Dave Peterson, CPA – Managing Partner
As a small business specialist, David R. Peterson fills the unique needs of smaller companies with services ranging from tax planning to the creation of accounting systems. The management advisory services he provides are especially useful for fast-growing, start-up, or troubled businesses.
Dave provides further consultation as an employer/employee relations specialist, utilizing the Predictive Index. With this proven personality evaluation tool, Dave assists clients in evaluating employees’ strengths, and further counsels clients on strategies for increasing effectiveness and overall motivation.
Dave began with Haynie & Company as a student intern in 1975 and excelled. After he graduated from the University of Utah in 1977, Haynie & Company offered Dave a full partnership in the firm. He holds a Bachelor of Arts degree in Accounting, with minors in math and computer science.
As a member of both American Institute of Certified Public Accountants (AICPA) and Utah Association of Certified Public Accountants (UACPA), Dave is active in the professional accounting community. He has chaired UACPA’s Public Relations Committee, and served on their Political Action Committee. He is also part of the Private Companies Practice Session of the AICPA.
Internationally, Dave is a member of “Choice Humanitarian,” a charity that provides training, service, and goods to villages in Mexico, Bolivia, Vietnam, Nepal, and Kenya. Locally, Dave’s community service includes membership on the Downtown Planning Committee and the Planned Gifts Committee of Primary Children’s Hospital. He is currently serving on the Alzheimer’s Board. He is an active University of Utah Crimson Club member and a past president and past treasurer of the Ute Little League Football program. He enjoys art, electronic gadgetry, fast cars, and stamp collecting. Dave is married, and has five children and six grandchildren.
Daniel Baird, CPA – Partner
Daniel Baird is a partner of Haynie & Company in the Salt Lake City, Utah office. He contributes a broad range of accounting and tax services to individual clients, and both privately held and publicly held business clients. He has served clients in retail, wholesale, manufacturing, construction, and real estate. Daniel has extensive experience in all areas of taxation, especially with partnership, corporation, and multi-state issues.
Daniel attended Weber State University. He received a bachelor’s degree in 1992 and a master’s degree in professional accountancy in 1993. While at Weber State University, he was a sprinter on the track team and broke several school records, as well as several stadium records at other universities. Daniel passed the CPA exam in 1994. He joined Haynie & Company promptly after graduating in 1993.
He is a member of the Utah Association of Certified Public Accountants and the American Institute of Certified Public Accountants.
Daniel and his wife Kristina have seven children. Staying active in the community is important to Daniel, as being a good neighbor and father is a high priority for a balanced life. He stays involved with his children’s school programs and is active in his church.
Daniel enjoys playing the piano and the trumpet, and helps with the kid’s band practice. He also enjoys participating in sports activities and traveling with his wife and children.
Kent M. Christensen, CPA, CVA – Partner
Kent M. Christensen received a bachelor’s degree from the University of Utah and a Master of Science in Accounting degree with an emphasis on taxation from Weber State University. Kent joined Haynie & Company in 1999 and manages the Salt Lake City tax department. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Utah Association of Certified Public Accountants (UACPA). He is well qualified in corporate income taxation, partnership taxation, individual taxation, and related planning and business organization.
Kent’s experience includes consultation on a wide array of issues including multi-state taxation, methods of accounting for inventories, inventory capitalization rules, fixed asset depreciation, alternative minimum tax, methods of accounting differences between book and tax, forms of doing business, and all other phases of consulting and compliance, including consolidated filing issues, mergers and acquisitions, international tax, IRS interface, and year-round tax planning. Kent consults with domestic companies, many with international operations, to comply with complex tax reporting requirements and help minimize federal and state income tax liabilities.
Nick Warnick, CPA – Partner
Nick Warnick provides audit and consulting services, and enjoys helping clients and companies from diverse industries get through the audit process smoothly. He grew up in Manassas, Virginia, and received a Bachelor of Science degree and subsequently a Master of Science in Accounting degree from Brigham Young University in April 2001. A Certified Public Accountant in the State of Colorado since 2002, Nick is also a member of the AICPA and the COCPA. Nick began as a staff auditor at Ernst & Young in Denver, Colorado, and over five years managed various clients in industries such as healthcare, real estate, technology, financial services, and manufacturing. His background includes experience with IPOs, mergers and acquisitions, consolidations, Sarbanes-Oxley, and SEC reporting. Nick also worked as a senior manager with the internal audit team for Western Union, a public company in the financial services industry. While at Western Union, he traveled to Ireland, Italy, Hong Kong, and China to assist in their international departments.
