NEWPORT NEWS, VA (4/10/18) – PBMares, LLP has hired two new directors based in Hampton Roads. Risë Flenner works directly with clients in the area of estate planning and Jesse Morton leads the firm’s business and organizational growth initiatives.
“Both Risë and Jesse have impressive backgrounds,” said Mary Aldrich, COO of PBMares. “Risë has a distinguished reputation for her specialized knowledge that will help our clients with complex financial life-planning issues, and Jesse will help us leverage our capability to achieve the goals set in our strategic plan to best serve clients, staff and communities firm wide.”
Flenner joins PBMares as the director of succession planning and is based in Norfolk. She has worked in the professional client services field for more 20 years and has experience with public accounting and trusts and estates law. She began her public accounting career in Washington D.C. where she worked with small- to medium-sized businesses and high-net-worth individuals. She has a concentration in estate planning including business succession, planned giving and charitable trusts. Flenner is a graduate of the University of Baltimore School of Law.
As the director of organizational growth and development, Morton is based out of Newport News. For the past eighteen years, he has led organizational growth & development initiatives for regional and national firms. His experience includes the development of industry and specialty practice teams, brand awareness campaigns, talent marketing and career growth initiatives. Morton is a graduate of the U.S. Coast Guard Academy and resides in Virginia Beach.
About PBMares, LLP
PBMares, LLP is an accounting and business consulting firm serving U.S. and international clients, with offices in the Mid-Atlantic. A Top 100 Firm as determined by INSIDE Public Accounting, the firm unlocks opportunity for clients using the right balance of industry, specialty and general business services in the areas of audit and accounting, tax planning and preparation, pension plan design/administration, and owner-managed/corporate financial consulting. In addition, the firm provides additional services through its affiliates: Artifice Forensic Financial Services, LLC, a financial consulting division specializing in fraud investigations and forensic accounting; PBMares Wealth Management, LLC, a registered investment advisor; and TMDG, LLC, a national healthcare consulting firm specializing in medical claims audits. More information is available online at www.pbmares.com.
