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Bruce Bleakman, CPA |
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Bruce Bleakman is an expert in auditing, accounting and financial reporting. With more than 20 years of experience, he serves a wide variety of organizations, including public companies, financial institutions, construction contractors, educational institutions and state, local and tribal governments. Bruce is a nationally recognized speaker and presents frequently on corporate governance and audit independence issues.
He is a member and past president of the Albuquerque Chapter of the Institute of Internal auditors. Bruce serves on the audit committee of Albuquerque Public Schools and the investment committee of the American Indian Graduate Center, a nonprofit organization based in Albuquerque that provides over $1 million annually to support Indian college students pursuing master and doctorate degrees.
A graduate of the University of Florida, Bruce is a member of the American Institute of Certified Public Accountants and the New Mexico Society of Certified Public Accountants.
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Carol Mayo Cochran, CPA/PFS, CEBS, CMA, CMS |
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Twenty-two of Carol’s twenty-five years of experience in the accounting industry are in the employee benefits field. Carol has significant expertise in employee benefits, retirement plans, flexible spending accounts, and compensation planning.
As principal in charge of REDW Benefits, LLC, Carol oversees the design and administration of all forms of retirement and welfare benefit plans, including age weighted and cross-tested pension arrangements. She has an extensive background in retirement plan administration, retirement and per capita plan design, problem plan resolution, and client representation before the IRS and Department of Labor. Carol also consults with clients on compensation strategy, job definition and evaluation, salary ranking, and position classification.
In addition to being a Certified Public Accountant, Carol is also a Certified Employee Benefits Specialist, Personal Financial Specialist, Certified Management Accountant and Compensation Management Specialist. She is the chair of the Anderson Schools of Management Foundation, Treasurer and Executive committee member for New Mexico First, the past National Treasurer of the Girl Scouts of the USA, as well as Past Chair and a member of the Executive Committee of ACCIÓN New Mexico. Carol is a Distinguished Toastmaster, past District Governor of District 23 Toastmasters, and past president of Musical Theater Southwest. In 1995, Carol received the New Mexico Society of CPAs Community Service Award, and in 2002, Carol was designated Accountant Advocate of the Year by the New Mexico Small Business Administration. Carol was designated one of New Mexico’s “Power Brokers” in 2005, 2006, 2007 and 2008. In 2008, Carol was also named a “Woman Who Means Business” by the New Mexico Business Weekly.
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Steve Cogan, CPA |
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Steve Cogan serves a wide variety of clients, including healthcare organizations, not-for-profits, financial institutions, wholesalers, real estate developers, manufacturers, and insurance companies. His areas of practice include financial statement audit, internal audit, risk management, fraud prevention and investigation, business process consulting, internal control, bookkeeping and performance measurement.
Steve is a graduate of Cal Poly State University San Luis Obispo and joined the firm in 1992 after several years of audit experience with a national firm. He and his wife Nancy served one year as volunteer teachers in Quetzaltenango, Guatemala.
Steve is the treasurer of the Albuquerque Museum Foundation board and is a graduate of the 2006 class of Leadership New Mexico. He served ten years as a board member of Catholic Charities, five years as chair of the 4th Street and Montaño Area Improvement Coalition community revitalization project, several years as a board member of the New Mexico Information Technology & Software Association and the Entrepreneurial Leadership Accelerator, and six years on the New Mexico Society of Certified Public Accountants’ Peer Review Committee.
Steve is a member of the American Institute of Certified Public Accountants, the Association of Healthcare Internal Auditors, the Institute of Internal Auditors, the Healthcare Financial Management Association, National Association of Community Health Centers and an associate member of the Association of Certified Fraud Examiners.
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James “Chip” Dennedy, CPA/PFS, CFP®, Registered Investment Advisor |
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Chip Dennedy is dedicated to helping his clients achieve financial success and peace of mind. He specializes in financial planning, consulting and training for individuals, businesses, and Native American tribes and enterprises. His multifaceted experience makes him uniquely qualified to help clients with a wide variety of financial needs.
