Leadership

Area of Focus: QuickBooks (Pro, Premier, Enterprise, and Online); outsourced controller services; and business advisory

Industry Specialties: Direct Selling, Software as a Service

Profile:

• Marc serves as one of Squire’s outsourced CFOs/controllers, focusing primarily on companies in the direct selling industry.
• Marc especially enjoys helping startup businesses structure their accounting departments and giving them the tools they need to succeed.
• He brings controller-level experience from within the direct selling industry.
• He is a certified QuickBooks ProAdvisor for both QuickBooks Desktop and QuickBooks Online.

Education and Certifications:

• Marc received his Bachelor of Science degree in Business Management, with an emphasis in Information Systems, from Brigham Young University
• Marc received his Bachelor of Science degree in Accounting from Utah Valley University
• Certified QuickBooks ProAdvisor (Desktop and Online)

About:

Marc Andrus joined Squire in October 2013 and is now a partner with the firm.

Before joining Squire, Marc spent about six years in controller-level roles in the direct selling industry.

Area of Focus: Information systems and Microsoft Dynamics GP

Industry Specialties: Direct Selling

Profile:

• Dave serves as Squire’s Central Region Managing Partner.
• Dave works with companies on information systems and Microsoft Dynamics GP implementation and support.
• He brings hands-on controller experience to his work with clients’ accounting systems.

Education and Certifications:

• Dave received his Bachelor of Science and Master of Accountancy degrees from Brigham Young University
• Certified Public Accountant
• Certified in Microsoft Dynamics GP
• Certified in Microsoft SQL Server
• Certified in Scribe Software

About:

Dave Archibald, CPA, joined Squire in 2005 and serves as the firm’s Central Region Managing Partner.

Before joining Squire, Dave served as controller for a local security company.

Area of Focus: Wealth accumulation and management

Industry Specialties:

Profile:

• Dwayne helps clients achieve financial independence and maintain it over time.
• Dwayne brings a significant background in tax, audit, and business operations to his wealth management work.
• He draws on his experience as a controller in private industry to understand the financial picture of business owners.

Education and Certifications:

• Dwayne received his Bachelor of Science and Master of Accountancy degrees from Brigham Young University
• Certified Public Accountant

About:

Dwayne Asay, CPA, joined Squire in 1997 and is a partner in the firm’s Wealth Management practice.

After graduating from Brigham Young University, Dwayne began his career with McGladrey & Pullen, LLP (now RSM US) in Las Vegas. He later served as controller for a software company in private industry before joining Squire.

Dwayne is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Area of Focus: Tax and Pension; and Retirement Planning

Profile:

• Joined Squire & Company, PC in 1997
• Advisor with Squire Wealth Advisors
• Experience setting up and administering 401 (k), SEP, Profit Sharing and Defined Benefit plans
• Enjoys hellping people implement a modern portfolio theory strategy for their investment portfolio
• Affiliation with other professionals for Insurance and Estate Planning needs
• Married to Tami, 3 children
• Tami and Wayne both love the outdoors, sports, good movies and music

Education and Certifications:

• MACC, Utah State University
• Certified Public Accountant
• Personal Financial Specialist

Affiliations:

• Utah Valley Estate Planning Council
• Utah Valley University Foundation
• American Institute of Certified Public Accountants, member
• Utah Association of Certified Public Accountants, member

Area of Focus: Assurance services, including audits, reviews, compilations, and agreed-upon procedures; and governmental accounting and auditing

Industry Specialties: Government

Profile:

• Danny serves as Squire’s Northern Region Managing Partner and as an audit partner with the firm.
• Danny has extensive experience auditing emerging, start-up, and closely held businesses in a variety of industries.
• He specializes in governmental accounting and auditing, working with cities, local districts, and other governmental entities.
• He provides a full range of assurance services, including audits, reviews, compilations, and agreed-upon procedures.

Education and Certifications:

• Danny received his Bachelor of Arts degree in Accounting from the University of Utah
• Danny received his Master of Professional Accountancy degree from Weber State University
• Certified Public Accountant

About:

Danny Barlow, CPA, became a partner with Squire as part of its merger with Pinnock, Robbins, Posey & Richins, PC (PRPR) in 2018, and now serves as the firm’s Northern Region Managing Partner.

Danny is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Area of Focus: Audit and assurance services and financial reporting

Industry Specialties: Real Estate, Manufacturing, Insurance, Professional Services

Profile:

• Amanda is an audit partner and serves as the leader of Squire’s audit practice area.
• Amanda leads Squire’s professional services industry group and helps clients in that industry set and meet their financial reporting objectives.
• She has audit experience across the real estate, manufacturing, insurance, and professional services industries.
• She leads Squire Women Improving Professionally, the firm’s group supporting women’s professional development.
• She teaches community courses on financial literacy as a member of the UACPA Financial Literacy Committee.

Education and Certifications:

• Amanda received her Bachelor of Science degree from Utah Valley University
• Amanda received her Master of Accountancy degree from the University of Utah
• Certified Public Accountant
• AICPA Leadership Academy graduate, 2016

About:

Amanda Barrett-Brough, CPA, joined Squire in 2005 and is an audit partner and the firm’s audit practice area leader.

