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