Ozlem Davis CPA/CFF, CFE
The Peer House is owned by Ozlem Eva Davis, CPA, CFF, CFE. Ozlem is a summa cum laude graduate of Eastern Kentucky University and has 20+ years of accounting and financial services experience. She served as the controller of a natural resource company and a beverage distribution company. Oz is also a QuickBooks Certified ProAdvisor.
We offer accurate, relevant, carefully researched data collaboration and analysis services to facilitate your peer group’s benchmarking and best practice exchange needs. Quality, commitment to excellence and continuous process improvement form the foundation of our philosophy.
Russell J. Richard
Beverage Distribution Accounting Consultant
A native of south Louisiana and a true “Cajun,” Russell has over 40 years’ business experience. His career has focused on the sphere of accounting, operations and administration. He holds a degree in Business Administration/Accounting from the University of Louisiana – Lafayette and a degree in Bank Administration from the Bank Administration Institute. Russell spent over 17 years in the banking industry in executive roles leading operations and accounting functions. Following that, he served 15 years as Administrator for a law firm, handling all aspects of the business except giving legal advice! Most recently Russell served 11 years as Controller of a beverage distribution company. He was intimately involved with preparation and review of the company’s financial statements, as well as overseeing payroll, the employee health plan, and the property and casualty insurance coverage.
Russell has been a very active volunteer for many years with the local United Way, and other local charity and non-profit groups. He and his wife Kay have been actively involved with their local church for nearly 40 years, serving in music ministry, adult and youth education, and bible study. They have one son, Matthew.
Russell is excited to partner with Peer House to provide clients with friendly, high quality consulting services.
Jordan studied Business and Accounting at the University of Louisville. She contributes 10 years of experience in the financial services industry in various capacities. She is also skilled in the areas of business development and customer service where she prided herself on building strong relationships and providing exceptional experiences with each interaction. Jordan is also a QuickBooks Certified ProAdvisor.
A KY native, Jordan resides in Lexington with her husband and daughter. She is excited to utilize her accounting knowledge as a member of the Peer House team.
Ann Louise Cooper
Ann Louise is a recent graduate of The University of Alabama where she graduated with a degree in accounting and a finance and professional accounting specialization. She is currently in the process of earning her CPA license. Ann Louise enjoys traveling and completed a study abroad trip where she studied differences in GAAP and IFRS.
Ann Louise is a Lexington native and happy to be back in Kentucky. She is excited to bring her accounting knowledge and exceptional customer relations to the Peer House team.
Kelsey is a graduate of University of Kentucky with a degree in accounting. She has served as a tax professional and is specialized in the beverage distribution industry. She oversees accounts receivable, pricing, and cost accounting. Customer service and providing accurate data has been the highest importance in all her jobs. Kelsey is from Lexington, Kentucky and is inspired by her husband and three children. She looks forward to working alongside Oz and her team to help meet client needs.
Ellen J. Noble
A seasoned accounting professional. Ellen brings expertise in bookkeeping, financial reporting, and payroll processing. Ellen is very excited to be a part of Peer House and eager to be serving our clients with their accounting needs. Ellen attended TCJC in Fort Worth, TX and Sam Houston State University in Huntsville, TX where she studied Business and Accounting. She has also received certificates from Texas A&M Extension Agency for “Leadership in Business Management". Additionally, Ellen is also a QuickBooks Certified ProAdvisor. A recent move to Kentucky from Texas, she looks forward to exploring all that Kentucky has to offer.
Rick’s career in the energy sector span over 30 years as he advanced through the Executive Management ranks to the position of President and CEO of a publically traded company. His emphasis has always been financially related as he held titles as Controller, SVP of Finance and Executive Vice president prior to his role as President and CEO.
Following are just a few of Rick’s professional accomplishments:
- Expertly negotiated ambitious mergers and acquisitions efforts, outperforming expectations in drastically boosting top-line revenue and
bolstering bottom-line profitability.
- Demonstrated innate leadership abilities in skillfully administering all functions of a $200M credit facility on behalf of a premier company, creating revenue in excess of $500M.
- Played essential role in driving persuasive negotiations with a leading global financial organization for a debtor-in-possession (DIP) loan worth $250M, excelling in fully restructuring a U.S.-based corporation.
Rick was born and raised in West Virginia where he obtained his BS degree from West Virginia University Institute of Technology. While obtaining his undergraduate degree Rick also excelled in football where he was team captain and first team all-conference. Later in his career Rick obtained his Master of Science Degree in Business Administration from Warren National University.
Rick now resides in Lexington, Kentucky with his lovely wife Karen. Rick and Karen have been married for thirty-four years, they have three daughters, two granddaughters and one grandson.
Chief Excitement Officer
Cookie has three years of experience in the field of barking, tail wagging and bringing smiles to the team. She is a gentle Labrador Retriever that holds various certifications and graduated from Pups University where she studied sitting, rolling over, and many other skills that makes her suitable for this high-powered position. Cookie enjoys being a part of a woman owned business, eager to bring joy to the office and ensures all clients receive the highest level of professionalism as she does her office supervising. She is delighted to be considered part of the 'girls'!