Our team
90+ people. One team.
Every client is supported by the whole firm. Here are the people behind your numbers, and the dogs behind the people.
Tax Team
Total assets: 20
Henry Sforza, CPA
Partner
John Marlatt
Partner
Donald Trummer, CPA
Partner
David Leavitt, CPA
Partner
Erin Sturrus, CPA
Director of Tax Service
Roger Cupp, CPA
Principal
Dom Perry
Senior Manager
Jennifer Crouch
Senior Manager
Rina Shah, CPA
Senior Manager
Geoff Burge, CPA
Manager
Kenneth J. Olah, CPA
Manager
Liz O'Brien, CPA
Manager
Sara Worth, CPA
Manager
Ally St Clair, CPA
Supervisor
Greg Polan
Supervisor
Angela Hilbert
Supervisor
Sruthi Alchuru, CPA
Senior Accountant
Jake Staudacher
Senior Accountant
Caleb Kelly
Staff Accountant
Ross Linert
Staff Accountant
FinOps Team
Total assets: 23
Ken McBride, CPA
Partner
Alex McNally
Director of CAS
Gina Getsy, CPA
Manager
Rima Shah, CPA
Manager
Mariah Baston
Manager, CAS
Ravi Teja
Manager
Jocelyn Tabus, CPA
Senior Supervisor
Alyssa Gray
Supervisor
Cody Dorman
Supervisor
Badhari Rokkam
Senior Accountant
Colton Blair
Senior Accountant
Lalitha Sivanapalli
Senior Accountant
Sravani Divakaruni
Senior Accountant
Chrissy Jakubek
CFO Service Staff
Harish Kota
Senior Accountant
Bhavika Aggarwal
Staff Accountant
Brooke Kirila
Staff Accountant
Kya Crissman
Staff Accountant
Prathik Otkur
Staff Accountant
Rakesh Krishnakumar
Staff Accountant
Megan Rosko
Junior Accountant
Bella Eliser
Junior Accountant
Adam Schrock
Intern
Operations Team
Total assets: 11
Shelby Timms
Executive Operations Manager
Harmony Neff
Operations Analyst
Brayden Nguyen
Operations Coordinator
Dan Stevens
Consultant
Brooke Marrie
Administrative Manager
Stacey Sandfoss
Administrative Manager
Marissa Lellio
Administrative Specialist
Brenda Haitz
Client Services & Administration
Joel Leavitt
Client Services & Administration
Keimanni Boyd
Receptionist
Maggie Kinsella
Administrative Assistant
White Glove Payroll
Total assets: 12
Marcy Angelo
Partner
Andrea Colaluca
Payroll Manager
Karen Stacey
Payroll Manager
Meagan Heath
Payroll Manager
Ashley Garfalo
Payroll Supervisor
Ashley Brindle
Senior Payroll Concierge
Jackie Fiore
Senior Payroll Concierge
Salene Shaffer
Senior Payroll Concierge
Alaina Thompson
Senior Payroll Concierge
Michelle Hults
Payroll Concierge
Roslyn Dinard
Payroll Concierge
Swetha Alampally
Payroll Support Administrator
The office dogs
The real leadership team. Titles are self-appointed.
Ready for a change?