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
Executive Support

Andrew Bartold
Account Executive

Chris Bartold
Account Executive

Lynnsie Bingham
Executive Support

Gene Bott
Vice President/Senior Tax Advisor

Maya Bourque
Tax Advisor

Chris Brown
CEO

Mark Brown
Account Executive

Cherelle Busser
Executive Support

Ashley Butters
Bookkeeping

Chris Cisneros
Account Executive

Emma Daniels
Account Manager

Lindy Dunn
Account Manager

Devan Egan
President

Tyler Fankhauser
Accounting

Gina Frabel
Executive Support

Garrett Gibson
Tax Advisor Team Lead

Ellen Hollister
Executive Support

Justin Johnson
Account Executive

Lars Johnson
Account Executive

Kenny Cook
Executive Support

Garrett Lawrence
Tax Advisor

Leigh Fannen-Knight
Onboarding Specialist

Doug Malachowski
Account Executive

Mike Malachowski
Account Executive

Riley Marshall
Tax Advisor

Markie Miller
Account Manager

Rachel Morgan
Tax Advisor

Kimberly Newark
Tax Advisor

April Olander
Executive Support

Kevin O’Leary
Strategy Advisor

Trevor Pace
Account Executive

Stephanie Perez
Executive Support

Ymeka Platt
Executive Support

Genesis Ramos
Account Manager

Jayden Replogle
Tax Advisor

David Rosenvall, MBA
Technology and IT

Sasha Toledo
Onboarding Specialist

Will Weatherford
Tax Advisor

Darin Wickens
Account Executive

Monique Williams
Tax Advisor