
Timeline
About me
Tax Senior Manager at RCM - Wichita
Education

Wichita state university
1987 - 1991Bachelor of business administration (bba) accountingActivities and Societies: Beta Alpha Psi, Madrigals, Choir, Concert Band (flute)
Experience

Bkd cpas & advisors (now known as "forvis mazars")
Jan 1991 - Dec 1995Audit/tax seniorAudit and review of financial statements and internal controls. Individual, partnership and corporate taxation. Small business consulting including software installation and training, system selection, and resolution of accounting issues. Industry experience included wholesale distributors, oil & gas, construction, farming, non-profit and governmental organizations, LIFO inventory calculations.

Allen, gibbs & houlik, l.c.
Jan 1996 - Aug 1997SupervisorIndividual, partnership, and corporate income taxation, projections and analysis, financial statement reviews. Industry experience included manufacturing, oil & gas, construction, restaurants, insurance.

Grant thornton llp
Sept 1997 - Dec 2001Tax managerPreparation, supervision and review of individual, partnership and corporate income taxes including multi-tiered and multi-state entities, including international taxation, tax research and examination support, mentoring and review of staff. Industry experience included manufacturing and distribution, hospitality and retail, healthcare, and high net-worth individuals.

Koch industries
Jan 2002 - Nov 2005Tax managerMonthly domestic and foreign tax provisions, including deferred income taxes and projections, preparation of domestic and US international tax returns, tax research and examination support. Supervision, mentoring and review of staff.

Bombardier
Nov 2005 - Jan 2007Tax managerUS consolidated group return, multi-state taxation, examination support, FAS 109, Sec. 199, supervision and mentoring of staff.

Koch siedhoff hand & dunn, llp
Feb 2007 - Nov 2015Tax managerPreparation, supervision and review of individual, partnership and corporate taxation, including multi-tiered entities, multi-state entities, projections, tax research, IRS exam support, estates and trusts, high net-worth individuals. Industries include oil & gas, farming, manufacturing, transportation, retail, restaurants, physicians and groups, and small businesses of all types.

Larson & company, p.a.
Nov 2015 - Nov 2017Tax managerWorked with high net worth individuals, small businesses, farm and rental, oil & gas, retail distribution, restaurants, multi-state entities, trusts.

Adams brown
Dec 2017 - Oct 2022I served as the Tax Director of the El Dorado, Kansas office, working with high net-worth individuals, medical professionals, small businesses, agriculture & real estate, oil & gas, retail distribution, restaurants, multi-state entities, estates & trusts.
Tax Director
Aug 2020 - Oct 2022Senior Manager
Dec 2017 - Oct 2022

Creative planning
Oct 2022 - Jul 2023Tax directorI served as a trusted tax advisor to high net-worth individuals, trusts, estates and businesses with multi-state tax matters.

Regier carr & monroe, l.l.p.
Jul 2023 - nowSenior tax managerI am a trusted tax advisor to high net-worth individuals, trusts, estates and businesses with multi-state tax matters. My experience includes over 30 years of practice in public accounting and corporate taxation. My clients are like family to me, and I take an interest in bringing solutions to your tax concerns the same as if they are my own. Some of the industries I serve include medical professionals, real estate, farming & ranching, oil & gas, hospitality, and retail & distribution.
Licenses & Certifications

Cpa, cgma
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