Advisory Team

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

Operations Team

Richard Ybarra Director of Client Integration
David Knittel CPA Director of Tax
David Biroscak Director of Accounting
Brandon Hobson CPA Director of Investment Services
Greg Blake CPA, ABV Director of Transitions
John Hale Director of Practice Brokerage
Maya Kosa CPA Tax Senior
Janine McCullough Director of Operations
Veejay Valdez Project Manager
Marissa Ferraro Office Manager
Jessica Graham Office Manager
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
DJ Birnie, EA Tax Associate
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