Leadership

Area of Focus: Quickbooks (Pro, Premire, Enterprise & Online), Controller Outsourcing, Business Advisory

Industry Specialties: Direct Selling, Software as a Service

Profile:

Marc joined Squire in October of 2013, with about 6 years of Controller level experience in the Direct Selling industry.  He serves as one of Squire’s outsourced CFO/Controllers, focusing primarily on helping companies in the Direct Selling space. He especially enjoys helping new startup businesses get their accounting departments structured and giving them the tools they need to succeed.

Marc graduated from Brigham Young University in 2002 with a degree in Business Management with an emphasis on Information Systems.  He also has bachelor’s degree in Accounting from Utah Valley University.  He is a certified Pro Advisor in both Quickbooks Desktop and Quickbooks Online.

Education and Certifications:

• BS in Accounting from Utah Valley University
• BS in Business Management/Information Systems from Brigham Young University

Area of Focus: Information Systems and Microsoft Dynamics GP

Industry Specialties: Direct Selling

Profile:

• Served as a controller for a local security company
• Joined Squire & Company, PC in 2005

Education and Certifications:

• B.S., Brigham Young University
• MAcc, Brigham Young University
• Certified for Microsoft Dynamics GP
• Certified for Microsoft SQL Server
• Certified for Scribe Software
• Certified Public Accountant

Area of Focus: Wealth Accumulation and Management

Profile: Dwayne concentrates his efforts and extensive knowledge on getting clients to, and maintaining, financial independence.

• Joined Squire & Company, PC in 1997
• Has significant background in tax, audit, and business operations
• Worked for McGladrey & Pullen, LLC, in Las Vegas, out of college
• Served as controller in private industry for a software company

Education and Certifications:

• B.S., Brigham Young University
• MAcc, Brigham Young University
• Certified Public Accountant

Affiliations:

• American Institute of Certified Public Accountants, member
• Utah Association of Certified Public Accountants, member

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: Audit

Profile:

• Joined Squire July 2018
• Former Partner with Pinnock, Robbins, Posey and Richins, P.C.
• Danny is an audit partner within our firm and specializes in providing assurance (audit, review, compilation and agreed-upon procedures) services. He has extensive experience in auditing emerging, start-up, and closely held businesses in a variety of industries. He also specializes in governmental accounting and auditing, having worked with cities, local districts, and other governmental entities.

Education and Certifications:

• Bachelor of Arts in Accounting – University of Utah
• Master of Professional Accountancy – Weber State University
• Certified Public Accountant

Affiliations:

• Member of American Institute of Certified Public Accountants
• Member of Utah Association of Certified Public Accountants

Amanda is a Certified Public Account who joined the Squire team in 2005 after receiving a Bachelor of Science from Utah Valley University and a Master of Accountancy from the University of Utah. Amanda is an audit partner and currently serves as the audit practice area leader. Amanda’s industry experience includes real estate, manufacturing, insurance, and professional services. She regularly attends the Insurance Accounting & Systems Association local chapter meetings as well as the Utah Valley Chamber of Commerce Women Business Network, and Women Tech Council events. As a member of the UACPA Financial Literacy Committee, she gets the opportunity to teach to people in the community courses on financial literacy. She volunteers with VentureCapital.org mentoring start-ups as they prepare 10-minute pitches for their Deal Forums. At Squire, she is currently, on a committee with four partners going through a pilot program with the AICPA for a women’s initiative program. She is a 2016 AICPA Leadership Academy graduate—an academy that selects only 50 people in the country to attend annually.

Amanda is the leader of the Squire Women Improving Professionally group. She is also the leader of the Squire professional services industry group team and helps clients in this industry set and meet their financial reporting objectives.

When she isn’t at work, she enjoys spending time with her husband and four children, watching her children participate in sports, and reading good books.

Megan is an Advisory Partner who started as an intern with Squire in 2006 as she earned her Master’s of Accountancy degree from Brigham Young University in 2007. She has over a decade of experience working with businesses across several industries, specializing in QuickBooks consulting and outsourced accounting services for manufacturing and distribution clients. Megan is a writer and presenter for Intuit’s Trainer Writer Network and is recognized nationwide for her early adoption and expertise in QuickBooks Online. She has also been recognized as a Top 100 Quickbooks ® ProAdvisor by Insightful Accountant since 2016.

