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Staff Directory
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Accounting & Advisory Services Team
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Carrie D.
Bradshaw
, CPA, CCIFP
CEO and Founder
Cassie W.
Fahnert
, CPA, CCIFP
Director
James D.
Albers
, CPA
Director
Lisa
Dyer
, CPA
Senior Tax Specialist
Brandi A.
Nagy
, CPA
Senior Assurance Manager
Stephanie
Swetland
, EA
Tax Manager
Jill
Marwitz
, CPA
Tax Supervisor
Lacey
Hamilton
, EA
Tax Supervisor
Jennah
Arrington
, CPA
Supervisor
Bradley
Goodlander
Senior Tax Associate
Mark W.
Franklin
, CPA
Senior Accountant
Victoria
Day
Senior Audit Associate
Oliver R.
Guerra
Senior Audit Associate
Anya
Lovejoy
Senior Tax Associate
Dawnell
Shadden
, PFMA
Firm Administrator
Lori
Lane
Client Experience Coordinator
Kristin
Sergei
Service Line Administrator
Victoria
Silverleaf
Executive Assistant
Jennifer
Richards
Firm Bookkeeper
Sue
Knowles
Data Analytic Coordinator
