Dallas, TX (November 9, 2021) – Whitley Penn announces that Partner and Director of Audit Felix J. Lozano, III CPA, CFE, will be transitioning to the role of Chief Growth Officer effective January 1, 2022.
“This is an exciting and necessary step forward as we focus on the sustainable growth and future of the firm. Felix will work closely with firm leaders from all service lines and industries with a focus on both internal and external growth. With an emphasis on learning and development, our goal is to equip and prepare our professionals for the future of the firm. We extend our support and congratulations to Felix in his new role,” stated Larry G. Autrey, Whitley Penn Managing Partner.
“I am thrilled to be stepping into this role to lead business development efforts at such a pivotal time in our firm history,” stated Lozano. “This Growth initiative is something I have been passionate about for years, so having the opportunity to lead and encourage cross collaboration at all levels is an incredible opportunity.”
Lozano’s vision statement is as follows, “A Growth mindset is essential for lifelong personal and professional development, for the sustainability of the firm, and to protect our equity.”
“Partnering with Felix in his new role alongside firm leadership is key to the growth of Whitley Penn,” stated Dave Adcox, Whitley Penn Learning and Organizational Development Director. “I look forward to seeing what this new focus will bring for future of the firm.”
Lozano has more than 31 years of public accounting experience auditing public and private companies and employee benefit plans and family office & owned businesses. His specific audit experience focuses on forensic accounting, fraud auditing, and special services related to internal control assessments. In addition to being a Certified Public Accountant, Lozano is a Certified Fraud Examiner.
Lozano previously served on the Board of Directors and Board of Advisors for the Dallas Regional Chamber, is a member of the Dallas Assembly, served on the Park City Club Board of Governors, and is on the Board of Advisors for the State Fair of Texas. He is a former Advisor and Chairman for the Nexia International Audit Committee and Chair of Nexia’s International Digital Committee. In addition, Lozano is a member of Association for Accounting Marketing Major Growth Firms Group and is on the Board of Directors, Executive Committee and Finance Committee for the YMCA of Metropolitan Dallas where he served as the 2018 & 2019 Annual Campaign Chair. He is a member of the Class of 2007 for Leadership Dallas and the Class of 1994 for Leadership Fort Worth.
Lozano is a member of the Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter of the TXCPA, American Institute of Certified Public Accountants (AICPA) and the Association of Certified Fraud Examiners (ACFE).
Lozano received a BBA in Accounting from Texas Christian University and is an alumnus of Ernst & Young.
About Whitley Penn, LLP
Whitley Penn has consistently been recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting and other industry publications. For more information on Whitley Penn, please visit www.whitleypenn.com.