Press Archive

Whitley Penn Welcomes Shea Kracheck as Tax Partner

Plano, TX (January 18, 2022) – Whitley Penn welcomes new Tax Partner, Shea Kracheck, CPA, to the firm’s Plano office. “We are thrilled to be welcoming Shea to Whitley Penn,” stated Toby Cotton, Partner-in-Charge of the Firm’s Tax Practice. “Her impressive professional accounting experience in the construction and real estate industries brings a sharp and…

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Whitley Penn Named 2022 Best Place for Working Parents

Fort Worth, TX (January 13, 2022) – Whitley Penn’s Austin, Dallas, and Fort Worth offices have earned a 2022 Best Place for Working Parents Designation. “Whitley Penn is proud to receive a Best Places for Working Parents Designation for the second year in a row,” stated Managing Partner, Larry Autrey. “The importance of promoting a…

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Lupe Garcia Joins Fort Bend Chamber of Commerce Board of Directors

Houston, TX (January 12, 2022) – Whitley Penn Audit Partner, Lupe Garcia, has joined the Fort Bend Chamber of Commerce Board of Directors. Garcia is a Certified Public Accountant with more than 14 years of experience providing audit services to various governmental entities, including counties, cities, school districts, universities, community colleges and other special-purpose governments….

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Miranda Broussard Earns PHR Certification

Fort Worth, TX (January 11, 2022) – Whitley Penn People Associate, Miranda Broussard, has earned her Professional in Human Resources (PHR) Certification exam through the HR Certification Institute (HRCI). A PHR certification demonstrates one’s mastery of the technical and operational aspects of HR management, including U.S. laws and regulations. Broussard is instrumental in the recruiting,…

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Jennifer Grammer Named CREW Dallas 2021 Rising Star

Fort Worth, TX (December 20, 2021) – Whitley Penn Tax Manager, Jennifer Grammer, won the Commercial Real Estate for Women (CREW) Dallas 2021 Rising Star Award. The Rising Star Award is intended to highlight a new to the industry or young professional member who has contributed to CREW Dallas in the past 12 months and…

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Larry Autrey Named to D CEO’s Dallas 500

Fort Worth, TX (December 15, 2021) – Whitley Penn announces that Managing Partner, Larry G. Autrey, has been named to D CEO’s Dallas 500 List. The Dallas 500 is a special edition that profiles the most influential leaders in North Texas, across a wide spectrum of industries. It’s produced by the editors of D CEO,…

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Whitley Penn Announces New Partners for 2022

Fort Worth, TX (December 15, 2021) – Whitley Penn is pleased to announce the following individuals have been promoted to Partner as of January 1, 2022: Andy Hines, CPA, joined Whitley Penn in 2010. Hines is a certified public accountant with more than 10 years of experience in public accounting serving a broad range of clients,…

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Matthew Reiter Named Whitley Penn Director of Audit

Plano, TX (December 6, 2021) – Whitley Penn announces that Partner Matthew Reiter, will become the Director of Audit effective January 1, 2022. “Having Matthew, a strong and effective leader, step into the role of Audit Practice Director is an exciting move for the firm,” stated Larry G. Autrey, Whitley Penn Managing Partner. “He has…

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Felix Lozano Named Whitley Penn’s Chief Growth Officer

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….

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Whitley Penn Named as a Finalist in D CEO’s 2021 Excellence in Healthcare Awards

Dallas, TX (October 20, 2021) – Whitley Penn’s employee wellness program, FitWhit, has been named an Outstanding Wellness Program finalist for the second year in a row in D CEO’s 2021 Excellence in Healthcare Awards. These awards honor individuals, companies, and organizations in the region’s healthcare and corporate wellness industries. FitWhit was created as the firm’s wellness…

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Whitley Penn Odessa Office Holds Ribbon Cutting and Open House

(Odessa, Texas) October 20, 2021 –Whitley Penn’s Odessa, Texas, office held an official ribbon cutting ceremony and open house through the Odessa Chamber of Commerce to recognize the firm’s new location yesterday, October 19. “We are thrilled to officially celebrate the opening of our new Odessa office alongside the Odessa Chamber of Commerce, clients, family…

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Whitley Penn Hires New Audit Senior Manager

Austin, TX (October 4, 2021) – Mark Biegler, CPA has joined Whitley Penn as a Senior Manager within the firm’s audit group. “We are thrilled to have Mark as a member of the Whitley Penn audit team,” stated Felix J. Lozano III, Director of Audit. “Mark’s experience with financial institutions, mortgage banking, investment advisory and…

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Robert Allen, CFA, ABV, Earns CEIV™ Credential

Fort Worth, TX (September 28, 2021) – Forensic, Litigation and Valuation Managing Director, Robert Allen CFA, ABV, has earned the Certified in Entity and Intangible Valuations credential from the American Institute of Certified Public Accountants (AICPA). Allen has in-depth financial advisory and valuation experience with a focus on business valuation, intangible asset valuation, and value…

