OUR PROFESSIONALS ARE FOCUSED ON YOUR SUCCESS
Our leadership team comes from a diverse array of professional backgrounds that culminates in a solid foundation to help you achieve success.
Our leadership team’s boundless passion for the small business owner, its laser focus on delivering practical solutions that precisely address client needs, and their deep understanding of the “inner workings”of the businesses with which we service, is something our clients experience in all our interactions.
Our Team
Bridget Asiata
Executive Support
Andrew Bartold
Account Executive
Chris Bartold
Account Executive
Lynnsie Bingham
Executive Support
Gene Bott
Vice President/Senior Tax Advisor
Maya Bourque
Tax Advisor
Chris Brown
CEO
Mark Brown
Account Executive
Cherelle Busser
Executive Support
Ashley Butters
Bookkeeping
Chris Cisneros
Account Executive
Emma Daniels
Account Manager
Lindy Dunn
Account Manager
Devan Egan
President
Tyler Fankhauser
Accounting
Gina Frabel
Executive Support
Garrett Gibson
Tax Advisor Team Lead
Ellen Hollister
Executive Support
Justin Johnson
Account Executive
Lars Johnson
Account Executive
Kenny Cook
Executive Support
Garrett Lawrence
Tax Advisor
Leigh Fannen-Knight
Onboarding Specialist
Doug Malachowski
Account Executive
Mike Malachowski
Account Executive
Riley Marshall
Tax Advisor
Markie Miller
Account Manager
Rachel Morgan
Tax Advisor
Kimberly Newark
Tax Advisor
April Olander
Executive Support
Kevin O’Leary
Strategy Advisor
Trevor Pace
Account Executive
Stephanie Perez
Executive Support
Ymeka Platt
Executive Support
Genesis Ramos
Account Manager
Jayden Replogle
Tax Advisor
David Rosenvall, MBA
Technology and IT
Sasha Toledo
Onboarding Specialist
Will Weatherford
Tax Advisor
Darin Wickens
Account Executive
Monique Williams
Tax Advisor