Press Archive

Whitley Penn Recognized as a North Texas Top Private Company

Dallas, TX (October 30th, 2020) – Whitley Penn has been recognized by the Dallas Business Journal’s as one of North Texas’ Top Private Companies list, ranked #56 out of more than 250 companies listed. The list is based off of 2019 revenue by companies headquartered in north Texas counties that are privately-owned with no parent…

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Alonzo Rojas, CPA, ABV, CVFI Earns CVFI Credential

Fort Worth, TX (September 25, 2020) –Forensic, Litigation, and Valuation Services Senior Associate Alonzo Rojas, CPA, ABV, CVFITM has earned the Certified in the Valuation of Financial Instruments credential from the AICPA. Alonzo has more than eight years of public accounting experience. He focuses primarily on the valuation of businesses and intangible assets tax reporting,…

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Johnson, Miller & Co. to Join Whitley Penn

Fort Worth, TX (September 24, 2020) – Whitley Penn is excited to announce that effective November 2020, Johnson, Miller & Co. will join the firm.  The addition will increase the firm size to approximately 600 employees in eight offices throughout Texas and New Mexico. “We are very excited about the Johnson, Miller & Co. team…

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Amanda Beabout Receives 2020 Women Who Mean Business Award

Houston, TX (August 25, 2020) – Amanda Beabout, Audit Senior Manager, was chosen to receive the 2020 Women Who Mean Business award from the Houston Business Journal. This award honors women across the Houston area for their achievement in various fields such as finance, energy, law, hospitality and more. Hundreds of women applied and 96…

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Whitley Penn Named to Dallas Business Journal Middle Market 50 List

Dallas, TX (August 5, 2020) – Whitley Penn has been listed to the Dallas Business Journal’s Middle Market 50 list. The list honors the fastest-growing private and public companies that are based in Dallas–Fort Worth and have an annual revenue between $10 million and $1 billion. “We are honored to be named to this year’s Middle Market 50 list,”…

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Marnie Liedtke, CPA Joins Whitley Penn as Audit Senior Manager

Plano, TX (August 3, 2020) – Marnie Liedtke, CPA has joined the firm as an Audit Senior Manager. Liedtke primarily focuses her abilities auditing employee benefit plans and has a strong knowledge of Department of Labor (DOL) and Internal Revenue Services (IRS) regulations. Before joining Whitley Penn, Liedtke served as an audit manager and senior manager, simultaneously managing…

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Brett Murphy Joins IBAT – Leadership Division Board of Directors

Austin, TX (July 21, 2020) – Brett Murphy, Audit Partner in the firm’s Austin office, has been named to the Independent Bankers Association of Texas (IBAT) – Leadership Division Board of Directors. Murphy primarily works with clients in the financial institutions industry but has significant experience working with publicly-traded and privately-held companies across a myriad of…

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Mike Herman Named Chief Operating Officer

Fort Worth, TX (July 15, 2020) – Mike Herman has joined the firm as Chief Operating Officer. Herman has 30 years of operational management, strategic and financial leadership experience with a diverse background in accounting, finance, treasury, compliance, information technology security, risk management, human resources and commercial transactions (M&A). Prior to joining Whitley Penn, Herman served…

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Whitley Penn Increases Ranking In Largest Houston Area Accounting Firms List

Houston, TX (July 13, 2020) – Whitley Penn was recently named to the Houston Business Journal’s Largest Houston Area Accounting Firms list, ranked by total local accounting professionals. The firm ranked #13 on this year’s list as compared to #16 in 2019. With significant firm growth and strengthening client relationships, the firm aims to be a continuous resource…

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Lindsay Shipman, CPA CFA, Joins Whitley Penn as a Director

Austin, TX (June 24, 2020) – Lindsay Shipman, CPA, CFA, has joined the firm as a Forensic, Litigation and Valuation Services (FLVS) Director in our Austin office. Before joining Whitley Penn, Shipman held positions in the Office of Litigation Economics with the Securities and Exchange Commission (SEC) and at the Federal Deposit Insurance Corporation (FDIC). With Shipman’s experience…

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Eric Lister Becomes Certified Internal Auditor®

Houston, TX – (June 23, 2020) – Eric Lister, CFE, CIA®, Risk Advisory Services Senior Manager, has passed all sections of the Certified Internal Auditor® exam. The Certified Internal Auditor® designation is the flagship certification offered by the Institute of Internal Auditors, which holds strict criteria when determining who can sit for the exam. Lister has extensive experience working in…

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Daniel Brezik, CPA Joins Whitley Penn as Audit Manager

Fort Worth, TX (June 16, 2020) – Daniel Brezik, CPA has joined the firm as an Audit Manager in the Fort Worth Office. Brezik has more than 5 years of experience in auditing, accounting and internal auditing in various industries as well as knowledge of applicable accounting standards. He has performed audits and reviews from planning…

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Emily Landry, CPA Named to 2020 TXCPA Rising Star

Fort Worth (May 29, 2020) – Emily Landry, CPA, Tax Manager in the Fort Worth office, was named as an honoree for the 2020 Texas Society of Certified Accountants (TXCPA) Rising Stars.  These CPA members are 40-years-old or younger and have demonstrated exemplary leadership skills and active involvement in TXCPA, the accounting profession and their communities….