Amanda is a 2016 graduate of the AICPA Leadership Academy, which selects only 50 participants nationwide each year. She has served on a Squire committee piloting a women’s initiative program with the AICPA.

Amanda volunteers with VentureCapital.org, mentoring start-ups as they prepare pitches for its Deal Forums. She is active with the Insurance Accounting & Systems Association, the Utah Valley Chamber of Commerce Women in Business Network, and Women Tech Council. When she isn’t at work, she enjoys spending time with her husband and four children, watching her children play sports, and reading good books.

Area of Focus: QuickBooks consulting and outsourced accounting services

Industry Specialties: Manufacturing, Distribution

Profile:

• Megan serves businesses across several industries, specializing in QuickBooks consulting and outsourced accounting services for manufacturing and distribution clients.
• Megan is recognized nationwide for her early adoption of and expertise in QuickBooks Online.
• She has been named a Top 100 QuickBooks® ProAdvisor by Insightful Accountant every year since 2016.
• She is a writer and presenter for Intuit’s Trainer/Writer Network.

Education and Certifications:

• Megan received her Master of Accountancy degree from Brigham Young University
• Certified Public Accountant
• QuickBooks® ProAdvisor

About:

Megan Bronson, CPA, is an advisory partner with Squire. She began her career with the firm as an intern in 2006 while earning her Master of Accountancy degree from Brigham Young University.

Megan is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. She has held many positions on the board of the Kiwanis Club of Orem since 2008 and serves on the board of the Women in Business Network of the Utah Valley Chamber of Commerce.

Megan lives in Spanish Fork, Utah, with her husband and three children. In her spare time, she can often be found on the field or the court playing sports, and she enjoys audiobooks, music, sports, and spending time with family.

Area of Focus: Assurance services

Industry Specialties: School Districts, Government Entities, Employee Benefit Plans

Profile:

• Dave provides assurance services to school districts, government entities, and employee benefit plans.
• Dave brings hands-on financial leadership experience from his time as controller for a multi-state engineering firm.

Education and Certifications:

• Dave received his Associate degree in Computer Information Systems from Snow College
• Dave received his Master of Accountancy degree from Utah State University
• Certified Public Accountant

About:

Dave Brown, CPA, is a partner in the firm’s Audit & Assurance practice.

Before joining Squire, Dave served as controller for a multi-state engineering firm.

Jonyce Bullock, CPA, CGMA, is the CEO of Squire, a Utah-based accounting and advisory firm. Since joining Squire in 1999, she has helped shape the firm’s growth, client-service model, and operations. Early in her career, she founded Squire’s QuickBooks support and consulting practice, helping position the firm at the intersection of accounting technology and client advisory services.

Since becoming CEO in 2018, Jonyce has focused on firm governance, strategy, operations, and developing the next generation of leaders. Her experience spans many of the issues reshaping the profession, including evolving the firm business model, expanding advisory capabilities, using technology thoughtfully, strengthening partner and employee engagement, and preserving culture and client relationships as a firm grows.

Jonyce graduated magna cum laude from Brigham Young University with a Bachelor of Science and Master of Accountancy. She was named to the inaugural AICPA & CIMA Global Women to Watch program in the Experienced Leaders cohort, selected for professionals whose leadership and contributions have had a lasting impact on the profession. She has also been named to Forbes’ inaugural list of America’s Top 200 CPAs and twice recognized by Forbes as Best in State.

She serves on the AICPA PCPS Committee and currently chairs the Brigham Young University School of Accountancy Advisory Board and the Utah Valley Chamber. She also serves on the boards of the UVU Woodbury School of Business and YPO Utah.

Jonyce is passionate about strengthening the accounting profession through mentorship, leadership development, and greater opportunities for women in accounting. Her leadership is grounded in Squire’s values of Personal Connection, Proactive Ownership, and Thoughtful Innovation.

Area of Focus: Risk management, internal and external audit, and business process redesign

Industry Specialties: Construction, Direct Selling, Distribution

Profile:

• Ray helps organizations implement risk management processes, especially as they relate to internal control over financial reporting.
• Ray enjoys working with management, audit committees, and chief audit executives to ensure the internal audit function is meeting the needs of the organization.
• He facilitates business process redesign to identify areas of improvement and related risks.
• He manages audit teams that provide assurance on financial information.
• He coordinates international audit and advisory work through Squire’s association with Praxity.

Education and Certifications:

• Ray received his Bachelor of Science degree from Brigham Young University
• Ray received his Master of Business Administration degree from Utah State University
• Certified Public Accountant
• Certified Internal Auditor

About:

Ray Chipman, CPA, CIA, is a partner in the firm’s Audit & Assurance and Business Advisory practices.

Ray is an associate member of the Construction Financial Management Association and a member of the Institute of Internal Auditors, the American Institute of Certified Public Accountants, and the Utah Association of Certified Public Accountants.

