Advisory Team

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

Operations Team

Richard Ybarra Director of Accounting
David Knittel CPA Director of Tax
Brandon Hobson CPA Director of Investment Services
Greg Blake CPA, ABV Director of Transitions
Janine McCullough Director of Operations
Dr. Mark Galli, DDS Doctor-to-Doctor Leadership Consultant
Deb Eatros Management Consultant
David Biroscak Accounting Manager
Michael Ybarra Accountant
Kathy Lyn Richards Accountant
Marissa Ferraro Office Manager
DJ Birnie, EA Tax Associate
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