Windes is pleased to announce the promotions of Kelly Buck and Ben McKinney as partners in its Audit & Assurance Services department, Miriam Kaplan as partner in Client Accounting Services, and Brooke Sigler and Tim Suarez as partners in its Tax department. These appointments were effective July 1, 2023.
Kelly joined Windes in 2015 after earning a Bachelor of Science in Management and Finance and a Master of Accounting from Tulane University. Her practice focus includes audit and consulting services for privately held businesses and nonprofit organizations. Kelly is a Board Member of the Long Beach Young Professionals, the Boys & Girls Clubs of Long Beach, and Treasurer of the Skid Row Running Club.
Miriam joined Windes in 2022 and has 15 years of experience in financial management. She received her Bachelor of Science and Master’s degrees in Business Administration from Touro College and Touro University, respectively. Miriam specializes in financial reporting, budgeting, variance analysis, performing due diligence for M&A transactions, and bookkeeping services. She is a Board Member of the San Fernando Valley Counseling Center.
Ben joined Windes as a Senior Manager in 2017. He has more than 15 years of audit and assurance experience servicing entrepreneur-owned and investor-backed private companies and nonprofit organizations. Ben earned a Bachelor of Science in Business Management and Accounting from California State University, San Marcos. In 2019, he received the Windes Excellence Award for Client Service and is currently an Advisory Committee Member for the Illumination Foundation.
Brooke joined Windes in 2010 after earning a Bachelor of Science in Business Administration, graduating magna cum laude from the University of San Diego. Brooke focuses on tax consulting, planning, and compliance for partnerships, LLCs, corporations, and individual clients. She is a committee member of the Young Physicians and Professionals Alliance, which supports the Torrance Memorial Medical Foundation.
Tim earned a Bachelor of Science in Accounting from California State University, Long Beach, and joined Windes in 2011. He is currently pursuing a Master of Science in Taxation at Golden Gate University. Tim specializes in compliance for corporations, partnerships, LLCs, consolidated groups, and multi-state businesses. His expertise includes mergers and acquisitions as well as ASC 740 provisions.
Kelly, Ben, Brooke, and Tim are Certified Public Accountants, and all five new partners, including Miriam, are members of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA).
“I am pleased to congratulate our new partners on their well-deserved promotions. With our phenomenal growth and expansion of new service lines, these talented and dedicated individuals have been exceptional stewards of our firm’s brand, demonstrating outstanding client service and impressive technical achievement,” says Managing Partner James Cordova. “I look forward to having Ben, Brooke, Kelly, Miriam, and Tim in the partner group. I am confident each will continue to be instrumental in shaping the firm’s future.”
View the press release HERE.
For more information, please contact Windes marketing at info@windes.com or toll-free at 844.4WINDES (844.494.6337).