Press Releases Archives - Whitley Penn

Whitley Penn Welcomes Cortnee Brekke, CFE, CIA

Dallas, TX (June 16, 2022) – Whitley Penn welcomes Risk Advisory Services Senior Manager, Cortnee Brekke, CFE, CIA, to the firm. “We are excited to welcome Cortnee to Whitley Penn and the Risk Advisory Services team,” stated John Williamson, Risk Advisory Services Partner. “Her extensive industry knowledge and experience will provide a unique perspective to

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Bill Wilson and Julie Quaranta Nominated to Join TXCPA Committee

Fort Worth, TX (May 31, 2022) – Whitley Penn Tax Director, Bill Wilson, and Tax Senior Manager, Julie Quaranta have been nominated to join the Texas Society of Certified Public Accountants (TXCPA) Federal Tax Policy Committee beginning June 1. The Federal Tax Policy Committee serves as the voice of Texas CPAs to Congress, the Department

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Whitley Penn Wins 2022 Association for Accounting Marketing – Marketing Achievement Award for Business Development Initiative

Fort Worth, TX (May 24, 2022) – Whitley Penn’s Growth Initiative won in the category of Business Development Initiative for the 2022 Association of Accounting Marketing – Marketing Achievement Awards. There were 23 awards for marketing achievement presented to accounting marketers on May 2 at the Association for Accounting Marketing’s (AAM) annual Summit in Louisville,

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Whitley Penn Joins Fort Worth Hispanic Chamber of Commerce

Fort Worth, TX (May 24, 2022) – Whitley Penn has joined the Fort Worth Hispanic Chamber of Commerce. “As we continue building our network and making new connections, we look forward to taking advantage of all the opportunities a membership with the Fort Worth Hispanic Chamber of Commerce provides,” stated Whitely Penn Chief Growth Officer,

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Felix Lozano Named Dallas Metropolitan YMCA Board Chairman

Dallas, TX (April 21, 2022) – Whitley Penn Chief Growth Officer, Felix J. Lozano, III CPA, CFE, has joined the Dallas Metropolitan YMCA as the Chairman on the Board of Directors. Lozano is the first to be the chairman of both the YMCA of Metropolitan Dallas and YMCA of Metropolitan Fort Worth. He previously served

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Whitley Penn Recognized as a Top 100 Firm by Accounting Today

Fort Worth, TX (March 16, 2022) – Whitley Penn has been named a “Top 100 Firm” by Accounting Today. The firmed ranked at #40. The firm also ranked #36 among the Top Tax Firms and the second largest firm in the Southwest. “We are honored to be named to Accounting Today’s Top 100 Firm list,”

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