Advisory Team

Wes Read CPA, CFP(®) CEO/CFO Advisor
Greg Maravilla CPA, MBA CFO Advisor
Paul Lipcius CPA CFO Advisor

Operations Team

Richard Ybarra Director of Accounting
Greg Blake CPA, ABV Director of Transitions
Janine McCullough Director of Operations
David Knittel CPA Director of Tax
Deb Eatros Management Consultant
Devon Flushing Investment Specialist
David Biroscak Accountant
Michael Ybarra Accountant
Shuwen Li Accountant
Marissa Ferraro Office Manager