Certified Public Accountants
David R. Whittle, CPA
Dave is our firm’s managing partner and the partner in charge of the Powell office. He graduated from High School in Glasgow, Montana in 1972 and earned his Bachelor’s of Science degree in Accounting from the University of Montana in 1976. After graduating, Dave worked with a CPA firm in Cody for eight years prior to purchasing our firm. He has worked in public accounting since 1976 and has been licensed to practice as a CPA since 1981.
Dave has a vast array of experience in all areas of income tax preparation and planning for individuals, corporations, estates, trusts and not-for-profit entities. Other areas of expertise are financial planning for investing, retirement, estates and trusts, business and succession planning, business consulting for operations, purchases and sales.
Joseph A. Asay, CPA
Joe joined our firm in 2010; his professional experience before joining us included nine years in the private sector and eight years in public accounting. He is a Cody High School graduate, and earned his Bachelor of Science degree in Business Administration from the University of South Dakota. He has been licensed to practice as a CPA since 2005, and became a partner in our firm in 2012. Joe is experienced in all areas of income tax preparation and planning, and financial statement preparation.
Lynne M. Whitmore, CPA
Lynne graduated from the University of Wyoming with a Bachelor’s Degree in Secondary Education. She returned to school to earn her Master’s Degree in Accounting from the University of Montana, Missoula. Lynne has been licensed to practice as a CPA since 1999 and became a partner in our firm in 2013. Prior to joining our firm, she spent 29 years in private industry accounting in the fields of oilfield construction, trucking, travel, mining and after-market manufacturing. Lynne has been in public practice since 2003, preparing tax returns and financial statements for individuals and businesses, helping clients with tax planning, and performing internal control work for the firm system reviews. Her education background has allowed her to teach accounting and QuickBooks classes through Northwest College in Powell, in the adult education arena. Lynne is currently serving as vice president of the Kiwanis Club of Powell, and is a board member and treasurer of the Homesteader Museum Association, Inc.
Nathanial D. Keefer, CPA
Nate joined our firm in November 2013. He graduated from Powell High School in 1997 as a Powell native. Nate attended Northwest College, and earned his Bachelor of Science degree in Accounting from Montana State University-Billings in 2011. He is currently working on his MBA degree. Nate has worked in public accounting since 2003, while attending college and university classes, and was granted his license to practice as a CPA in January of 2013. Nate is experienced in corporation, partnership and individual tax preparation as well as governmental auditing.
Janell is a Powell native. She worked in banking prior to joining the Firm in 1991 and became a shareholder in 2009. Janell is responsible for computer operations and technical support, client bookkeeping and financial statement compilation, payroll preparation and reporting, and serves as a notary public. She is also the QuickBooks Pro Advisor at the Powell office and provides QuickBooks support and consulting services to many of our bookkeeping and tax clients.
Trevor R. Whitaker
Trevor joined our firm in January 2012 as a staff accountant. He graduated from Powell High School in 2002 as a Powell native. He attended Northwest College and earned his Bachelor’s degree in Business Management with a minor in Finance from the University of Wyoming in December 2009. Trevor later returned to the University to study accounting and accepted an offer of employment with our firm in December 2011. He is currently studying for the CPA exam. Trevor’s duties with our firm include income tax preparation, bookkeeping and payroll services.
Linda M. Kolpitcke
Linda joined our firm in January 2013 as a staff accountant. She graduated from Cody High School in 1986 and earned her Bachelor of Science degree in Accounting from the University of Wyoming in 1990. Linda went on to earn her Juris Doctorate degree from the University of Wyoming College of Law in 1995. She has been licensed to practice law in the State of Wyoming since 1995. Linda came to us with a broad range of work experience, including practicing law in a small private firm and with the Wyoming Attorney General’s Office as an Assistant Attorney General. She has also served as the Executive Assistant to the Board/President, Assistant Trust Officer, Bank Secrecy Act Compliance Officer and Compliance Officer for a national banking institution. Her duties with our firm include income tax preparation, bookkeeping and payroll services.
Carla M. Essex
Carla grew up in Powell and then moved to South Dakota with her husband in 1977. She was employed as a receptionist and bookkeeper for the 26 years that they lived in SD. Carla joined our Firm in 2003 when she and her husband returned to Powell. She provides bookkeeping and payroll services, notary public service, greets clients at the front desk, makes appointments and keeps the work flow moving through the office.
Seasonal Staff Members