Area of Focus: NetSuite, digital transformation, and outsourced accounting and financial services

Industry Specialties: Consumer Products, Technology, Manufacturing

Profile:

• Reuben serves as Squire’s Chief Strategy Officer and advises management teams through corporate growth, strategic business combinations, and organizational transformation.
• Reuben serves as an outsourced CFO for companies with $5 million to $200 million in gross revenue.
• He leads digital transformation efforts, helping companies modernize their financial systems and processes.
• He has experience helping manufacturing companies establish costing mechanisms, make sense of their data, and build frameworks for measuring performance.
• He has extensive experience preparing financial and cash flow forecasts and executing strategic plans.

Education and Certifications:

• Reuben received his Bachelor of Science degree in Accounting, with a minor in Information Systems, and his Master of Accountancy degree from Brigham Young University
• Certified Public Accountant
• Chartered Global Management Accountant
• NetSuite
• IBM Certified Developer – Cognos TM1
• AICPA Member

About:

Reuben Cook, CPA, CGMA, serves as the firm’s Chief Strategy Officer and a partner in its Technology & Business Advisory practice.

Reuben is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Area of Focus: Business and individual tax planning and compliance

Industry Specialties: Construction and Professional Services

Profile:

• Robert enjoys helping clients navigate the accounting and tax maze in their businesses.
• Robert brings a deep understanding of the construction and real estate industries, shaped by both his professional expertise and his upbringing.
• He gained his love of construction and agriculture growing up with a father who was a farmer and a contractor.
• He serves businesses and individuals with business and personal tax planning and compliance.

Education and Certifications:

• Robert received his Master of Accountancy degree from Southern Utah University
• Certified Public Accountant

About:

Robert Cox became a partner with Squire as part of its merger with HintonBurdick.

After earning his Master of Accountancy degree from Southern Utah University, Robert moved his family to Las Vegas, where he worked in public accounting for several years. He joined HintonBurdick in 2002, a move that brought his family back to their roots in southern Utah.

Robert is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. He is active in the Cedar City community as a 4-H leader, teaching young people to raise show lambs and introducing many to agriculture. For many years, he has taken youth groups to Mexico to build homes for families in need, and he has volunteered with the Rotary Club, the Iron County Home Builders Association, the Southwest Livestock Show, and Scouting America. Robert grew up in a small farming community, and he and his family spend much of their time outdoors.

Area of Focus: Business and individual tax planning and compliance; controller, bookkeeping, and payroll services; executive advisory; and software and cloud-based accounting solutions

Industry Specialties: Hospitality

Profile:

• Todd serves businesses and individuals with tax preparation, consultation, and planning across a variety of industries.
• Todd works extensively with hospitality clients, including hotels, motels, and restaurants.
• He helps new businesses get organized and set up for success.
• He provides controller, bookkeeping, payroll, and advisory services, including software and cloud-based accounting solutions.

Education and Certifications:

• Todd received his Master of Professional Accountancy degree from Southern Utah University
• Certified Public Accountant

About:

Todd Feltner became a partner with Squire as part of its merger with HintonBurdick.

Todd began his career in public accounting with HintonBurdick in 1998.

In his spare time, Todd enjoys playing basketball and softball, off-roading on four-wheelers and side-by-sides with his family, reading, and caring for his yard. He and his wife, Jennifer, are the parents of four sons and a daughter.

Area of Focus: Agreed-upon procedures; audit, assurance, and attest services; and financial statement services

Industry Specialties: Government

Profile:

• Jennifer provides audit and attest, consulting, and financial statement services, primarily to local government and nonprofit clients.
• Jennifer finds great satisfaction in helping clients solve problems and providing the guidance they need to succeed.
• She brings specialized expertise in fraud examination and government financial management to her audit work.
• She believes in being willing to do every job herself, a lesson she learned growing up working in her parents’ restaurants.

Education and Certifications:

• Jennifer received her Bachelor of Science degree in Accounting, summa cum laude, from Northern Arizona University
• Certified Public Accountant
• Certified Fraud Examiner
• Certified Government Financial Manager

About:

Jennifer Frank, CPA, CFE, CGFM, became a partner with Squire as part of its merger with HintonBurdick.

Jennifer grew up working in her parents’ restaurants, where she learned the value of hard work. After graduating summa cum laude from Northern Arizona University, she began her career as an intern with HintonBurdick in 2011 and built her career there.

Jennifer is a member of the American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants, the Association of Government Accountants, the Association of Certified Fraud Examiners, and the Government Finance Officers Association of Arizona. In her off time, she enjoys spending time with her husband, Clinton, their daughter, Madeline, their two rescue dogs, and a cantankerous cat. She also enjoys learning about the history of the places she visits, reading, tinkering with fix-it projects (something she inherited from her dad), and spending time with her mom and sisters.

