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
Gene Bott
Vice President/Senior Tax Advisor
Maya Bourque
Tax Advisor
Chris Brown
CEO
Mark Brown
Account Executive
Trevor Brown
Account Executive
Cherelle Busser
Executive Support
Chris Cisneros
Account Executive
Emma Daniels
Account Manager
Lindy Dunn
Account Manager
Devan Egan
President
Tyler Fankhauser
Accounting
Debra Foraker
Tax Advisor
Gina Frabel
Executive Support
Garrett Gibson
Tax Advisor
Ellen Hullister
Executive Support
Justin Johnson
Account Executive
Lars Johnson
Account Executive
Garrett Lawrence
Tax Advisor
Doug Malachowski
Account Executive
Mike Malachowski
Account Executive
Riley Marshall
Tax Advisor
Markie Miller
Account Manager
Kimberly Newark
Tax Advisor
Hermela Ngoma
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
Executive Support
Jayden Replogle
Tax Advisor
David Rosenvall, MBA
Technology and IT
Mitch Sundwall
Tax Advisor
Sasha Toledo
Executive Support
Will Weatherford
Tax Advisor
Darin Wickens
Account Executive
Monique Williams
Tax Advisor