Our Professionals

We strive to create a culture which results in success for our clients and our people by hiring individuals who exhibit an entrepreneurial spirit and a desire to lead.

Bill Abel, CPA, MST

Senior Tax Manager

Nate Atmadja, CPA

Nick Balaity, CPA, CCIFP^®

Patty Bee

Senior Accounting Associate

Matthew Casatico

Associate Advisor

Andrew Davidson, CPA

Karen DeBora, PAFM

Director of CPA Operations and Administration

Cindy Gatlin, CDFA^®

Senior Wealth Manager

Kathy Hahn, CPA

Brendan Hollis, CPA, CM&AA

Amy Iracheta

Senior Accounting Associate

Spencer Janke, CPA