Area of Focus: Audit and assurance services, including single audits under Uniform Guidance and employee benefit plan audits

Industry Specialties: Government, Employee Benefit Plans

Profile:

• Matt manages audits of for-profit businesses, local governments, and employee benefit plans.
• Matt helps clients understand and apply accounting standards and guides them through the audit process.
• He recommends improvements to clients’ internal processes and controls.
• He was among the first in the nation to earn the AICPA’s Single Audit and Employee Benefit Plan Audit certificates, having volunteered as a lead adopter of both programs.
• He helps Squire’s audit teams work effectively and efficiently.

Education and Certifications:

• Matt received his Master of Accountancy degree from Utah State University
• AICPA Single Audit Certificate
• AICPA Employee Benefit Plan Audit Certificate
• Certified Public Accountant

About:

Matt Geddes joined Squire in 2008 after earning his Master of Accountancy degree from Utah State University, and is a partner in the firm’s Audit & Assurance practice.

Matt is a member of the Government Finance Officers Association, the American Institute of Certified Public Accountants, and the Utah Association of Certified Public Accountants. He loves spending time with his wife, Mary Anne, and their five children at Bear Lake, and he is a fan of the Utah Jazz and the Utah State Aggies.

Area of Focus: Individual tax planning and compliance

Industry Specialties:

Profile:

• Jennie serves individuals with tax planning and compliance, with a focus on personal tax returns.
• Jennie serves on Squire’s Tax Committee.

Education and Certifications:

• Jennie received her Bachelor of Science degree from Utah Valley University
• Jennie received her Master of Accountancy degree from the University of Utah
• Certified Public Accountant

About:

Jennie Greene, CPA, is a partner in the firm’s Tax practice.

Area of Focus: Assurance services

Industry Specialties: Government (including school districts and special districts), Nonprofit

Profile:

• Kyle provides assurance services to government entities, including school districts and special districts, and nonprofit organizations.

Education and Certifications:

• Kyle received his Bachelor of Science and Master of Accountancy degrees from Brigham Young University
• Certified Public Accountant

About:

Kyle Greene, CPA, joined Squire in 2010 and is a partner in the firm’s Audit & Assurance practice.

Area of Focus: Agreed-upon procedures; audit, assurance, and attest services; financial statement services; and information systems assessments

Industry Specialties: Government, Tribal Governments

Profile:

• McKay provides financial and compliance audits to a variety of clients, with a focus on government and tribal entities.
• McKay enjoys analyzing clients’ systems to identify what works well and what can be improved, so their systems and operations become more effective and efficient.
• He provides and oversees information systems assessments and audit services, drawing on nearly ten years of experience in information systems development, deployment, and management.
• He brings a technologist’s perspective to financial systems, which he sees as closely related to the computerized systems he worked with earlier in his career.

Education and Certifications:

• McKay received his Bachelor of Arts degree in Computer Science from Southern Utah University
• McKay received his Bachelor of Science degree in Accounting from Southern Utah University
• McKay received his Master of Accountancy degree from Southern Utah University
• Certified Public Accountant

About:

McKay Hall is a partner in the firm’s Audit & Assurance practice.

McKay came to accounting through a side door. After spending nearly ten years in information systems development, deployment, and management, he discovered that he found accounting as engaging as coding and development, and he moved into public accounting.

McKay is a member of the American Institute of Certified Public Accountants, the Utah Association of Certified Public Accountants, ISACA, the Association of Certified Fraud Examiners, and the Government Finance Officers Association of Arizona. He grew up in a family of seven children who shared a love of science fiction and fantasy, which grew into his lifelong love of math, science, languages, cultures, history, and learning in general.

Area of Focus: Corporate income tax, consolidated returns, U.S. taxation of international transactions, transfer pricing, and accounting for income taxes under ASC 740

Industry Specialties: Technology, Medical Devices, Pharmaceutical & Life Sciences, Manufacturing, Wholesale Distribution, Media, Consumer Products, Financial Services, Gaming

Profile:

• Joe works with clients on a broad range of tax issues, with a focus on corporate income tax.
• Joe specializes in corporate tax matters, including incorporations, contributions, distributions, redemptions, liquidations, mergers and acquisitions, and reorganizations.
• He also specializes in U.S. taxation of international transactions, including transfer pricing.
• He advises clients on accounting for income taxes under ASC 740.

Education and Certifications:

• Joe received his Bachelor of Science degree in Accounting and his Master of Accountancy degree, both cum laude, from Brigham Young University
• Certified Public Accountant (licensed in California and the District of Columbia)

About:

Joe Hillstead, CPA, joined Squire in 2014 and is a partner in the firm’s Tax practice.

Before joining Squire, Joe spent 10 years with PwC in Southern California and Washington, D.C., serving clients in multiple industries.

Area of Focus: Revenue operations, marketing, and business development

Industry Specialties: Professional Services, FinTech, Cybersecurity, Risk Advisory

Profile:

• Daniel serves as Squire’s Chief Revenue Officer, overseeing marketing, business development, and client experience across the firm.
• Daniel helps drive Squire’s growth, strengthen client relationships, and deliver exceptional experiences for clients.
• He has led go-to-market launches, rebranding initiatives, product marketing, and revenue operations for professional services and technology firms.
• He brings experience leading marketing and growth through periods of rapid expansion and acquisition.

