Whitley Penn Announces New Partners

1/2/17

Whitley Penn is pleased to announce that Daniel Boarder, Kimberly DeWoody, Lupe Garcia and Brian Mitchell have been  named new partners effective January 1, 2017.   

Daniel Boarder, joined the firm in 2014 as the Managing Director of Transaction Advisory Services in the Dallas office.  Boarder has more than 18 years of experience assisting private-equity firms and corporate buyers in evaluating potential company merger and acquisition targets.  He has managed several hundred engagements with transactions ranging from less than $1 million to over $750 million.  Boarder is a graduate of DePaul University with a BS in Finance and also has an Executive MBA in Business Administration & Management from the University of Missouri – Kansas City.  He is a Vice President and Board Member of the Association of Corporate Growth and is also the former Chairman of Association of Corporate Growth Young Professionals DFW – Programs and Membership Committee.

Kimberly DeWoody, CPA, joined the firm in 2007 as an audit staff in the Fort Worth office.  Since joining the firm she has dedicated her professional focus to the energy industry and has consistently progressed through the career ladder providing audit and advisory services to a variety of clients.  DeWoody has a BBA and Masters in Accountancy from Baylor University and is a member of the following professional and civic organizations:  American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, Fort Worth Chapter of TSCPA, Women’s Energy Network of North Texas, Camp Fire First Texas, Baylor Business Network of Fort Worth and Junior League of Fort Worth.

Lupe Garcia, CPA, joined the firm in 2007 as an audit staff in the Houston office.  Garcia has dedicated his career to serving public sector clients including counties, cities, school districts, universities and community colleges and other special-purpose governments.  He also assists with public sector audit training, both internally and externally.  Garcia has a BBA in Finance from the University of Houston and is a member of the following organizations:  American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, Houston CPA Society, Texas Association of School Business Officials, Government Finance Officers Association of Texas, and the Fort Bend Leadership Forum.  He has been recognized with the following honors: the 2014 Distinguished Public Service award and the 2013 Young CPA of the Year from Houston CPA Society as well as the 2013 Rising Star award from TSCPAs.

Brian Mitchell, CPA, joined Whitley Penn in 2015 as the Director of International Tax.  Mitchell has more than 18 years of combined professional experience in public accounting and as a tax executive in industry. Throughout his career, he has developed a deep understanding of tax matters and has significant experience in tax planning, compliance, and risk management for the U.S. taxation of cross-border transactions.  Mitchell has various experience working with various types of companies in regard to the U.S. anti-deferral rules, foreign tax credits, sourcing rules, and foreign currency and other international tax matters.  He has a BBA degree and MS in Taxation from Texas Tech University, is a member of the American Institute of Certified Public Accountants and Association for Corporate Growth.

“Please join me in thanking Daniel, Kimberly, Lupe and Brian for their dedication to the profession and the firm.  We congratulate them on achieving this career milestone and wish them all the best for continued success,” stated Larry Autrey, Whitley Penn Managing Partner.

About Whitley Penn

Whitley Penn continues to be one of the region’s most distinguished public accounting firms.  With a strong base in Texas and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally. Whitley Penn has been consistently recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting.  For more information on Whitley Penn, please visit whitleypenn.com. 

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