Jordan is Senior Manager at Frankel, specializing in general business and tax matters, with an emphasis on pass-through entity taxation. Jordan also provides tax planning, consulting, and compliance services to high-net-worth individuals. Jordan is a Certified Public Accountant who joined the firm in 2022 with over 12 years of public accounting experience, including Big Eight […]
Jeff is a Partner at Frankel, who specializes in providing value-added services to his clients. Jeff serves private equity and closely-held businesses and provides high-value services to clients in structuring M&A and refinancing transactions. Jeff also provides tax planning, consulting and compliance services to numerous executives and high net worth individual clients. Prior to joining
Amy is a Director at Frankel, whose primary focus and expertise is in all areas of taxation. She specializes in individual tax, pass-through entities, and not-for-profit organizations. Amy helps lead the firm’s internal training and development, as she has a passion for helping people as well as a talent for training others. She also plays
Lori is the Director of Operations at Frankel. She oversees the HR, Marketing and Internal Accounting functions at the firm. In addition to tending to the day-to-day operations, Lori devotes much of her time working with the Managing Partner and the Executive Committee, strategizing and concentrating on firm growth. Lori’s leadership skills and operational efficiencies
Andy is a Partner at Frankel, specializing in taxation and business consulting for closely held businesses. He serves within a variety of industries, with a focus in professional services, real estate, and transportation, among others. Andy joined the firm in 2009, after beginning his career with another local CPA firm. Andy currently serves on the
Tim Weidman is the Director of the firm’s Technology Services Department, who has over 30 years of experience in the technology industry. He has worked as a technology consultant in a wide variety of industries and has extensive expertise in cybersecurity, network infrastructure and technology strategy. Tim is passionate about leveraging technology to improve the
Scott is a Manager at the Firm, specializing in financial reporting and business advisory services within our Client Accounting Services Department. Scott works in a variety of industries, serving individuals and closely held businesses. Scott is a CPA, and joined the firm in 2015 after graduating from the University of Nebraska Omaha with a Bachelor
Scott is the Managing Partner at Frankel with over 30 years of public accounting experience in auditing and client accounting, general tax, and outsource accounting. Scott works with companies in mergers and acquisitions, and consults C-level executives on high level corporate issues, and their personal financial planning. Scott has extensive experience working within the manufacturing,
Dan is a Partner at Frankel. He specializes in tax compliance and tax planning services for closely held businesses. Dan joined the firm in 2019 after working for another local CPA firm for 14 years. Dan is a graduate from the University of Nebraska at Lincoln with a Bachelor of Science in Accounting. He also
Travis is a Partner at the Firm and a life-long Omaha resident. Coming from one of the then Big Four Accounting Firms, Travis joined Frankel in 2001 looking to serve privately owned businesses and their owners. He specializes in serving individuals and closely held businesses with financial reporting, tax, and advisory services. Travis assists clients
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