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.

Nick Balaity, CPA, CCIFP^®

Meghan Burton, CPA

Director of Private Wealth

Kelli Carper, CPA

Megan Fennessy, CPA

Chad Fischer, CPA

Edna Flores, CPA

Melissa Gonzales, CPA

Senior Tax Associate

Dan Larson, CPA

CPA President + Partner

Nichole McCarthy, CPA

Jason Palmer, CPA

Liz Rivadeneyra, CPA

Elsa Romero, CPA