Before beginning his career in public accounting, Chip helped run a sizable family business and managed the accounting operations at a publicly held manufacturing company. As a result, he has a unique understanding and empathy for the business and financial needs of his clients. With over 20 years of public accounting and financial planning experience, he specializes in personal, business and tribal consulting and planning in investments, stock options, retirement, asset protection, estate planning and taxation.
Chip is an honor graduate of the University of Colorado and the College for Financial Planning in Denver. He has earned the Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ certification and Personal Financial Specialist (PFS) designations, and was recognized for placing second nationally on the uniform PFS exam. He was named among America’s best financial planners by the Consumer’s Research Council of America, an Independent research company.
Chip is a participant and graduate of the Leadership New Mexico and Leadership Albuquerque programs, and an active member of the New Mexico Estate Planning Council and the Financial Planning Association. He has served as chairman of the New Mexico Society of CPA’s Financial Planning Committee and as president of the society’s Albuquerque Chapter. Internally, Chip serves on the REDW Stanley Investment Committee which analyzes and selects appropriate investments for clients.
As a respected authority, Chip has published national articles and delivered presentations on numerous financial planning topics. Most importantly, Chip is proud of being a trusted advisor and advocate for the firm’s clients.
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Irv Diamond, CPA/PFS, CFP®, Registered Investment Advisor |
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For more than 30 years, Irv has helped clients grow their businesses and achieve financial security. He is a business and financial advisor to clients in retail, real estate, the automobile industry and the professional services. He has particular skills in litigation support as an expert witness, and often helps clients with mergers, acquisitions and sales of their businesses.
Irv holds the Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™ certification and Certified Valuation Analyst designations. In addition to numerous academic and professional awards, Irv is the recipient of the “Highest Distinction” award for earning the top grade on the Personal Financial specialist examination. Worth and Medical Economics magazines named him one of the nation’s best financial advisors, and Money magazine recognizes him as one of the nation’s best tax advisers. These magazines and other financial publications quote Irv frequently as their expert source.
Irv writes extensively in the tax and financial planning areas. He was a regular columnist for the New Mexico Lawyer and a former member of the editorial advisory board of The Tax Adviser.
He is a past president of the New Mexico Society of CPAs and past vice president and member of the Board of Directors of the American Institute of Certified Public Accountants. His board and leadership positions in civic and charitable organizations include the Santa Fe Opera, the UNM Anderson Schools Foundation and the New Mexico Symphony Orchestra, among others. Currently he is the chairman of the Board of Directors of a publicly held insurance company. He is a member of the National CPA Financial Literacy Commission.
Irv’s depth of experience and sophisticated communication skills keep him in demand as a speaker. He has delivered over one hundred presentations on tax and financial planning topics, including succession planning for the small business owner, and investment education seminars.
Irv is a graduate of John Carroll University and the University of New Mexico.
Irv is a graduate of John Carroll University and the University of New Mexico.
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Eric Herrera, CPA |
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Eric Herrera has a broad background in both private industry and public accounting. His 14 years of experience covers real estate and construction taxation, mergers and acquisitions, tax planning for closely held businesses and owners, and business entity selection. Eric has published articles and delivered presentations on numerous tax topics.
Eric has extensive experience with business structures including S corporations, C corporations, partnerships and limited liability companies. His passion for client service has helped many businesses and business owners achieve their financial goals.
Eric is a graduate of the University of New Mexico and is heavily involved in professional and community activities, including membership in the AICPA and the New Mexico Society of CPA’s. In 2007, Eric received the New Mexico Society of CPA's Community Service Award. Eric is a graduate of Leadership Albuquerque, past treasurer of the Ronald McDonald House Charities of New Mexico, past Trustee of Manzano Day School, a board member of Campfire USA, an executive committee board member of Quality New Mexico, treasurer for St. Pius X Foundation, a member of the Albuquerque Hispano Chamber of Commerce and the National Association of Industrial Office Properties. In 2001, Eric was a recipient of the Robert O. Anderson School of Management Up-and-Comer Award.
