Kelli Archibald, CPA

Nonprofit Advisor

Ethan Brogan, JD, LLM

Business Counsel & Trust Attorney

Adam Brown, JD, CNP

Nonprofit Attorney

Kelly Cohen, CPA

Tax Manager

Florencia Dascoli

Tax Associate

Matt Ellsworth

Fractional CFO

Alejandra Guillen

Bookkeeper

Stavros Makris

Tax Manager

Mike McDonald, CPA, MBA

CFO

Trevon McNeal, EA Candidate

Tax Associate

Mattie Merrill

Bookkeeper

Mike Payne, JD, CPA

Founder & CEO, Legal & Tax Strategist

Judy Rader

Executive Assistant

Kasey Selvage

Administrative Assistant

Osa

Office Support