VonLehman Promotes Six, Highlights Strategic Business Moves

2021-01-14 Colleen Swanson & Kelsea Faulkner
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VonLehman is pleased to announce six firm-wide promotions effective January 1, 2021. Additionally, the firm initiated several strategic moves in 2020 including the introduction of a new advisory service to the firm’s portfolio.

“This past year presented enormous adversity that challenged us all personally and professionally,” said Brian Malthouse, Managing Partner. “While our profession is not considered blue collar, our community is personified by this identity. The blue collar work ethic is engrained in VonLehman’s DNA, as it is for the the many small, mid-size, and family owned businesses we serve across our region. As we continue to fight through this pandemic, it is especially important that we celebrate our successes.”

The six promotions include:

Senior Manager
Colleen Swanson

Manager
Kelsea Faulkner
Tim Furbush
Courtney Venard

Senior Accountant
Alex Bramer

Accounting Advisor
Melissa Davis

As it relates to strategic business moves, 2020 presented one of busiest periods in VonLehman’s 75-year history. In June, Adam Davey was announced VonLehman’s next Managing Partner. Davey is set to succeed Brian Malthouse on January 1, 2022. In October, Victor Evans became just the second leader of VonLehman’s tax practice in nearly two decades, taking over for long time shareholder, Curt Wenzler, who previously held the position for 17 years. Curt will continue to serve our tax clients in an advisory role. Most recently, Stephanie Allgeyer was named leader of the firm’s assurance practice, taking over for managing partner in waiting, Adam Davey. The firm introduced a new service offering, transaction advisory services led by Josh Burcham, to complement VonLehman’s thriving Mergers and Acquisitions Service Group.

Other strategic hires include Bryan Setz, Director of Business Valuation Services and Nick Ciaccio, Director of Client Accounting and Advisory Services (CAAS). Additionally, the firm made a pair of critical support staff hires in Mark Helphinstine, Director of Business Development, and Sarah Huber, Controller.

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