Making a Difference for You

Michael Abramson

Mike joined the firm in 1987 and specializes in general business and tax matters.  Mike is a member and past president of B'nai B'rith, past Treasurer for the Jewish Federation of Omaha and the Rose Blumkin Home, past chairman of the Workforce Development Board for the City of Omaha, past president of Beth El Synagogue, the past Chair of the Metropolitan Community College Foundation Board and past chairman of the CPAmerica Tax Advisory Committee.  Mike graduated from the University of Nebraska at Lincoln with a B.S.B.A.; he then obtained his law degree from Creighton Law School.  He is a member of the AICPA, the NSCPA and the Omaha Bar Association.

Gene E. Arnold

Gene joined the firm in 1997 and specializes in management consulting, accounting, taxation, internal audit consulting and litigation support services.

Gene graduated from the University of Nebraska in Lincoln and is a member of the American Institute of CPA’s (AICPA) and the Nebraska Society of CPA’s (NSCPA).  Gene has served on the NSCPA Management Consulting Service Committee and recently finished a 10-year term on the Board of Directors for Special Olympics of Nebraska. Gene and his wife Cathi are actively involved in numerous civic and charitable organizations in Omaha and Nebraska.  During his free time, he enjoys spending time with his family and grandchildren as well as being an avid University of Nebraska fan.

Cindy Brenneman

Cindy joined the firm in 2011 and has more than fourteen years of Big Four public accounting experience. Cindy works in all areas of taxation, and specializes in flow-thru entities and tax planning for high net worth individual clients.

Cindy graduated from Wayne State College summa cum laude with a B.S.B.A and is a member of the American Institute of CPAs (AICPA), and the Nebraska Society of CPAs (NSCPA). Currently, Cindy is a member of the Omaha Estate Planning Council and is active in many civic and charitable organizations.

Pat Calvert

Pat joined the firm in 2013 and prior to joining Frankel Zacharia, Calvert owned his own accounting practice, as well as served as CFO for a medical practice. His early experience as a revenue agent with the Internal Revenue Service provided him with vast experience in the areas of taxation and representation before the IRS.

Pat graduated from Doane College and is a member of the American Institute of CPAs (AICPA), and the Nebraska Society of CPAs (NSCPA). Currently, Pat is the Treasurer for the Gretna Basketball Association and is involved with various local and civic organizations.

Dan Davis

Dan joined the firm in 2009 and devotes the majority of his time in the areas of auditing and accounting, and other business consulting services. Dan has experience working with a variety of businesses and their owners, with an emphasis serving companies in the manufacturing, construction, retail, real estate development, not-for-profit and employee benefit plans.

Dan graduated from Creighton University with his Bachelor in Business Administration, and from University of Nebraska Omaha with his Master’s in Business Administration. Dan is a member of the American Institute of CPAs (AICPA) and the Nebraska Society of CPAs (NSCPA). Currently, Dan serves on the Board of Directors of Junior Achievement of the Midlands, and is on the Creighton University College of Business Administration Advisory Committee, and the Creighton University Accounting Department Advisory Committee.

Jeff Hoffman

Jeff joined the firm in 2014 and has more than twenty-two years of Big Four public accounting experience. Jeff enjoys serving a diverse group of clients in a variety of organizational structures and industries. Jeff serves private equity and closely-held businesses and provides value-added service to clients in structuring M&A and refinancing transactions. Jeff also provides tax planning, consulting and compliance services to numerous executive and high net worth individual clients.

Jeff graduated from University of Nebraska at Lincoln and is a member of the American Institute of CPAs (AICPA), and the Nebraska Society of CPAs (NSCPA). Currently, Jeff is active in many civic and charitable organizations, including the American Cancer Society’s Advisory Committee for Hope in the Heartland Gala, King of Kings Lutheran Church, and the Omaha Agribusiness Club.

Ryan M. Luetkenhaus

Ryan joined the firm in 2003 and specializes in the areas of taxation, business consulting, and business valuation services as well as managing the tax practice of the firm and serves on the Firm's Executive Committee. 

