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About
Careers
Blog
Services
For Clients
Pay My Bill
Client Portal
Profit Mastery 2023
Employee Retention Credit
Staff Directory
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Accounting & Advisory Services Team
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Carrie D.
Bradshaw
, CPA, CCIFP
CEO and Founder
Michael
Simpson
Chief Operating Officer
Dawnell
Shadden
, PFMA
Firm Administrator
Cassie W.
Fahnert
, CPA, CCIFP
Senior Manager
Lisa
Dyer
, CPA
Senior Tax Manager
Diane
Orton
, CPA
Tax Supervisor
Holly
Benson
Staff Associate
Jennah
Arrington
, CPA
Supervisor
Jennifer
Richards
Firm Bookkeeper
Jill
Marwitz
, CPA
Tax Supervisor
James D.
Albers
, CPA
Director
Kristin
Sergei
Administrator
Lacey
Hamilton
Tax Supervisor
Lauren
Ellensohn
Tax Associate
Lori
Lane
Client Experience Coordinator
Mark W.
Franklin
, CPA
Senior Accountant
Megan
Mattingly
Administrator and Business Development Coordinator
Oliver R.
Guerra
Senior Audit Associate
Sue
Knowles
Data Analytic Coordinator
Victoria
Day
Senior Audit Associate
Victoria
Silverleaf
Executive Assistant