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

Megan lives in Spanish Fork, UT, with her husband and three kids. She can often be found on the field or on the court playing a sport in her spare time. She enjoys listening to books, music, sports, and spending time with family.

Area of Focus: Assurance Services

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

Profile:

• Previously served as a controller for a multi-state engineering firm

Education and Certifications:

• Master of accountancy degree from Utah State University
• Certified Public Accountant
• Associates degree from Snow College in computer information systems

Jonyce is CEO of Squire and Office Managing Partner of the Orem office. She graduated Cum Laude from Brigham Young University with a B.S. and Master of Accountancy with an emphasis in taxation. Jonyce is a certified public accountant and a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. Jonyce started at Squire in 1999 as a member of Squire’s tax team. In 2000, Jonyce started what became Squire’s QuickBooks support and consulting team and served as client accounting service lead. Squire became the first Intuit Partner in Utah and under Jonyce’s leadership, Squire is now the only Intuit Premier Partner in Utah. Prior to taking the helm as CEO in January, 2018, Jonyce had led Squire’s advisory practice area team from 2012-2017.

Jonyce was named an Intuit Top 100 ProAdvisor five years in a row prior to her focus shifting to her CEO responsibilities. She was also the recipient of the AICPA/UACPA Women to Watch – Emerging Leader award for 2011 as well as a recipient of Utah Business Magazine 30 Women to Watch Award for 2012. She has been named twice as CPA Practice Advisor’s Top 40 under 40 CPAs in America. Recently, Jonyce was awarded the AICPA Women to Watch Experienced Leader Award and Utah Business Magazine’s CEO of the Year Award.

Jonyce sits on the Advisory Board at both the Brigham Young University School of Accountancy, as well as the University of Utah School of Accountancy. She is on the Board of Directors for the Utah Valley Chamber of Commerce and is an Ambassador for the Utah Women in Leadership project. Previously Jonyce was the President of the Utah Association of CPA’s.

Jonyce is a loving and devoted mother of two children with her husband. In her free time, she enjoys attending local theater programs and BYU sporting events with her family.

Area of Focus: Risk Management, Internal and External Audit and Business Process Redesign

Industry Specialties: Construction, Direct Selling and Distribution

Profile:

• Member of the Business Advisory Division
• Experience working with organizations implementing Risk Management processes–especially when those processes relate to internal control over financial reporting
• Enjoys working with management, the audit committee and/or chief audit executive to ensure that the Internal Audit function is meeting the needs of the organization
• Facilitates Business Process Redesign to identify areas of improvement and related risks
• Member of the Audit Division
• Manages audit teams to provide assurance on financial information
• Coordinates international audit and advisory work through our association with Praxity

Education and Certifications:

• B.S., Brigham Young University
• MBA, Utah State University
• Certified Public Accountant
• Certified Internal Auditor

Affiliations:

• Construction Financial Management Association, associate member
• Institute of Internal Auditors, member
• American Institute of Certified Public Accountants, member
• Utah Association of Certified Public Accountants, member

Area of Focus: NetSuite, Digital Transformation, Outsourced Accounting and Financial Services

Industry Specialties: Consumer Products, Tech, Manufacturing

Profile:

• Strategic business combinations
• Digital Transformation
• Advises management through corporate growth and organizational transformation
• Serves as outsourced CFO for companies between $5MM and $200MM in gross revenue
• Experience helping manufacturing companies establish costing mechanisms, making sense of data, and organizing a framework of performance measurement
• Extensive experience establishing forecasted financials, cash flows, and executing strategic plans

Education and Certifications:

• MAcc, Brigham Young University
• B.S., Accounting, Brigham Young University
• Minor, Information Systems, Brigham Young University
• Certified Public Accountant
• Chartered Global Management Accountant
• IBM Certified Developer – Cognos TM1
• NetSuite Certification

Affiliations:

• Utah Association of Certified Public Accountants, member
• Association of Certified Public Accountants, member

Area of Focus: Business Tax, Personal Tax, Tax

Industry Specialties: Construction, Professional Services

Profile:

Having grown up in a small farming community, Robert understands the concept of hard work and dedication.  Growing up with a Dad who was a farmer and a contractor taught him a lot of important life lessons, and is where he gained his love of the construction industry as well as agriculture.

After earning a Master’s Degree in accounting at SUU, he moved his family to Las Vegas and worked in the public accounting arena there.  He, along with his family, was excited to join the HintonBurdick team in 2002 after several years in Las Vegas.  The move brought them back to their roots and Southern Utah.

