Our People

Hein maintains four offices in Denver, Houston, Dallas, and Orange County. We work as a team to bring together the resources you need, wherever you are located in the U.S., or around the world. Search below to find Hein Partners, Principals, or Directors by name, service area, office, or industry specialization.

People


Craig Blevins, CPA

Partner, Audit Practice Leader

Houston

Craig has a wide variety of audit experience with both public and private companies. He specializes in assisting clients with Securities and Exchange Commission (SEC) reporting and filing requirements. He also helps private companies with their audit and financial reporting needs. Craig supports his clients through all phases of major transactions and capital formation, including...

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Joseph Blice, CPA

Partner

Dallas

Joe has served as an Audit Partner since 2007 and has been in the Dallas office of Hein & Associates since 2003. He provides a wide range of audit and accounting services for both public and privately held companies in the energy industry. Joe has significant experience with Securities and Exchange Commission disclosure and reporting...

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James Brendel, CPA, CFE

Managing Partner

Denver

Jim has over 35 years of public accounting experience providing audit and accounting services for both public and private companies. He is the Firm’s Managing Partner and has previously had roles as Denver Office Managing Partner, National Director of Audit and Accounting, and Director of Audit Quality. He specializes in Securities and Exchange Commission (SEC) reporting and provides public companies with compliance and consulting services for SOX 404 compliance, and other complex accounting issues. In addition, Jim provides litigation support services, including expert witness testimony....

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Michelle Carr, CPA

Partner

Denver

Michelle began her career in public accounting with Hein & Associates in 1999. Since that time she has primarily worked with technology and software firms, manufacturing and distribution companies, and clients in the mining sector. Michelle serves both privately held companies and publicly traded corporations, overseeing a variety of assurance engagements and consulting projects. Her...

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Jonathan Carris

Director, Houston State and Local Tax Practice Leader

Houston

Jon joined the Hein & Associates team in 2015 as the Houston State and Local Tax Practice leader. He provides state and local taxation services, including credits and incentives, compliance and consulting in income/franchise taxes, sales and use taxes, premium taxes, and controversy support. Jon assists clients in an array of industries, including manufacturing, oil...

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Jennifer Elder, CPA

Partner

Dallas

Jennifer Elder provides audit and consulting services for both public and private companies. She specializes in Securities and Exchange (SEC) reporting and in assisting companies with issues related to derivative instruments and Sarbanes-Oxley section 404 (SOX 404) internal controls and reporting. She also regularly assists companies with technical accounting research. In addition, she serves as...

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William Evert, CPA

Partner, National Director of Business Advisory Services

Denver

Bill has extensive expertise in public accounting and internal audit, as well as experience as founder and CEO of a multi-state manufacturing and leasing company. The combination gives him critical insight in advising clients on a range of business issues. Bill specializes in financial reporting and consulting for both public and private companies in a...

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Pedro Gonzalez, CPA

Partner

Dallas

With over 16 years of accounting experience, Pedro specializes in Securities and Exchange (SEC) reporting services, accounting and complex GAAP services. His private equity and publicly traded clients have provided him with extensive experience working on mergers as both the seller and buyer and multiple initial and secondary public offerings, and the implementation of Section...

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Todd Gress

Director, Denver Oil and Gas Industry Leader

Denver

Todd Gress assists both public and closely held companies with domestic and international tax compliance. He consults with clients on a wide variety of issues, including tax structuring for entity purchases and sales, and due diligence reviews for mergers, acquisitions, and private placement offerings. He also assists his clients with the formation and use of...

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Charles Grube, Jr., CPA

Partner, Houston Energy Industry Leader

Houston

Charles specializes in audit and financial reporting, especially in serving privately held companies. He has extensive experience in capital formation for structuring and executing initial public offerings (IPOs) and secondary offerings. He provides financial and operational due diligence reviews and employee benefit plan audits, as well as assisting clients with revenue recognition, SFAS 123, asset...

