Rex is the firm’s authority on strategy planning and execution, mergers and acquisition, budgeting, modeling, financial reporting and estate and financial planning. His ultimate goal is to be his client’s primary trusted financial advisor.
He appreciates the loyalty of his clients and friends and provides the same in return. Rex has extensive experience in consulting with individuals and privately-held businesses in the manufacturing, distribution, construction, real estate and services industries.
Rex joined Donovan in January 2014 and oversees the Firm’s Tax Services Group and is a member of the firm’s Executive Committee.
Prior to joining Donovan, Rex served as the CFO of a large export company where his responsibilities comprised of the oversight and management of the company’s accounting and financial functions. This included managing the banking relationships, overseeing the development and implementation of the proprietary software system and enjoying the opportunity to travel the world reviewing business relationships with distributors and other stakeholders.
He looks forward to applying this experience while working for clients and future clients here at Donovan. Rex was also a partner in an Indianapolis CPA firm for 15 years prior to his CFO role.
Rex graduated with a Bachelor of Science degree in Accounting from the Indiana University Kelley School of Business in Bloomington, Indiana. He is a member of the Indiana CPA Society and American Institute of Certified Public Accountants. He has served on various boards over the years.
Rex and his family enjoy life in Zionsville, Indiana.