Since joining Haynie & Company CPAs in October 2007, Nick works with a wide variety of clients in the SEC, governmental, not-for-profit, for-profit, HUD, and employee benefit plan practice areas. He continues to work with industries such as real estate, cities, special districts, mining, broker/dealers, and manufacturing. He also participates in “Peer Review” services for other CPA firms.
Nick currently is involved in the community working with the Boy Scouts of America and recently completed a backpacking trip with scouts to the famed Chicago Basin area in southwest Colorado, where he summited three “fourteen’ers” (mountains over 14,000 feet). Nick and his wife Sara have four red-headed boys, which is Nick’s greatest achievement, he says. He enjoys spending family time with them mountain biking, camping, and just jumping on the trampoline.
Jeff Jones, CPA – Partner
Masters of Accountancy, Southern Utah University
Bachelor of Science degrees, accounting and political science, Southern Utah University
WHO AM I?
Married to Amanda, father of three beautiful daughters, Savannah, Rachel and Leah. Enjoy running, hiking, hunting and most outdoor activities. Annually, I light up my house in the most red neck fashion possible for Christmas.
AREAS OF EXPERTISE
Audit Partner: Specialty in auditing private companies, HUD, Non Profit audits. Reviews, Compilations and other Agreed Upon Procedures.
Brian Jacobson, CPA – Partner
Brian graduated from North Dakota State University with a Bachelor of Science degree in accounting in 2003. He joined Haynie & Company in 2014 and has a strong background in tax planning, consulting and compliance for corporate, partnership and individual clients. He works with clients in a variety of industries including real estate, manufacturing, professional services, healthcare, agriculture and not-for-profit organizations. Brian’s experience includes consulting on a wide range of tax issues including mergers & acquisitions, start-up companies, succession planning, stock options, real estate professionals, multi-state, international tax, trusts and estates. Prior to joining Haynie & Company, Brian was a tax manager with a regional CPA firm with offices in Minneapolis and St. Paul, Minnesota. Brian is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA).
Brian and his wife Nan have two sons. He values family time and enjoys hiking, participating in sports activities and coaching his sons youth sports teams
Chuck Bryson, CPA – Partner
Chuck has extensive experience in working with business owners in a wide variety of industries such as construction, manufacturing, professional practices, retirement plans, and non-profits. Chuck frequently speaks on the tax and business topics to other CPA’s and business owners. Chuck’s strong point is his objectivity and his ability to understand both sides of opposing views which then allows him to mediate disputes among business owners and family members. Chuck also consults with business owners in all phases of the life cycle of a business.
After managing his own practice for 12 years, Chuck merged his practice into Haynie & Company in November of 2013. Prior to operating his practice, Chuck worked for three different local CPA firms in the Denver metropolitan area gaining valuable experience over a period of 17 years.
Chuck is a graduate of Colorado State University where he received his undergraduate degree in Business Administration with an emphasis in accounting. Later, he obtained a Master’s degree in taxation from the University of Denver. He is a licensed CPA in Colorado.
Chuck has been active in numerous organizations over the years including Denver Public Library Friends Foundation, Greater Park Hill SERTOMA, various professional accounting organizations and the Black American West History Museum.
James Feldhake, CPA – Partner
Jim will have the overall responsibility for coordinating the services to you and will directly oversee the audit and tax services provided. Jim has 43 years of public accounting experience. His industry experience includes real estate, not-for-profit organizations, resort operations, construction and service organizations. Jim’s responsibilities will require active field involvement in the planning and supervision for the engagement and in connection with major issues which may arise. Jim joined Fox & Company, a national accounting firm, upon graduation from Regis College in 1972. He was admitted to partnership in 1979. In 1983, he left to start his own practice. Jim has been responsible for audits ranging from single location small audits to large multi-location engagements. Jim has served on the Colorado Society of Certified Public Accountants (CSCPA) Peer Review Board as well as the American Society of Certified Public Accountants (AICPA) peer review committee. Jim’s past assignments with the CSCPA include service on the Professional Ethics Board for three years. He served in various volunteer capacities with the United Way for five years. For three of those years, he served as Vice-Chairman for the Agency Relations committee which is responsible for allocation of funds to agencies. He is a past-president of the DTC Kiwanis Club and has been the treasurer for The Gathering Place, a local not-for-profit organization.
