NASHVILLE, Tenn. – FORVIS is pleased to announce leadership promotions of Kim Sheley, Rachel Arendt and Ann Puckett to market leaders in Memphis and Knoxville, Tennessee, and Bowling Green, Kentucky, respectively.
As market leaders, Sheley, Arendt and Puckett will represent FORVIS in their local markets by being active in the business community and building relationships with local leaders and clients. All three markets are under the leadership of Managing Partner Jonathan Wilke, who recently relocated from Dallas to Nashville, to lead the FORVIS offices across Tennessee and Bowling Green, Kentucky.
“Kim, Rachel and Ann are standout leaders that have all contributed to the continued growth we’ve seen across the region,” Wilke said. “Our region is a great example of how we are stronger as FORVIS. Both BKD and DHG had legacy offices in our region, but together we are better suited to serve and grow with our clients. I’m extremely proud to work alongside these accomplished leaders.”
About the New Leaders
Memphis Market Leader Kim Sheley previously served as a tax market leader for Memphis. With nearly 30 years of experience, she has served the hospitality, commercial products, real estate and retail industries. Her experience is focused on structuring, acquisitions, and state and local taxes, with an emphasis on providing tax compliance to privately and publicly held companies. She is a member of the AICPA and currently serves on that group’s real estate conference planning committee. She steps into a role previously held by Anthony Clark and is working closely with Clark in the transitional period.
Knoxville Market Leader Rachel Arendt joined FORVIS in 2021 through the acquisition of Burkhart & Company. She has nearly 20 years of experience focusing on family office services and high-net-worth families, trust accounting and tax compliance, taxation of investment transactions and accounting for partnerships and LLCs. Arendt serves on the board of the Estate Planning Council.
Bowling Green Market Leader Ann Puckett previously served as tax director for the Bowling Green and Nashville offices, and as a FORVIS Private Client advisor. Puckett has more than 30 years of experience focusing on high-net-worth individuals, trust, estate, and gift taxation. She also is experienced with corporate and partnership tax returns, transaction structuring, business succession planning, and IRS representation. Puckett is a member and past president of the Southern Kentucky Estate Planning Council. She currently serves on the board of directors of United Way of Southern Kentucky, Bowling Green Area Economic Development Authority, Bowling Green Area Chamber of Commerce Foundation and as a member of the University of Kentucky School of Accountancy Advisory Council.