Practice CFOs

Greg Maravilla, MBA, CPA, CFP® CFO Advisor
Paul Lipcius CPA CFO Advisor
Drew Phillips CPA CFO Advisor
Justin Read CPA CFO Advisor

Operations Team

Wes Read CPA, CFP® CEO
Richard Ybarra Director of Client Integration
David Knittel CPA Director of Tax
David Biroscak Director of Accounting
Brandon Hobson CPA Director of Investment Services
Janine Leveille Director of Operations
John Hale Director of Practice Brokerage
Maya Kosa CPA Tax Senior
Sydney Woolery Office Manager
Marissa Ferraro Training Manager
Eric Arbulante Senior Accountant
Ryan Lewis Senior Accountant
Soledad Batuhan Senior Accountant
Albert Namo Staff Accountant
Cameron Smith Staff Accountant
Jeremy Burgess Staff Accountant
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