Aldrich Names Six New Partners

LAKE OSWEGO, OR, JAN. 6, 2025— Aldrich, a leading provider of integrated financial, tax, accounting, wealth, corporate retirement, and transition services to businesses, their owners, and their employees, recently named six new partners.

Jon Bowdoin, Kayla Cook, Kathy Hahn, Theresa Stidman, Tanya Valle, and Lucas Zettle became partners, effective January 1, 2025.

“We are proud to celebrate the elevation of these exceptional leaders to partner,” said John Lauseng, CEO and partner. “Their dedication to our clients’ success, along with their collaborative spirit and vision for the future exemplify the values that drive Aldrich forward.”

Jon Bowdoin, CPA

Jon Bowdoin leverages his extensive assurance and advisory experience to guide clients through all stages of their organizational life cycle. He joined Aldrich CPAs + Advisors in 2021 as the director of assurance and advisory services and leads the growth services team, which specializes in providing integrated services to owners and leaders of growing businesses. Learn more about Jon.

Kayla Cook, CFP®, MBA

Kayla Cook specializes in personalized wealth management strategies, including asset allocation, risk management, and tax efficiency, all tailored to each client’s unique financial goals. Since joining Aldrich Wealth in 2014, Kayla has shared her passion for educating clients, simplifying complex financial concepts, and empowering them to make informed decisions. As a fiduciary, she is dedicated to providing unbiased advice to help clients confidently navigate their financial futures. Learn more about Kayla.

Kathy Hahn, CPA

Kathy Hahn provides tax compliance, planning, provisions, and succession planning services to C and S corporations, partnerships, LLCs, trusts, and high-net-worth individuals. Since joining Aldrich CPAs + Advisors in 2020, Kathy has helped healthcare clients achieve their goals through effective communication and exceptional service. Kathy also brings experience working with manufacturing, technology, retail, restaurants, and investments. Learn more about Kathy.

Theresa Stidman, CPA

Theresa Stidman offers clients comprehensive tax services, including compliance, planning, and consulting for businesses and individuals. She specializes in reviewing accounting methods for tax reporting, entity selection considerations, income tax strategies for construction contractors, and income tax provisions (ASC-740 compliance). Theresa joined Aldrich CPAs + Advisors in 2011 and brings more than 20 years of industry experience to the Aldrich construction team. Learn more about Theresa.

Tanya Valle, CPA, MST, CCIFP, CGMA

Tanya Valle provides valuable insights to Aldrich’s Southern California-based clients. Tanya brings more than 20 years of experience in taxation across construction, real estate, and high-net-worth individuals. Prior to joining Aldrich CPAs + Advisors in 2021, Tanya served as a principal of construction and real estate at a large international accounting firm, and prior to that was a partner at a California-based accounting firm. Learn more about Tanya.

Lucas Zettle

Lucas Zettle has served as CFO of Aldrich since 2017. He specializes in developing and executing financial strategies that optimize efficiency, enhance profitability, and mitigate risks. With over 15 years of experience in accounting and finance, he is known for his ability to align financial goals with broader business objectives. Prior to joining Aldrich, Lucas held key financial positions at a local Portland software company, where he successfully implemented financial strategies. Learn more about Lucas.

About Aldrich

For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals. We pair deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to help bring clarity to every phase of our clients’ personal and professional life cycles.

The Aldrich group of companies is composed of Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US; Aldrich Wealth LP, a Registered Investment Advisory firm with over $6.5 billion in assets under management; and Aldrich Capital Advisors LP, which provides advisory services for business transactions.

Based in Oregon since our founding in 1973, Aldrich now serves clients across the country from our eight offices throughout the Western US.

Learn more at www.aldrichadvisors.com/about.

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