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.

Strategic Advisors

Kevin O’Leary
Kevin O’Leary

Partner, Strategy Advisor

Jeff Jensen
Jeff Jensen

Partner, Strategy Advisor

Joel Jensen
Joel Jensen

Partner, Strategy Advisor

Executive Leadership

Chris Brown
Chris Brown

President

Tyler Fankhauser
Tyler Fankhauser

Controller

David Rosenvall, MBA
David Rosenvall, MBA

Chief Technology Officer

Jake Randell
Jake Randell

Executive Advisor

Jason Jensen
Jason Jensen

Executive Advisor

Board of Advisors

Jordan Beus
Jordan Beus

Senior Tax Advisor

Mitch Peterson
Mitch Peterson

Senior Tax Advisor

Tom Cantrell
Tom Cantrell

Senior Tax Advisor

Stephen Peterson
Stephen Peterson

Senior Tax Advisor

Courtney Millard, EA
Courtney Millard, EA

Senior Tax Advisor

Janalea Neilson, EA
Janalea Neilson, EA

Senior Tax Advisor

Stephen Phillips, EA
Stephen Phillips, EA

Senior Tax Advisor

Wesley Bevington, EA
Wesley Bevington, EA

Senior Tax Advisor

Marina Kryven, EA
Marina Kryven, EA

Senior Tax Advisor

Client Services Team

Chris Bartold
Chris Bartold

Account Executive

Ambor Pace
Ambor Pace

Client Services

Ioa Howell
Ioa Howell

Client Services

Kimberly Commis
Kimberly Commis

Tax Advisor

Mandy Nelson
Mandy Nelson

Client Services

Parker Geren
Parker Geren

Client Services

Pat Gordon
Pat Gordon

Client Services

Rochell Madsen
Rochell Madsen

Client Services

Alexandra Kharas
Alexandra Kharas

Client Services

Mike Malachowski
Mike Malachowski

Account Executive

Trevor Pace
Trevor Pace

Account Executive

Lars Johnson
Lars Johnson

Account Executive

Rachel Bartold
Rachel Bartold

Executive Support

Erin Crane
Erin Crane

Executive Support

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