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FOR IMMEDIATE RELEASE – January 9, 2015
AKT NAMES FIVE NEW PARTNERS
Portland, Ore., January 9, 2015 – We are pleased to announce that AKT has named five new partners,
Tracy Allen, Amy Fenerty, Carrie Sowders and Jaime Stimpson in, Oregon, and Andy Maffia, San Diego
effective January 1, 2015.
“We are excited to continue adding talented leaders in the firm. Each of one of these individuals
provides unprecedented service to their clients,” states Steve Tatone, Managing Partner.
Tracy Allen joined AKT in January 2003 and has practiced public accounting since
1999. She has spent the majority of that time focusing on the construction
industry. Tracy was chosen in 2013 as one of thirty-six participants across the
nation for the American Institute of Certified Public Accountants’ Leadership
Academy. She has served as the Education Chair for the Portland Chapter of the
Construction Financial Management Association (CFMA), Treasurer for the
Oregon Society of Certified Public Accountants (OSCPA), and Treasurer for Si
Padres, among many other positions held. She has spoken and taught classes for the CFMA, NAWIC
and The Surety & Fidelity Association of America in connection with the USDOT BEP workshops for
minority contractors. She holds a Bachelors of Accounting from Linfield College.
Amy Fenerty joined AKT in 2000 and is dedicated to serving telecommunications
companies. She has experience with clients of all sizes and performs all aspects
of the audit. Amy provides financial and accounting services, cash flow
projections, internal control reviews, as well as regulatory assistance and
consulting. She graduated from Oregon State University, holding a degree in
business administration with a major in accounting. She also regularly speaks at
various Telco industry association meetings and serves on the Oregon
Telecommunications Association.
Andy Maffia has nearly 15 years of experience in public accounting, with his
focus on auditing nonprofit organizations, organizations subject to a single audit
under OMB A-133, agreed-upon procedures and consulting work, as well as
assurance audits for closely-held companies. He currently sits on the Board of
Directors and serves on the audit and finance committees of a nonprofit located
in San Diego. He also speaks annually at the University of San Diego Nonprofit
Governance Symposium.
Carrie Sowders has over 15 years of public accounting experience serving as
creative tax advisor to companies predominantly in the manufacturing and
distribution, technology and service sectors. Carrie partners with large and
middle market companies, as well as a number of early stage growth
companies, to help them navigate evolving tax laws and plan for tax-efficient
growth. She brings to AKT depth in multi-national corporate tax matters, state
and local taxation, and income tax accounting. Carrie previously served as a
long-term board member of Oregon Entrepreneurs Network.
Jaime Stimpson joined AKT in 2004 and has been working in the accounting
profession for nearly 15 years. Through her role with AKT Private Wealth,
Jaime provides strategic tax planning, personal financial planning and
investment advisory services to high-net worth individuals and business
owners. Jaime develops long-term relationships with her clients, which allows
her to identify clients’ objectives and provide them with personalized tax
solutions. Jaime received her Bachelor of Science degree in Finance and Master
of Accountancy from the University of Montana. She is also a licensed Certified
Public Accountant in Oregon and holds Personal Financial Specialist and
Certified Specialist in Estate Planning credentials. She is a member of the
Estate Planning Council of Portland.
AKT CPAs, Advisors and Consultants is ranked in the Top 100 Accounting Firms nationally, providing
tax, accounting, and advisory and consulting services to businesses and individuals. We also work
closely with business owners and individuals to manage their financial, wealth and tax planning
strategies.
The AKT Family of Companies is recognized as one of the Top 10 Best of the Best Accounting Firms by
Inside Public Accounting, Best Places to Work, Healthiest Employer and CNBC's Top 100 Wealth
Management Firms nationally. Serving clients throughout the west from locations in Oregon, California
and Alaska, AKT has industry expertise working with construction, manufacturing, healthcare,
nonprofit, telecommunications, food processing, agribusiness, a variety of privately held companies
and individuals. Affiliates include AKT LLP, CPAs and Business Consultants, AKT Wealth Advisors LP,
AKT Benefit Advisors LP, and AKT Retirement Plan Services LP.
AKT can be found on Web, Twitter, LinkedIn and Google+
Contact:
Peggy K. Kitzmiller, Director
AKT | CPAs| Advisors| Consultants
503-620-4489 or [email protected]
www.aktadvisors.com
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