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
Partner, Strategy Advisor
Chris Brown
CEO
Jake Alexander
President
John LoCasio
V.P. of Operations
Tyler Fankhauser
Controller
David Rosenvall, MBA
Chief Technology Officer
Board of Advisors
Jordan Beus
Senior Tax Advisor
Mitch Peterson
Senior Tax Advisor
Tom Cantrell
Senior Tax Advisor
Stephen Peterson
Senior Tax Advisor
Courtney Millard, EA
Senior Tax Advisor
Janalea Neilson, EA
Senior Tax Advisor
Stephen Phillips, EA
Senior Tax Advisor
Wesley Bevington, EA
Senior Tax Advisor
Marina Kryven, EA
Senior Tax Advisor
Client Services Team
Chris Bartold
Account Executive
Ambor Pace
Client Services
Ioa Howell
Client Services
Kimberly Commis
Tax Advisor
Mandy Nelson
Client Services
Parker Geren
Client Services
Pat Gordon
Client Services
Rochell Madsen
Client Services
Alexandra Kharas
Client Services
Mike Malachowski
Account Executive
Trevor Pace
Account Executive
Lars Johnson
Account Executive
Rachel Bartold
Executive Support
Erin Crane
Executive Support
Doug Malachowski
Account Executive
Darin Wickens
Account Executive
Maya Bourque
Client Services
Jake Morris
Account Executive