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Warren Averett Announces 2021 New Members

Written on January 11, 2021

Warren Averett is proud to announce that seven individuals have been promoted to Members of the Firm. We are pleased to recognize their accomplishments of the past and celebrate their endeavors in this new chapter of their careers. Please join us in congratulating them!

Joshua Bowen, CPA, CGMA, CAMS (Audit, Montgomery)

Joshua is a new Member in Warren Averett’s Audit Division in the Montgomery location.

Josh provides audits and compliance consulting to financial institutions and public sector organizations. He has largely focused his practice on providing external and internal audits and Bank Secrecy Act (BSA)/Anti‐Money Laundering (AML) compliance consulting. He serves on the Firm’s Audit Best Practice Leader Committee and performs audit trainings across the Southeast.

Josh is an Advisory Council Member of Troy University’s School of Accountancy and a past member of Leadership Montgomery.

“Becoming a Member at Warren Averett is an immense honor, and I’m truly grateful for the opportunity to continue to serve the Firm and our amazing clients. I’m also deeply humbled and thankful for the multitude of individuals who invested in me over the years, and I look forward to continuing that tradition of mentoring others in this new chapter of my career.” – Josh Bowen

Jared Koechner, CPA (Tax, Birmingham)

Jared Koechner is a new Member in Warren Averett’s Tax Division in the Birmingham location.

Jared specializes in tax planning and compliance for financial institutions. Jared also provides corporate tax compliance and planning services for privately-held and private-equity owned businesses in a variety of other industries. He helps clients navigate multistate tax compliance and accounting for income taxes.

Jared is an active member of the Birmingham community, where he is involved with the Arc of Jefferson County, Church of the Highlands and UAB’s Young Professionals Council.

 “I am honored to be a Member of Warren Averett and excited for the opportunity to continue to work with such a talented group of individuals to help our clients be successful.” – Jared Koechner

Heather Locklar, J.D. (Estate, Birmingham)

Heather Locklar is a new Member in Warren Averett’s Estate Planning Division in Birmingham.

She helps clients reach their personal and legacy goals by assisting them in crafting meaningful, impactful estate plans for themselves and their families. She also advises on effective business succession planning techniques and plays a large role as an advisor of the Women’s Wealth Connection of Warren Averett.

Heather maintains many professional designations and affiliations, including with the American Bar Association, Alabama Bar Association, Birmingham Bar Associate and the Estate Planning Council of Birmingham. She was also recently recognized as a BBJ Nextgen: Law Award Winner.

“It is a privilege to work with so many bright and talented professionals at Warren Averett, and to be announced as a new Member of the Firm is an immense honor that I am humbled to receive.” Heather Locklar

Claiborne Morris, CPA (Tax, Birmingham)

Claiborne Morris is a new Member in the Firm’s Tax Division in Birmingham.

Claiborne specializes in planning and executing tax strategies, and he helps clients navigating transactions—from planning when buying or selling a business to succession and transition assistance. Claiborne focuses primarily in the construction and real estate sector and serves as an engagement leader to ensure a product that surpasses clients’ expectations.

Claiborne is instrumental in coordinating and overseeing Warren Averett’s philanthropic efforts in the Birmingham area, and he is involved with many community organizations, including the Birmingham Zoo and the Quarterbacking Children’s Health Foundation.

“It’s an honor and a privilege to work with so many talented and driven individuals here at Warren Averett. Our passion to serve our clients is truly what makes this place different from other firms, and I look forward to what the future holds.”Claiborne Morris

Barry Prim, MBA (Asset Management, Montgomery)

Barry Prim is a new Member and Senior Client Consultant for Warren Averett Asset Management in Montgomery.

Barry assists clients by offering insight about investing, estate planning and wealth management, and he is responsible for building and strengthening client relationships and growing Warren Averett Asset Management in the Montgomery area.

“I am honored and tremendously excited to be part of such an incredible organization here at Warren Averett. I look forward to many more years of success and growth!” – Barry Prim

Van Trefethen, CPA (Tax, Birmingham)

Van Trefethen is a new Member in Warren Averett’s Tax Division in Birmingham.

Van specializes in tax planning and compliance for closely-held and private-equity owned businesses, and he provides financial statement reviews and compilations. Van serves as the Tax Service Area Leader in Birmingham, and he is a co-leader for the Firm’s Paycheck Protection Program Taskforce. He is an accomplished thought leader and author of many of the Firm’s publications about tax issues.

Van has served as a Junior Board Member a United Ability, and he is a member of Church of the Highlands.

“Becoming a Warren Averett Member is an absolute honor. Here at Warren Averett, we strive to provide the best client service in order to help our clients thrive. It’s the ‘Warren Averett Way.’ I am ecstatic to continue to serve my clients and our Firm for the years to come as a Warren Averett Member.” Van Trefethen

Alexis Willis, CPA (Tax, Foley)

Alexis Willis is a new Member in Warren Averett’s Tax Division in Foley.

Alexis provides individual and corporate tax planning, tax code compliance services, multi-state tax services and outsourced accounting and CFO services to clients in a wide variety of industries.

In the Foley community, Alexis is involved with the Foley Optimist Club, and she serves as the Treasurer of the Foley Society of Black Hats.

“Becoming a Member at Warren Averett is a true honor. I am proud to be part of a Firm that values solid relationships and intense client focus, and I am excited about the years ahead.” – Alexis Willis

Congratulations to These New Members of the Firm!

Warren Averett is extremely proud of these individuals and the dedication they have shown to the Firm and the values it represents.

“We are so excited for these individuals, and so pleased to welcome them as Members of our Firm. They have each made a significant impact on our organization in their own unique ways, and we are looking forward to seeing their continued growth played out through their dedication to serving our clients to the best of their abilities.” – Mary Elliott, CEO

 

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