Professional Summary
As a partner with Robinson & Company Jeff's primary focus is in the area of tax and business planning, as well as financial planning. As a resource for his clients, Jeff plans to help them achieve their personal and business goals. At Robinson & Company our structure promotes a proactive client advisor relationship versus a reactive one.
Experience
Prior to starting his career in accounting, Jeff spent 6 years in the financial services industry, most recently as a Vice President with a local trust company, where he earned the CFP® designation. As an advisor to his clients he primarily helped structure portfolios, and develop estate and tax planning strategies. Jeff spent 3 years at a Springfield area accounting firm where he earned his CPA in 2009.
Licenses and Certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA) | Member
Community Involvement and Other Professional Activities
Ozarks Methodist Manor | Board Member (2012-present)
Springfield Little Theater | Board Member (2009-2014)
Big Brothers Big Sisters of the Ozarks | Board Member (2004-2006)
Education
Bachelor of Science, Accounting
- Missouri State University - Springfield, MO
Bachelor of Science, Marketing
- Missouri State University - Springfield, MO
Professional Summary
Andy has been with Robinson and Company, LLP since its inception in 2010. He is a Springfield native and graduated as a Valedictorian of Kickapoo High School in 2005 before attending Missouri State University, where he graduated Magna Cum Laude from the Honors College with a Bachelor's degree in accounting and a minor in economics. He earned his Master's degree in accountancy from Missouri State in 2009.
Experience
Since 2010, Andy has been helping individuals and businesses with their specific tax and accounting situations. He enjoys the unique challenges and rewards that come with individual and business tax compliance and financial statement preparation. Additionally, since attaining his Certified Valuation Analyst designation in 2014, he has enjoyed assisting in the further development of the Firm's business valuation and litigation support practice.
Licenses and Certifications
- Certified Public Accountant (CPA)
- Certified Valuation Analyst (CVA)
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA) | Member
- National Association of Certified Valuators & Analysts (NACVA) | Member
Community Involvement and Other Professional Activities
Rotaract Club of Springfield | Treasurer (2016-2017)
Frank C. & Georgia M. Bentley Charitable Foundation | Trustee (2013-Present)
Education
Masters of Accountancy
- Missouri State University - Springfield, MO
Bachelor of Science, Accounting; Minor in Economics
- Missouri State University - Springfield, MO
Professional Summary
Kyle joined Robinson and Company, LLP as the audit practice leader in 2016 after spending the first seven years of his career working for national accounting firms. Since joining the firm, he has been actively involved in the firm's business valuation and forensic practice. He is a Springfield native and Summa Cum Laude graduate of Missouri State University.
Experience
Kyle's experience as an engagement and relationship manager includes a wide array of industries including Financial Institutions, Healthcare Providers, and Not-for-Profit Organizations. He takes pride in being involved in all stages of client engagements to ensure a collaborative audit process that results in timely delivered high quality work products. His past clients include community banks, publicly traded financial institutions, hospitals, physicians' clinics, surgery centers, retail pharmacies, laboratory companies and not-for-profit organizations. Kyle has been performing business valuation and litigation support related services since 2016 for a variety of purposes including, but not limited to, employee stock ownership plans, family law matters, business damages, shareholder litigation, estate and gift tax matters, buying and selling business, lost wages, and breach of contract. He has qualified as an expert witness in both Federal District Court and local jurisdictions.
Licenses and Certifications
- Certified Public Accountant (CPA) since 2010, Licensed in Missouri
- Accredited in Business Valuation (ABV) since 2019
Professional Affiliations
- American Institute of Certified Public Accountants | Member
- AICPA Forensic and Valuation Services Section | Member
Community Involvement and Other Professional Activities
- Ozarks Methodist Mannor | Board Member (Active)
- Chicago Association for Research and Education in Science | Board Member (2013-2016)
Education
Masters of Accountancy
- Missouri State University - Springfield, MO
Bachelors of Science - Accounting
- Missouri State University - Springfield, MO
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