Lauren Scott, CPA – Partner
Lauren has been working with individuals, businesses, non-profit entities, trusts and estates for nearly 40 years, providing comprehensive tax guidance, advice, compliance and dispute resolution, with a special emphasis in trusts and estates. She earned a B.S. Degree in Accounting from Indiana University and is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (CSCPA). Lauren was a partner in the CPA firm of Halliburton, Hogsett, Scott and Associates when the firm merged with Haynie and Company in 2013. Lauren began her career in accounting in Indiana, prior to moving to Colorado. She is currently retired from Haynie & Co.
Patsy Stewart, CPA – Partner
Attended Brigham Young University and graduated with a bachelor’s degree in accounting. After attending Brigham Young University began working at Haynie & Company and passed the CPA exam shortly thereafter.
Who Am I?
Member of the Utah Association of Certified Public Accountants and the American Institute of Certified Public Accountants
Have one son. Enjoy working out and trying to stay fit and watching various sports on television with my son.
Areas of Expertise
Over 30 years of experience in providing consulting, taxation and certain assurance services to her clientele. She has served clients in various industries, which include but are not limited to; retail, wholesale, manufacturing, construction and professional services firms. In addition, she specializes in providing reviewed financial statements and compilations to her clients.
Richard J. Fleischman, CPA – Partner
Richard is a graduate of Northeastern University. He is a member of the American Institute of Certified Public Accountants (AICPA) and Colorado Society of Certified Public Accountants (CSCPA). Richard joined AJ Robbins, PC in 1994 and was part of the merger into Haynie & Company in 2013. Richard has managed engagements for public companies in excess of 6,000 hours. He has worked with technology companies, mobile application providers, retail and wholesale distributors, e-commerce, motion picture, manufacturing and service companies, restaurants, and gaming and entertainment companies. His experience includes audits in China, Macau, Hong Kong, Singapore and the UK, as well as extensive work throughout the US. Richard has extensive experience working with our affiliate firms on multi-national audits.
Robert Jensen, CPA – Partner
Robert Jensen is partner at Haynie & Company. He has over 35 years of experience in private accounting which includes a wide range of tax and accounting services for individuals and businesses. In addition, Robert has served as the managing partner of an accounting firm for 16 years before it merged into Haynie & Company January 2016.
Robert’s experience in professional services include retail and wholesale trade, manufacturing, professional services and international issues for private companies. He also has extensive experience in corporate and individual taxation as well as auditing private companies. Robert has provided comprehensive management advisory services, along with valuation and litigation support services.
Robert graduated from the University of Utah with two degrees, Accounting and Finance. He served 2 years as a Chief Financial Officer of large a large restaurant operation and 5 years as an Instructor of Business Development at a local community school. He has also served for several years on various committees with the UACPA and served on the Board of Directors for various operations, organizations and Universities in Utah. Robert is a proud grandparent, parent and loves University of Utah athletics.
Steve Avis, CPA – Partner
Weber State University – Master in Professional Accountancy, Bachelor of Science in Accounting
Who am I?
I enjoy spending time with my wife and four children when we are not all running around in different directions. I also enjoy woodworking.
Areas of Expertise
Specializing in audits of public and privately held companies.
Industry specialization: Construction, Manufacturing, Technology, Turnarounds, Biotech.
Ty Holman, CPA – Partner
Ty is a graduate of Brigham Young University and Mesa State College. He is a member of the American Institute of Certified Public Accountants (AICPA), and the Colorado Society of Certified Public Accountants (CSCPA). Ty worked with Ernst & Young and Great West Life and Annuity in Denver, Colorado prior to joining Haynie & Company in 2008. He has experience in a variety of areas, including: SEC, governmental, not-for-profit, HUD and private clients in a number of industries. Ty’s clients come from a variety of industries including, real estate, financial services, technology, professional services, hospitality, mining, special districts, cities, and not-for-profit entities. Ty has extensive experience in governmental audit and accounting. Ty is also Yellow Book compliant with respect to continuing professional education.
Aaron Abendroth, CPA – Tax Manager
Aaron Abendroth is a graduate of Brigham Young University with a master and bachelor degrees in accounting and information systems. Aaron is a member of the American Institute of Certified Public Accountants (AICPA). Aaron joined Haynie & Company in 2011 and works in the Salt Lake City, Utah office. Before joining Haynie, Aaron was a Partner at Baird, Blackburn & Abendroth, PC, and Karren Hendrix Stagg & Associates, PC in Salt Lake City, Utah. Aaron has had extensive tax and accounting experience with small to large corporations, S-corporations, partnerships and sole proprietorships, in such industries as manufacturing, real estate, financial services as well as others. Aaron works closely with Valuation issues and has valued over 100 companies. Aaron has specific experience in dealing with the IRS and State Tax Commissions, valuation issues for gifting and estate tax returns, tax consequences for merger and acquisition and captive insurance company setup and audits.