Robert has been involved in the community in Cedar City and enjoys serving others.  He is a 4-H leader and has taught many young people the art of raising show lambs and introducing many to the agricultural world.  For many years he has taken a youth group to Mexico to build homes for the needy.  He has volunteered in the Rotary Club, Iron County Home Builders Association, and the Southwest Livestock Show.

The outdoors is where he and his family spend a lot of time.  If not in the outdoors, Robert really enjoys helping his clients navigate through the accounting and tax maze in their business.  His expertise and life experience have really helped him understand the real estate and construction industries.

Education and Certifications:

• Master of Accountancy, Southern Utah University, 1998

Affiliations:

• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants
• Rotary International
• Iron County Home Builders Association
• Boy Scouts of America

Area of Focus: Advisory, Bookkeeping Services, Business Tax, Controller Services, Executive Advisory, Payroll Services, Personal Tax, Software and Cloud-Based Solutions, Tax

Industry Specialties: Hospitality

Profile:

Todd has been working in public accounting at HintonBurdick CPAs and Advisors since 1998. He has experience in new business organization, business and individual tax preparation, consultation and planning in a variety of industries including hotels/motels and restaurants.

In Todd’s spare time, he enjoys playing basketball and softball. He enjoys spending time with his family off-roading on four-wheelers and side-by-side vehicles. He is also an avid reader and loves taking care of his yard.

Todd is married to Jennifer Feltner. They are the parents of four sons and one daughter.

Education and Certifications:

• Master of Accountancy, Southern Utah University, 1998

Affiliations:

• Southern Utah Estate Planning Council
• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants
• Chairman of Xeroderma Pigmentosum Family Support Group (a non-profit corporation)
• Past president of Color Country Chapter of the UACPA
• Past treasurer of United Way Dixie

Area of Focus: Agreed Upon Procedures, Assurance, Audit& Attest Services, Financial Statement Services

Industry Specialties: Government

Profile:

Jennifer grew up working in her parents’ restaurants learning the value of hard work at their elbows. She was taught that in business you must be able to do every job, and never ask someone to do something that you are not willing to do yourself. Her parents used to always say “If you don’t have to work hard for it, you will never understand its value.” She has carried these valuable lessons with her throughout her life.

Jennifer graduated Summa Cum Laude from Northern Arizona University with her Bachelors in Accountancy and began her career as an intern with HintonBurdick in 2011. She felt an immediate connection with the firm and its people and has made HintonBurdick her second home. Through the years she has worked with a variety of clients providing guidance and assistance where needed to help ensure their success. She finds great satisfaction in helping clients solve problems and hopes they learn as much from her, as she does from them.

In addition to being a Certified Public Accountant, Jennifer is a Certified Fraud Examiner and a Certified Government Financial Manager. Her time is primarily spent on providing audit and attest, consulting and financial statement services to local government and non-profit clients.

In her off time, Jennifer spends her time keeping up with her toddler, Madeleine; her husband, Clinton; her two loving rescue dogs and a cantankerous cat. She enjoys learning about the history of the places she visits, reading, tinkering with whatever fix-it project she comes across (something she inherited from her Dad), and spending time with her Mom and sisters.

Education and Certifications:

• B.S., Accounting, Northern Arizona University, 2011

Affiliations:

• Arizona Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• Association of Government Accountants
• Association of Certified Fraud Examiners
• Government Finance Officers Association of Arizona

Matt joined the firm in 2008 after receiving a Master of Accountancy degree
from Utah State University. Matt manages audits of for-profit entities, local governments,
and employee benefit plans. He spends his days assisting clients in understanding and applying
accounting standards, working with clients to understand the audit process, and assisting the
team members of Squire in being effective and efficient. He also makes recommendations for
improvements in clients’ internal processes and controls. Matt volunteered to serve as a lead
adopter to the AICPA’s Single Audit and Employee Benefit Plan Audit Certificates and was
among the first in the nation to be awarded these certificates, demonstrating his technical
expertise in performing single audits in accordance with Uniform Guidance and performing
audits of employee benefit plans.

