Joined in 2002

Gene Zoellner

CPA, CGMA

Principal

“I enjoy assisting clients in navigating through the complexities of the always-changing financial reporting environment.”

Gene manages engagement teams working on financial statement audits and other attestation engagements. He works with clients across various industries, assisting them in meeting their internal and external financial reporting needs. Over the years, Gene has gained experience working with clients within the health care, insurance, broker-dealer, private equity, technology and software, real estate and construction industries.

Professional Experience

  • Health Care
  • Employee Benefits and Related Audits
  • Insurance
  • Financial Services
  • Real Estate and Construction Industries
  • Colorado State University, Accounting, BS
  • The Penrod Society – Member
  • Indiana CPA Society — Member
  • American Institute of CPAs — Member

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