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Whitey Penn Contributes to American Heart Association’s Dallas Heart Walk

Dallas, TX (September 27, 2021) – Whitley Penn professionals recently participated in the initiative to raise money for the American Heart Association’s Dallas Heart Walk. Through individual contributions, Team Whitley Penn was able to collectively beat their goal of $25,000 and raised over $33,000 in donations. “I am extremely fortunate to be a part of…

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Whitley Penn Hires New Tax Director

Plano, TX (September 9, 2021) – William (Bill) Wilson, CPA has joined Whitley Penn as a Director within the firm’s Tax group. Wilson previously worked 37 years with IRS, including 20 years at the National Office level. Most recently, Wilson was a Team Manager in the Passthrough Entities Practice area where he led high profile…

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Kristen Sayegh Named Woman to Watch by Houston Business Journal

Houston, TX (August 30, 2021) – Whitley Penn Tax Senior Manager, Kristen Sayegh, has been named a Woman to Watch by the Houston Business Journal. The Women Who Mean Business awards honor women across 11 industry categories plus the Woman to Watch category. The criteria for selection included career achievement, contribution to company and city…

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Whitley Penn Hires Tax Senior Manager

Houston, TX (August 25, 2021) – Daniel Townsend, CPA has joined Whitley Penn as a Senior Manager within the firm’s tax group. “We are excited to have Daniel as a part of the firm. His previous experience, skill set, and leadership capabilities demonstrate the unique value he brings to our team,” stated Tommy Byrd, Tax…

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Larry Autrey Named to Accounting Today’s Managing Partner Elite

Fort Worth, TX – (August, 18 2021) – Whitley Penn Managing Partner, Larry Autrey, has been named to Accounting Today’s Managing Partner Elite list. To be eligible for the MP Elite, managing partners/CEOs must have been in their role for a minimum of four years and Autrey has served as Whitley Penn’s managing partner for…

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Whitley Penn Relocates Odessa Office

(Odessa, Texas) August 16, 2021 –Whitley Penn’s Odessa, Texas, office has relocated to the new First Basin building in Parks Legado Town Center. “We are excited about our new office location,” stated Scott T. Brown, Audit Partner. “We have devoted ourselves to placing our professionals in a location that supports their needs as well as…

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Kristen Lollar Invited to National Professional Advisory Board for the Texas Tech College of Media and Communications

Plano, TX – (August, 9 2021) – Whitley Penn Chief Marketing Officer, Kristen Lollar, has joined the National Professional Advisory Board for the Texas Tech University College of Media and Communications.  Throughout her career, Lollar has been passionate about leadership and mentorship. She has found many ways to mentor others within the Whitley Penn, through…

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Whitley Penn Contributes to Orion Jean’s Race to Kindness Campaign

Fort Worth, TX (July 23, 2021) – Whitley Penn recently participated in a community initiative called Race to Kindness: Race to 500,000 Books led by Orion Jean.  In total, the firm proudly donated nearly 1,500 books and $10,000. “Whitley Penn is passionate about helping our clients and our local communities,” stated Autumn Kraus, Whitley Penn…

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Whitley Penn Rises In Ranking of Largest Houston Area Accounting Firms

Houston, TX (July 21, 2021) – Whitley Penn announced that the Firm was recently named to the Houston Business Journal’s Largest Houston Area Accounting Firms list, ranked by total local accounting professionals. The firm ranked #11 on this year’s list as compared to #13 in 2020 and #16 in 2019. With exponential growth and strengthening…

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Werlein & Harris, P.C. to Join Whitley Penn

Houston, TX (July 19, 2021) – Whitley Penn is excited to announce that effective August 1, 2021, the members of Werlein & Harris, P.C. will join the firm. The addition will increase the firm’s size to approximately 650 employees, with about 125 in the Houston office. “We are very excited to have the Werlein & Harris team…

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Alba Soltero Recognized as Outstanding Committee Chair and Appointed as Chapter Director Odessa by Texas Society of CPAs Permian Basin Chapter

Odessa, TX (July 8, 2021) – Whitley Penn Audit Manager, Alba Soltero, recently received the Outstanding Committee Chair Award and took office as Chapter Director Odessa of the Texas Society of CPAs Permian Basin Chapter (TXCPA Permian Basin). Soltero was recognized and appointed at the Annual Meeting in June. “I feel honored to serve as…

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Nick Pollard Rejoins Whitley Penn as Assistant Controller

Dallas, TX (July 6, 2021) – Whitley Penn is pleased to announce that Nick Pollard, CPA, has rejoined the firm as Oil & Gas Assistant Controller in the firm’s Dallas Office.    Pollard has more than 10 years of oil & gas experience with a broad range of industry experience including land operations, financial statement…

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