We are people first,
financial experts second.

Pete Ryan

Pete Ryan, CPA, MBA

Co-founder, Partner

Mike Wetmore

Mike Wetmore, CPA

Co-founder, Partner

Traci Getz

Traci Getz, CPA

Partner

Jason Dudas

Jason Dudas, CPA

Partner

 Bob Abbott

Bob Abbott

Staff Accountant

Samad profile pic copy 2

Samad Arouna

Marketing Coordinator

Tessa Lucero-Bennett, CPA, MBA

Tessa Lucero-Bennett, CPA, MBA

Director

Billy profile pic copy 2

Billy Carr

Staff Accountant

 Rosie Cheng, Finance Consultant

Rosie Cheng

Finance Consultant

Angel Corbin, CPA

Angel Corbin, CPA

Supervisor

Amy Dunn

Amy Dunn

Director of Business Development

Alicia Ehlert

Alicia Ehlert

Staff Accountant

 Orkan Fatali, CPA

Orkan Fatali, CPA

Supervisor

Jacob Fierst

Jacob Fierst

Staff Accountant

 Danielle Gallo

Danielle Gallo, CPA, CGMA

Senior Manager

Brandon Geddes

Brandon Geddes

Staff Consultant

Justin-3

Justin Gipp, MBA

Supervisor

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Eli Green

Senior Manager

 Matthew Jaouni

Matthew Jaouni

Staff Accountant

Carrie Karn

Carrie Karn, CPA

Senior Manager

Lori Kubic, CPA

Lori Kubic, CPA

Manager

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Connie Mao

Senior Accountant

Ben Mendel

Ben Mendel

Finance Consultant

Courtney

Courtney Murphy, CPA

Staff Accountant

Mimi profile pic copy

Mimi Nghi

Staff Accountant

 Chloe Parker

Chloe Parker, CPA, MBA

Director

Gianfranco Portuondo

Gianfranco Portuondo, CPA, MBA

Supervisor

Cooper Richins

Cooper Richins

Staff Consultant

Stephen Thomson

Stephen Thomson

Staff Accountant

Robbie Walsh

Robbie Walsh

Senior Accountant

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Emily Yan

Staff Accountant