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Ailene Comple-Makalintal Earns Advanced Single Audit Certificate from the AICPA

Houston, TX (May 20, 2020) – Ailene Comple-Makalintal, an Audit Manager in Whitley Penn’s Public Sector group, has earned the Advanced Single Audit Certificate from the American Institute of CPAs (AICPA). Comple-Makalintal has more than eight years of audit public accounting experience working with clients in the following industries: school districts, institutions of higher education, non-profit organizations,…

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Robert Allen Appointed to AICPA Forensic and Valuation Services (FVS) Committees

Fort Worth, TX (May 12, 2020) – Whitley Penn Forensic Litigation, and Valuation Services Managing Director Robert Allen has been appointed to the AICPA’s (American Institute of Certified Public Accountants) Forensic and Valuation Services (FVS) – Business Valuation Committee for 2020-2021. Allen has more than 18 years of financial advisory and valuation experience.  His areas…

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Whitley Penn Ranked 5th Largest Accounting Firm in North Texas

Dallas, TX (April 27, 2020) – Whitley Penn ranked 5th in the recent list of Largest Accounting Firms in North Texas by the Dallas Business Journal. The ranking of accounting firms is based on the number of local Certified Public Accountants (CPA). Whitley Penn proudly employs 151 CPAs between the Dallas, Fort Worth and Plano offices. Whitley Penn encourages…

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Whitley Penn Launches Intern Professional Development Program, DEVELOP at WP

Dallas, TX (April 9, 2020) – Whitley Penn proudly announced a new program called, DEVELOP at WP, which was created to educate and encourage firm interns as they cultivate relationships and grow in their professional development skills. As the interns begin their careers, the DEVELOP program will be instrumental in providing opportunities to expand their leadership skills, network with peers…

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Whitley Penn Named One of the Best Places for Working Parents in Fort Worth

Fort Worth, TX (March  31, 2020) – Whitley Penn has been recognized as one of the Best Places for Working Parents in Fort Worth. The 2020 Best Place for Working Parents™ designation recognizes businesses that are committed to supporting working parents through their family-friendly policies and practices. Each company was scored on benefits that are offered to…

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Whitley Penn Recognized as a Top 100 Firm by Accounting Today

Fort Worth, TX (March 26, 2020) – Whitley Penn has been named a “Top 100 Firm” by Accounting Today. The firm moved up the list of rankings from 43 to 41. The firm was also named among the “Pacesetters in Growth” as well as the second largest firm in the Southwest. “It’s great to see the firm be recognized…

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Jake Morris Joins Whitley Penn

Houston, TX (March 24, 2020) – Jake Morris, CPA has joined the firm as a WP Edge Senior Manager. Morris primarily focuses his time and efforts on management and leadership, banking relationships, month-end procedures and reconciliations, financial statement presentation and analysis, evaluation of financial ratios, debt compliance, and development/analysis of financial reports. Before joining Whitley Penn, Morris served…

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Whitley Penn Listed as the 16th Largest Accounting Firm in Austin

Austin, TX (March 16, 2020) – Whitley Penn has been named the 16th largest accounting firm in the Austin area by the Austin Business Journal (ABJ), based off of the number of CPAs.  This ranking is four positions higher than the 2019 results. Since moving into the Austin market in 2017, Whitley Penn has made a commitment to increasing…

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Joni Lui Earns Certified Internet Recruiter Designation

Fort Worth, TX (March 6, 2020) – Joni Lui, Talent Acquisition Associate, has earned the Certified Internet Recruiter (“CIR”) designation.  This certification is sponsored by AIRS, an industry leader in recruitment training for the last 20 years. Lui, who joined the team in 2019, currently leads Whitley Penn’s talent acquisition efforts for the Audit department. Before…

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Whitley Penn Named One of the Fastest Growing Companies in Fort Worth

Fort Worth, TX (February 10, 2020) – Whitley Penn has been named the 17th fastest growing company in Fort Worth for 2020 by Fort Worth Inc. The article highlighted Whitley Penn’s fast-paced growth since 2015 as a result of our use of technology, client differentiation, and a reliable stream of high-quality employees via college recruiting programs. “We are proud…

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Meredith Bajorek, Jennifer Grammer Join Whitley Penn as Tax Managers

Fort Worth, TX (January 22, 2020) – Meredith Bajorek and Jennifer Grammer have joined the firm as Tax Managers in the Fort Worth office. Bajorek provides Whitley Penn with over 15 years of tax & accounting experience in both public accounting and industry roles. She focuses primarily on high net worth individuals, family groups, small business…

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Sheryl Messer, CPA Joins Whitley Penn as Public Sector Senior Manager

Fort Worth, TX (January 20, 2020) – Sheryl Messer, CPA has joined the firm as a Public Sector Senior Manager in the Fort Worth Office. Messer has more than 20 years of experience in accounting, financial reporting, and auditing in various industries as well as knowledge of applicable accounting standards. She will be leading financial statement audit…

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Whitley Penn Announces 2020 New Partners

Plano, TX (January 2, 2020) – Whitley Penn is pleased to announce that Tommy Byrd, Melinda Jones, Josh Plunk, Chase Tipton, Justin Wetzler, and John Williamson have been invited into the partnership effective January 1, 2020. Tommy Byrd, CPA, advises public and private clients in the following industries: oil and gas, healthcare, service, industrial manufacturing, and transportation.  He has also had significant…

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