships; rental properties; machine shops; and professional service companies, including attorneys, health care, advertising companies, and advisory companies.
Areas of Expertise
Advisory Services
Jenny Weirich is the Administrative Manager at BGM. Dedicated to optimizing operational excellence within our organization, Jenny leads BGM's administrative support staff while also overseeing the receptionist and assembly teams. With a keen eye for efficiency, she implements best practices that not only streamline processes but also contribute to cost reduction. Jenny's skill in fostering collaboration across various departments underscores her commitment to aligning firm-wide efforts for seamless operations. She identifies opportunities for process improvement and innovation, ensuring that administrative functions continually evolve to enhance overall effectiveness.
Prior to joining BGM, Jenny held positions in human resources, where she honed her skills in organization, communication, time management, and a growth mindset.
Job Titles:
- Principal
- MBT / Principal
Jerome R. Reutzel is a Principal of BGM. Jerome has a very broad background of experience in accounting, taxation, and advisory services. He serves a wide range of clients, including broker-dealers, franchisers, governmental entities, hotels, manufacturers and distributors, private schools, retailers, and professional service firms.
Jerome serves closely-held businesses across a broad range of industries, including manufacturers, wholesalers and distributors, printing companies, machine shops, retailers, technology and software companies, real estate investors, and graphic designers.
Areas of Expertise
Advisory Services
Job Titles:
- Principal
- MBT / Principal
John Barghini is a Principal at BGM. He has more than 25 years of experience serving accounting and tax clients, with a particular focus on individual and business tax compliance and planning; estate planning; business transition planning; qualified retirement plan services; and business valuations.
Areas of Expertise
Advisory Services
Job Titles:
- Partner
- Principal, President, Wealth Management
Jon T. Meyer joined BGM as a partner in June 1999. Today, Jon is President of BGM's wealth management division, handling day-to-day operations, coordination of all client issues and long-term strategy. As BGM President and Certified Financial Planner, Jon is responsible for the individual client portfolios and is a member of the investment committee. Jon is also a co-founder of Cornerstone Private Asset Trust Company, LLC, which provides trust services.
Jon has been quoted on practice management and financial planning issues in the Journal of Financial Planning, Financial Advisor, Minneapolis Star Tribune, The Wall Street Journal and USA Today. He was born in Melrose, Minnesota, and attended Crosier Seminary Preparatory High School. Outside of the financial world, Jon is married with four children. He enjoys golfing, cooking, reading, traveling and running, and has participated in three marathons.
Areas of Expertise
Wealth Management
Joseph J. Majeski is a Principal at BGM. Joe's expertise is in working with small business entrepreneurs, closely held private companies, individuals, and fiduciaries. He has significant experience in entity formation and acquisition consulting; entity and shareholder income tax compliance; general consulting services, such as tax planning, college funding and planning, estate planning, and retirement and wealth transfer; multi-state taxation; multi-state sales tax; payroll tax compliance; business succession consulting; tax compliance; and fiduciary trust issues.
Joe serves clients in a wide variety of industries, including construction and specialty trades in the construction industry; agriculture; restaurant and bar; residential and commercial real estate; financial advisors and planners; IT contractors; and professional advisors.
Areas of Expertise
Advisory Services
Job Titles:
- Financial Advisor, CCO, COO, Wealth Management
Katie Frazier has a passion for helping people-a calling that prompted her to choose financial planning as her career. Although people may typically think of doctors or teachers when they consider the helping professions, Katie knew financial planning would combine her love for numbers with the ability to serve people in tangible ways.
Katie joined BGM in 2017 and earned her CERTIFIED FINANCIAL PLANNER™ credential a year later. On a typical day, Katie helps clients meet goals like planning for retirement, reducing taxes, and giving to their favorite charities. Her most gratifying moments come when she helps clear a client's worries about the future with a plan of attack that leaves them feeling confident about their direction.
Outside of the office, Katie and her husband are busy raising a son and a daughter. In her free moments, she likes to spend time with friends and family and to explore the Twin Cities.
Areas of Expertise
Wealth Management
Kurt Dingmann is a Principal at BGM. He is experienced at providing advisory and tax services to clients in a wide range of industries, including agriculture, construction, health care, manufacturers and distributors, professional services, real estate developers, and transportation and logistics. He specializes in tax planning and consulting for closely-held businesses and individuals, to ensure there are no tax surprises upon filing of the returns.
Outside of work, Kurt is actively involved in the Sauk Centre community, serving as a member of both the Rotary Club of Sauk Centre and Sauk Centre Opportunities Board.
