48 BerganKDV Team Members Across the Firm Receive Promotions

BerganKDV is pleased to announce the staff members who recently received promotions. These individuals were recognized for being the embodiment of the firm’s core values which are innovation, curiosity, authenticity, committed and passionate and for regularly going above and beyond in their everyday work.

“At BerganKDV, we are defined by our people,” said Dave Hinnenkamp, CEO of BerganKDV. “We are a firm comprised of people driven by helping others. It’s no surprise to me that we have so many promotions to recognize this year because there are numerous teammates living out our core values and making incredible contributions to the firm each day. The team members recently promoted are the perfect illustration of what it means to be BerganKDV, and I am excited to watch their careers continue to grow.”

Newly promoted team members are listed below by market location.

Des Moines

  • Diane Zygmont, FAAST Supervisor
  • Brittani Von Roden, Shareholder (People First)
  • Joanna Sorber, Executive Administrative Assistant
  • Justin Oleson, Tax Manager
  • Whitney Fuller, Tax Senior
  • Steven Gregory, Tax Senior

 

ICR

  • Leighton Smith, Shareholder
  • Troy Downing, Audit Manager
  • Nema Falahpour, Shareholder (Audit)
  • Bethany Creed, Project Support Specialist
  • Nicole Mead, Regional Sales Manager

 

Kansas City

  • Isaac Swick, Tax Director
  • Alex Nolker, Tax Senior
  • Charlie Mosher, Tax Senior
  • Kyle Martin, Tax Supervisor

 

Omaha

  • Austen Thielen, Audit Supervisor
  • Josh Teut, Tax Director
  • Sarah Brown, Tax Senior
  • Jill Wheatley, Tax Supervisor

 

Remote

  • Angela Schwartz, People First Senior Manager
  • Matt Cosgriff, Shareholder (Wealth Management)
  • Jackie Anderson, Client Relationship Manager

 

St. Cloud

  • Kristie Revering, FAAST Director
  • Amber Salo, FAAST Manager
  • Jenae Ulbricht, HCM Project Manager
  • Shannon Schraut, HCM Payroll Support Manager
  • Amy Keen, Internal Finance Accountant
  • Sarah Schumacher, Senior Human Resources Generalist
  • Katie Janorschke, Senior Tax Manager
  • Halli Rodriguez, Tax Manager
  • Abby Tighe, Payroll Implementations Coordinator
  • Matt Lovitz, Regional Sales Manager
  • Adam Heathcote, Shareholder (Wealth Management)
  • Lori Buettner, Senior Client Service Representative
  • Becca Oelrich, Wealth Advisor
  • Janel Bitzman, Senior Audit Manager
  • Brittney Lemke, Audit Senior – Government

 

Twin Cities

  • Marie Barnett, Tax Manager
  • Quinn Delaney, Tax Senior
  • Keithroy Charles, Tax Supervisor
  • Weston Hallenberg, Tax Supervisor
  • Bradl Reiling, Associate Wealth Advisor
  • Anthony Welle, Financial Planning Specialist
  • Aaron Dahl, Audit Manager – Government

 

Waterloo

  • Crystal Ford, Shareholder
  • Beth Gehrke, Executive Administrative Assistant
  • Mackenzie Straw, Tax Senior
  • David Peyton, Portfolio Manager

 

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About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.

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