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James Montoya, CPA |
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James Montoya is a graduate of the University of New Mexico and has been a member of the public accounting profession for 13 years. Throughout his accounting career, James has specialized in providing audit, consulting, accounting and audit preparation services to tribal governments, casinos, tribal grant and contract schools, and other governmental entities.
By performing a variety of audit and consulting services throughout his accounting career, James has a thorough understanding of tribal government, casino and school operations and extensive expertise using various accounting and consulting software programs and automated techniques. He is one of REDW’s primary technical resources in computer aided consulting, using advanced applications of Excel and IDEA data analysis software.
James has been a guest speaker at New Mexico State University classes demonstrating various accounting and consulting software programs. He has been a speaker at the Native American Grant School Association (NAGSA) and the National Indian Gaming Association (NIGA) conferences and has conducted a number of REDW continuing professional education courses.
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Glen Post, CPA |
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Glen Post is the senior principal in our Tribal practice. He has spent most of his 29 years in public accounting exclusively serving tribal governments, tribal casinos and other tribal businesses. He oversees many of the tribal government, gaming and other Native American organization audits that REDW performs each year. Glen specializes in providing financial, internal control, regulatory compliance, forensic and operational performance audit and evaluation services. He also has provided a variety of management advisory services to many of his clients. His business and management skills are applied to help clients develop effective policies, internal controls and organizational structure; develop performance measurement systems; and facilitate short and long-term management planning.
Glen’s career is dedicated to helping tribal governments and casinos, as well as other tribal businesses and organizations, maximize their economic and financial opportunities through providing high quality accounting, audit and management advisory services.
He has been a featured speaker at Native American Finance Officers Association conferences, National Indian Gaming Association conferences, and a number of REDW’s training and information seminars for tribes and casinos. He is a consistent advocate of Native American self-determination and economic opportunity.
Glen holds a BBA in Accounting from Washburn University of Topeka, Kansas, is a licensed CPA in several states, and a member of the American Institute of Certified Public Accountants.
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Ron Rivera, CPA, Managing Principal |
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A member of the public accounting profession for 27 years, Ron Rivera serves a variety of clients. He is equally competent counseling retired individuals on estate planning or advising growing corporations on the tax consequences of their activities. Ron frequently acts as a consultant to business and nonprofit organizations on strategic planning and budgeting issues.
Ron’s expertise includes:
• Advising professional service companies regarding tax, and strategic operational matters
• Advising nonprofit organizations on preparing and monitoring budgets
• Consulting with nonprofit organizations on structuring transactions to comply with tax regulations and obtaining their nonprofit status
• Helping clients with their estate planning needs
• Succession planning for businesses
• Strategic and business planning for companies and individuals
• Representing clients before the IRS and other taxing authorities on income, excise and payroll tax issues
• Advising clients on mergers, acquisitions and consolidations
• Valuations of businesses for purchase, sale, divorce or estate purposes
• Alternative financing opportunities (industrial revenue bonds, etc.)
• Advising clients on real estate transactions, such as tax-deferred exchanges
• General consulting with clients on business issues
Ron is a graduate of the University of New Mexico who is heavily involved in professional and community activities, including membership in the AICPA’s Tax Section and NMSCPA’s Finance Committee. He is on the Board of the Directors of the Hispanic Scholarship Fund NM Alliance, the Association of Commerce and Industry, the Museum of Spanish Colonial Art and the Albuquerque Community Foundation.
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Virginia M. K. Stanley, CPA/PFS/ABV, CFP®, CVA, AIFA, Registered Investment Advisor |
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Ginny Stanley holds the distinct honor of being one of Worth magazine’s “Most Exclusive Wealth Advisors” six times. She is Principal in Charge of REDW Stanley Financial Advisors, an SEC Registered Subsidiary of REDW The Rogoff Firm, and President and Chairman of the Board of REDW Trust Company.
