MEET THE TEAM
Previous Team Member Spotlights
Andy Cordova
Senior Manager
Rhinelander Office
May 2024 Team Member Spotlight!
Andy Cordova | Senior Manager | Rhinelander Office
KerberRose is proud to recognize Andy Cordova in this month’s Team Member Spotlight!
Andy joined KerberRose in October 2017, and has been honing his skills including financial statements, tax returns and general accounting. His dedication and expertise led him to the role of Senior Manager in October 2023. Throughout his tenure, Andy has emerged as a leader within our firm, actively participating in various committees, including the Tax Committee, Business Tax Process Committee, Business Development Committee and a Strategic Plan Subcommittee.
Andy’s perspective on success is firmly rooted in teamwork, hence his collaborative efforts with various committees. He attributes his achievements not to individual accomplishments but rather to collaboration at both the group and firm levels.
“Two years ago we implemented a standardized business tax process, which has proven highly effective for our firm. I also recently got involved with our advanced pricing model (APM) proposal processes, earning a few wins and now approaching year two with some of these clients, which has been especially rewarding.” APM is a new investment structure allowing our clients the opportunity to customize their KerberRose services and collaborate with our advisors on an investment that works for their goals.
As KerberRose has grown steadily over the years, Andy reflects on the company’s journey. “KerberRose has significantly grown since I started in 2017, from being roughly the 100th employee to now reaching close to 250, and along the way we have continuously embraced change in the industry. This has allowed us to remain a successful regional firm while staying true to our small-firm identity.”
Andy is continuing his professional growth, expanding his expertise in business valuations—a niche he finds both challenging and rewarding. He shares, “Tax and accounting have always been my bread and butter, but branching off into business valuations has been a great experience so far.”
After completing the examination, Andy is now working toward his required 1,500 hours of experience for the Accredited Business Valuation (ABV®) credential, which will further enhance his credibility as a Trusted Advisor to his clients, providing valuable insights into the valuation of businesses and intangible assets.
Andy highlights KerberRose’s commitment to fostering growth and providing opportunities for our employees by mentioning, “They continuously provide tools and resources to help their employees grow, thrive and be successful in their careers. [KerberRose] offers employees the opportunity to chart their own path, and from personal experience, I can attest that not every organization is so flexible. They really value personal and professional growth and offer you room to branch off into a different niche if desired. I encourage anyone to join KerberRose if you’re looking to create a fulfilling career and willing to put in the work.”
Andy’s three words to describe KerberRose are: “More than accountants!”
Andy’s experience at KerberRose reflects our firm’s mission to help make our clients and employees successful. We are proud to have Andy as part of our team, and we look forward to witnessing his continued success. Congratulations, Andy!
Terra Naumann
Finance Director
Green Bay Office
April 2024 Team Member Spotlight!
Terra Naumann | Finance Director | Green Bay Office
KerberRose is pleased to feature Terra Naumann in this month’s Team Member Spotlight!
Terra has been an asset to the Internal Operations Team since 2020, starting as a Finance Operations Staff Accountant. She was promoted to Senior Accountant in October 2021 and recently received another promotion to Finance Director last Fall. Terra has continuously and effortlessly proven her value and skill across all areas of the Finance division.
In her current position, Terra shared, “Not every day is the same, which is challenging and enjoyable. While I’ve maintained consistency in managing the month-end close process, my responsibilities have expanded to include financial analysis and project initiatives aimed at supporting our Shareholders, team members, and the overall firm.”
What initially drew Terra to KerberRose was the firm’s core values: Honesty, Integrity, Respect, Community Oriented, and Work-Life Balance, with the latter resonating deeply with her as a new mother. However, Terra adds, “What has kept me committed is the remarkable people I work with, the engaging projects I am involved in to support the Shareholders and firm, and the ongoing opportunities provided by KerberRose.” KerberRose’s emphasis on work-life balance, supportive environment, and inclusive company culture further sets it apart, making it a top-notch employer for those seeking a fulfilling and rewarding career experience.
Terra’s successes at KerberRose are numerous, from streamlining financial reporting processes to enhancing operational efficiency through the implementation of new systems. Her focus on fostering growth and capabilities within her team highlights her commitment to excellence. Terra shared that with her success came hurdles to overcome, such as expanding the Finance Team and learning the art of delegation. Yet, through perseverance and a commitment to personal and professional growth, she has overcome these obstacles, emerging stronger and more empowered in her role on the Finance team and within the Firm.
In three words, Terra describes KerberRose as Engaging, Flexible and Forward-thinking.
These are all qualities that resonate throughout our firm, and define its commitment to excellence. Congratulations, Terra, on your remarkable achievements and continued success at KerberRose!
Nicole Hanke
Firm Administrator
Appleton Office
March 2024 Team Member Spotlight!
