We are people first,
financial experts second.

Pete Ryan, CPA, MBA

Pete Ryan, CPA, MBA

Co-founder, Partner

BIO
Mike Wetmore, CPA

Mike Wetmore, CPA

Co-founder, Partner

BIO
Traci Getz, CPA

Traci Getz, CPA

Partner

BIO
Jason Dudas, CPA

Jason Dudas, CPA

Partner

BIO
Tessa Lucero-Bennett, CPA, MBA

Tessa Lucero-Bennett, CPA, MBA

Director

BIO
Chloe Parker, CPA, MBA

Chloe Parker, CPA, MBA

Director

BIO
Danielle Gallo, CPA, CGMA

Danielle Gallo, CPA, CGMA

Director

Amy Dunn

Amy Dunn

Director of Business Development

Chris Barber

Chris Barber

IT Director

Eli Green, CPA, MBA

Eli Green, CPA, MBA

Senior Manager

Lori Kubic, CPA

Lori Kubic, CPA

Manager

Bob Abbott

Bob Abbott

Senior Accountant

Connie Mao, CPA

Connie Mao, CPA

Senior Accountant

Courtney Murphy, CPA

Courtney Murphy, CPA

Senior Accountant

Sarah Waldman

Sarah Waldman

Senior CAS

Zach Ficklin

Zach Ficklin

Senior Consultant

Ben Mendel

Ben Mendel

Senior Consultant

Angel Corbin, CPA

Angel Corbin, CPA

Supervisor

Orkan Fatali, CPA

Orkan Fatali, CPA

Supervisor

Justin Gipp, MBA

Justin Gipp, MBA

Supervisor

Gianfranco Portuondo, CPA, MBA

Gianfranco Portuondo, CPA, MBA

Manager

Angelina Berry

Angelina Berry

Staff Accountant

Jacob Fierst

Jacob Fierst

Senior Accountant

Matthew Jaouni

Matthew Jaouni

Staff Accountant

Rose Moore

Rose Moore

Staff Accountant

Mimi Nghi

Mimi Nghi

Staff Accountant

Olivia Morgan

Olivia Morgan

Staff Accountant

Aniiya Ojibwe-Marshall, MBA

Aniiya Ojibwe-Marshall, MBA

Staff Accountant

Kiana Scott

Kiana Scott

Staff Accountant

Joseph Semelka

Joseph Semelka

Staff Accountant

Emily Yan

Emily Yan

Staff Accountant

Campbell Snoddy

Campbell Snoddy

Staff Consultant

Chris Davis

Chris Davis

Staff Accountant

Thanh Nghi

Thanh Nghi

Staff Accountant

Carly Angel

Carly Angel

Staff Consultant

Robert Hage

Robert Hage

Staff Consultant

John Hetherington

John Hetherington

Staff Consultant

Salem Soin-Voshell

Salem Soin-Voshell

Staff Consultant

Sagarika Susarla, MBA

Sagarika Susarla, MBA

Staff Consultant

Samad Arouna

Samad Arouna

Marketing Coordinator

Amra Memic

Amra Memic

Junior Staff Accountant

Angela Alvarez

Angela Alvarez

Tax Client Services Coordinator

Robyn Coleman

Robyn Coleman

Administrative Assistant