News

Building on Success: Leadership Changes at BGM

We are excited to announce that Dane Boeckermann, current Principal and President of CPA Services, has been named the new CEO as a result of Cory Parnell’s term coming to an end. With over 19 years of experience in public accounting and his proven track record as President of CPA Services, Dane is well-prepared to lead BGM into the future. “I am honored to take on this role and look forward to building on the strong foundation that Cory has established. Together with our exceptional team, I am committed to driving our strategic growth plans and enhancing the exceptional service we provide to our clients.”

After 12 years of dedicated service, Cory Parnell’s term as CEO concludes at the end of 2024.  He will continue to support the organization in a different capacity, and BGM extends our deepest gratitude for his outstanding service and leadership. His expert guidance has led our organization through expansions, an ever-evolving tax landscape, and a pandemic, always demonstrating tenacity and dedication.

“As I transition from my role as CEO, I want to express my gratitude to the entire BGM team,” Cory said. “It has been a honor to lead such an exceptional organization. I am excited to see how Dane and Jason will continue to drive our mission forward, and I look forward to supporting BGM in a new capacity.”

Taking Dane’s place as President of CPA Services is Jason Marvin, Principal and Audit Practice Leader. Jason brings nearly 25 years of experience serving clients at BGM across a wide range of industries, including transportation and logistics, manufacturing, and construction and confidently led our Audit department through challenges and successes. “I am eager for the opportunity to lead as President and to continue contributing to our firm’s growth. I look forward to working closely with Dane and the entire BGM team as we strive for excellence in every client interaction.”

 

 

 

 

 

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.