About Us
Our professional staff members come from a variety of backgrounds, including national and local accounting firms, banking, and the oil and gas industries. We believe this diversity gives a broad and well-rounded perspective to our work and client relations.
In addition, our staff members are highly qualified. A number hold advanced/graduate degrees from nationally renowned institutions. We are experienced in handling complex tax matters and strategic tax planning.
WhippleWood CPAs routinely establishes ongoing relationships with advisors from other professions, including legal, banking, financial planning, investing and insurance services. These relationships contribute to a “team” approach in serving our clients’ needs. We take great pride in providing personal service to each of our clients efficiently and effectively. We are committed to serving you in the development and accomplishment of your own personal goals.
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Senior Leadership Team
Richard J. Whipple, Jr., CPA, MTax, CEO
Rick has been an owner of WhippleWood CPAs for over two decades. During the last five years, he has successfully managed the growth and strategy of the firm in his role as CEO. He has been responsible for positioning the firm to deliver high quality tax, business assurance, and consulting services for high net worth individuals and business owners located throughout the United States and abroad. Rick is responsible for the day-to-day management of the firm and he consults in general business areas, strategic tax planning, and issues facing emerging businesses.
Rick graduated from the University of Colorado with a degree in accounting. He subsequently completed his master's degree in tax law at the University of Denver. He specializes in various areas of tax law and is an expert in complex tax planning, accounting and tax issues unique to franchise businesses, and IRC section 1031 exchanges. Rick has served as a seminar leader on presentations addressing passive activity rules and planning opportunities using employee stock ownership plans (ESOPs). Rick is also a student of leadership and management principles.
Throughout his life, Rick has participated in a variety of civic and charitable functions. He was a volunteer head coach for Little League Baseball. He has also been the treasurer for a variety of political and non-profit organizations. These include his father’s campaign for the Colorado RTD board, Fred Green’s campaign for State Representative, the Acacia Fraternity Alumni Advisory Board and the Ronald McDonald House. At the Ronald McDonald House, he provided oversight for a $5 million new construction project, and a capital campaign that raised $2 million of funding for the project. Most recently, Rick served on the Board of the Southern Rockies Ecosystem Project. He has supported a variety of political and social causes through his volunteer work and cash contributions.
He is a member of the Colorado Society of Certified Public Accountants, American Institute of Certified Public Accountants (a special member of the Tax Section), the Sierra Club, The American Alpine Institute and the Access Fund. He is also a board member for St. Francis Laboratory, which provides pathological testing services to hospitals throughout Nicaragua.
Rick has recently been named as a 2010 FIVE STAR: Best in Client Satisfaction Wealth Manager. This was published in the September 2010 issue of 5280 magazine and ColoradoBiz magazine.
He currently resides in Morrison, CO with his wife and two young children. In his spare time you can find him playing with his children, climbing rocks, surfing or exploring the high mountains of the world.
Mona L. Feeley, M.Acct, Principal, CPA
Mona is a principal in the tax service area of WhippleWood CPAs and has been involved in public accounting since 1999. She has substantial experience in providing accounting and business advisory services to individuals and closely held businesses. She has worked extensively with pass-through entity and corporation structures and has assisted clients with developing exit planning strategies. She serves clients in a variety of areas including oil and gas companies, auto dealers, franchisor accounting and taxation, real estate, dental and medical practices and professional services.
Mona has both a Bachelor and Master of Science in Accounting from the University of Colorado. Her professional affiliations include memberships in the Colorado Independent Automobile Dealers Association (CIADA) and the National Independent Automobile Dealers Association (NIADA), and she serves on the Castle Rock Economic Development Council. She is currently active in numerous industry and community organizations.
Mona has recently been named as a 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager. This was published in the September 2009 issue of 5280 magazine and ColoradoBiz magazine.
George L. Hoge, M.Acct, Principal, CPA
George has provided tax and financial services to business and individual clients in the Denver metropolitan area and Colorado for over 35 years. His areas of expertise include tax research and planning for closely held businesses and individuals, economic modeling, and tax compliance. George provides guidance in entity selection, structuring transactions involving business combinations, and exit strategies for business owners. George has been endorsed as an expert witness on tax, finance, and accounting matters for various Metro Denver judicial districts. He has also served as a Court-Appointed Receiver for the Jefferson County Courts. Prior to joining WhippleWood CPAs, George was affiliated with PricewaterhouseCoopers, LLP and Williams Hoge & Co., P.C.
George earned a bachelor of business management and a master of higher education from the University of Southern California; he also earned a master of accounting from the University of Denver. He is a member of the Colorado Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He serves as a member of the board on the Castle Rock Economic Development Council and serves as the Treasurer for the Rocky Mountain Region of the Porsche Club of America.
Paul M. Egan, CPA, MT, Director of Tax Services
Paul has been involved in public accounting since 1988, most recently with one of Colorado's largest public accounting and consulting firms, where he served as tax manager before joining WhippleWood CPAs as Director of Tax Services in July 2009.
Paul provides tax consulting and compliance services to individuals, closely held businesses and tax-exempt entities. He serves clients in a variety of industries with expertise in real estate development, manufacturing, wholesale distribution, professional service firms and non-profit organizations. He oversees the delivery of tax services for the firm and is involved in strategic development and growth of the firm's personnel and services.
Paul holds a Bachelor of Science degree in Accounting from Regis University and a Master of Taxation degree from the University of Denver. Paul has been a presenter at the Rocky Mountain Endowment Conference and has addressed the business community on a variety of tax-related topics. He is a member of the Colorado Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is active in a number of community organizations, including serving as the current Vice President Elect of The University Hills Rotary Club and Treasurer of The Adoption Exchange. He is a recipient of the "CPAs Who Make a Difference" Award from the Colorado Society of CPAs, awarded to individuals in the accounting profession dedicated to community service.
Kim Esely, Director of Client Services
Kim has been in the accounting industry for 20 years, and has worked with WhippleWood CPAs for eight. She specializes in consulting with small businesses and individuals, and excels at training and coaching clients in financial and IT matters.
Kim helps clients organize their financial documents and data, as well as perform basic bookkeeping tasks, such as reconciling accounts, completing financial statements, and preparing payroll and sales tax returns. She assists clients in preparing for IRS audits, business reviews and valuations, and other proceedings (such as divorce and business purchases).
In her role as Director of Client Services, Kim will act as a client liaison and coordinate the continued development, documentation and evaluation of procedures and processes to maximize efficiency and firm excellence. She is involved in determining the short- and long-term resource requirements of the firm and guiding the strategic use of such resources to promote organizational growth. Kim holds a degree in business technical management from DeVry University.