Ryan graduated from Creighton University where he earned his Bachelor of Science in Business Administration, and Master of Business Administration.  Ryan also attended Golden Gate University where he earned his Master of Science in Taxation with high honors. Ryan was also accredited by the AICPA in Business Valuation (currently inactive). Ryan is a member of the Omaha Estate Planning Council and the American Institute of CPAs (AICPA), Nebraska Society of CPAs (NSCPA).

Rob Osborne

Rob joined the firm in 2006 and specializes in the firm’s construction, manufacturing, and ERISA-related benefit plan practice areas. Rob provides financial reporting services as well as tax services to individuals and closely-held businesses.

Rob graduated from Creighton University with his B.S.B.A. with degrees in both Accounting and Management Information Systems.  Rob has successfully completed the AICPA’s Advanced Defined Contribution Plan Audit Certificate exam demonstrating the commitment to advising clients on technical matters and perform the highest quality audits for this very specialized area of practice.  He is a member of the American Institute of CPAs (AICPA) and the Nebraska Society of CPAs (NSCPA).

Travis Schmitz

Travis provides clients with financial reporting and tax services.  He also specializes in business consulting, including internal reporting and analysis, budgeting, retirement planning and various other business improvement and management solutions.  He has experience serving a wide variety of industries, including manufacturing, construction, real estate, wholesale distribution, technology, restaurant, and not-for-profit.  Travis received his B.S.B.A. from Creighton University, with majors in accounting and finance. He serves as a member of the Firm’s Executive Committee and is a member of the AICPA and NSCPA. 

Scott Sorenson

Scott devotes the majority of his time in the areas of auditing and accounting, mergers and acquisitions, tax compliance, consulting C-level executives on high level corporate issues, and their personal wealth management planning, and is also experienced with the ERISA requirements related to benefit plan audits.  Scott serves as the Managing Partner of the Firm and serves on the Firm's Executive Committee. 

Scott graduated from Creighton University, and currently serves on the Creighton Accounting Dept. Business Advisory Board.  Scott also serves on the Board of the Omaha Children's Hospital Foundation, and he is a Trustee with the Omaha Business Ethics Alliance.  Scott is a member of the American Institute of CPAs (AICPA), and the Iowa and Nebraska Society of CPAs.

William A. Startzer

Bill joined the firm in 1984 and specializes in taxation, and estate planning, and is accredited in business valuation.

Bill graduated from the University of Nebraska Omaha and is a member of the American Institute of CPAs (AICPA), and the Nebraska Society of CPAs (NSCPA). Bill has been awarded the Certificate of Educational Achievement by the AICPA for its program in Tax Planning and Advising for Closely Held Businesses and is also accredited in business valuation as designated by the AICPA. Currently, Bill is active in many civic and charitable organizations. Bill is a current member of the NSCPA and the AICPA Tax Division.

Andrew Worthington

Andy joined the firm in 2009.  He works in all areas of taxation and business consultation, specializing in income tax planning and business consulting for a wide range of closely held businesses. Andy works diligently with his clients to help them create and maintain strategies for long term success. Andy serves within a variety of industries, with a focus in professional services, real estate, and transportation among others

Andy graduated from the University of Nebraska at Omaha with his Bachelor of Science degree.   He specializes in income tax planning and business consulting for a wide range of closely held businesses.  Andy works diligently with his clients to help them create and maintain strategies for long term success.  Currently, he serves as treasurer of the Holy Name Housing Corporation, as well as stays active with other local civic organizations.  He is a member of the American Institute of CPAs (AICPA) and the Nebraska Society of CPAs (NSCPA).

Jordan Downey

Jordan joined the firm in 2011.  He works in all areas of tax for individuals and businesses, specializing in closely held businesses. Jordan also provides financial reporting services.

Jordan graduated from the University of Nebraska-Omaha with his Bachelor of Science degree. Jordan also attended Golden Gate University where he earned his Master of Science in Taxation. 

