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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.

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Nick Balaity's headshot in black and white in office space.

Nick Balaity, CPA, CCIFP®

Partner
Meghan Burton's headshot in black and white in office space.

Meghan Burton, CPA

Director of Private Wealth
Kelli Carper's headshot in black and white in office space.

Kelli Carper, CPA

Senior Manager
Megan Fennessy's headshot in black and white in office space.

Megan Fennessy, CPA

Manager
Chad Fischer's headshot in black and white in office space.

Chad Fischer, CPA

Manager
Edna Flores headshot in office space in black and white.

Edna Flores, CPA

Manager
Melissa Gonzales' headshot in black and white in an outdoor space.

Melissa Gonzales, CPA

Senior Tax Associate
Black and white headshot

Dan Larson, CPA

CPA President + Partner
Nichole McCarthy's headshot in black and white in office space.

Nichole McCarthy, CPA

Manager
Niveen Mikha's headshot in black and white in office space.

Niveen Mikha

Human Resources Specialist
Jason Palmer's headshot in black and white in office space.

Jason Palmer, CPA

Manager
Josh Ramirez's headshot in black and white in office space.

Josh Ramirez, CPA

Senior Manager
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