We are people first,
financial experts second.

Pete Ryan

Pete Ryan

Co-founder, Partner, CPA, MBA

Mike Wetmore

Mike Wetmore

Co-founder, Partner, CPA

Traci Getz

Traci Getz

Partner & CPA

Jason Dudas

Jason Dudas

Partner & CPA

 Bob Abbott

Bob Abbott

Tessa Lucero-Bennett

Tessa Lucero-Bennett

 Rosie Cheng

Rosie Cheng

Angel Corbin

Angel Corbin

Amy Dunn

Amy Dunn

Alicia Ehlert

Alicia Ehlert

 Orkan Fatali

Orkan Fatali

Jacob Fierst

Jacob Fierst

 Danielle Gallo

Danielle Gallo

 Justin Gipp

Justin Gipp

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Eli Green

Steve Heizmann

Steve Heizmann

 Matthew Jaouni

Matthew Jaouni

Carrie Karn

Carrie Karn

Lori Kubic

Lori Kubic

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Connie Mao

Ben Mendel

Ben Mendel

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Mimi Nghi

 Chloe Parker

Chloe Parker

Gianfranco Portuondo

Gianfranco Portuondo

 Jack Ramsey

Jack Ramsey

Stephen Thomson

Stephen Thomson

Sarah Waldman

Sarah Waldman

Robbie Walsh

Robbie Walsh

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Kevin Witterschein

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Emily Yan