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Jim Falkanger

Co-founder
John Nelson

John Nelson

Co-founder
Steve Stolz

Steve Stolz

Co-founder
Steve McTavish

Steve McTavish

President
Jonathan Monroe

Jonathan Monroe

VP of Client Services
Steve Bradley

Steve Bradley

Senior Account Manager

Elizabeth Knight

Marketing Coordinator
Reed Leonard

Reed Leonard

Senior Account Manager
Effie Barros

Effie Barros, CPA

Principal Consultant
Adam Churchill

Adam Churchill

Senior Consultant
Carol Grulke

Carol Grulke

Principal Consultant
Pamela Ingram

Pamela Ingram

Director of Strategic Services
Julie Ketcham

Julie Ketcham

Consultant
DeEtte Krogh

DeEtte Krogh, CPA

Principal Consultant
Chris Meyer

Christopher Meyer

Senior Consultant
Suzanne Meyer

Suzanne Meyer

Senior Consultant
Hilary Mortimer

Hilary Mortimer

Managing Consultant
David Springer

David Springer

Principal Consultant
Kennis Berard

Kennis Berard

Senior Consultant
Dawn Boyle

Dawn Boyle

Principal Consultant
Savitha Burjanroppa

Savitha Burjanroppa

Senior Consultant
Nedra Roberson

Nedra Roberson

Senior Consultant
Steve Thayer

Steve Thayer

Principal Consultant
Sarah Nelson

Sarah Nelson

Administrative Assistant
Sue Nelson

Sue Nelson

Office Manager
Darrell Aaron

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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