Ginny is a recognized expert and leader in the financial planning industry. She has been selected Planner of the Year by LINC, given the AICPA’s award for Highest Distinction in Financial Planning and is often asked to contribute planning advice for articles in the Wall Street Journal, USA Today, Financial Planning, Fortune, Smart Money and Money magazines.
She is a past president of the New Mexico Society of CPAs, past chair of the New Mexico Society of CPAs Financial Planning Committee, former member of the Personal Financial Planning Executive Committee of the American Institute of CPAs, and was named the New Mexico Small Business Administration’s Accountant Advocate of the year in 1996. She currently serves on AICPA Council and is a former member of the Board of Directors of the American Institute of Certified Public Accountants, as well as having served on the Strategic Planning, Finance and Investment Committees. Ginny has a long history of leadership positions in various nonprofit and civic groups. Ginny currently serves on the Board of Governors, the Board of Appeals, the Investment Committee and the Visioning Committee for the CFP Board of Standards.
She is particularly skilled in helping clients establish focus and direction in their financial lives. Her outstanding technical capabilities, communication skills and personal experience in investing (as a small business owner and an active real estate investor) bring a wide range of knowledge and implementation skills to her client relationships.
Ginny’s gift of leadership started in grade school and continued through college as president of student government and chairman of various, fundraising campaigns. Her first job was as educational counselor and then program director for a government funded educational program. For her efforts, Ginny received national recognition.
Today, her life of service continues as she volunteers her time as a facilitator in District Court. She counsels individuals in divorce into becoming financially sound, and has volunteered as counselor and mentor to small business owners. Friends and colleagues know Ginny as someone who strictly adheres to values and integrity and holds others to the same high standards.
Ginny completed undergraduate work at the College of St. Teresa and University of Minnesota and post-graduate studies at the University of New Mexico.
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Ed Street, CPA/ABV/CFF, CVA |
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Ed Street has more than 25 years of experience in public accounting, including business valuations, litigation support, auditing, and taxation. He is responsible for Business Valuation, Forensic and Litigation Services for the firm.
Ed is accredited in business valuation (ABV) by the AICPA and has been awarded the designations of Certified Valuation Analyst (CVA) by the National Association of Certified Valuation Analysts and Certified in Financial Forensics (CFF) by the AICPA. He has valued a wide range of business enterprises, including manufacturing companies, heavy equipment sales and service companies, professional practices and a variety of service businesses. His experience includes valuations and related services for gift and estate tax purposes, dissenting stockholder actions, purchase and sales analysis and negotiations, marital dissolution cases and various other purposes.
Ed is a member of the AICPA, the New Mexico Society of CPAs and the National Association of Certified Valuation Analysts. Ed is also a board member of the YMCA of Central New Mexico.
Ed graduated from South Dakota State University and also attended the University of New Mexico Anderson Schools of Management.
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Jimmy Trujillo, CPA |
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Jimmy Trujillo is the Firm’s tax managing principal. Jimmy is a 1982 graduate of the University of New Mexico. He has a diversified background including significant experience in tax and audit services. He is particularly experienced in partnership, S corporation, and C corporation taxation, construction accounting and taxation, real estate accounting and taxation, vehicle dealerships, and wholesale and retail operations.
Jimmy holds or has held leadership positions in several professional and community organizations as follows:
• Albuquerque Hispano Chamber of Commerce, former Chairman and Board Member
• American Diabetes Association, New Mexico Affiliate, Inc.