Adam Wilkes, CPA – Audit Manager
Adam Wilkes is a graduate of Fort Lewis College with a degree in accounting. Adam joined Haynie & Company in 2014. Before joining Haynie, Adam was a Senior Auditor at McGladrey LLP, EKS&H LLLP and AJ Robbins, PC in Denver, Colorado. Adam has worked on various audits of different types of companies and organizations, including experience auditing governmental, not-for-profit and HUD organizations. Adam is a member of the American Institute of Certified Public Accountants (AICPA) and Colorado Society of Certified Public Accountants (COCPA).
Andrea Marino – Tax Manager
Andrea earned her Bachelor of Science in Accounting from the University of Colorado at Boulder and began her career at Doty, Lyle and Jones in Boulder, Colorado. In 2010, she joined Halliburton, Hogsett , Scott and Associates, P.C. HHSA merged with Haynie and Company in January, 2013. She is a member of the Colorado Society of Certified Public Accountants and has experience in a variety of areas, including assisting in financial audits for various industries and individual and corporate taxation.
Christine McLeod, CPA – Audit Manager
Christine graduated from the University of Mississippi Patterson School Of Accountancy with a Bachelor of Accountancy. She is a member of the American Institute of Certified Public Accountants (AICPA), and the Colorado Society of Certified Public Accountants (CSCPA). Christine worked with Arthur Andersen and Co. in Dallas, Texas, as operations manager at Intellicall, Inc. in Carrollton, Texas, and as manager of St. Mary’s Federal Credit Union in Littleton, CO. Christine also managed her own private practice providing accounting services to a number of small clients in various industries. In 2013, she joined Haynie & Company. Christine has experience in a variety of areas, including SEC, governmental, not-for-profit, special districts, pension plans, hospitality, financial services, and small-business accounting.
Erik Soderberg, CPA – Tax Manager
University of Utah
Who Am I?
I enjoy biking and hiking in the canyons. We also like to go horseback riding in Kamas as a family.
Areas of Expertise
Audit – (HUD, Industry, Non-profit, SEC, etc.), Tax (Partnerships, Non-Profits, Trusts, Stock Options, etc.), EFile Cabinet, Payroll, RightSignature or SecureDrawer
Greg Doebler, CPA – Tax Manager
Greg Doebler is a graduate of Washington University in St. Louis, MO with bachelor degrees in Mathematics and Economics. Greg is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants and Colorado Society of Certified Public Accountants. He joined Haynie & Company’s Littleton, Colorado office in 2013 and has experience working with clients engaged in real estate, professional services, hospitality, small businesses and not-for-profit entities. Prior to joining Haynie, Greg was the tax manager with Klane & Associates, LLC in St. Paul, MN, where he worked for 11 years with a variety of high net worth individual and small business clients. Prior to Klane & Associates, LLC, Greg was one of the four key individuals who designed and built Mississippi Dunes Golf Links, then managed the golf course, restaurant and banquet facility for 7+ years following its completion.
Heidi Hawkins – Tax Manager
Attended the University of Utah, where she earned a double Bachelor’s Degree in Accounting and Marketing.
WHO AM I?
Born and raised in South Ogden, Utah, Heidi is passionate about living a healthy lifestyle and exploring the world. When she is not at work, she is either traveling, hiking to some mountain top or crossfitting.
AREAS OF EXPERTISE
Heidi loves providing her expertise in all things Tax. She is an expert at partnerships, individual, S-corporations or C-corporations. She is also very familiar with the real estate industry, Heidi often deals with Tech terminations, 754 elections, 1031 exchanges, filings related to foreign partners and foreign tax returns, and multi state issues and tax returns.
Ina Bateman, CPA – Tax Manager
Weber State University—Bachelor of Arts, Accounting
Weber State University—MAcc, Tax Emphasis
Who Am I?
I love the great outdoors—running, hiking, camping, fishing and 4-wheeling. I adore my family and love spending time with my husband and three children. They make me crazy, but I wouldn’t have it any other way.
