SEATTLE, Jan. 5, 2023—Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, announced the addition of 36 new partners.
"Our newest group of admitted partners exemplifies our focus on providing holistic services that help our clients succeed,” said Eric Miles, CEO and chairman for Moss Adams. “I’m proud to have this group join our partnership.”
The new partners are as follows.
Matt Billings (Denver; National Tax). Billings specializes in tax services, with a strong background in the technology, communications and media, life sciences and professional services sectors.
Maria Braun (Seattle; SOC Examinations). Braun assists clients with performing System Organization and Controls (SOC) readiness assessments and SOC 1®, SOC 2 and SOC 3 examinations, and has extensive experience reviewing technology environments for clients in the technology, health care, third-party administrators, financial services, government, and manufacturing and consumer products industries.
Erin Clayville (Seattle; Internal Audit). Clayville specializes in business and IT consulting, IPO readiness, internal audit and SOX consulting, and business process reengineering.
Sasha Correnti (Seattle; Not-for-Profit). Correnti provides services to various not-for-profit, higher education and life science organizations.
Terry Dickens (San Francisco; Private Clients). Dickens provides consulting and tax compliance services for closely held businesses and their owners, executives, and individuals.
Halie Garcia (Albuquerque, N.M.; Internal Audit). Garcia’s expertise includes policy and procedure development, internal audit and grant compliance consulting.
Derek Groff (Denver; Valuations). Groff assists companies with valuation and consulting services for tax compliance, financial reporting, M&A, strategic planning, and litigation and dispute support.
Sara Harper (Santa Rosa, Calif.; Wine, Beer & Spirts). Harper provides tax compliance and consulting services for individuals and owner-managed businesses in the wine industry.
Sheila Herrera (Albuquerque, N.M.; Manufacturing & Consumer Products). Herrera provides a wide range of services, including the coordination and execution of all aspects of financial statement audits; consolidations of various entities; reviews and compilations; single audit and FAR compliance; and research, resolution and implementation of complex accounting issues.
Tommy Hiscocks (Los Angeles; Construction). Hiscocks provides business assurance and consulting services to public, institutionally held and closely held companies with multinational and multistate operations in the construction and professional services industries.
Benjamin Isley (Dallas; Technology). Isley consults both private firms and publicly traded companies on a variety of tax planning and compliance issues, primarily serving clients in the technology, manufacturing and professional services industries.
Jared James (Seattle; IT Compliance). James is a System and Organization Controls (SOC) leader at Moss Adams in the Risk Advisory & Compliance Practice. He specializes in SOC 1, SOC 2, SOC 3 and SOC for Supply Chain engagements, assisting clients through the entire SOC lifecycle. His industry expertise is within technology, health care and professional services.
Tan Le (Everett, Wash.; Aerospace & Defense). Le serves as the Pacific Northwest regional leader for the firm’s Aerospace and Defense Practice and serves clients in all phases of tax engagements, including planning, developing and implementing various tax planning strategies for clients in the aerospace, defense and space industry.
Scott Leback (Portland, Ore.; Technology). Leback provides assurance services for clients in a variety of industries, predominantly technology, financial services and SEC industries.
Ryan Luetkemeyer (Albuquerque, N.M.; Tribal & Gaming). Luetkemeyer provides accounting and financial services exclusively to Tribal governments and their enterprises.
Aaron McFarland (Seattle; Wealth Management). McFarland works closely with executives, business owners and families to align their personal finances and investments with priorities around cash flow, wealth transfer and philanthropy, as well as income tax and estate tax considerations.
Kellie McKenna (Seattle; Financial Services). McKenna supervises audits of private companies in the financial services industry, including financial institutions, asset managers and specialty finance.
Jackie Merrill (Eugene, Ore.; Food & Beverage). Merrill provides tax and consulting services to family-owned businesses in the food processing, agriculture and manufacturing industries.
