HANCOCK ASKEW & CO - Key Persons
Job Titles:
- Assurance Partner
- Audit Partner
- CISA
Adam is an Audit Partner at Hancock Askew and has over 13 years of experience in public accounting including 4 years at a national accounting firm. In addition, Adam has 3 years of industry experience. He manages the firm's Risk Assurance & Advisory practice and serves as a technical accounting expert and training leader for the firm. Adam has consulted with multiple companies through their IPO process and helped with their risk assessment and development of policies and procedures.
Job Titles:
- Partner
- Assurance Partner
Alfredo is a Partner at Hancock Askew and has over 11 years of experience in public accounting. His practice areas include financial statement audits, compliance audits, reviews, compilations, internal audits and merger and acquisition assistance. His industry expertise includes real estate, nonprofits, family offices, healthcare, manufacturing, wholesale, professional services, technology and a variety of other industries. He has worked with both publicly traded and privately held companies. As Partner, he leads the assurance practice in South Florida.
Alfredo is active in the community and is Past Chair of The WOW Center. He is also a member of Leadership Florida and a graduate of Leadership Florida's Connect Class X. Alfredo is also a graduate of Leadership Miami Class XXXIX of the Greater Miami Chamber of Commerce.
Alfredo graduated from Florida International University in Miami, FL, where he received a Bachelor of Accounting degree as well as a Master of Science in Taxation. He is a Certified Public Accountant in the State of Florida and is a member of both the American and Florida Institute of Certified Public Accountants.
Job Titles:
- CVA
- Jacksonville Office Managing Partner
Job Titles:
- Chief Operations Officer
- COO
Angela is the Chief Operations Officer (COO) for Hancock Askew. She manages the firm's current business procedures to ensure the systems, people and processes work in tandem to maximize the functionality of the firm. She manages the firm's operations and is also responsible for human resources, information technology, and firm administration. Angela also helps set up systems and operations to guide the firm to meet long-term strategic goals.
Angela is an alumna of the University of South Carolina. She is a PMI Project Management Professional (PMP) and has a Lean Six Sigma Yellow Belt. She is recognized as a Microsoft Certified Technology Specialist and also has her CompTIA Security+ Lifetime Certification.
Anna is a Partner at Hancock Askew and has over 20 years of experience in public accounting. In her role, she works primarily with high net worth individuals, executives, and retirees in providing tax compliance and planning services. She also manages tax compliance and consulting for many large real estate tax partnerships and non-profit organizations. Her areas of expertise include high net worth individual taxation, fiduciary and estate planning and tax compliance, real estate taxation, nonprofit organization tax compliance, and charitable planning.
Anna joined the Hancock Askew team in 2011 after merging in from a local firm. She is a graduate of Auburn University with a Bachelor of Business Administration in Accounting and a Master of Science in Accounting. She holds memberships in both the Georgia and Alabama Society of Certified Public Accountants, as well as the American Institute of Certified Public Accountants.
Barry Coates has more than 25 years of experience in management consulting with a focus on the office of the CFO. He has worked extensively in mergers and acquisitions, sales operations and helping scale growth-oriented organizations.
Prior to joining Hancock Askew, Barry served as the CFO of a non-profit organization and as a CFO for a technology consulting company. He's a Certified Public Accountant and has a green belt in Lean Six Sigma.
Barry graduated from North Carolina State University where he received his undergraduate degree in accounting and from the University of Georgia where he received a master's degree in accounting.
Bill Becker is a Partner at Hancock Askew, working out of the firm's Tampa office. He offers tax and business consulting to middle market companies. Bill specializes in tax planning and compliance for pass-through entities and high net worth individuals.
With more than 25 years of consulting and management experience, Bill guides his clients through all phases of business development and growth. He has extensive experience working with businesses in the real estate and professional services industries. Bill routinely represents clients in federal and state tax audits before the Internal Revenue Service and state taxing authorities.
In September 2022, Bill joined Hancock Askew. Previously, he was the Founder of Becker CPA, a Tampa-based tax advisory firm. Bill also was with Cherry Bekaert for nineteen years where he served as Partner.
Bill is a Certified Public Accountant in the State of Florida and is an active member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA). Additionally, he's a member of the Urban Land Institute and the NAIOP Commercial Real Estate Development Association. He also has several published articles and is a frequent presenter at real estate and business conferences and meetings.
Job Titles:
- Director
- Director With the State and Local
C.J. Evans is a Director with the State and Local Tax (SALT) team at Hancock Askew. With more than 25 years of SALT experience, he combines his accounting experience and legal expertise to ensure his clients minimize state and local tax and maximize business incentives offered by federal, state, and local jurisdictions.
