Our Team

Josh is focused on finding solutions that lead to deeper relationships and growth, whether that's collaborating with clients or developing the Whitlock team. In his free time, he enjoys playing ball with his two sons.

Joseph is in charge of tax services for clients in fields such as high net worth individuals, manufacturing and distribution, electric utilities, and construction. He specializes in tax compliance and planning for individuals and businesses. In his free time, he enjoys floating and fishing on local rivers.

David specializes in income and estate Planning, business acquisitions and sales, and wealth management. He helps families and closely held businesses maximize wealth. Some of his favorite hobbies include golf and attending sporting events.

Tom specializes in Risk Advisory and Auditing services for financial institutions. In his spare time he likes to cook and spend time with his grandchildren.

Kathy enjoys working with a client's full financial picture include accounting, taxation, and consulting. She also helps lead the firm's employee benefit plan audit and practice. Outside of the office, she loves spending time with her grandchildren.

Marty leads the Bank Risk Advisory team, providing internal audit and consulting services to financial institutions. He assists those subject to FDICIA compliance, especially those nearing or exceeding $1 billion in assets. Outside the office, Marty enjoys spending time with his family.

Steve is a seasoned Tax Partner with over 30 years of experience specializing in providing comprehensive tax advisory and compliance services to closely held businesses and their owners. When he's away from work, Steve enjoys spending time traveling, out on the boat, or trying not to embarrass himself on the golf course.

With more than 20 years of experience in taxation, Jennifer focuses primarily on business tax, cost segregation studies and not-for-profit organization taxes.

Jay specializes in high-net worth free individual tax preparation and tax planning in multi-state environments. In his free time Jay enjoys traveling the world, visiting his children, and leading a healthy lifestyle.

Kami specializes in tax planning for businesses and high-net-worth individuals, aiming to minimize tax obligations and unexpected tax burdens. She enjoys supporting her favorite team, holding Chiefs season tickets for over 10 years and attending Super Bowl 50.

Chris oversees IT Audits for financial institutions, leads Cybersecurity consulting across industries, and drives firm growth. He ensures organizations safeguard digital assets and meet strategic goals. In his spare time, Chris enjoys fishing.

Olivia specializes in individual and business tax returns, along with tax planning. She is dedicated to helping you navigate tax laws and avoid surprises at filing time. Outside of work, Olivia enjoys horseback riding and camping with her family.