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
Bridget Asiata

Executive Support

Susan Baqer
Susan Baqer

Tax Advisor

Chris Bartold
Chris Bartold

Account Executive

Gene Bott
Gene Bott

Vice President/Senior Tax Advisor

Maya Bourque
Maya Bourque

Tax Advisor

Chris Brown
Chris Brown

CEO

Chris Cisneros
Chris Cisneros

Account Executive

Emma Daniels
Emma Daniels

Account Manager

Lindy Dunn
Lindy Dunn

Account Manager

Tyler Fankhauser
Tyler Fankhauser

Accounting

Debra Foraker
Debra Foraker

Tax Advisor

Gina Frabel
Gina Frabel

Executive Support

Christian Gealta
Christian Gealta

Tax Advisor

Ellen Hullister
Ellen Hullister

Executive Support

Justin Johnson
Justin Johnson

Account Executive

Lars Johnson
Lars Johnson

Account Executive

Garrett Lawrence
Garrett Lawrence

Tax Advisor

Harlie Latimer
Harlie Latimer

Executive Support

Doug Malachowski
Doug Malachowski

Account Executive

Mike Malachowski
Mike Malachowski

Account Executive

Riley Marshall
Riley Marshall

Tax Advisor

Markie Miller
Markie Miller

Account Manager

Kimberly Newark
Kimberly Newark

Tax Advisor

Hermela Ngoma
Hermela Ngoma

Tax Advisor

April Olander
April Olander

Executive Support

Kevin O’Leary
Kevin O’Leary

Strategy Advisor

Trevor Pace
Trevor Pace

Account Executive

Stephanie Perez
Stephanie Perez

Executive Support

Genesis Ramos
Genesis Ramos

Executive Support

David Rosenvall, MBA
David Rosenvall, MBA

Technology and IT

Mitch Sundwall
Mitch Sundwall

Tax Advisor

Will Weatherford
Will Weatherford

Tax Advisor

Darin Wickens
Darin Wickens

Account Executive

Monique Williams
Monique Williams

Tax Advisor

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