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.

Executive Leadership

Kevin O’Leary
Kevin O’Leary

Partner, Strategy Advisor

Chris Brown
Chris Brown

CEO

Tyler Fankhauser
Tyler Fankhauser

Controller

David Rosenvall, MBA
David Rosenvall, MBA

Chief Technology Officer

Client Services Team

Jake Alexander
Jake Alexander

Senior Tax Advisor

Bridget Asiata
Bridget Asiata

Customer Service

Chris Bartold
Chris Bartold

Account Executive

Jordan Beus
Jordan Beus

Senior Tax Advisor

Wesley Bevington, EA
Wesley Bevington, EA

Senior Tax Advisor

Gene Bott
Gene Bott

Senior Tax Advisor

Maya Bourque
Maya Bourque

Account Manager

Nick Bowles
Nick Bowles

Senior Tax Advisor

Tom Cantrell
Tom Cantrell

Senior Tax Advisor

Shaylisa Carter
Shaylisa Carter

Executive Support

Chris Cisneros
Chris Cisneros

Account Executive

Emma Daniels
Emma Daniels

Customer Service

Lindy Dunn
Lindy Dunn

Account Manager

Debra Foraker
Debra Foraker

Senior Tax Planner

Gina Frabel
Gina Frabel

Executive Support

Summer Gestegent
Summer Gestegent

Executive Support

Ellen Hullister
Ellen Hullister

Executive Support

Lars Johnson
Lars Johnson

Account Executive

Marina Kryven, EA
Marina Kryven, EA

Senior Tax Advisor

John LoCasio
John LoCasio

Senior Tax Advisor

Doug Malachowski
Doug Malachowski

Account Executive

Mike Malachowski
Mike Malachowski

Account Executive

Courtney Millard, EA
Courtney Millard, EA

Senior Tax Advisor

Markie Miller
Markie Miller

Account Manager

Jake Morris
Jake Morris

Account Executive

Janalea Neilson, EA
Janalea Neilson, EA

Senior Tax Advisor

April Olander
April Olander

Executive Support

Trevor Pace
Trevor Pace

Account Executive

Mitch Peterson
Mitch Peterson

Senior Tax Advisor

Stephen Peterson
Stephen Peterson

Senior Tax Advisor

Stephen Phillips, EA
Stephen Phillips, EA

Senior Tax Advisor

Darin Wickens
Darin Wickens

Account Executive

Schedule your FREE 15 minute call now!
X
Thank You

YOU'RE ALL SIGNED UP!

Please check your inbox for our confirmation email
and your free eBook.

Digital Pivot or Bust Book