Advisory Team

Wes Read CPA, CFP® CEO/CFO Advisor
Greg Maravilla, MBA, CPA, CFP® CFO Advisor
Paul Lipcius CPA CFO Advisor
Drew Phillips, CPA Co-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 and Dental Practice Owner
Deb Eatros Management Consultant
David Biroscak Accountant
Michael Ybarra Accountant
Kathy Lyn Richards Accountant
Marissa Ferraro Office Manager
DJ Birnie, EA Tax Associate
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