Areas of Expertise
Tax—Individual, Business, Consolidations, Multi-State; QuickBooks (Basic)
Katie Watts, CPA – Audit Manager
Katie Watts is a Certified Public Accountant, devoted mother, and bulldog enthusiast. She joined the firm in 2009 and is currently an audit manager. Katie graduated in 2008 from the University of Utah with a Bachelor of Science in Accounting and in 2009 from the University of Utah with a Master of Accountancy audit emphasis. When she isn’t glued to her computer, Katie enjoys traveling, cooking, and spending time with her family and fur babies.
Lori Morris, CPA – Audit Manager
Lori has 30 years of experience, six years of which was with a large regional firm prior to joining Feldhake & Associates in 1990. Lori has experience with various types of audit engagements including subsidized multi-family housing developments, LIHTC projects, not-for-profit organizations, ski resorts and egg producers. Lori has 18 years experience with multi-family housing developments. A large portion of her time each year is devoted to performing and reviewing services to these organizations, both for-profit and not-for-profit. Lori is a member of the AICPA and CSCPA and previously served as co-chairman on the CSCPA’s CPE Compliance committee which is responsible for assisting members with and reviewing compliance of continuing professional education requirements.
Michael McLeskey, CPA – Tax Manager
Utah State University – obtained a bachelor’s degree in accounting in 2008 as well as a master’s degree (MAcc) in professional accountancy with an emphasis in taxation in 2009.
Who am I?
Michael and his wife Kara have four children. Michael loves spending time with his family, staying connected with his community, and being involved in his church. In his free time, he enjoys playing tennis, piano, running, or relaxing with a good book or movie.
Areas of Expertise
Michael McLeskey is a manager in the tax department of Haynie & Company’s Salt Lake City, Utah office. His areas of concentration include corporate income tax, tax provision consulting in accordance with ASC 740 (FAS 109) – Accounting for Income taxes, multistate taxation, partnership taxation, entity selection, S-corporation tax planning and compliance issues, IRS representation and resolution, high net worth individual taxation, and valuation issues.
He is a member of the Utah Association of Certified Public Accountants, American Institute of Certified Public Accountants, and National Association of Certified Valuation Analysts.
Rob Orton, CPA – Audit Manager
University of Notre Dame – Mendoza College of Business: Master of Science – Accountancy
Brigham Young University – Marriott School of Management: Bachelors – Business Management – Finance Emphasis – International Finance Co-Emphasis
Brigham Young University – Idaho: Associates – Business Management
Who Am I?
I am married with six children—five sons and one daughter—ages 5 – 19.
My interests include family, church service, running, cycling (mountain and road), and self defense.
Areas of Expertise
Internal and external audit, internal controls, SEC reporting, employee benefits
Industries: real estate, financial services, oil & gas, energy trading
Ray Russell, Jr., CPA – Partner – Retired
Ray Russell Jr., is an audit partner with a background in industry, governmental, not-for-profit and SEC accounting, auditing and financial reporting. He has been serving clients from the Colorado office of Haynie & Company and its predecessor for the past 36 years. He is the quality control director of the firm and serves as a peer reviewer for numerous other CPA firms.
An honors graduate in accounting from Angelo State University, Ray has worked with large local CPA firms for the past 36 years. He has extensive experience assisting clients with their accounting, auditing, financial reporting, budgeting, cash flow projections and tax consulting.
Ray has provided accounting, auditing and financial reporting services for governmental entities, not-for-profits, manufacturing, broker-dealers and various other industries. A brief listing of the governmental client types assisted is as follows:
- Metropolitan Districts
- Water and Sanitation Districts (including construction of water and sanitation systems)
- Fire Protection District
- Hospital District
- Towns and counties
Ray’s professional affiliations include the Colorado Society of Certified Public Accountants (CSCPA), the American Institute of Certified Public Accountants (AICPA) and IGAF Worldwide. He is also a member of the Colorado Special District Association and the Municipal Finance Officer’s Association. He is currently the Treasurer of the Jackson 105 Fire Protection District. He is the chairman of IGAF Worldwide’s peer review committee and is a member of the CSCPA peer review board and chairman of its Report Acceptance Body. He is a past member of the CSCPA governmental accounting committee.
Ray has achieved the Certificate of Educational Achievement for the Governmental Accounting Principles and Financial Reporting program.
Ray has been married to Jodie for 44 years and they enjoy dancing, camping, fishing and traveling. Ray and Jodie have two children and one grandchild. Ray also enjoys photography and golf. He has served in various community and service organizations. Ray is currently retired from Haynie & Co.