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FORVIS announces new partners, principals and managing directors

News Release // 07-07-2022

FORVIS is pleased to announce 61 promotions to partner, principal and managing director. The group is among the first class of newly promoted leaders within FORVIS, which was created from the merger of equals of BKD and DHG.

FORVIS has approximately 5,500 team members, including more than 700 partners, principals and managing directors.

“I extend my sincere congratulations to each of these individuals on this special milestone. These leaders have played a critical role in the success of our legacy firms and now will help us drive our combined forward vision,” said CEO Tom Watson. “We are committed to providing a high-touch, personalized approach to client service with deep access to leaders and advisors across our firm. Continually developing our new leaders who are passionate about providing unmatched client experiences is a strategic priority for FORVIS.”

Those being promoted are:

Partner and Principal

  • Ryan Boggs, Principal, Greenville, S.C. 
  • Lindsay Conley, St. Louis
  • Wil Crawford Jr., Jackson, Miss.
  • Nicholas Eichelman, Indianapolis, Ind.
  • Michael Fortman, Fort Wayne, Ind.
  • Joel Haaser, Tulsa, Okla.
  • Jacob Holman, Kansas City, Mo.
  • Michelle Hurst, Rogers, Ark.
  • Nikki Kubly, Nashville, Tenn.
  • Jeffrey Lenhart, FORVIS Wealth Advisors, Springfield, Mo.
  • Kate Leverone, Atlanta
  • Taylor Longacre, Atlanta
  • Makayla Matheson, San Antonio, Texas
  • Becky Robins, Tulsa, Okla.
  • Brinn Serbanic, Dallas
  • Lindsay Schuster, Tysons, Va.
  • Amy Shreck, Omaha, Neb.
  • Travis Skinner, Waco, Texas
  • Dan Smith, Atlanta
  • David Stotelmyer, Springfield, Mo.
  • Tom Tollerton, Principal, Charlotte, N.C.
  • Mike Van Booven, Houston
  • Cameron Weldon, San Antonio, Texas

Managing Director

  • Stacey Atchison, Little Rock, Ark.
  • Eric Babler, Madison, Wis.
  • Karen Bodach, Indianapolis
  • Ben Boulris, Charlotte, N.C.
  • Justin Brown, Charlotte, N.C.
  • Matt Cash, Springfield, Mo.
  • Patrick Catton, Atlanta
  • John Chennoor, Tysons, Va.
  • Andrew Douglas, FORVIS Wealth Advisors, Indianapolis
  • Kim Flasch, Austin, Texas
  • Brandon Flinchum, High Point, N.C.
  • Rand Gambrell, Denver
  • Curt Griffin, Memphis, Tenn.
  • Jason Grosh, Madison, Wis.
  • Brandon Hales, Greenville, N.C.
  • Rebecca Haynes, Charlotte, N.C.
  • Chris Kalafatis, Richmond, Va.
  • Stephen Kimberlin, Richmond, Va.
  • Bill Leachman, Louisville, Ky.
  • Heth Marsteller, Tysons, Va.
  • Lee Martin, Jackson, Miss.
  • Dan Miles, Richmond, Va.
  • Matt Moffitt, High Point, N.C.
  • Julie Murdock, Dallas
  • Jess Myers, Joplin, Mo.
  • Ryan Peterson, Chicago
  • Christina Phillips, Kansas City, Mo.
  • Sabrina Preston, Greenville, S.C.
  • Kelli Ratton, Memphis, Tenn.
  • Adam Roark, Charlotte, N.C.
  • Steve Sauer, Colorado Springs, Colo.
  • Amber Sherrill, Little Rock, Ark.
  • Kris Smalley, Kansas City, Mo.
  • Kate Stewart, Charlotte, N.C.
  • Troy Taylor, Fort Worth, Texas
  • Megan Wilson, Charlotte, N.C.
  • Nick Withrow, FORVIS Wealth Advisors, Kansas City, Mo.         
  • Ling Zhang, Tysons, Va.

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