• New Mexico Society of Certified Public Accountants
• Former Administrative Vice President
• Finance Committee, Former Chairman
• Financial Reporting Committee, Former Chairman
• Professional Ethics Committee, Former Vice-Chairman
• San Clement Church, former Member of Finance Council
• Robert O. Anderson School and Graduate School of Management Foundation, former Chairman and Board Member
• Rocky Mountain Elk Foundation, Lifetime Member
• New Mexico State Workforce Development Board, former Chairman and Board Member
• National Association of Industrial & Office Properties (NAIOP), current Board Member
• U.S. Small Business Administration 2004 New Mexico Financial Services Champion of the Year
• Leadership New Mexico Class of 2003 - 2004
• Leadership New Mexico 2004 - 2005 Curriculum Vice Chairman; 2005—2006 Curriculum Chairman; current Board Member and Treasurer
• The New Mexico Amigos, Member and 2005 co-rookie of the year
• University of New Mexico Alumni Association, current Board Member
• City of Albuquerque Board of Ethics and Campaign Practices, current Board Member
Jimmy is a licensed certified public accountant in New Mexico, Nevada and Colorado.
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Chris Tyhurst, CPA |
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Chris Tyhurst is a graduate of the University of Nebraska, and has been in public accounting since 1994. He joined REDW – The Rogoff Firm in 1996 and became a Principal with the firm in 2008. Chris is one of the leaders in the firm’s healthcare industry niche. He also serves many of the firm’s Native American clients in the Audit and Consulting department.
By performing financial audits and consulting with many hospitals and healthcare organizations in the areas of revenue cycle improvement, internal controls and internal audits, Chris has developed a broad base of knowledge in this industry. In addition, Chris is President-Elect of the New Mexico chapter of the Healthcare Financial Management Association (HFMA). Chris has presented at New Mexico and Colorado HFMA conferences on accounting and financial reporting matters, as well as risk assessment and internal controls.
In addition, Chris has extensive experience auditing Native American tribes and nonprofit organizations receiving federal awards. Chris also provides audit, revenue cycle consulting and internal audit services to Native American hospitals and health centers.
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Lisa Wilcox, SPHR, CEBS, CMS, RPA |
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Lisa Wilcox has been with REDW for more than 27 years. Her focus is in the area of benefits administration for various retirement, welfare and cafeteria plans, as well as compensation planning. Her experience covers a broad spectrum of technical topics, ranging from payroll tax issues related to employee benefits, to retirement and distribution planning to compensation programs and human resource consulting. Lisa consults with clients in the following areas:
• Plan design and structuring of retirement plans
• Evaluation and advice concerning appropriate employee benefit plans and compensation programs
• Cafeteria plan design, implementation and administration
• Human resource consulting on internal evaluation systems, compensation systems, team building and goal setting
• Per capita trust administration
• Payroll and excise tax issues as they relate to various benefits
Lisa is a Senior Professional in Human Resources, Certified Employee Benefit Specialist, Compensation Management Specialist, and a Retirement Plan Associate.
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Ray Ziler, CPA |
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Ray Ziler, audit and consulting department head, joined REDW in January 2003 bringing with him a proven track record in serving clients in construction, distribution, financial services, healthcare, manufacturing, among others—both public and private, as well as governmental and quasi-governmental organizations. His experience covers a variety of industries and services including audit, strategic planning, capital formation, business processes, expert testimony and business advisory.
Prior to joining REDW, Ray was a career professional with Arthur Andersen LLP. He started with Andersen in Los Angeles where he became a partner in the firm. He relocated to Albuquerque to head up Andersen's audit and business advisory services and in 1994, became Managing Partner of the Albuquerque office, serving in that capacity until he retired from Andersen, the end of 1999.
During 2001 and 2002, he served as interim President of the University of New Mexico Foundation, where he continues as a Board member and Gift Acceptance Committee chair. In addition, he serves in leadership positions with ACCION New Mexico, ACCION USA, Albuquerque Economic Development, United Way of Central New Mexico, along with several other civic and community organizations. Ray also is an officer of, consults with, and has invested in several New Mexico based early stage technology companies.
Ray is a graduate of California State University at Northridge.
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