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

Jake Alexander
Senior Tax Advisor

Bridget Asiata
Customer Service

Chris Bartold
Account Executive

Jordan Beus
Senior Tax Advisor

Wesley Bevington, EA
Senior Tax Advisor

Gene Bott
Vice President/Senior Tax Advisor

Maya Bourque
Account Manager

Nick Bowles
Senior Tax Advisor

Chris Brown
CEO

Tom Cantrell
Senior Tax Advisor

Shaylisa Carter
Executive Support

Chris Cisneros
Account Executive

Emma Daniels
Customer Service

Lindy Dunn
Account Manager

Tyler Fankhauser
Accounting

Debra Foraker
Senior Tax Planner

Gina Frabel
Executive Support

Summer Gestegent
Executive Support

Ellen Hullister
Executive Support

Lars Johnson
Account Executive

Marina Kryven, EA
Senior Tax Advisor

John LoCasio
Senior Tax Advisor

Doug Malachowski
Account Executive

Mike Malachowski
Account Executive

Courtney Millard, EA
Senior Tax Advisor

Markie Miller
Account Manager

Jake Morris
Account Executive

Janalea Neilson, EA
Senior Tax Advisor

April Olander
Executive Support

Kevin O’Leary
Strategy Advisor

Trevor Pace
Account Executive

Mitch Peterson
Senior Tax Advisor

Stephen Peterson
Senior Tax Advisor

Stephen Phillips, EA
Senior Tax Advisor

David Rosenvall, MBA
Technology and IT

Darin Wickens
Account Executive