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

Area of Focus: Tax

Industry Specialties:

• Personal Tax Returns

Profile:

• Member of Tax Committee

Education and Certifications:

• B.S., Utah Valley University
• MAcc, University of Utah
• Certified Public Accountant

Area of Focus: Assurance Services

Industry Specialties:  Government, including school districts and special districts, Not-for-Profit Organizations

Profile:

• Joined Squire & Company, PC in 2010
• Member of the assurance division

Education and Certifications:

• B.S., Brigham Young University
• MAcc, Brigham Young University
• Certified Public Accountant

Affiliations:

• American Institute of Certified Public Accountants, member

Area of Focus: Agreed Upon Procedures, Assurance, Audit& Attest Services, Financial Statement Services

Industry Specialties: Government, Tribal

Profile:

McKay was raised in a family of seven kids, which made for some very active and busy times.  One point of interest that most of the kids shared, to some degree, was an interest in Science Fiction and Fantasy.  This point of interest for McKay has led to a love of related topics in math, science, languages, cultures, and history, which in turn has ended up developing into a general love of knowledge and education.

McKay came to accounting through a side door, so to speak.  After spending close to ten years in information systems development, deployment, and management, he was introduced to the world of accounting.  As he delved deeper into accounting, McKay felt the financial systems reflected the same points of interest as the more general computerized information systems with which he had been working.  Upon finding the accounting to be as fun as the coding and development he had been doing, he decided to move into public accounting.

McKay has focused on auditing, providing financial and compliance audits to a variety of customers.  He enjoys assisting clients through the analysis of their systems, looking for areas that work well and areas that can be improved, to allow for more effective and efficient systems and operations.  McKay has not forsaken the IT world, though; as he still provides and oversees information systems assessments and audit services.

Education and Certifications:

• B.A., Computer Science, Southern Utah University, 2000
• B.S., Accounting, Southern Utah University, 2006
• MAcc, Southern Utah University, 2007

Affiliations:

• American Institute of Certified Public Accountants (AICPA)
• Utah Association of Certified Public Accountants (UACPA, ISACA (formerly the Information Systems Audit and Controls Association)
• Association of Certified Fraud Examiners (ACFE)
• Government Finance Officers Association of Arizona (GFOAz)

Areas 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:  Information technology, medical device, pharmaceutical/life sciences, manufacturing, wholesale distributors, newspaper print and television media, consumer products, financial services, and gaming

Profile:

• 17 years experience working with clients on a broad range of tax issues
• Specializes in corporate income tax matters including incorporation, contributions, distributions, redemptions, liquidations, mergers and acquisitions, and reorganizations
• Also specializes in U.S. taxation of international transactions including transfer pricing
• Prior to starting at Squire in 2014, Joe worked for 10 years with PwC in Southern California and Washington, D.C. serving clients in multiple industries

Education and Certifications:

• B.S. in Accounting from Brigham Young University, Cum Laude
• MAcc from Brigham Young University, Cum Laude
• Certified Public Accountant
• California and District of Columbia CPA

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: Microsoft Dynamics GP

Profile:

Kevin joined Squire’s advisory practice area in 2004 and graduated from Brigham Young University with a MISM degree in 2006. He is a manager in the advisory practice with an emphasis in ERP systems. Kevin is an expert in Microsoft Dynamics GP, Excel, and Microsoft SQL Server. Since joining Squire, Kevin has helped countless companies through ERP implementations and training. He has provided services to companies across many industries with a focus on high-technology and direct selling companies. Kevin specializes in helping companies to reach to improve their processes through training, data and process automation, and reporting.

Kevin is an affiliate member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. He currently serves on the Business and Marketing Advisory Board for the Alpine School District, and is a volunteer within the Boy Scouts of America. Kevin is also involved with the Utah Technology Council and Silicon Slopes. In his free time, Kevin enjoys water skiing, camping and anything that is outdoors

Education and Certifications:

• B.S., Brigham Young University
• MISM, Brigham Young University

Area of Focus: Business Tax, Controller Services, Executive Advisory, Payroll Services, Personal Tax, Software and Cloud-Based Solutions, Tax

Industry Specialties: Hospitality

Profile:

Chad has always enjoyed working with new businesses. Especially those looking for direction during start-up and ways on how they can grow. Chad has now turned this passion into a reality. Chad is the Head of the Advisory Services Committee for new business startups, financial analysis, and planning here at Hintonburdick. Chad also specializes in the hospitality industry, business taxes, and personal taxes.

Chad also enjoys spending time with his family, biking, running, and other outdoor adventures. He is married to Eryn Lambert. They are the parents of one daughter and two sons.