Matt Mueller (Denver; Manufacturing & Consumer Products). Mueller specializes in tax compliance and consulting for manufacturing and distribution, consumer products and real estate organizations.
Jeremy Nichols (San Diego; Construction). Nichols provides assurance, income tax, consulting and internal control services to small and medium-sized businesses and their owners.
Tim Oakes (Issaquah, Wash.; Development & Integration). Oakes develops technology systems and applications to help companies manage employee human relations, compensation and equity compensation processes.
Daniel Olson (Silicon Valley, Calif.; Technology). Olson serves companies ranging from emerging growth to multinational public entities in various technology sectors including semiconductor, software, software-as-a-service (SaaS), internet, computer devices and networking systems.
Chris Parker (Sacramento, Calif.; State and Local Tax). Parker leads the California State and Local Tax Controversy Practice and is the regional leader in our Private Client Practice in California, collaborating with executives, business owners, and individuals on matters including wealth transfer, residency and planning opportunities.
Sid Paruthi (Silicon Valley, Calif.; International Tax). Paruthi is the firm’s transfer pricing service line leader and has extensive experience helping companies evaluate their transfer pricing strategies, IP planning, value chain analysis, controversy and transfer pricing documentation.
Rae Paulson (Santa Rosa, Calif.; Wine, Beer & Spirits). Paulson provides assurance services for clients in a variety of industries, predominantly wine, food processing and natural resources.
Linda Pei (Los Angeles; Manufacturing & Consumer Products). Pei provides accounting and auditing services to foreign-owned, family-owned and private equity-managed manufacturers, distributors and consumer product companies. She’s the audit leader of the firm’s China Practice and specializes in Asian-owned enterprises doing business in the US.
Michael Pihowich (Los Angeles; Transaction Services). Pihowich advises private equity and corporate clients on buy and sell-side transactions in multiple industries.
Anthony Porter (Everett, Wash.; Financial Services). Porter provides assurance and business advisory services in the financial services industry, with a focus on clients in the financial institutions sector.
Bradley R. Porter (Dallas; Transaction Services). Porter focuses on various M&A transactions and has served both private equity and corporate strategic investors with a focus on middle-market manufacturing and distribution, health care, technology and professional services companies, among others.
Corey Preugschat (Seattle; Manufacturing & Consumer Products). Preugschat provides assurance and business advisory services in the manufacturing and consumer products industry, with a focus on clients in the commercial aerospace, defense and space sectors.
Kimberly Sokoloff (San Francisco; Health Care). Sokoloff primarily serves clients in the health care industry, providing financial statement audits and tax-exempt bond offering services to integrated health systems, hospitals, health plans, medical groups, clinics and continuing care retirement communities.
Mathew Stopa (Everett, Wash.; Health Care). Stopa provides audit, review and attest services to companies in the health care industry.
Emily Tillis (Spokane, Wash.; National Assurance). Tillis provides technical consultations to practice office personnel on complex audit and accounting matters, develops and issues guidance to firm personnel regarding assurance services, and assists in executing quality control functions related to the Assurance Practice.
Aparna Venkateswaran (Orange County, Calif.; Health Care). Venkateswaran provides audit and consulting services to a wide range of health care clients, including long-term care and skilled nursing facilities; medical groups, including for-profit and FQHCs; community health centers; health plans; hospital systems, including governmental, not-for-profit and for-profit; and other health care organizations.
Chris Waetzig (Portland, Ore.; Wealth Management). Waetzig prepares business owners and their families for the transition of their business through a detailed planning process that includes personal financial modeling, deal evaluation, legacy and wealth transfer strategies, investment advisory and philanthropic planning.
Brian Wong (San Francisco; Technology). Wong provides tax and consulting services related to ASC 740, income tax compliance, research and development tax credits, international tax planning, state and local tax planning, tax accounting methods, M&A transactions and firm reorganizations in the technology and life sciences industries.