Chris Holman welcomes back Trey Williams, CPA, President of Maner Costerisan, Lansing, MI, to discuss recent promotions at Maner Costerisan.
Watch Trey and Chris discuss the Maner Costerisan staff several being promoted, in recent months and others being recognized for designations, all this building on the corporate culture of the company, in the YouTube video shared below;
Chris had several questions he wanted to find out more from Trey:
Ten team members have been promoted to manager across five departments within the full-service business consulting, wealth management, technology, and public accounting firm, tell us about that?
Kevin Todd, CPA, EA, USTCP, has been elevated to senior manager in Maner’s tax department, tell us about that?
News coming out today Maner Costerisan’s Matt Latham earns illustrious CEPA designation? Certified Exit Planning Advisor designation provides expertise on complex exit strategy plans?
Ten team members promoted to manager, Kevin Todd elevated to senior manager
Ten team members promoted to manager, Kevin Todd elevated to senior manager
LANSING, Mich. – Maner Costerisan has announced 11 staff promotions within its award-winning, full-service business consulting, wealth management, technology and public accounting firm. Ten team members have been promoted to manager and Kevin Todd, CPA, EA, USTCP, has been elevated to senior manager.
"We are delighted to announce the promotion of nearly a dozen team members to managerial roles at the firm," stated Trey Williams, CPA, president, Maner Costerisan. "These individuals have added significant value to our team and our clients. I am confident their strong work ethic and commitment to grow as professionals will contribute to further success for our clients."
Kevin Todd, CPA, EA, USTCP, was promoted from manager to senior manager in Maner’s tax department, where he will focus on tax planning and compliance for individual and for-profit business returns and provide support for federal and state controversy work.
Ten team members across five departments received promotions to manager, including:
- Brendan Baker, CPA, joined Maner Costerisan in 2019 as an intern and started full-time in 2020. He works in the firm’s audit department, providing assurance services to Maner’s telecommunication, nonprofit and education clients.
- Kelly Decker started at Maner in 2018 and previously served as an associate in the firm’s accounting & outsourced department. Decker works primarily with nonprofit clients and provides foundational accounting-related services. She recently obtained an American Institute of Certified Public Accountants Nonprofit Certification to assist them better. Decker is also a Certified Sage Intacct Implementation Specialist and provides expertise and guidance on software to the firm’s Intacct clients.
- Adam Frost joined Maner Costerisan in 2019 following a merger with Stevens, Kirinovic & Tucker P.C. He works in the firm’s accounting & outsourced department, providing accounting and financial support to Maner’s government clients.
- Steven Guipe, CFP®, joined Maner’s Wealth Management team as a wealth advisor in 2021. He collaborates with the firm’s clients to develop highly personalized and tailored financial plans to help them achieve their goals. Additionally, he successfully completed the multi-step, rigorous certification process and obtained his Certified Financial Planner license (CFP®) in 2023, allowing him to provide clients with expertise in multiple areas.
- Will Kwiecinski, CPA, works in Maner’s tax department, specializing in consolidated returns and affordable housing partnerships with a focus on personal property taxes.
- Madison Ley, CPA, joined Maner in 2019 after spending time as an accounting clerk at an insurance agency. She works in Maner’s accounting & outsourced department, supporting the firm’s small and midsize business and nonprofit clients prepare their financials and payroll.
- Ana Loew, CPA, started at Maner in 2021 and works in the firm’s tax department, providing tax services to nonprofit and for-profit clients. She also specializes in guiding organizations through the intricacies of gaining IRS tax-exempt status.
- Steven Osborn joined Maner in 2016 and previously served as an associate in the firm’s audit department. His daily responsibilities include providing audit and assurance services to nonprofit clients.
- Madison Reavis joined Maner in 2018 and works in the accounting & outsourced department, providing accounting services to the firm’s nonprofit clients. She specializes in QuickBooks Desktop and Online and is a certified QuickBooks Online ProAdvisor.
- Adam Rivera, Internal IT, Operations, has over a decade of internal IT experience. In his new role, he will oversee critical IT projects, and continue to support Maner’s internal technology strategy, ensuring its systems are robust, efficient, secure, and forward-thinking.
About Maner Costerisan
Maner Costerisan is an award-winning and nationally recognized full-service public accounting, technology, wealth management, and business consulting firm with offices in Lansing and Grand Rapids, Michigan. With over 100 years of experience, the firm employs more than 180 professionals. Maner is the sixth-largest accounting firm headquartered in Michigan based on annual revenue. In 2023, Maner Costerisan was named one of the top 50 Best of the Best Firms by INSIDE Public Accounting and a Top Firm to Watch nationwide by Accounting Today. Maner also continues to be acknowledged for its positive and inclusive work culture as it consistently is named a ‘Top Firm to Work For’ by Accounting Today and was recognized as one of the 2023 ‘Best Firms for Young Accountants’ by Accounting Today in addition to being named to the 'Best Places to Work in Southeast Michigan' list by Crain's Detroit Business. For information about Maner Costerisan, visit manercpa.com or call 517.323.7500.
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3-Matt Latham