Education and Certifications:

• B.S., Accounting, Dixie State University, 2011
• MAcc, Utah State University, 2012

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

Andy began working at Squire in March of 2019 and previously worked for private businesses ranging from direct sales to Tech startups. With over 13 years of industry experience, he specializes in outsourced CFO & Controller services. He also specializes in identifying and implementing technology solutions for businesses. He has experience with SQL based platforms, Great Plains & NetSuite.

Education and Certifications: 

• B.S. Accounting, Utah Valley University
• MBA, Utah State University
• Certified Public Accountant
• Full Stack Developer Certification, University of Utah

Affiliations:

• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants

Area of Focus: NetSuite, QuickBooks Online, Expensify, Business Advisory

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

 Profile:

• Joined Squire & Company, PC in June 2017
• Serves as outsourced Controller for companies with $10MM+ in gross revenue
• Implements accounting systems and third-party applications for growing companies

Education and Certifications:

• B.S. in Accounting from Missouri Southern State University
• MAcc – University of Utah

Affiliations:

• Utah Association of Certified Public Accountants, member

Area of Focus: Agreed Upon Procedures, Assurance, Audit & Attest Services

Industry Specialties: Government, Tribal

Profile:

Steve started his career in public accounting as an intern with HintonBurdick.  After working daily with the great people at HintonBurdick, Steve knew this is where he wanted to spend his career.  When he is not at work,  Steve will most likely be found “crawling around the mountains”, tending to his garden and orchard, or planning a new adventure with his wife Amy, and their three children.  Over the years, Steve has partnered with Non-profit organizations to help children with life threatening illnesses to experience the outdoors. “There is nothing better than helping a kid catch their first fish”.

Professionally, Steve gets the greatest satisfaction by working closely with clients to help them achieve their goals.  Steve serves on the Firm’s Government and Tribal Practice Development Group.  Specifically, he oversees the annual Local Government Seminar sponsored by HintonBurdick. The primary purpose of the seminar is to proactively inform those involved, with financial management, of upcoming changes to accounting standards, how to implement the changes, improve internal controls, and how to deal with other challenges in their organizations.

Education and Certifications:

• MAcc, Southern Utah University, 2001

Affiliations:

• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants
• Governmental Finance Officers Association of Arizona

Area of Focus: Business Tax, Nonprofit Tax, Personal Tax, Tax

Industry Specialties: Construction, Family Office, Nonprofit Organizations

Profile:

From the time he was a small boy, Morris’s love of the outdoors was instilled by his family who hiked, fished and camped in the forests, national parks and desert areas in Utah.  However, his love of the public lands was taken to a new level when, as a 15-year-old young man, he spent a summer working in Zion National Park in the Youth Conservation Corps program.  A deeper love and respect for our public lands and particularly Zion was instilled through that experience.

Morris has a passion for the Not-For-Profit clients he serves.  As the Chairman of our Not-for-Profit Services Group, Morris brings a deep understanding of the accounting, business and tax issues that are unique to Not-For-Profit organizations.  He is an expert in consulting with Not-For-Profit organizations to build them in their decision making process and helping them grow and flourish.

Morris is a frequent speaker at national conferences on financial, governance, tax and accounting issues for Not-For-Profit organizations.  Some of his past affiliations include:

• Color Country Chapter UACPA President
• Board President, Treasurer, United Way Dixie
• Treasurer, Southern Utah Flood Relief Committee
• Treasurer, St. George Musical Theater
• Finance Chairman, Boy Scouts of America Virgin River District

Morris still loves to camp, hike, and fish in our public lands.  He is married to Mary Jo Dunnell Peacock.  They are the parents of two daughters and have seven grandchildren.

Education and Certifications:

• Masters of Accountancy and Finance, Southern Utah University, 1990

Affliations:

• Utah Association of Certified Public Accountants
• American Institute of Certified Public Accountants
• Treasurer, Southern Utah Home Builders Association 2008 – present
• Treasurer, Washington County Economic Development Council
• Treasurer, Caddy Group Donor Foundation

Area of Focus: Advisory, Business Tax, Controller Services, Executive Advisory, Personal Tax, Tax

Industry Specialties: Health Care

Profile:

Phillip is the Southern Region Managing Partner and works out of the St. George, Utah, location. He has been with HintonBurdick, now Squire, since 2001 and has worked his way up through management.

