Whitley Penn's Exciting Leadership Changes for 2026
Whitley Penn Announces New Leadership for 2026
Whitley Penn recently announced significant leadership changes, taking effect on January 1, 2026. This strategic move aims to position the firm for future growth and enhanced client service as it adapts to the evolving needs of the market.
Exciting New Roles and Responsibilities
In this revitalized leadership structure, Whitley Penn has appointed three key individuals:
- Tommy Byrd will serve as Partner-in-Charge of Tax.
- Irfan Dossani has been named Partner-in-Charge of Advisory.
- Jake Morris will take on the role of Partner-in-Charge of Client Accounting & Advisory Services (CAAS).
A Vision for the Future
Referring to these appointments, Chief Executive Officer Nathen McEown expressed his enthusiasm, stating that each leader brings invaluable experience and insight that will significantly enhance the firm’s services. McEown noted, "With their leadership, we aim to drive innovation and continue elevating our exceptional client experience. Our commitment to providing top-notch services remains steadfast as we move forward into 2026 and beyond." This sentiment reflects Whitley Penn's dedication to both its clients and its core values.
About Whitley Penn
With over 40 years of experience, Whitley Penn, LLP has built a reputation for excellence in tax, audit, and advisory services. The firm's mission is to develop transformative solutions that yield valuable results while fostering strong relationships with clients. Whitley Penn enjoys a robust presence in the Southwest and is recognized as an independent member of HLB International. This positioning allows Whitley Penn to facilitate growth for its clients on both local and global scales. Their commitment is clear: "At Whitley Penn, your future is our focus."
Frequently Asked Questions
What leadership changes were announced by Whitley Penn?
Whitley Penn announced three key appointments effective January 1, 2026, including Tommy Byrd, Irfan Dossani, and Jake Morris in senior leadership roles.
What are the new roles of the appointed leaders?
Tommy Byrd will be Partner-in-Charge of Tax, Irfan Dossani will be Partner-in-Charge of Advisory, and Jake Morris will oversee Client Accounting & Advisory Services.
What is the vision for Whitley Penn moving forward?
The firm aims to drive innovation and enhance client experiences under the new leadership, ensuring continued success into 2026 and beyond.
How long has Whitley Penn been in operation?
Whitley Penn has been serving clients for over 40 years, focusing on tax, audit, and advisory services.
What values does Whitley Penn uphold?
Whitley Penn is committed to delivering transformative solutions, building solid relationships, and focusing on the future of its clients.
About The Author
Contact Ryan Hughes privately here. Or send an email with ATTN: Ryan Hughes as the subject to contact@investorshangout.com.
About Investors Hangout
Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/
The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.