Education and Certifications:

• Daniel received his Bachelor of Arts degree in Communications from Slippery Rock University
• Daniel received his Master of Arts degree in Integrated Marketing Communications from Edinboro University
• Pragmatic Marketing Certified (PMC) Level II, Pragmatic Institute

About:

Daniel Hooven is Squire’s Chief Revenue Officer.

Daniel began his career at Vanguard, where he earned his Series 6 and Series 63 licenses. He went on to lead marketing and growth at a cybersecurity startup during a period of rapid growth and acquisition, and later at a global fintech company. Before joining Squire, he spent seven years at a top-60 national accounting and advisory firm, where he led the go-to-market launch and growth of its Consulting, Digital, and Capital practices. He held several leadership positions there, including Vice President of Marketing and Director of Marketing Strategy.

Daniel is a member of the American Institute of Certified Public Accountants.

Area of Focus:  Federal and state individual and business tax planning and compliance; estate and gift planning and compliance; and charitable and fiduciary income tax planning and compliance

Industry Specialties: Construction & Real Estate, Technology & Life Sciences

Profile:

• Greg serves a number of closely-held businesses and their owners, executives and professionals, and high-net worth and high-income individuals.
• Greg is the leader of Squire’s Wealth Advisory practice in its Salt Lake City office and enjoys the opportunity that provides to help clients reach their overall financial goals
• Greg has extensive experience with employee stock options and compensation structures
• He is an educational speaker to employee and professional groups
• He assists numerous clients with tax and financial planning and related income tax issues.

Education and Certifications:

• Greg received his Bachelor of Science and Masters’ of Accountancy degrees from Brigham Young University in 1997
• Certified Public Accountant
• Certified Financial Planner®
• Personal Financial Specialist

About:

Gregory O. (Greg) Hyde, CPA, PFS, CFP® became a tax partner with Squire as part of its merger with Pinnock, Robbins, Posey & Richins, PC (PRPR) in 2018.

Greg was awarded Bachelor of Science and Master of Accountancy degrees from Brigham Young University in 1997. He was with Deloitte’s tax and financial counseling services groups in Seattle and Salt Lake City from 1997 to 2001. Greg then worked for PRPR from 2001 to 2018, becoming a partner there in 2011.

Greg is the past president of the Salt Lake Estate Planning Council, has served on the boards of the IHC Foundation for Homecare and Hospice and Primary Children’s Medical Center Planned Giving Committee, and volunteers in various other community and youth organizations. He enjoys many outdoor activities, including snow skiing, camping, boating, and hiking along with his wife and five children.

Area of Focus: ERP systems, including Microsoft Dynamics GP; process automation; and reporting

Industry Specialties: Technology, Direct Selling

Profile:

• Kevin has helped many companies through ERP implementations and training, with a focus on technology and direct selling companies.
• Kevin is an expert in Microsoft Dynamics GP, Excel, and Microsoft SQL Server.
• He specializes in helping companies improve their processes through training, data and process automation, and reporting.
• He serves clients across many industries.

Education and Certifications:

• Kevin received his Bachelor of Science degree from Brigham Young University
• Kevin received his Master of Information Systems Management degree from Brigham Young University

About:

Kevin Johnson joined Squire’s advisory practice in 2004 and is a partner in the firm’s Technology & Business Advisory practice.

Kevin is an affiliate member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. He has served on the Business and Marketing Advisory Board for the Alpine School District, volunteers with Scouting America, and is involved with the Utah Technology Council and Silicon Slopes. In his free time, Kevin enjoys water skiing, camping, and anything outdoors.

Area of Focus: Business and individual tax planning and compliance; controller and payroll services; executive advisory; and software and cloud-based accounting solutions

Industry Specialties: Hospitality

Profile:

• Chad works with new businesses, helping them find direction during start-up and identify ways to grow.
• Chad provides financial analysis and planning for growing businesses.
• He specializes in the hospitality industry, along with business and individual taxes.
• He provides controller, payroll, and executive advisory services, including software and cloud-based accounting solutions.

Education and Certifications:

• Chad received his Bachelor of Science degree in Accounting from Dixie State University (now Utah Tech University)
• Chad received his Master of Accountancy degree from Utah State University
• Certified Public Accountant

About:

Chad Lambert became a partner with Squire as part of its merger with HintonBurdick.

At HintonBurdick, Chad led the firm’s Advisory Services Committee, which focused on new business start-ups, financial analysis, and planning.

Chad enjoys spending time with his family, biking, running, and other outdoor adventures. He and his wife, Eryn, are the parents of one daughter and two sons.

