Team Promotions

Annual Promotions: Recognizing Excellence Across the Firm

ATLAS CPAs & Advisors, with CMMS CPAs & Advisors, an ATLAS Navigators, LLC firm, announces 2026 team member promotions across all locations.

 

ATLAS CPAs & Advisors, an ATLAS Navigators, LLC firm, is excited to announce the promotion of several team members throughout its 25 locations; five of which are based in Texas, operating as CMMS CPAs & Advisors, an ATLAS Navigators, LLC firm.  ATLAS is an acronym standing for Advisors That Listen And Serve.  Our team members strive to embody this message in their service to fellow team members and clients every day.

 

Please join us in congratulating the following team members on their recent promotions, effective January 1, 2026:

 

Promoted to Director:

 

Tracey Grafe — Director — Cincinnati, OH
Scott Wiesner — Director — Cincinnati, OH
Duane Kruer — Director — Cincinnati, OH

 

Promoted to Senior Manager:

 

Dan Burrus — Senior Tax Manager — Cedar Rapids, IA
Jennifer Boehm — Senior Audit Manager — Cincinnati, OH
Kari Ratto — Senior Admin Manager — Northwest Phoenix, AZ

 

Promoted to Manager:

 

Kevin Breaux — Tax Manager — Casper, WY
Laura Corey — Marketing Manager — Westminster, CO

 

Promoted to Senior Associate:

 

Bobbi Grim — Senior Associate — Westminster, CO
Delany Altman — Senior Associate — Westminster, CO
Kim Stephens — Senior Associate — Cincinnati, OH
Roy Bateman — Senior Tax Associate — Amarillo, TX