3 Managers and 3 Senior Managers Promoted at M&S!

  October 10, 2018

The Tax and Assurance Departments at M&S are proud to announce that we have promoted three of our staff to Manager and three of our Managers to Senior Manager this summer!

"We are proud to announce these promotions and honored to have such exemplary professionals on our team," said Jeff Mowery when proudly announcing the promotions. 

Learn more about our new Managers and Senior Managers below - maybe you'll recognize them: 

New Managers

Always prepared with creative solutions for her clients, Nicole has a reputation for being responsive and nimble. Her clients know they can count on her to proactively use her expertise to make their lives easier; Even if Plan A doesn't work out they can rest assured knowing she has a Plan B and Plan C ready.

Drawn to the field by a family history rich with accountants, Nicole has found her natural fit as an auditor. Since joining the Firm's assurance team in November 2014, Nicole has enjoyed working on audit, review, and compilation engagements for clients in a variety of industries. She specializes in 401(k) audits. 

Ian's clients appreciate his work and dedication to saving them tax dollars; whether he's working on a compliance engagement or tax planning, Ian never loses focus of his clients' best financial interest.

In November 2013 Ian joined our tax team and has since focused on gaining experience working on tax engagements for entities and their owners. He specializes in meeting the state and local taxation needs of our business tax clients, especially those in the construction industry.

When Brandon picks up a client's tax engagement, he sees more than simply compliance work; to him, every return is an opportunity to add value to his clients' financial situation and to offer proactive insight. His efficient approach and meaningful solutions are what Brandon's clients have come to appreciate most in working with him.

Brandon discovered his passion for accounting in high school and credits his pursuit of a career in the field to his teacher, Mrs. Kirby. Brandon joined the Mowery & Schoenfeld tax team in November 2014 as a recent graduate of the University of Illinois at Urbana Champaign. He has spent his time with the Firm gaining experience in corporate, partnership, and individual taxation. 

New Senior Managers

Honest and hard-working, Jim delivers a level of service that inspires success and improvement in both his clients and his colleagues. His passion for helping others and providing value shines through in his responsiveness to client questions.

Jim started with Mowery & Schoenfeld in September 2015, bringing with him five years of experience serving individuals and small businesses at another local CPA firm. He specializes in providing tax and accounting advisory services to closely held companies and their owners, and enjoys finding the value in what may appear at first to be a bunch of numbers.

Mary's client service model centers around forming an intimate relationship founded in trust with an emphasis on asking the right questions and listening to the answers. Feeling personally invested in her clients' goals, dreams, and future, Mary naturally fills the role of their strategic trusted business advisor.

With over twelve years of experience in accounting at firms ranging from Big 4 to local Chicagoland firms, Mary brought valuable perspective when she joined Mowery & Schoenfeld's Tax Team in November 2017. Mary specializes in helping high net worth individuals navigate the ever changing and increasingly complex issues surrounding strategic tax planning, charitable gifting, and estate and gift tax planning.

Stefan recognizes that there is no one-size fits all when it comes to assurance services - his clients know they can rely on him to develop an in-depth understanding of their specific needs and custom tailor a perfect service plan. This approach helps Stefan work together with his clients to ensure he is helping them achieve their goals.

As one of the newest members of the assurance team, Stefan joined Mowery & Schoenfeld in November 2016, bringing with him over 7 years of experience in the assurance department at another local public accounting firm. He specializes in managing and performing audits and assurance services for contractors, real estate developers, manufacturers, distributors, and service providers.