Somerset is pleased to announce the recent promotions of four professionals to Principal. Please join us in congratulating Jeremy, Shaun, Gavin and Jordan!

Jeremy J. Davis, CPA, of Somerset’s Private Business Advisory Team, has been promoted to Principal. Jeremy’s main focus is helping clients with all of their accounting and financial goals, and focuses on GAAP accounting, Financial statement reviews and compilations, business and individual taxes.

Shaun M. Heinzelman, CPA, of Somerset’s Tax Team, has been promoted to Principal. Shaun focuses on strategic tax planning and consulting for flow through entities and their owners, mergers and acquisitions and succession planning for closely held businesses. He also works with clients on incentive compensation plans and performance management plans. His main areas of focus are in the construction, architecture and engineering industries.

Gavin G. McNamara, CPA/ABV, of Somerset’s Health Care Team, has been promoted to Principal. Gavin focuses his time serving the firms health care clients’ transactional and integration/affiliation needs, including managing fair market value engagements, advising on transactional issues and conducting complex financial analysis and financial/operational due diligence. He also advises clients that are being targeted for acquisition, helping them to navigate the transaction process with clarity.

Jordan A. Shady, CPA, of Somerset’s Assurance Services Team, has been promoted to Principal. Jordan is responsible for leading engagement teams on financial statement audit and other attestation engagements. He works with clients in various industries, but has a concentration in the construction, architecture and engineering industries. He is also heavily involved in the employee benefit plan practice, including 401(k), ESOP and health & welfare plan audits.