Daniel Collins, MBA, CPA

CEO and Board Chairman

Amanda King

Practice Manager

Brian Larson

Practice Manager

Chelsea Higgins

Quality Assurance Director

Danielle Kucera

Founding Member / Chief People & Risk Officer

Eric Ratcliffe

Director - Compliance Strategy

Eric Silvers, CPA

Senior Practice Manager

Jim Brennan

Vice President of Sales

John Kadechka

Director

Carl Lindblad

Director

Brad Lyons

Senior Practice Director

Phillip Hagan

Technical Services Manager

Patrick Tolliver

CXO And Chief Of Staff

Ryan Winkler

Practice Director

Carlos Guerrero

Senior Compliance Executive

Kirstie Fisher

Senior Operations Manager

Kristopher Francis

Shareholder & Sr. Compliance Executive

Charlene Hurst

Office Manager

Virgil Floresca

Security & Compliance Architect

Jordanne LePre

Business Development Representative and PR

Joy C.

Client Service Administrator

Troy Lara

Account Executive

Matthew McNulty

Chief Revenue Officer (cro)

Zach Burke

Practice Manager