Area of Focus: Financial Planning, Investment Management, Retirement Planning, Tax Compliance, Social Security & Medicare

Industry Specialties: Manufacturing & Distribution, Non-profit Organizations, Mining & Energy, Oil & Gas

Profile:

• Joined Squire & Company, PC in 2008
• Enjoys helping clients with complex tax planning and compliance
• Nathan is passionate about investment management and helps clients implement evidence-based investing
• Has experience with Corporations, Partnerships, multi-state tax compliance, and international tax reporting
• Secretary Treasurer of the Financial Planning Association of Utah

Education and Certifications:

• Bachelors of Science in Accounting, Utah Valley University 2008
• Masters of Business Administrative, Utah State University 2013
• Certified Investment Advisor Representative 2014
• Certified Public Accountant
• Personal Financial Specialist

Area of Focus: Outsourced CFO and controller services, and technology solutions for businesses

Industry Specialties: Direct Selling, Technology

Profile:

• Andy provides outsourced CFO and controller services to businesses.
• Andy specializes in identifying and implementing technology solutions that help businesses run more effectively.
• He has experience with SQL-based platforms, Microsoft Dynamics GP, and NetSuite.
• He brings a background as a certified full-stack developer to his technology work with clients.

Education and Certifications:

• Andy received his Bachelor of Science degree in Accounting from Utah Valley University
• Andy received his Master of Business Administration degree from Utah State University
• Certified Public Accountant
• Full Stack Developer Certification, University of Utah

About:

Andy Nelson, CPA, joined Squire in March 2019 and is a partner in the firm’s Technology & Business Advisory practice.

Before joining Squire, Andy spent more than a decade in finance roles at private businesses ranging from direct sales companies to tech startups.

Andy is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Area of Focus: NetSuite, QuickBooks Online, Expensify, and business advisory

Industry Specialties: Direct Selling, Nonprofit, Technology & Life Sciences

Profile:

• Nate serves as an outsourced controller for companies with $10 million or more in gross revenue.
• Nate implements accounting systems and third-party applications that help growing companies scale.
• He works with platforms including NetSuite, QuickBooks Online, and Expensify.

Education and Certifications:

• Nate received his Bachelor of Science degree in Accounting from Missouri Southern State University
• Nate received his Master of Accountancy degree from the University of Utah
• Certified Public Accountant

About:

Nate Nugent joined Squire in June 2017 and is a partner in the firm’s Technology & Business Advisory practice.

Nate is a member of the Utah Association of Certified Public Accountants.

Area of Focus: Agreed-upon procedures; and audit, assurance, and attest services

Industry Specialties: Government, Tribal Governments

Profile:

• Steve provides audit and assurance services to government and tribal entities.
• Steve gets the greatest satisfaction from working closely with clients to help them achieve their goals.
• He serves on the firm’s Government and Tribal Practice Development Group.
• He oversees the firm’s annual Local Government Seminar, which helps financial management professionals prepare for changes to accounting standards, implement those changes, strengthen internal controls, and address other challenges in their organizations.

Education and Certifications:

• Steve received his Master of Accountancy degree from Southern Utah University
• Certified Public Accountant

About:

Steve Palmer became a partner with Squire as part of its merger with HintonBurdick.

Steve began his career in public accounting as an intern with HintonBurdick and knew right away that he wanted to spend his career there.

Steve is a member of the American Institute of Certified Public Accountants, the Utah Association of Certified Public Accountants, and the Government Finance Officers Association of Arizona. He has partnered with nonprofit organizations to help children with life-threatening illnesses experience the outdoors. When he isn’t at work, Steve can usually be found exploring the mountains, tending his garden and orchard, or planning a new adventure with his wife, Amy, and their three children.

Area of Focus: Business, nonprofit, and individual tax planning and compliance

Industry Specialties: Construction, Family Office, Nonprofit

Profile:

• Morris has a passion for the nonprofit clients he serves and brings a deep understanding of the accounting, business, and tax issues unique to nonprofit organizations.
• Morris chairs the firm’s Not-for-Profit Services Group.
• He consults with nonprofit organizations to guide their decision-making and help them grow and flourish.
• He is a frequent speaker at national conferences on financial, governance, tax, and accounting issues for nonprofit organizations.

Education and Certifications:

• Morris received his Master of Accountancy and Finance degree from Southern Utah University
• Certified Public Accountant

About:

Morris Peacock became a partner with Squire as part of its merger with HintonBurdick.

Morris serves as treasurer of the Southern Utah Home Builders Association, the Washington County Economic Development Council, and the Caddy Group Donor Foundation, and is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. He has previously served as president of the UACPA Color Country Chapter; board president and treasurer of United Way Dixie; treasurer of the Southern Utah Flood Relief Committee and St. George Musical Theater; and finance chairman of the Boy Scouts of America Virgin River District.

Morris developed a love of the outdoors as a boy, hiking, fishing, and camping with his family across Utah, and deepened his respect for public lands at age 15 while working a summer in Zion National Park with the Youth Conservation Corps. He still loves to camp, hike, and fish. He and his wife, Mary Jo, are the parents of two daughters and have seven grandchildren.

Area of Focus: Business and individual tax planning and compliance, controller services, and executive advisory

Industry Specialties: Health Care

Profile:

• Phillip serves as Squire’s Southern Region Managing Partner, based in the St. George, Utah, office.
• Phillip provides business and individual tax planning and compliance, controller services, and executive advisory.
• He works with clients in the health care industry.

