David C. Hergesheimer, CPA
Managing Partner
Education
Graduate of the University of Montana - 1985
Employment
Jordahl & Sliter 1987 - present
Ernst & Whinney 1985 - 1987
Professional Membership
Certified Public Accountant - Montana
Member of the American Institute of Certified Public Accountants
Member of the Montana Society of Certified Public Accountants
Areas of Concentration
Accounting and auditing
Construction contractors
Individual, corporate, and partnership taxation
Small business consulting
Don E. Kisler, CPA/ABV, CBA, CFFA, CFF
Partner
Education
Graduate of the University of Montana (with honors) - 1975
Employment
Jordahl & Sliter, PLLC 1983 - present
Schulze & Kisler, CPAs 1978 - 1983
Dalby, Wendland, & Jensen, CPAs 1975 - 1978
Professional Licenses & Designations
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
Certified in Financial Forensics (CFF)
Certified Business Appraiser (CBA)
Certified Forensic Financial Analyst (CFFA)
Professional Memberships and Associations
American Institute of Certified Public Accountants
Montana Society of Certified Public Accountants
Institute of Business Appraisers
National Association of Certified Valuations Analysts
AICPA Consulting Services Section
AICPA Tax Section
Area of Concentration
Litigation support
Business valuations
Individual, corporate, and partnership taxation
Estate and gift tax planning and preparation
Small Business Consulting
David J. Schultz, CPA
Partner
Education
Graduate of Eastern Montana College - 1986
Employment
Jordahl & Sliter 1990- present
KPMG Peat Marwick 1987 - 1990
Internal Revenue Service 1986 - 1987
Professional Membership
Certified Public Accountant - Montana
Member of the American Institute of Certified Public Accountants
Member of the Montana Society of Certified Public Accountants
Areas of Concentration
Individual, corporate, partnership, and trust taxation
Estate and gift tax planning and preparation
Financial institution taxation
Justin P. Sliter, CPA
Partner
Education
Graduate of the University of Montana - 1997
Masters of Accounting, University of Montana - 1998
Employment
Jordahl & Sliter 1999 - present
KPMG Peat Marwick 1998-1999
Professional Membership
Certified Public Accountant - Montana
Member of the American Institute of Certified Public Accountants
Member of the Montana Society of Certified Public Accountants
Areas of Concentration
Individual, corporate, partnership, and trust taxation
Non-profit taxation and governance
Everit A. Sliter, CPA
Education
Graduate of the University of Montana - 1966
Employment
Jordahl & Sliter 1960 - present
Glacier Bank of Kalispell Board of Directors 1973 to present
Sliters Ace Hardware and Building Supply, V.P. & Secretary 1987 to present
Professional Membership
Certified Public Accountant - Montana
Member of the American Institute of Certified Public Accountants
Member of the Montana Society of Certified Public Accountants
Areas of Concentration
Individual, corporate, and partnership taxation
Estate and gift tax planning and preparation
Financial planning
Todd M. Tonjum, CPA
Director
Education
Graduate of Montana State University - 1997
Employment
Jordahl & Sliter 2000 - present
Symonds, Evans & Larson 1997 - 2000
Professional Membership
Certified Public Accountant - Montana
Member of the American Institute of Certified Public Accountants
Member of Montana Society of Certified Public Accounts
Areas of Concentration
Financial accounting services
Individual, corporate and partnership taxation
Small business consulting
Employee benefit plan audit
Peggy Demming, CPA
Education
Graduate of Stetson University (with honors) - 1982
Employment
Jordahl & Sliter 2005 - present
Radio 2000, Inc. 1996 - 2005
National Medical Enterprises, Inc. 1987 - 1994
Arthur Anderson & Co. 1983-1987
Professional Memberships
Certified Public Accountant - Montana and Florida
Member of the American Institute of Certified Public Accountants
Areas of Concentration
Individual, Corporate and Partnership Taxation
Ian Todd, MBA, CPA
Education
Graduate of Arizona State University
Bachelor of Arts - Arizona State University
Master of Business Administration - Arizona State University
Master of Tax - Arizona State University
Employment
Jordahl & Sliter 2008 - Present
TSM McGladrey 2004 - 2006
Deloitte & Touche 1989 - 2004
Professional Membership
Certified Public Accountant - Montana
Member of the American Institute of Certified Public Accountants
Member of the Montana Society of Certified Public Accountants
Areas of Concentration
Partnership taxation, Sec. 1031 exchanges, and real estate development, operation and disposition.
Josh Schroeder, CPA
Education
Master of Accountancy – The University of Montana - 2002
Bachelor of Science – The University of Iowa - 1998
Employment
Jordahl & Sliter, PLLC - 2009 - present
Wegner, LLP – 2005 - 2009
KPMG, LLP – 2002 - 2004
Professional Memberships
Montana Society of Certified Public Accountants
American Institute of Certified Public Accountants
Areas of Concentration
Accounting and auditing
Individual, corporate, and partnership taxation
Dan Chisholm, CPA
Education
Bachelor of Business Administration in Accounting, University of Notre Dame
Masters in Professional Accounting in Tax, University of Texas at Austin
Employment
Jordahl & Sliter 2010 - Present
BeachFleischman 2002-2005, 2007-2010
Galusha Higgins & Galusha 1994-2002
Coopers & Lybrand 1992-1994
Professional Membership
Certified Public Accountant – Montana
American Institute of Certified Public Accountants
Montana Society of Certified Public Accountants
Institute of Business Appraisers
Areas of Concentration
Individual, corporate, and partnership taxation
Non-profit taxation and governance
Real estate development, operation, and disposition
Litigation support
Business valuations
Ed Ostiguy, CPA
In 2011 he and his wife came to Montana for a hiking vacation to Glacier National Park and fell in love with the area and took the big step of relocating from Florida to Kalispell where he was fortunate enough to join Jordahl & Sliter.
Education
Graduated with honors from the University of Alabama in Huntsville in 1980.
Employment
Jordahl & Sliter 2011 - present
Jimmy C. Fischer & Company in Tampa, Florida 1980 - 2011
Professional Membership
American Institute of Certified Public Accountants
Certified Public Accountant – Montana and Florida
Flathead Chapter of Certified Public Accountants
Montana Society of Certified Public Accountants
Areas of Concentration
Accounting and auditing
Individual, corporate and partnership taxation
Deonne Bennett
Bookkeeper / Payroll Administrator
Deonne joined Jordahl & Sliter in February 2011. She has over 30 years’ experience in various financial and management positions, including accounting for not-for-profits, payroll and audits.
Deonne and her husband Dave have 2 grown children. She enjoys spending time with family, especially her 2 grandchildren.
Kellie Danielson
Bookkeeper/Payroll Administrator
Education
Bachelor of Science in Business Management, University of Montana
Experience
Kellie’s background is in the accounting and legal fields, including payroll, tax preparation, retirement plan design and administration, commercial litigation, and business and banking transactions.
Valerie D. McKenzie
Office Manager
Valerie started with Jordahl & Sliter in October 2001. She attended Colorado State Unverisity studying Wildlife Biology and spent a year working in South Africa. Upon returning, Valerie began attending Flathead Valley Community College. She graduated with an AAS degree in Office Technology and brought those skills to Jordahl & Sliter. Valerie lives in the Flathead Valley with her husband, Chris, and enjoys hiking, biking and running with her German Shorthair, Bayle.
Cindy Warnes
Administrative Assistant
Cindy started with Jordahl & Sliter in October 2008. She attended Flathead Valley Community College and has completed several business administration courses. Cindy lives in the Flathead Valley and enjoys camping and floating the Flathead Rivers.