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Patrick Hanley, CPA

Partner

Denver

Patrick has expertise in a wide array of federal and multi-state tax compliance and consulting matters, which is particularly beneficial in his work with consolidated C corporations, partnerships, and other pass-through entities. He assists clients with the complexities of partnership formation and structuring, including review of operating agreements, allocations of partnership items, partnership elections, and...

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Jim Harden, ASA

Principal

Houston

Jim serves as the firm’s Business Valuation Services Leader and is a Principal at Hein.  With more than thirty years of experience in the energy industry, he provides valuation, economic consulting and litigation support services to public and private companies, investment firms and law firms. His expertise includes business valuation, oil and gas reserve valuation,...

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David Harlan, CPA

Partner

Dallas

David provides tax consulting and compliance services to public and private companies of all sizes. He has extensive experience with tax provision (ASC 740) for public companies, private companies, or companies in the IPO process. He has dealt with mergers and acquisitions addressing issues of stock vs. assets, carryover of tax attributes and limitation on...

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Paul Hocevar, CPA

Director

Denver

Paul joined Hein & Associates as a tax director in 2016. With over 43 years of experience, he specializes in serving the oil and gas, mining and real estate industries. In addition to meeting comprehensive tax needs, Paul is an exit strategist and fundraising expert for companies looking to enhance business value or minimize tax...

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Mark Hurst, CISA

Managing Director

Dallas

Mark Hurst is responsible for SSAE 16 Services, Sarbanes-Oxley, internal audit services, and business consulting engagements, advising all sizes of public and private companies in the design, identification, and testing of internal controls. He has extensive audit experience in SSAE16, assessment of business application controls, and general computer controls and security; and he specializes in...

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Jeremy King

Principal

Denver

Jeremy is the National NetSuite Practice Leader located in the firm’s Denver office. His broad finance background and hands-on experience as a CFO and COO give him a unique perspective and insight to predict problems from the client’s point of view and provide optimized solutions. Jeremy supports clients in the areas of NetSuite, Adaptive Planning,...

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Sonya LaVeau, CPA, CGMA, CFE

Managing Director

Denver

Sonya is the Compliance Service Line Lead in the Business Advisory Services practice of Hein. Her focus is on internal control over financial reporting primarily for publicly traded companies, helping them design control structures that prevent/deter fraud as well as meet their compliance needs. She was one of the key people involved in developing and...

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Megan McFarland, CPA

Office Managing Partner

Dallas

Megan serves as both an audit partner and office managing partner for the firm’s Dallas office. Megan specializes in the Energy Industry and Securities and Exchange (SEC) reporting services as well as a developed focus in real estate. With over 23 years of industry experience, Megan’s current and previous roles have given her the necessary...

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Lori Mettille, CPA

Partner

Dallas

Lori joined Hein & Associates in 2006. She specializes in business taxation, including both corporations and partnerships. Specifically, she focuses in areas unique to private equity investments, including maintenance of I.R.C. Section 704(b) capital accounts, targeted capital computations, and I.R.C. Section 704(c) considerations. Lori has an additional focus in ASC 740 accounting for income taxes....

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William Mueldener, CMI

Principal and Denver Office Managing Partner, National Director of State and Local Tax

Denver

Bill brings over two decades of experience to his work with national and international companies. He specializes in state income/franchise tax, sales/use tax, excise taxes, and incentives. In addition to working with companies on their tax compliance, he assists clients with mergers and acquisitions, state tax planning, credit studies, incentive negotiation and state audit controversy...

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Greg Pfahl, CPA

Partner

Denver

Greg provides a wide range of audit and accounting services for both public and privately held companies. He assists clients with financial reporting and complex transactions such as initial public offerings (IPOs), private offerings, and mergers and acquisitions; and he has extensive expertise in debt and equity financings, share-based compensation, income tax accounting, purchase price...

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Tracy Pharis, CPA

Partner, Denver Audit Services Leader

Denver

Tracy Pharis provides a wide range of audit and accounting services to public and private companies. She offers her clients the benefits of significant experience in delivering due diligence and other services to support major transactions such as mergers and acquisitions, public offerings, and private placements. She has expertise in handling complex reporting requirements for...