Nicole Hanke | Firm Administrator | Appleton Office
KerberRose is pleased to feature Nicole Hanke in this month’s Team Member Spotlight!
Nicole joined KerberRose more than four and a half years ago, stepping into a new firm role as a Talent Coordinator. Her vision and drive led her to evolve within the firm, transitioning through various roles in organizational development, strategy and management, culminating in her current position as Firm Administrator. Throughout her tenure, Nicole has seized opportunities to enhance her skills while steadfastly supporting the firm’s growth.
With a background in the tax and accounting industry, Nicole’s transition to KerberRose was marked by a desire to contribute to a more localized region while wielding the autonomy to innovate and shape new initiatives. “The Talent role allowed me to re-enter the accounting industry within a smaller, local market, empowering me to build something from the ground up to support our team,” shares Nicole.
Nicole’s standout achievement lies in the development of a robust practicum tailored to empower team members across all service lines and levels within the firm. “Creating a platform that addresses the learning and leadership needs of our diverse team was truly fulfilling. Identifying gaps and devising solutions to support our team’s growth has been a rewarding journey,” expresses Nicole.
Beyond her tangible accomplishments, Nicole emphasizes the significance of fostering trust and camaraderie across all levels of the firm. Her dedication to building meaningful relationships has been instrumental in driving cohesion and unity within KerberRose. She reflects, “In my role, building trust with team members across the organization is paramount. I’ve had the privilege of supporting staff at all levels, fostering a culture of collaboration and support.”
At KerberRose, Nicole finds fulfillment in the firm’s commitment to individualized development opportunities tailored to each team member’s unique strengths and interests. “Our firm offers personalized development opportunities that align individual goals with our strategic vision. This synergy allows team members to witness firsthand how their contributions drive firm-wide growth,” notes Nicole. Additionally, she finds inspiration in the ever-evolving landscape of the firm, where innovation and adaptability are celebrated. “The dynamic nature of our roles and the firm’s philosophy of embracing change fuel a culture of excitement,” adds Nicole.
Nicole’s journey exemplifies KerberRose’s principles of continuous growth, innovation and unwavering support for its team members. Her contributions underscore the firm’s commitment to fostering talent and cultivating a thriving workplace culture. Congratulations, Nicole, on your remarkable achievements and dedication to excellence!
Ryan Schmidt
Manager
Antigo Office
February 2024 Team Member Spotlight!
Ryan Schmidt | Manager | Antigo Office
KerberRose is proud to recognize Ryan Schmidt in this month’s Team Member Spotlight!
Ryan embarked on his journey with KerberRose as an intern in the spring of 2019, seamlessly transitioning to a full-time role as a Staff Accountant shortly after graduating college. His dedication and continuous growth within the firm have marked an impressive trajectory, leading to his promotion to Manager in October of 2023.
Born and raised in Antigo, Ryan was drawn to KerberRose due to more than just professional opportunities—it was a homecoming. His decision to stay with the firm is deeply rooted in the positive culture, emphasizing camaraderie and a genuine passion for the work. “I never dread coming into work, and I genuinely enjoy the people I work with. The friendships I’ve formed along the way are invaluable,” shares Ryan.
Ryan’s journey with KerberRose has been nothing short of remarkable. He passed all four CPA exams on his first attempt within one year, attesting to his technical abilities. Beyond technical skills, he has invested in honing his leadership abilities, a journey supported and encouraged by his leaders at KerberRose. Reflecting on his growth, Ryan understands the importance of building client relationships and effective communication. “When I first joined KerberRose, I knew I had a strong foundation in accounting, but learning to build client relationships and communicate effectively is an ongoing process. I’m proud of the progress I’ve made and am committed to continual improvement,” he remarks.
Ryan’s dedication to personal and professional development aligns with KerberRose’s mission to make our clients and team members successful. “I think we have a strong culture at KerberRose, and leaders truly care about their team members and want everyone to grow and be successful here,” says Ryan.
In describing KerberRose’s unique position in the industry, Ryan emphasizes the firm’s blend of expertise with a hometown touch. “We possess the expertise of a large firm to handle complex engagements, yet maintain a hometown feel. Our clients aren’t just numbers; we prioritize open and honest communication from the start. Building trust is the foundation, and from there, we can truly make a difference.”
Ryan’s three words to describe KerberRose are: Collaborative. Reliable. Innovative.
Ryan’s journey at KerberRose serves as a testament to the firm’s commitment to fostering talent, encouraging growth and maintaining a supportive culture that goes beyond professional achievements. We look forward to witnessing and celebrating his continued success within the KerberRose family. Congratulations, Ryan!
Karli Klismith
Senior Talent Manager
Stevens Point Office
January 2024 Team Member Spotlight!