Jordan is also a member of the American Institute of CPAs (AICPA) and the Nebraska Society of CPAs (NSCPA). Currently, Jordan is in involved in various civic and professional organizations.

Gail Endorf

Gail joined the firm in 2007 and devotes the majority of her time in the focus areas of auditing and accounting and general tax, and is experienced with not-for-profit and government accounting requirements.

Gail graduated from Concordia University Nebraska and obtained her Masters of Accounting (MAcc) from the University of Nebraska Omaha. Gail is a member of the American Institute of CPAs (AICPA), and the Nebraska Society of CPAs (NSCPA). Currently, Gail is a member of the Accounting and Financial Women’s Alliance (AFWA) and serves as the treasurer of her church. 

Andrew Marsh

Andrew joined the firm in 2015, with 4 years of prior experience in public accounting.  He specializes in the Firm's distribution, manufacturing, construction, real estate and ERISA-related benefit plan practice areas.  Andrew provides financial reporting services and tax services to individuals and closely held businesses.

Andrew graduated from the University of Kansas with his Bachelors of Science in Accounting. He is also a member of the American Institute of CPAs (AICPA) and the Nebraska Society of CPAs (NSCPA).  

Kurt W. Meisinger

Kurt joined the firm in 1992 and his primary focus is accounting and auditing services with significant experience with not-for-profit organizations. Kurt is a member of our business valuation team and has received accreditation in business valuation for the American Institute of Certified Public Accountants.

Kurt graduated from Wayne State College, is on the CPAmerica National not-for-profit team and is a member of the Nebraska Society of Certified Public Accountants (NSCPA) not-for-profit committee.  He is accredited in business valuation by  the AICPA and is also a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Not-For-Profit Section and the NSCPA.  Currently, Kurt serves on the finance committee of a local not-for-profit and is chairman of the board for a local governmental unit. The Plattsmouth Optimist Club previously recognized Kurt as their "Friend of Youth" in honor and recognition of his outstanding and unselfish service to the community.

Dan Morris

Dan works with small to medium size businesses; individuals, trusts, and estates; and specializes in flow-through entity taxation and tax strategy for high-net-worth individuals.

Dan graduated from the University of Nebraska – Lincoln in 2006 with his B.S.B.A. in accounting and in 2007 with his Masters of Professional Accountancy. He was recently accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation. Dan is a member of the AICPA and the Nebraska Society of CPAs, and is involved in various civic and professional organizations.

Shari Munro

Shari joined the firm in 1993 and prior to that worked for Coopers & Lybrand in Omaha and Denver. Shari has experience in a variety of industries; including wholesale distribution, retail, construction, mortgage lending, government and not-for-profit.

Shari graduated from the University of Nebraska Omaha and is a member of the American Institute of CPAs (AICPA), and Nebraska Society of CPAs. Currently, Shari serves on the Board of Directors and is chair elect for the Nebraska Society of CPAs, and is also on the Board of Directors and Treasurer of the UNO Alumni Association. She and her husband Kevin are trustees of the University of Nebraska Foundation.

Amy Sughroue

Amy joined the firm in 2007 after four years with a Big Four public accounting firm. Her primary focus and expertise is in all areas of taxation, but specializes in individuals, pass-through entities, and not-for-profit organizations. Amy has also received her AICPA Not-For-Profit Certificate 1. 

Amy graduated from the University of Nebraska Lincoln with her Bachelors in Business Administration as well as her Masters of Professional Accountancy. Amy is a member of the American Institute of CPAs (AICPA), and the Nebraska Society of CPAs (NSCPA). Currently, Amy is active in many civic and charitable organizations.

Alex Zimmerman

Alex joined the firm in 2013, and his primary focus is in accounting and auditing services, specializing in construction, employee benefit plans, and not-for-profit.

Alex graduated magna cum laude from Creighton University in 2011 with his B.S. in Business Administration with degrees in both Accounting and Finance. Alex is a member of the American Institute of CPAs (AICPA) and the Nebraska Society of CPAs (NESCPA). Currently, Alex is involved in various civic and professional organizations.