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
Tyler Fankhauser
Controller
David Rosenvall, MBA
Chief Technology Officer
Client Services 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
Senior Tax Advisor
Maya Bourque
Account Manager
Nick Bowles
Senior Tax Advisor
Tom Cantrell
Senior Tax Advisor
Shaylisa Carter
Executive Support
Chris Cisneros
Account Executive
Emma Daniels
Customer Service
Lindy Dunn
Account Manager
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
Trevor Pace
Account Executive
Mitch Peterson
Senior Tax Advisor
Stephen Peterson
Senior Tax Advisor
Stephen Phillips, EA
Senior Tax Advisor
Darin Wickens
Account Executive