Areas of Expertise
Advisory Services
Leah Radtke is the Marketing Manager at BGM. Leah leads and develops the organization's marketing and communications strategy, including brand visibility, thought leadership, and initiatives that support business growth. An experienced professional services marketer, Leah embraces the creative and strategic aspects of her role and is dedicated to delivering results. She develops and implements marketing campaigns that increase awareness for BGM's services and capabilities, and she especially enjoys highlighting the expertise of its team of talented professionals. Leah's approach is characterized by her process-oriented mindset and strategic thinking, allowing her to turn key messages and complex ideas into actionable insights.
Before joining BGM, Leah served as the Marketing Manager at a national trial law firm, where she successfully led a team of skilled marketers, graphic designers, and writers.
Job Titles:
- Client Service Associate
- Senior Client Service Associate, Wealth Management
Lisa Curtis joined BGM in 2014 as a Client Service Associate. Prior to joining BGM, Lisa spent six years working as an Executive Assistant for a company focused on leadership development. Lisa is originally from Eau Claire, Wisconsin, and currently resides in Maple Plain, Minnesota, with her husband, Steve. They have two grown daughters, Kasey and Kalley. In her free time, Lisa enjoys spending time with family and friends and volunteering at church and in her community, and is always looking for her next DIY project.
Areas of Expertise
Wealth Management
Mark A. Cossette is a Principal of BGM. Mark has more than 20 years of experience serving entrepreneurs and their closely-held businesses. He works with clients in a wide variety of industries, including, contractors and construction; real estate developers; manufacturers and wholesalers; and service companies, including architects, attorneys, advertising companies, physicians, and consulting companies.
With a focus on helping clients retain more of their profits, Mark performs thorough and proactive tax planning to ensure that there are no "tax surprises" upon filing of the returns. Mark works with all forms of entities and is available to assist in selecting the appropriate entity for clients' business activities.
Areas of Expertise
Advisory Services
Job Titles:
- Principal
- ABV / Principal
Michael Andrews is a Principal at BGM. He partners with a variety of clients and guides them through financial, estate and trust, and business transactions to provide them with security, growth and guidance of their assets for their individual needs and transfer goals. He is also involved in entity planning and providing valuation services for estate planning purposes. Michael serves clients in a wide range of industries, including manufacturers, professional services, and real estate. Michael has authored an article in the Montgomery Business Journal titled "New Year, New Estate Tax Laws? Revisiting the Past to Prepare for the Future" (March 7, 2022).
Areas of Expertise
Advisory Services
Michael P. Deegan is a Principal at BGM. He has more than 25 years of experience assisting clients in the areas of individual and business tax compliance planning; business advisor services; attest services (audits, reviews, and agreed-upon procedures); non-attest services (compilations and accounting support); prospective financial reporting, including forecasts, projections, and budgets; and interim chief financial officers and controller services.
Mike thrives on partnering with his clients to help them develop and improve their businesses, and feels great satisfaction in watching them achieve their goals. He works with clients in a wide variety of industries, including, contractors and construction; real estate developers; manufacturers and wholesalers; and service companies, including attorneys, marketing and e-commerce companies, and consulting companies. Mike works with all forms of entities and is available to assist in selecting the appropriate entity for clients' business activities.
Areas of Expertise
Advisory Services
Michelle Luther is the Human Resources Director at BGM. Michelle is a service-focused, proactive, and positive-minded leader with more than 20 years of progressive experience in Human Resources. With a wide breadth of expertise, Michelle embraces and promotes change to effectively respond to the evolving business environment. She possesses a demonstrated ability to train, empower, and connect with individuals and teams while fostering and maintaining strong working relationships with company leaders.
Prior to joining BGM, Michelle served in various human resources roles in a variety of industries including transportation and logistics and senior living.
Job Titles:
- Principal
- Principal, Tax Practice Leader
Nathan B. Panning is a Principal at BGM. He is experienced at providing tax planning and consulting services for small to large-sized multi-state/multi-national corporations, individuals, partnerships, trusts, and not-for-profit entities. Nate, who is skilled at helping clients understand, plan and strategize for their unique tax situation, works with clients in a wide range of industries, including agriculture, auto dealerships, cannabis, construction, wholesale distributors, manufacturers, private equity, professional services, real estate management and development, and transportation and logistics. Whether it is the creation of a business, annual tax compliance, consulting or the acquisition or sale of your business, Nate has the skillset to keep all of your needs covered.
Areas of Expertise
Advisory Services
Job Titles:
- Paraplanner, Wealth Management
Job Titles:
- Financial Advisor, Wealth Management