Karli Klismith | Senior Talent Manager | Stevens Point Office
KerberRose is thrilled to recognize Karli Klismith in this month’s Team Member Spotlight!
Karli has been an essential member of our KerberRose Human Resources team for more than three years, and through her commitment and continuous efforts toward our firm, she was promoted to Senior Talent Manager in October 2023. Karli is passionate about many things—human resources, process improvements, learning—and most of all, people! Her key areas of expertise include recruiting, talent development and employee relations. Karli is committed to fostering the growth of companies by strategically aligning them with individuals who not only embrace the organization’s vision but also actively contribute to the realization of business objectives.
Of the past three years, Karli shares, “My overall experience has been very positive. Everyone is very friendly and willing to help and step in when needed, and I think that’s what really differentiates KerberRose from other companies. I’m also grateful for the continuous leadership opportunities. KerberRose has fully believed in me since day one and I continue to grow alongside the firm.”
Karli sees herself as a lifelong learner and consistently seeks to bring a positive impact to the workplace. She looks forward to continuing to serve clients to meet their individual and business needs.
Karli has achieved notable milestones during her time at KerberRose, such as winning the Spirit of Community Award in November 2022 at the firm’s Employee Appreciation Party, where nominations are submitted by peers. Karli goes above and beyond, demonstrating a consistent commitment to excellence within the firm and also in her community. Karli serves as the Vice President of the Portage County Business Council Ambassadors Club and is a Board Member of both the Community Foundation of Central Wisconsin and Stevens Point Curling Club. Her engagement extends to various other nonprofit organizations, such as the Humane Society of Portage County and the North Central Conservancy Trust.
Furthermore, Karli earned the distinction of Ambassador of the Year with the Portage County Business Council (PCBC) in February 2023. In her current role as Vice President of the PCBC Ambassadors Club, she actively contributes to the organization’s success, accumulating numerous volunteer hours through participation in events such as ribbon cuttings, grand openings, groundbreaking ceremonies, Business After Hours, Women in Business and various other community engagements.
Karli encourages those seeking new employment opportunities to join our firm, sharing, “KerberRose has a great work culture with plenty of opportunity to get involved and find your niche. There aren’t any silos here, and everyone works together collectively regardless of title.”
Karli’s three words to describe KerberRose are: Engaging. Collaborative. Flexible.
We are extremely fortunate to have her on the team. Congratulations, Karli!
Karli Klismith | Stevens Point | Senior Talent Manager
KerberRose is thrilled to recognize Karli Klismith in this month’s Team Member Spotlight!
Karli has been an essential member of our KerberRose Human Resources team for more than three years, and through her commitment and continuous efforts toward our firm, she was promoted to Senior Talent Manager in October 2023. Karli is passionate about many things—human resources, process improvements, learning—and most of all, people! Her key areas of expertise include recruiting, talent development and employee relations. Karli is committed to fostering the growth of companies by strategically aligning them with individuals who not only embrace the organization’s vision but also actively contribute to the realization of business objectives.
Of the past three years, Karli shares, “My overall experience has been very positive. Everyone is very friendly and willing to help and step in when needed, and I think that’s what really differentiates KerberRose from other companies. I’m also grateful for the continuous leadership opportunities. KerberRose has fully believed in me since day one and I continue to grow alongside the firm.”
Karli sees herself as a lifelong learner and consistently seeks to bring a positive impact to the workplace. She looks forward to continuing to serve clients to meet their individual and business needs.
Karli has achieved notable milestones during her time at KerberRose, such as winning the Spirit of Community Award in November 2022 at the firm’s Employee Appreciation Party, where nominations are submitted by peers. Karli goes above and beyond, demonstrating a consistent commitment to excellence within the firm and also in her community. Karli serves as the Vice President of the Portage County Business Council Ambassadors Club and is a Board Member of both the Community Foundation of Central Wisconsin and Stevens Point Curling Club. Her engagement extends to various other nonprofit organizations, such as the Humane Society of Portage County and the North Central Conservancy Trust.
Furthermore, Karli earned the distinction of Ambassador of the Year with the Portage County Business Council (PCBC) in February 2023. In her current role as Vice President of the PCBC Ambassadors Club, she actively contributes to the organization’s success, accumulating numerous volunteer hours through participation in events such as ribbon cuttings, grand openings, groundbreaking ceremonies, Business After Hours, Women in Business and various other community engagements.
Karli encourages those seeking new employment opportunities to join our firm, sharing, “KerberRose has a great work culture with plenty of opportunity to get involved and find your niche. There aren’t any silos here, and everyone works together collectively regardless of title.”
Karli’s three words to describe KerberRose are: Engaging. Collaborative. Flexible.
We are extremely fortunate to have her on the team. Congratulations, Karli!
