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Around the Firm: April 2021

Written on April 29, 2021

Van Trefethen Chosen as a Top CPA in Alabama by Business Alabama

Van Trefethen, CPA, was recently chosen as one of the top CPAs in Alabama by Business Alabama magazine. Van is a Warren Averett Member within the Firm’s Tax Division and he serves as the Tax Service Area Leader for the Birmingham office. To learn more about Van and his designation, click here.

Paul Perry Featured in the Birmingham Business Journal

Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE was recently featured as a contributor to the Birmingham Business Journal’s (BBJ) Table of Experts Series in the segment Cyber Security in the Age of COVID-19. Paul is a Member in Warren Averett’s Birmingham office and leads the Security, Risk and Controls group. The discussion focused on how working from home can create an additional layer of cybersecurity risks. To read more about the segment, click here.

Josh Reidinger Selected as One of BBJ’s 2021 Who’s Who in Birmingham Wealth Management

Warren Averett Asset Management’s Josh Reidinger, CPA, was recognized on the Birmingham Business Journal’s (BBJ) Who’s Who in Birmingham Wealth Management 2021 list. This list acknowledges key leaders in Birmingham’s wealth management industry. You can read more about Josh Reidinger and his designation here.

MaryPat Peeples Earns Certified Financial Planner™ Certification

Warren Averett Asset Management is proud to announce that MaryPat Peeples, CFP®, has obtained her Certified Financial Planner™ certification with the Certified Financial Planner Board of Standards. MaryPat is a Financial Planning Associate in the Homewood office who works closely with clients on their comprehensive financial planning. To find out more about MaryPat Peeples and the CFP® certification, click here.

Warren Averett Animal Advocacy Group Participates in Operation SponsorSnip

The Warren Averett Animal Advocacy Group (WAAAG), a group of team members who have joined together to advocate for animal fostering and adoption, participated in Operation SponsorSnip, a fundraising event hosted by a Fort Walton Beach pet rescue organization, Saving with Soul. The event raised thousands of dollars for spay/neuter awareness and dozens of animals found their “furever” homes.

Kerry Duval, one of WAAAG’s founding members, said, “Warren Averett had the opportunity to share not only the services we can provide here on the Gulf Coast but to also share our love of animals and the importance of spay and neuter. It was incredibly fun and gave us the chance to give additional donations of $201 gathered from Firm team members to go toward the next spay/neuter transport costs.”

Campus Recruiting Team Creates Video

Our Campus Recruiting team recently created a video to share with recruits that highlights what makes Warren Averett unique when it comes to building a career. You can view the video here.

Season Six of The Wrap Podcast Continues

This season of The Wrap podcast tackles hot topics including the ERTC, M&A and corporate espionage. You can catch up on the most recent episode, Today’s Talent Truths [Staying Competitive in Recruitment and Retention] and learn the truth of the current job market, what management’s role is in the talent strategy, plus: how to stay competitive with attracting and retaining talent in 2021. You can find the current season, as well as our other seasons, here.

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