Job Titles:
- CVA, CGMA
- Partner - in Loving Memory
Job Titles:
- Savannah Office Managing Partner
Job Titles:
- Partner
- CISA
- Partner - Risk Assurance & Advisory Practice Leader
Chad is a Partner at Hancock Askew and has 20 years of experience in public accounting. As a Partner, he leads the firms risk assurance and advisory practice, serves as a technical accounting expert and helps fast growing private companies with best practices pertaining to accounting policies and procedures. His experience includes Sarbanes-Oxley consultation, advising on technical accounting issues and assisting companies through the initial public offering process. Chad routinely holds seminars for fast-growing private companies pertaining to the IPO preparation and SEC requirements, and also on the Sarbanes-Oxley Section 404 compliance process. He has consulted with more than 10 companies over the past 5 years on Sarbanes-Oxley compliance.
Chad received his Bachelor of Business Administration in Finance from the University of Georgia and his Master's in Accounting from the University of Virginia. Before joining Hancock Askew, he spent eight years at EY in their Atlanta office, where he coordinated audits for both public and private companies, and worked more than one year at a firm that Chad founded that focused on technical accounting issues and best practices as it relates to process improvement. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Institute of Certified Public Accountants (GSCPA), the Information Systems Audit and Control Association (ISACA), and the Institute of Internal Audit (IIA). Chad's dual focus in both accounting and finance provides him a solid understanding of business and accounting fundamentals, which he uses to provide clients with value-added consultations in order to address their needs.
Job Titles:
- Miami Office Managing Partner
Job Titles:
- Principal
- Member of the American Institute of Certified Public Accountants
Deborah is a Principal and the Service Line Leader for Concierge Advisory and Accounting Services at Hancock Askew. She is a Certified Public Accountant with over 25 years of experience providing tax, financial and operational management and advisory services to an array of clients.
Deborah is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Emory is a Partner in the Tax Department of Hancock Askew at the firm's Savannah office. Emory's areas of expertise include flow-through entity taxation as well as individual and estate consulting and planning services. Previously, Emory worked for Ernst & Young in Atlanta.
Job Titles:
- Director of State and Local Tax
George W. Rendziperis is a Director of State and Local Tax at Hancock Askew. He has over 15 years of experience with assisting taxpayers in matters involving state income, franchise, gross receipts, sales and use, withholding, controlling interest transfer and real and personal property taxes, as well as unclaimed property and state tax credits and incentives. He also provides experienced counsel in state tax controversies, audit defense, and state tax litigation matters.
George received his J.D. magna cum laude from Michigan State University, his Masters in Finance from Walsh College and his B.A. in Economics and Political Science with a concentration in Accounting from Albion College. He is a former clerk to the Honorable Marilyn Kelly of the Michigan Supreme Court and currently serves on the Taxpayer Advocacy Group of the Texas Comptroller.
Job Titles:
- Certified Information Systems Auditor
- IT Risk Assurance & Advisory Partner
- Partner of IT Assurance Services
Greg is the Partner of IT Assurance Services at Hancock Askew and has over 20 years of experience working in various information technology environments. He leads the firm's IT-related internal audit, risk advisory and System Organization and Control (SOC) reporting service. In his role, he helps clients identify and evaluate IT risk, implement cost-effective controls and monitoring strategies, improve execution and performance, and provide assurance to their customers and other external parties. Greg specializes in International and Stateside IT security related audits, risk advisory and Service Organization Controls (SOC) reporting.
Greg is a Certified Information Systems Auditor (CISA). He is a member of the Information Systems Audit and Control Association (ISACA), the Institute of Internal Audit (IIA) and the Technology Association of Georgia (TAG).
Job Titles:
- Partner - in Loving Memory
Job Titles:
- Partner
- CGMA
- Partner - Assurance Practice Leader
Jodi is a Partner in Hancock Askew's Atlanta office and has over 35 years of public accounting experience. Jodi began her career in Chicago at Price Waterhouse after graduating from Indiana University, with highest distinction, with a Bachelor of Science in Accounting. In her role, she oversees assurance and advisory services for numerous public and private companies and manages the firm's Employee Benefit Plan (EBP) Audit practice. Jodi specializes in audits, researching complex accounting and auditing issues, and SEC and financial reporting.
Jodi is a Past President and Past Vice-President of WIPs (Women in Pensions) (currently called Women in Pensions Network - WiPN) in Georgia. She also holds memberships in the American Society of Pension Professionals and Actuaries (ASPPA) and Pension Education Council of Atlanta (PECA). Jodi is a licensed CPA in GA, FL and MA. Jodi was on the Board of Directors and Co-Chair of the Finance Committee for Girls on the Run Atlanta.
Joel is a Tax Partner with Hancock Askew at the firm's Jacksonville office. He has 16 years of experience providing proactive business and tax advisory services for closely held businesses, partnerships, corporations and high-net worth individuals. He serves clients in a variety of industries including medical/dental practices, personal service businesses, commercial manufacturing contractors/subcontractors and home builders.
