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
Greg Blake CPA, ABV Director of Transitions
Maya Kosa CPA Tax Senior
Marissa Ferraro Office Manager
Sydney Woolery Admin Office Assistant
Eric Arbulante Senior Accountant
Ryan Lewis Senior Accountant
Soledad Batuhan Senior Accountant
Kathy Lyn Richards Staff Accountant
Albert Namo Staff Accountant
Cameron Smith Staff Accountant
Jeremy Burgess Staff Accountant
WordPress Image Lightbox