SEATTLE, Oct. 1, 2017— Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, is pleased to announce the addition of 14 new partners.
The new partners—located in 10 of the firm’s 30 locations—have demonstrated a passion for superior client service and technical excellence.
“The success of Moss Adams relies on the high caliber of our people,” said Chris Schmidt, chairman and CEO of Moss Adams. “The professionals we’re welcoming into the partnership are going to provide tremendous value and expertise to our firm and our clients.”
David Sage was admitted as a partner in San Francisco, California. He focuses on clients in the technology and manufacturing industries and has extensive experience with SEC reporting and compliance matters.
Dustin Marciniak and Lewis Fisher were admitted as partners in the firm’s Orange County, California, office. Marciniak focuses on tax consulting and compliance services to private companies and high-net-worth individuals. Fisher provides assurance and consulting services to clients in the transportation industry.
Nick Frank was admitted as a partner in Tacoma, Washington. Frank focuses on tax preparation for manufacturing and distribution, food processing and agriculture clients.
Andrew Kaiser was admitted as a partner in Eugene, Oregon. Kaiser specializes in auditing engagements, serving closely held companies in the natural resources industry
Karl Rebay was admitted as a partner in Spokane, Washington. Rebay provides consulting services, such as business intelligence and strategic planning, for health care clients.
Cheryl Teeter-Balin and Marco Valverde were admitted as partners in the firm’s Los Angeles, California, office. Teeter-Balin specializes in advisory services to both publicly traded and privately owned companies in the technology, manufacturing and distribution, not-for-profit and higher education industries. Valverde provides assurance services for apparel, manufacturing and distribution and retail clients.
For more information, please contact: Jonathan Wilson, Moss Adams | jonathan.wilson@mossadams.com | (206) 302-6217
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.