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  • What We Do
        • Tax
          • Accounting for Income Taxes (ASC 740)
          • Federal Tax
          • State and Local Tax
          • Tax Planning
        • Audit & Assurance
          • Financial Statement Audits
          • Employee Benefit Plan Audits
          • Financial Statement Review
          • Agreed-Upon Procedures
        • SOC Reports (SSAE 18)
          • SOC (Pre-audit) Readiness
          • SOC 1 Reports
          • SOC 2 Reports
          • SOC 3 Reports
          • SOC for Cybersecurity
          • Type 1 Reports
          • Type II Reports
        • SOX Readiness & Compliance
          • IPO Readiness
          • SOX & Regulatory Compliance
          • Internal Audit & Controls
        • Advisory
          • M&A Transaction Advisory
          • IPO Readiness
          • Technical Accounting
          • IT Risk Evaluation & Consulting
  • Who We Are
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Home > Who We Are > Our Team

Our Team

Home > Who We Are > Our Team

Our Team

We help companies grow by tackling their biggest business challenges.

Over a decade ago, our founding partners recognized the need for a public accounting firm that could conduct audits and assist companies ranging from pre-revenue startups to large public companies. Since 2004, we have been delivering accounting expertise in a client-friendly atmosphere. Over the years, we have delivered successful client service and strengthened our relationships. As a result, our team has grown and continues to grow!

Leadership Team

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  • Audit & Assurance
  • Advisory
  • SOX Readiness & Compliance
  • SOC Reports (SSAE 18)
  • Tax
patrick

Patrick Carvey

Partner
Audit & Assurance Read Bio >
luke

Luke Childress

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
jamie

Jamie Holtzman

Founding Partner
Audit & Assurance Read Bio >
mark

Mark Knight

Partner
SOC Reports (SSAE 18), SOX Readiness & Compliance Read Bio >
gretchen

Gretchen Leifeste

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
joey

Joey LoSurdo

Partner
SOC Reports (SSAE 18), SOX Readiness & Compliance, Advisory Read Bio >
mike

Mike Panozzo

Founding Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
chris

Chris Perkins

Managing Partner
Audit & Assurance, Advisory Read Bio >
kat

Kat Peterson

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
jon

Jon Rausch

Partner
Tax Read Bio >
michael

Michael Sobczyk

Partner
SOC Reports (SSAE 18), SOX Readiness & Compliance Read Bio >
jillian

Jillian Bergman

Director
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
lisa

Lisa Green

Chief Operating Officer
Read Bio >
mya kelly

Mya Kelly

Human Resources Director
Read Bio >
shirley

Shirley Ma

Director
Tax Read Bio >

Managers

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  • Audit & Assurance
  • Advisory
  • SOX Readiness & Compliance
  • SOC Reports (SSAE 18)
  • Tax
sarah

Sarah Aldama

Manager
Audit & Assurance Read Bio >
melissa

Melissa Avila

Manager
SOC Reports (SSAE 18), SOX Readiness & Compliance Read Bio >
Jonathan

Jonathan Bayeff

Manager
SOX Readiness & Compliance Read Bio >
braden

Braden Fickel

Manager
Tax Read Bio >
hannah

Hannah Franklin

Manager
Audit & Assurance Read Bio >
veronica

Veronica Foster

Senior Manager
SOX Readiness & Compliance Read Bio >
jonn

Jonn Gagnon

Senior Manager
SOC Reports (SSAE 18), SOX Readiness & Compliance Read Bio >
Scott

Scott Geye

Manager
SOC Reports (SSAE 18), SOX Readiness & Compliance Read Bio >
olga

Olga Guzman

Senior Manager
Audit & Assurance Read Bio >
kevin

Kevin Halls

Manager
Tax Read Bio >
emily

Emily Headrick

Manager
Audit & Assurance Read Bio >
Blair

Blair Hickey

Manager
Audit & Assurance Read Bio >
Kevin

Kevin Hoxworth

Manager
Audit & Assurance Read Bio >
tino

Tina Huo

Manager
Audit & Assurance Read Bio >
brian

Brian McBride

Senior Manager
Audit & Assurance Read Bio >

Brian Marshall

Manager
Audit & Assurance Read Bio >
mcnally

Michael McNally

Manager
SOC Reports (SSAE 18) Read Bio >
jon meredith

Jon Meredith

Senior Manager
SOC Reports (SSAE 18), SOX Readiness & Compliance Read Bio >
ben

Ben Pounds

Manager
Audit & Assurance Read Bio >
jessica

Jessica Ramirez

Manager
Tax Read Bio >
liz

Liz Roberts

Manager
Audit & Assurance Read Bio >
mark

Mark Schrutka

Manager
Audit & Assurance Read Bio >
abi

Abi Shirley

Manager
Audit & Assurance Read Bio >
ruth

Ruth Snell

Senior Manager
Audit & Assurance Read Bio >

Holly Subervi

Marketing Manager
Read Bio >
brett

Brett Thompson

Manager
Audit & Assurance Read Bio >
dustin

Dustin Warren

Senior Manager
Audit & Assurance Read Bio >
cathy

Cathy Wilson

Culture and Logistics Manager
Read Bio >
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