Education and Certifications:

• Phillip received his Bachelor of Science degree in Accounting from Southern Utah University
• Phillip received his Master of Accountancy degree from Southern Utah University
• Certified Public Accountant

About:

Phillip Peine became a partner with Squire as part of its merger with HintonBurdick, and serves as the firm’s Southern Region Managing Partner.

Phillip joined HintonBurdick in 2001 and worked his way up through the firm’s management.

Phillip is a member of the Southern Utah Estate Planning Council, the American Institute of Certified Public Accountants, and the Utah Association of Certified Public Accountants. He is married and has four children.

Area of Focus: Partnership, corporate, trust, and individual income tax planning and compliance; entity restructuring; and business transaction planning

Profile:

• Adam serves privately held businesses, their owners, and their families, helping them solve problems and reach their financial goals.
• Adam specializes in partnership, corporate, trust, and individual income tax return preparation and planning.
• He enjoys helping clients with entity restructuring and business transaction planning.
• He provides accounting services for small businesses.

Education and Certifications:

• Adam received his Bachelor of Science degree in Accounting from Utah State University
• Adam received his Master of Business Administration degree from the University of Utah
• Certified Public Accountant

About:

Adam Posey became a partner with Squire as part of its merger with Pinnock, Robbins, Posey & Richins, PC (PRPR) in 2018.

Adam spent 16 years with PRPR before the merger.

Adam is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. When he’s not helping clients, he enjoys hiking, skiing, and fishing with his wife and children.

Area of Focus: Process optimization, organizational development, the Entrepreneurial Operating System (EOS), and strategic planning

Industry Specialties: Professional Services, Venture Capital, Private Equity, Technology

Profile:

• Jared serves as Squire’s Chief Operating Officer, overseeing all internal operations, including firm administration, legal, IT, human resources, and marketing.
• Jared brings experience as a fractional CEO for numerous venture-backed portfolio companies across multiple sectors and stages of growth.
• He specializes in optimizing internal operations and improving service delivery.
• He applies the Entrepreneurial Operating System (EOS) and strategic planning to help organizations run more effectively.

Education and Certifications:

• Jared received his bachelor’s and master’s degrees in Accounting, with an emphasis in Audit, from Brigham Young University

About:

Jared Rohatinsky is Squire’s Chief Operating Officer.

After beginning his career in Big 4 public accounting, Jared co-founded an event production and event technology startup and served as its CEO for nearly a decade. He then moved into venture capital, first as Chief Strategy Officer of his firm, where he acted as a fractional CEO for numerous portfolio companies, and later as its Chief Operating Officer, where he optimized the firm’s internal operations and enhanced its service delivery to portfolio companies.

A former Division I athlete in track and field and cross country, Jared now enjoys recreational distance running. He is an avid reader and outdoor enthusiast, and can often be found on mountain trails with his wife and four sons.

Area of Focus: State and local tax, with an emphasis in sales tax consulting; business and individual tax planning and compliance; and business valuation

Profile:

• Garth is an expert in state and local tax, with an emphasis in sales tax consulting.
• Garth prepares business and individual tax returns, including S corporation, C corporation, and partnership returns.
• He helps companies with tax consulting and planning, retirement plan setup, and their general and specific accounting questions.
• He serves on Squire’s tax committee and business valuation team.
• He helps train and support new staff members.

Education and Certifications:

• Garth received his Bachelor of Science and Master of Accountancy degrees from Brigham Young University
• Certified Public Accountant

About:

Garth Simpson, CPA, is a partner in the firm’s Tax practice.

Garth is married and has three sons. He enjoys movies, sports, hiking, fishing, and completing puzzles.

Area of Focus: Federal and state individual and business tax services; corporate income tax and accounting for income taxes under ASC 740; and tax consulting and planning

Industry Specialties: Construction & Real Estate, Technology, Professional Services, Health Care

Profile:

• Chelsea provides federal and state tax services to businesses and individuals across multiple industries.
• Chelsea advises clients on corporate income tax and accounting for income taxes under ASC 740.
• She has served clients in health care, construction, real estate, technology, professional services, and design.
• She has supported a variety of tax-exempt organizations, including trade associations, political campaigns, and private foundations.

Education and Certifications:

• Chelsea received her Bachelor of Business Administration degree in Accounting and her Master of Accountancy degree from Texas State University
• Certified Public Accountant (licensed in Texas)

About:

Chelsea Smith, CPA, joined Squire in December 2021 and is a partner in the firm’s Tax practice.

Before joining Squire, Chelsea spent five years as a tax manager with Atchley & Associates, providing tax services to clients in multiple industries in Austin, Texas. Before that, she worked as a tax accountant with Montgomery Coscia Greilich LLP, now part of Baker Tilly US, LLP.

Chelsea is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Area of Focus: Small business advisory, bookkeeping and payroll services, and software and cloud-based accounting solutions

Industry Specialties: Hospitality

Profile:

• Candus advises small businesses, helping them understand the financial side of their business.
• Candus is a natural problem-solver who enjoys finding solutions and improving processes.
• She uses technology and innovative approaches to streamline business activities, saving clients time.
• She provides bookkeeping, payroll, and software and cloud-based accounting solutions.