Phillip is married and has 4 children.

Education and Certifications:

• Master of Accountancy, Southern Utah University, 1996
• B.S., Accounting, Southern Utah University, 1992

Affiliations:

• Southern Utah Estate Planning Council
• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants

Adam worked with Pinnock, Robbins, Posey & Richins for 16 years before joining Squire in July, 2018 when the two firms merged. Adam earned his Bachelor of Science in Accounting from Utah State University and his Masters of Business Administration from the University of Utah. Adam specializes in partnership, corporation, trust, and individual income tax return preparation and planning. Adam enjoys assisting his clients with entity restructuring, business transaction planning, and small business accounting services. He focuses on helping privately held businesses, their owners, and families solve problems and reach their financial goals. Adam is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

When not helping his clients, Adam enjoys the outdoors hiking, skiing, and fishing with his wife and children.

Area of Focus: Process optimization, Organizational Development, Entrepreneurial Operating System, Strategic planning

Industry Specialties: Professional services, venture capital, private equity, technology

Profile:

Jared holds undergraduate and master’s degrees in Accounting (Audit) from Brigham Young University. After a brief stint in Big 4 public accounting, he co-founded a startup in Event Production and Event Technology, serving as CEO for nearly a decade before moving into a career in venture capital.

As Chief Strategy Officer at his venture capital firm, he acted as a fractional CEO for numerous portfolio companies, gaining diverse industry experience across multiple sectors and stages of growth. He later became Chief Operating Officer, focusing on optimizing the firm’s internal operations and enhancing service delivery to portfolio companies.

Jared now oversees all internal operations at Squire, including Firm Administration, Legal, IT, Human Resources, and Marketing.

Education and Certifications:

• Bachelor’s and Master’s degrees from Brigham Young University

About:

Jared is a former Division I athlete in Track & Field and Cross Country, and now enjoys recreational distance running. He is an avid reader and outdoor enthusiast, and can regularly be found on the mountain trails with his wife and four sons.

Garth Simpson serves as a Certified Public Accountant at Squire and is a member of the tax committee and business valuation team. He assists in training and support for new staff members and is an expert in state and local tax, with an emphasis in sales tax consulting. He specializes in business and personal tax returns (S Corporation, Corporation, Partnership returns) and helps set up retirement plans, performs tax consulting, and assists in tax planning for companies with general and specific accounting questions and needs. Before coming to Squire, he earned his Bachelor of Science and Master of Accountancy from Brigham Young University.

Garth is married and has three boys, watches movies and sports, likes to go hiking and fishing, and enjoys completing puzzles.

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

Industry Specialties: construction & real estate, technology, professional services and healthcare

Education and Certifications:

• Chelsea holds a Bachelor of Business Administration in Accounting and Master of Accountancy from Texas State University
• Certified Public Accountant

About:

Chelsea joined Squire in December 2021. Before joining Squire she spent 5 years with Atchley & Associates as a Tax Manager where she provided tax services to the Austin, Texas community in multiple industries. Prior to that, she worked as a tax accountant with Montgomery, Coscia, Griellich LLP, now Baker Tilly US, LLP. Chelsea has served clients in healthcare, construction, tech, real estate, professional services, and design. Additionally, her background includes supporting a variety of tax-exempt organizations, trade associations, political campaigns, and private foundations. Chelsea is a member of the AICPA and the UACPA and is a Texas CPA. She holds a Bachelor of Business Administration in Accounting from Texas State University and a Master of Accountancy from Texas State University.

Area of Focus: Advisory, Bookkeeping Servies, Payroll Services, Software and Cloud-Based Solutions

Industry Specialties: Hospitality

Profile:

Candus is a southern Utah native and a lover of the outdoors. Candus is competitive, enjoys sports, and is not afraid to get dirty and have fun. She is a mother to two beautiful children and loves watching her kids grow and play. Candus is a family person and spends as much time as she can with her family.

Candus started her career in public accounting in 2006. She completed her Master’s in Accounting from Southern Utah University in 2009 and obtained her CPA in 2020. She continues to focus her career in public accounting and advising small businesses.

The quote that would best describe Candus is “There is another way”. Candus is a fixer and enjoys finding solutions to problems and improving processes. Candus leverages technology and new innovative ways to streamline business activities which saves her clients time and helps them understand the financial side of their business.

