Meet the Whitlock Team

Matt has more than 30 years of experience with bank mergers and acquisitions, formerly serving as managing director of a large regional consulting firm. Matt also specializes in regulatory filings and changes in control. He has actively supported the MBA, KBA and MIBA associations for the past 20 years.

Jay prepares and reviews federal and state income tax returns for individuals, corporations (regular C and sub S) and partnerships and expertly researches and reports on tax issues raised by clients and governmental agencies.

As a Partner and with 15+ years of combined experience, Chris is an Information Technology Security Specialist for Community Banks.

With more than 20 years of experience in taxation, Jennifer focuses primarily on business tax, cost segregation studies and not-for-profit organization taxes.

Marty provides audit and other consulting services to financial institutions. His background includes serving as assistant controller for a bank service bureau and working for a large regional bank accounting firm. Marty has worked extensively with the firm’s banking clients across the Midwest for over 17 years.

Steve has more than 25 years of experience as a business advisor and confidant to financial institutions, middle market companies and their stakeholders. Steve specializes in consolidated tax returns, S corporation planning and compliance matters, accounting methods and periods, and assistance with IRS and state tax return examinations.

Josh specializes in assisting community banks and small businesses prepare financial statements, assess risk, and improve business operations.

David is an experienced Public Accountant and leader, and advises business owners and financial officers of closely held companies on how to grow profitably while minimizing taxes.

With 20+ years of experience, Kathy specializes in small business accounting services, business and individual taxation, computer software consulting, and employee benefit audits.

As Partner and Banking Group Leader, Tom has 40+ years of experience and specializes in helping community banks thrive in a difficult regulatory environment.

As Managing Partner since June 2011, Joseph focuses on audit and tax services for clients in fields such as colleges and universities, manufacturing and distribution, electric utilities and construction and high-net-worth individuals.