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Want executive team attention from day one? Our low shareholder-to-staff ratio practically guarantees it.
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Search Leadership
Lisa Goecke
CPA/ABV/CFF | Shareholder
Nick Prelog
CPA | Shareholder
Susan Sterne
CPA | Shareholder
Megan Whalen
CPA | Shareholder
Teresa Petrie
MBA, WSET2 | Principal
Chelsea Vargason
CPA | Director
Simone Helbling
MBA | Fractional Chief Financial Officer
Mindi Eleazer
CPA | Senior Manager
Nick Murray
CPA | Senior Manager
Sean Rivera
CPA | Senior Manager
Marissa Testori
CPA | Senior Manager