Education and Certifications:

• MAcc, Southern Utah University, 2009

Affiliations:

• Southern Utah Five County Revolving Loan Fund Board

Area of Focus: Business Tax, Financial Statement Services, Litigation Support, Nonprofit Tax, Personal Tax, Tax

Industry Specialties: Construction, Health Care, Hospitality

Profile:

“I believe there is safety in numbers,” which is something Mike Torgerson wants his clients to feel. Mike is a committed advocate for his clients, finding solutions to their financial questions and protection for their family’s future. One of the greatest compliments Mike receives is getting referrals from his existing clients, “That’s when you know you’re successful . . . it’s when your clients refer people they care about.”

Mike uses strategy and technical skill to find innovative ideas, and is helping his clients build their professional services, construction, hospitality and agricultural businesses. Mike pursued his passion for tax strategy at the University of Utah. He understands the unique challenges and opportunities rural businesses face and is helping his clients thrive in the spaces they love to work and live. He is married to Lenae, and they are the proud parents of five.  In addition to family, Mike loves fishing and distance running.

Education and Certifications:

• B.S., Accounting, Brigham Young University, 2002
• Master’s in Taxation, University of Utah, 2003

Affiliations:

• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants
• Association of Certified Fraud Examiners

Area of Focus: Outsourced controller and CFO services; audit preparation services, assurance services (audit, review, compilation and agreed-upon procedures) for private or venture-capital-backed commercial businesses, governmental entities or non-profit organizations (including Single Audits). Wade also works with Squire’s wealth advisory and management practice.

Industry Specialties: Technology & Life Sciences, Construction, Governmental and Non-Profit, including government grant compliance.

Profile: Wade is a partner in Squire’s Advisory practice area and services a number of clients as their outsourced CFO, controller, or audit preparation and assistance needs. He also is the engagement or quality control partner on several assurance engagements. He is an educational speaker to university and professional groups. Wade serves on the Executive Committee within Squire. He serves on Squire’s Recruiting Committee.

Education and Certifications:

• Bachelor of Arts and Masters of Accountancy – Weber State University, 1995
• Certified Public Accountant – licensed in Utah, District of Columbia and Hawaii

About: Wade became an advisory and assurance partner with Squire as part of its merger with Pinnock, Robbins, Posey & Richins, PC. in 2018. Wade is a member of the American Institute of Certified Public Accountants (AICPA) and the Utah Association of Certified Public Accountants (UACPA). He has served as president of the UACPA and on the leadership council of the AICPA, as well as in other leadership positions within the UACPA. Wade has also taught accounting at Weber State University. Wade recently completed two terms on the Utah Board of Accountancy.

He enjoys many outdoor activities including mountain and road biking, backpacking, hiking with his wife, children and grand children, and anyone else he can get to tag along. He has also been coaching and refereeing soccer for over 30 years.

Area of Focus: Tax and Employee Benefit Plans

Profile:

• Joined Squire & Company, PC in January 2007
• Experienced in Corporate, Partnership, Individual, and Employee Benefit Plan Returns
• Experienced in Audits of Employee Benefit Plans
• Provides training and support for new staff members

Education and Certifications:

• Certified Public Accountant
• B.S., Brigham Young University
• MAcc, Brigham Young University

Affiliations:

• Utah Association of Certified Public Accountants, member
• American Institute of Certified Public Accountants, member

Paul joined the firm in 1996, shortly before receiving a Master of Accountancy degree from Brigham Young University. Paul has many years of auditing experience working in various industries: nonprofit organizations, governments, construction, franchising, manufacturing, and professional services. Paul’s primary area of emphasis is providing audit and related services to nonprofit organizations with local, national, and international missions. The nonprofit organizations currently served include membership societies, Utah charter schools, school district foundations, local chapters of United Way, community health centers, and international aid organizations.

Paul also supervises Squire’s Form 990 preparation team, leads the tax-exempt industry group and assists in the firm’s employee recruiting efforts. He is also an adjunct faculty member at Brigham Young University.

Paul is a member of the American Institute of Certified Public Accountants (AICPA), Utah Association of Certified Public Accountants (UACPA), Government Finance Officers Association (GFOA), Utah Nonprofit Association (UNA), and the AICPA’s Not-For-Profit Section. Paul has completed the AICPA’s Not-for-Profit Certificates I and II requiring 70 hours of training demonstrating proficiency in nonprofit accounting, governance, and IRS reporting and compliance.