MINNESOTA

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Lee Roberts
Lee Roberts, shareholder and director of sales at BerganKDV, St. Cloud, was elected to the board of directors of the Independent Payroll Providers Association, announced at the IPPA’s annual business meeting in Minneapolis on Oct. 3.

MISSOURI

H&R Block, Kansas City, hired several vice presidents: Angela Davied, corporate communications, marketing; Angela Melka Geisen, media and channels, marketing; Darren Haddock, Block Advisors, U.S. retail; Laura Klopatek, corporate human resources, human resources; Bill Lanza, retail west market, U.S. retail; Tom Nolan, client experience, marketing; Margaret Ostrowski, financial products and partnerships, marketing; William Self, data science and analytics, finance; Kirstin Slepicka, corporate systems, IT; and Sarah Wiltse, total rewards, human resources.

NEW YORK

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Richard Goldstein
Richard Goldstein (pictured) was hired as a senior principal and co-leader of the state and local tax practice at Berdon, New York.

Ian Hall was hired as a staff analyst and Megan Mahaney as an administrative assistant at Brisbane Consulting Group, a wholly owned subsidiary of Lumsden & McCormick, Buffalo.

PENNSYLVANIA

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Jennifer Connolly
Jennifer Connolly was promoted to financial advisor at Rotz & Stonesifer Financial Services, Chambersburg, and also earned the Chartered Retirement Plan Specialist designation from the College of Financial Planning.

WASHINGTON, D.C.

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Gary Scanlon
Will Reintzell
Gary Scanlon was hired as a principal in the international tax group of the Washington national tax practice at KPMG. Scanlon most recently served as an attorney-advisor with the U.S. Department of the Treasury’s Office of the International Tax Counsel.
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