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2016 Schmidt Westergard Promotions


Feb 18, 2016

2016 Schmidt Westergard Promotions Announcement

Mesa, Arizona – February 1, 2016 – Schmidt Westergard & Company, PLLC promotes Christopher A. Jones to audit partner and Kelly M. White and Daniel J. Evans to director positions.

Schmidt Westergard & Company, PLLC, is proud to announce that Christopher A. Jones is now a member of its partner team.  In addition, Kelly M. White and Daniel J. Evans have been promoted to director positions. 

“Combining the expertise from these new promotions with the already strong leadership in place at Schmidt Westergard will further enhance our ability to provide our clients with superior, tailored CPA services. Look for more great things from Schmidt Westergard with the support and insight of these talented members,” says Managing Partner James A. Schmidt.

Christopher A. Jones, CPA

Chris Jones has served Schmidt Westergard clients for over 12 years. Chris is active on boards and committees of various organizations in the valley.  He serves a wide variety of industries and specializes in healthcare, construction, real estate, railroads, services, and not-for-profits.   

Kelly M. White, JD, LLM

Kelly White has over 13 years of experience, and joined Schmidt Westergard in 2007.  She is a board member of the East Valley Estate Planning Council and currently serves as Secretary.  She focuses on tax consulting and compliance for high-net-worth individuals and their related entities, including estate and gift tax planning and compliance related to tax-exempt organizations, fiduciary taxation, and tax–exempt organizations.

Daniel J. Evans, CPA

Dan Evans joined Schmidt Westergard in 1999 and has been in the industry for over 17 years.  Dan is exceptionally accomplished in employee benefit plans for a wide range of businesses and currently serves as Phoenix Chapter President of the Western Pension & Benefits Council.

Established in 1968, Schmidt Westergard is an independent full-service tax, audit, accounting and business advisory firm based in Mesa, Arizona. We are dedicated to bringing a high level of professionalism and integrity, providing each of our clients with the best tax and accounting strategies based on our 45+ years of experience.