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Matthew Rolland, CPA

Partner

Denver

Matt has been in public accounting since 2005, providing audit and accounting services to both public and private companies, including Securities and Exchange Commission (SEC) reporting, public and private offerings, SOX 404 implementation and continued compliance, and complex accounting issues. Additionally, he spent two years in the Netherlands performing statutory audits under GAAP for various European...

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Duane Snyder, CPA

Partner

Dallas

Duane joined the Hein & Associates team in 1992. As a partner in the firm’s tax department, he specializes in tax compliance and strategic tax planning services for both domestic and international companies. Duane works with clients to identify, analyze, implement and document their various tax credit and other tax savings opportunities; and assists with...

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Billy Tilotta, CPA

Partner

Houston

Billy provides audit and consulting services to both public and private companies, specializing in due diligence services, consolidations, and private offerings, as well as mergers and acquisitions. He has extensive expertise in SEC services, including Section 404 of Sarbanes-Oxley (SOX 404) and SFAS 123 (stock options). He focuses in the manufacturing and distribution, and energy...

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Keith Tunnell, CPA

Partner

Houston

Keith has nearly 30 years of professional experience providing audit and accounting services for both public and private companies. He specializes in Securities and Exchange Commission (SEC) reporting, mergers and acquisitions due diligence, and consulting on other complex accounting and reporting matters. Keith has assisted clients with a variety of significant transactions, including public and...

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Jake Vossen, CPA

Partner, National Director of Audit and Accounting

Denver

Jake Vossen provides a wide range of auditing, financial reporting and consulting services to both public and private companies. He specializes in Securities and Exchange reporting services. He has significant experience helping clients with due diligence and initial public offerings, private placements, and mergers and acquisitions. He has worked extensively with companies in the oil...

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Jordan Whitten, CPA

Partner

Dallas

Jordan joined Hein & Associates in 2005 as a staff auditor and has been promoted through the ranks of the firm, most recently becoming a partner in early 2017. He specializes in audit engagements for companies in the energy sector with an emphasis on companies with exploration and production (E&P) activities. Jordan has worked with...

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Kenneth Wilks, CPA, CVA

Partner

Dallas

Kenny Wilks provides both public and private companies with a wide range of accounting and consulting services that include U.S. GAAP implementation, Securities and Exchange Commission (SEC) reporting, and derivative and oil and gas accounting. Since achieving Certified Valuation Analyst (CVA) designation, Kenny has maintained a strong focus on the ever-increasing impacts of fair value...

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Jimmie Williams

Principal - Transaction Services

Houston

Jimmie joined Hein & Associates transaction advisory services department in 2015. With over 27 years of experience, he specializes in assisting companies, private equity groups and lenders with all aspects of transaction services. In particular, Jimmie assists clients with financial and operational due diligence; outsourced corporate development and M&A support; dispute resolution services; lender services;...

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Steve Williams, CPA

Partner, Houston Tax Practice Leader

Houston

Steve provides corporate and international tax services to private and public companies as well as individuals. He works with clients on cross-border expansion, tax planning, merger and acquisition due diligence, transfer pricing, tax compliance, and representation with tax authorities. Steve also oversees a division of the firm which provides outsourced accounting services. Steve is based...

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William Yeates, CPA

Partner Emeritus

Denver

Bill Yeates is a Partner Emeritus in our Denver office. He has significant experience and expertise in Securities and Exchange (SEC) financial reporting. His industry focus is in extractive, alternative energy, real estate, and information and communications. For several years, Bill was a member of the Financial Accounting Standards Board Advisory Council (FASAC) where he...

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Mark Zilberman, CPA, CFE

Partner

Houston

Mark’s audit and accounting career began in 2000, and his experience includes the planning, coordination, and management of audits for mid-size public and private enterprises in the oil and gas upstream (exploration and production), oilfield service, construction, and manufacturing and distribution industries. He has also provided audit services to large public and private enterprises in...

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