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Person reaching out to shake hands. Lindquist expands their management team.

Lindquist LLP Expands Management Team to Bolster Services Offered

Lindquist LLP Expands Management Team to Bolster Services Offered

Over the past year, Lindquist LLP has undergone a number of exciting changes.  In particular, the firm has added key individuals to our management team, allowing Lindquist LLP to bolster its service offerings.  As Steve Jobs once said, “Hiring the best is your most important task,” and at Lindquist LLP we have made it our priority.  

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In December 2014, the firm welcomed Jacob Azar, CPA, as the Director of Not-for-Profit Practice Services.  Jay is based in Orange, California, but will be instrumental in expanding the firm-wide not-for-profit practice, including services for higher education, trade associations and charities.  He is considered an expert in not-for-profit accounting and has chaired/led many accounting technical teams over the years.  Jay has extensive experience with public/private foundations, private higher education organizations, healthcare entities, religious organizations and membership organizations.  Jay has also led many OMB Circular A-133 Single Audits for a variety of not-for-profit clients.  He is a member of the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA) and the California Society of Association Executives (CalSAE).  Jay holds a Bachelor of Science in Business Administration from the University of Rhode Island.  In his spare time, Jay can be found cruising around town in one of his classic cars.

Rich Gordon, CPA/CFF, CFE, CGMA, joined Lindquist LLP as the Director of Forensic Services in the firm’s San Ramon, California, office.  In addition to being licensed as a CPA in both California and Illinois, Rich is a Certified Fraud Examiner (CFE) and is Certified in Financial Forensics (CFF) through the AICPA.  He is a member of the AICPA’s Forensic & Valuation

Services section, the Association of Certified Fraud Examiners, and CalCPA’s Forensic Services Section.  He will be responsible for expanding Lindquist LLP’s Forensic Accounting/ Litigation Support practice along the West Coast, which the firm rolled out January 1, 2015.  Rich possesses vast forensic experience in areas of family law, financial statement and tax fraud, contract disputes, economic damages, bankruptcy fraud and embezzlement cases, in which he has successfully represented both prosecution and defense.  Rich’s childhood dreams of joining the FBI transformed into a passion for investigation and forensics after he entered the accounting field as an adult.

Brian Read, Chartered Accountant (CA), joined the firm as a Senior Manager in the San Ramon, California, office of Lindquist LLP.  He has more than 20 years of experience in audit, accounting and tax services in the U.S. and Canada, including five years at a Big Four accounting firm.  Brian’s experience includes 15 years as a specialist in higher education institutions and employee benefit plans.   He has also served numerous for-profit clients over the years, including unique A-133 engagements for one of the Big Three automotive companies.  Brian graduated from Dalhousie University in Halifax, Nova Scotia, with a Bachelor of Commerce (Honors).  In his free time, Brian enjoys traveling, playing hockey, swimming and hiking. 

In December 2014, Lindquist LLP and Richard A. Sutton, CPA, joined forces in Portland.  Rick Sutton has continuously practiced accounting since he joined the AICPA in 1980.  Since 1998, Sutton’s position at Scribner Scribner & Sutton was that of shareholder, President, Partner-in-charge of Litigation Support Services.  Rick’s two areas of emphasis have been payroll compliance testing for Taft-Hartley funds and working with insurance professionals in the analysis of insurance claims.  He is a member of the AICPA, Oregon Society of Certified Public Accountants, Oregon Casualty Adjusters Association, Washington Insurance Network and International Foundation of Employee Benefit Plans.  Rick has frequently provided testimony, both through deposition and in the courtroom, on financial disputes. He holds a Bachelor of Accountancy degree from Walsh College in Troy, Michigan. 

In his spare time, Rick enjoys traveling, fishing, golfing, camping, and drag racing.  His drag racing is, of course, at sanctioned NHRA tracks.

Sandy Purdy, CPA, is a senior manager in Lindquist LLP’s San Ramon office.  She has 15 years of experience in public accounting, working with employee benefit plans of various sizes, complexities and structures.  She has a comprehensive understanding of reporting and investments under group and master trust agreements.  Sandy is licensed as a CPA in both California and Colorado.  Prior to joining Lindquist LLP, Sandy lived in Colorado where she worked for a regional firm.  During her tenure at a Big Four accounting firm, she served as an instructor and a national audit quality reviewer.  Sandy’s professional memberships include the AICPA and CalCPA.  She also is active in the Western Pension and Benefits Council and the Accounting and Financial Women’s Alliance.  Sandy earned a Bachelor of Science degree in accounting from the Metropolitan State College of Denver.  In her spare time, Sandy enjoys game nights with friends and gourmet cooking.

With a vision of expanding not-for-profit, forensic, business valuation, insurance consulting and 401(k) audit services to Lindquist LLP’s current portfolio, the firm has proactively engaged an expert team to do so.  The firm is looking forward to being able to better serve our current and prospective clients with the same commitment to quality and excellent service.

Emily Simmons is the marketing coordinator in Lindquist LLP’s San Ramon office.  She supports the firm’s management team in carrying out marketing strategies.  The primary areas of her responsibility include proposals, newsletters, events, company website and LinkedIn.  She graduated with a Bachelor’s degree in business administration with an emphasis in marketing from San Francisco State University.

Our firm provides the information in this e-newsletter for general guidance only.  It does not constitute the provision of legal advice, tax advice, accounting services, investment advice or professional consulting of any kind.  The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers.  Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation.  Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer.  The information is provided "as is," with no assurance or guarantee of completeness, accuracy or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability and fitness for a particular purpose.

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