Kansas City Office
Jennifer Klumpp
Years
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Jennifer Klumpp began her accounting career in taxation at Deloite & Touche, LLP and in 2002 she joined the verification practice of McGladrey & Pullen where she began her practice along side Mr. Thomas. In 2004, Ms. Klumpp joined Robert Thomas in founding Robert Thomas, CPA, LLC. She serves as a Principal of the firm and manages the verification practice on a daily basis. She and Ms. Spurgeon are the lead client contact for most verification transactions. She has experience providing verification services for a breadth of transaction types including large and intricate refundings for high profile issuers. Ms. Klumpp has worked with transaction professionals from all over the country in addressing complicated tax considerations. Ms. Klumpp has her BA from the University of Kansas and received her CPA designation in 1999.
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Kelsi Spurgeon
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Kelsi Spurgeon began her career in the municipal bond industry as a financial advisor at Columbia Capital Management, LLC. She was the firms only analyst and after less than a decade became one of three partners at Columbia Capital. In her tenure at Columbia Capital, Ms. Spurgeon was responsible for managing high profile client accounts, including the State of Kansas and the State of Missouri, among many others. She was also responsible for the construction of intricate mathematical models used for bond structuring, long term financial and budget planning, and client decision making. Ms. Spurgeon joined Robert Thomas CPA, LLC in May of 2016. She and Ms. Klumpp manage the day to day practice and client relationships for the firm. Since joining Robert Thomas less than a year ago, Ms. Spurgeon has served as the primary contact on over 100 transactions, including multifaceted refunding transactions. She has also provided verification services on less traditional engagements, including verifying the mathematical accuracy of additional bonds tests and housing cashflow sufficiency. Ms. Spurgeon currently serves as the President and founder of the Kansas & Missouri Chapter of Women in Public Finance. She has her Bachelors of Business Administration in Economics from the University of South Dakota and was a fellow in the University of Kansas Economics PhD program. She has completed one year of coursework towards her PhD.
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Minneapolis Office
Joe Smith
Years
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Joe Smith began his accounting career at Ernst & Young in 1985 just in time for the Tax Reform Act of 1986. The Tax Reform Act of 1986 eliminated the ability of issuers to recover costs of issuance in the arbitrage yield calculation and expanded the arbitrage rebate requirements to all tax-exempt bonds. In 1992 Mr. Smith joined Grant Thornton LLP for the purpose of building their verification and arbitrage rebate practices. Mr. Smith was a partner with Grant Thornton LLP from 1996 to 2012 and then a Managing Director until Grant Thornton exited the Public Finance Business in February of 2019 and Mr. Smith joined the Robert Thomas CPA, LLC team. During his 26 years at Grant Thornton Mr. Smith was involved in providing verification and arbitrage services to municipal issuers, financial advisors and underwriters across the country. His 30 plus year career serving the municipal finance industry has provided Mr. Smith a deep understanding of the arbitrage rules put in place by the Tax Reform Act of 1986 and knowledge of how they and subsequent revisions impact tax-exempt bonds. Mr. Smith has his undergraduate degree in accounting from the University of Arizona and master’s degree in finance from the University of Wisconsin – Madison. Mr. Smith is a Certified Public Accountant licensed in Minnesota, Arizona and California.
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David LaFlamme
Years
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David LaFlamme began his accounting career at Grant Thornton in 2005. Mr. LaFlamme has 14 years of experience in the Public Finance Industry providing services related to commercial loan defeasance verification, cash flow and yield verification and arbitrage rebate compliance. Mr. LaFlamme has acquired valuable industry knowledge and has consulted with defeasance consultants, municipal advisors and underwriters across the country in the preparation of commercial loan defeasance and escrow verification reports. Mr. LaFlamme currently serves on the Board of Directors for North Metro Soccer Association and acts as the Treasurer. Mr. LaFlamme received a master of accountancy degree and a bachelor of science in business degree in finance and entrepreneurial management from the University of Minnesota’s Carlson School of Management. Mr. LaFlamme completed a study abroad with a focus on International Business from the University of Melbourne – Melbourne Business School.
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