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Jim Falkanger

Co-founder

John Nelson

Co-founder

Steve Stolz

Co-founder

Steve McTavish

President

Jonathan Monroe

VP of Client Services

Steve Bradley

Senior Account Manager

Elizabeth Knight

Marketing Coordinator

Reed Leonard

Senior Account Manager

Effie Barros, CPA

Principal Consultant

Adam Churchill

Senior Consultant

Carol Grulke

Principal Consultant

Pamela Ingram

Director of Strategic Services

Julie Ketcham

Consultant

DeEtte Krogh, CPA

Principal Consultant

Christopher Meyer

Senior Consultant

Suzanne Meyer

Senior Consultant

Hilary Mortimer

Managing Consultant

David Springer

Principal Consultant

Kennis Berard

Senior Consultant

Dawn Boyle

Principal Consultant

Savitha Burjanroppa

Senior Consultant

Nedra Roberson

Senior Consultant

Steve Thayer

Principal Consultant

Sarah Nelson

Administrative Assistant

Sue Nelson

Office Manager

Darrell Aaron

Senior Consultant
Derek Boren

Derek Boren

Senior Consultant

What can our experts do for you today?

Contact an individual expert using their preferred contact info above or call our main number at 866-511-5710, or use our online contact form.

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