Education and Certifications:

• Candus received her Master of Accountancy degree from Southern Utah University
• Certified Public Accountant

About:

Candus Tibbitts, CPA, is a partner in the firm’s Technology & Business Advisory practice.

Candus began her career in public accounting in 2006 and earned her CPA license in 2020.

Candus serves on the Southern Utah Five County Revolving Loan Fund Board. A southern Utah native, she loves the outdoors, enjoys sports, and isn’t afraid to get dirty and have fun. She is the mother of two children and spends as much time as she can with her family.

Area of Focus: Business, nonprofit, and individual tax planning and compliance; financial statement services; and litigation support

Industry Specialties: Construction, Health Care, Hospitality

Profile:

• Mike is a committed advocate for his clients, finding answers to their financial questions and protecting their families’ futures.
• Mike combines strategy and technical skill to find innovative ideas for clients in professional services, construction, hospitality, and agriculture.
• He understands the unique challenges and opportunities rural businesses face, and helps clients thrive in the communities where they live and work.
• He considers client referrals his greatest compliment.

Education and Certifications:

• Bachelor of Science degree in Accounting from Brigham Young University
• Master of Taxation degree from the University of Utah
• Certified Public Accountant
• Certified Fraud Examiner

About:

Mike Torgerson became a partner with Squire as part of its merger with HintonBurdick.

Mike is a member of the American Institute of Certified Public Accountants, the Utah Association of Certified Public Accountants, and the Association of Certified Fraud Examiners. He and his wife, Lenae, are the proud parents of five children. In addition to spending time with family, Mike loves fishing and distance running.

Area of Focus: Outsourced CFO and controller services; audit preparation; and assurance services, including audits, reviews, compilations, agreed-upon procedures, and single audits

Industry Specialties: Technology & Life Sciences, Construction, Government, Nonprofit

Profile:

• Wade serves many clients as their outsourced CFO or controller, or helps them prepare for audits.
• Wade serves as engagement or quality control partner on assurance engagements for private and venture-capital-backed businesses, government entities, and nonprofit organizations, including single audits and government grant compliance.
• He also works with Squire’s wealth advisory and management practice.
• He serves on Squire’s Executive Committee and Recruiting Committee.
• He is an educational speaker to university and professional groups.

Education and Certifications:

• Wade received his Bachelor of Arts and Master of Accountancy degrees from Weber State University
• Certified Public Accountant (licensed in Utah, the District of Columbia, and Hawaii)

About:

Wade K. Watkins, CPA, became an advisory and assurance partner with Squire as part of its merger with Pinnock, Robbins, Posey & Richins, PC (PRPR) in 2018.

Wade has served as president of the Utah Association of Certified Public Accountants and on the leadership council of the American Institute of Certified Public Accountants, along with other UACPA leadership roles, and is a member of both organizations. He completed two terms on the Utah Board of Accountancy and has taught accounting at Weber State University. He enjoys mountain and road biking, backpacking, and hiking with his wife, children, and grandchildren, and anyone else he can get to tag along. He has also coached and refereed soccer for more than 30 years.

Area of Focus: Corporate, partnership, and individual tax compliance; and employee benefit plans, including plan returns and audits

Profile:

• Doug prepares corporate, partnership, individual, and employee benefit plan tax returns.
• Doug has experience auditing employee benefit plans.
• He helps train and support new staff members.

Education and Certifications:

• Doug received his Bachelor of Science and Master of Accountancy degrees from Brigham Young University
• Certified Public Accountant

About:

Doug Wilkins, CPA, joined Squire in January 2007 and is a partner in the firm’s Tax practice.

Doug is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Area of Focus: Audit and related services for nonprofit organizations, and Form 990 preparation

Industry Specialties: Nonprofit, Government, Construction, Franchising, Manufacturing, Professional Services

Profile:

• Paul provides audit and related services to nonprofit organizations with local, national, and international missions.
• Paul serves membership societies, Utah charter schools, school district foundations, local United Way chapters, community health centers, and international aid organizations.
• He supervises Squire’s Form 990 preparation team and leads the firm’s tax-exempt industry group.
• He has audit experience across a range of industries, including government, construction, franchising, manufacturing, and professional services.
• He assists with the firm’s recruiting efforts and serves as adjunct faculty at Brigham Young University.

Education and Certifications:

• Paul received his Master of Accountancy degree from Brigham Young University
• Certified Public Accountant
• AICPA Not-for-Profit Certificates I and II

About:

Paul Winward joined Squire in 1996, shortly before completing his Master of Accountancy degree at Brigham Young University, and is a partner in the firm’s Audit & Assurance practice.

Paul is a member of the American Institute of Certified Public Accountants and its Not-for-Profit Section, the Utah Association of Certified Public Accountants, the Government Finance Officers Association, and the Utah Nonprofit Association.