Job Titles:
- Director of Risk Advisory
John Lowell is the Director of Risk Advisory at Hancock Askew and joined the firm's Miami office in August 2022. John has over 12 years of experience in public accounting working with both private and public companies. His area of expertise includes providing consulting services related to Sarbanes-Oxley consultation, design, implementation and review of controls and policies/procedures, internal audit support, business process evaluation, risk assessments, FDIC Rule Part 370, target operating model design and implementation, BSA/AML Compliance, product risk management, and Incident identification and escalation management.
John was a Senior Manager at Deloitte prior to joining Hancock Askew. He's experienced in the Latin America and Caribbean markets, having worked in Deloitte's offices in São Paolo, Brazil and Mexico City, Mexico for over 5 years. Additionally, John is a PMP certificated project manager and a member of the Institute of Internal Audit (IIA). He graduated from Boston College with a Bachelor of Arts in Economics.
Job Titles:
- Certified Public Accountant
- CGMA
- Tax Partner
John McElderry is a Certified Public Accountant and Chartered Global Management Accountant with over 25 years of professional experience, including tax compliance and planning, mergers and acquisitions, disposal and sell side assistance, initial public offerings, financial statement audits, and SEC filings.
As partner at Hancock Askew, John advises high net worth individuals, as well as small businesses and their owners on financial and tax matters. He assists small businesses and their owners with financial analysis and guidance on profitability and regulatory compliance as well as performing compilation, review and audit engagements for them.
Prior to joining our team, John started McElderry & Associates in 2005 and recently merged his company with Hancock Askew. Previously, John was a Senior Manager with Ernst & Young, where he served in the Transaction Advisory Services practice both in the Atlanta and London offices. He planned, supervised, and participated in numerous acquisition and disposal transactions involving entities located in the United States, the United Kingdom, Germany, Belgium, France, Spain, Brazil, and China.
John holds a Bachelor of Business Administration degree in Accounting from the University of Georgia. He is an active member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Ken is a Tax Partner at Hancock Askew and has over 37 years of experience in public accounting. His area of expertise is accounting for income tax (ASC 740). Ken has served family-owned, privately held, publicly held and private-equity backed clients, with multistate and multinational operations.
Ken holds memberships in both the Georgia Society of Certified Public Accountants, as well as the American Institute of Certified Public Accountants. He is a graduate of the University of Georgia with an A.B., Economics and a M.Acc., Accountancy.
Kristen is Tax Partner at Hancock Askew and has over 18 years of public and private accounting experience. She received her Bachelor of Science in Accounting from University of Florida and Master of Accountancy from University of South Florida.
Kristen is a CPA in Florida and is also a Qualified Practitioner in Florida's Certified Audit Program for sales and use tax. This designation has allowed her to perform sales and use tax audits for several clients on behalf of the Florida Department of Revenue.
Job Titles:
- Member of Both the Georgia Society of Certified Public Accountants
- Tax Partner
Lindsey is a Tax Partner at Hancock Askew and has over 14 years of experience in public accounting. She provides tax consulting, compliance, and planning for multi-state corporations, partnerships, related party entities and high net worth individuals. She also leads financial statement compilation engagements and consults with business owners on the impact of selling their businesses. Lindsey works with clients in several industries, including manufacturing, retail, medical and service.
Lindsey is a member of both the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Job Titles:
- Assurance Partner
- Partner in the Audit Department
Lisette Rodriguez, CPA, is a Partner in the Audit Department at Hancock Askew. She has been in the public accounting profession since 2008.
Lisette has been involved on numerous audits for entities in various industries including aviation, financial institutions, health care, higher education, manufacturing, non-profit, real estate and construction, and SEC public companies. She has extensive experience with audits of employee benefit plans, federal and state single audits, program specific audits and preparation of a non-profits tax returns, including Form 990 and Form 990T. Lisette also performs reviews, compilations and agreed upon procedures.
Serving as the key contact auditor on engagements, Lisette is responsible for all aspects of each engagement to ensure high quality work and client satisfaction. She has a thorough understanding of Government Auditing Standards (Yellow Book) issued by the Comptroller General of the United States and possesses the continuing education required by the AICPA and Government Auditing Standards.
Lisette is also active in her community. She currently serves as Treasurer of the Hispanic Unity of Florida, a nonprofit organization that she has volunteered with since 2020. In 2016, Lisette became a graduate of the Greater Miami Chamber of Commerce Leadership of Miami Class of XXXVII.
Lisette earned her Bachelor of Accounting and Master of Accounting degrees from Florida International University. She is a Certified Public Accountant in Florida and is a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.
Job Titles:
- CITP
- IT Risk Assurance & Advisory Partner
Job Titles:
- Assurance & Advisory Partner
Job Titles:
- Assurance Partner - CAAS Practice Leader
Job Titles:
- Atlanta Office Managing Partner
Job Titles:
- Partner - Tax Practice Leader
Job Titles:
- Orlando Office Managing Partner