Our Team

Meet the individuals behind our winning team.

James R. Haefele

Leading Partner & Visionary | CPA, ABV, CVA, CFF, MAFF

James A. Rogers Jr.

Past Managing Partner | CPA, MAFF, CFF

David J. Gill, Jr.

Partner | MST, CPA/PFS, CFP®

Hal Levenson

Partner

Erica L. Peterson

Partner | CPA

Kenneth P. May

Partner | CPA, CVA

Andrew J. Ryzner

Partner | CPA

Ande Grubb

Chief Operating Officer (Integrator)

Dave Bookbinder

Executive Director, Valuation Services | ASA, CEIV, MBA

Jeff Bacon

Tax Manager | EA, Admitted to practice before the IRS

Megan Bickings

Client Accounting Services Manager

Tiffany Celaya

Experienced Tax Associate

Brian Choi

Senior Tax Accountant | CPA

Keosha Daniels

Accounting Tech

Andrew Dipple

Associate

Bridget K. Fee

Administrative Director | MBA, LSSGB

Tyler Hamblin

Senior Tax Accountant

Jeremy Fisher

Tax Manager | CPA

Agnes Frishberg

Senior Accounting Tech | QuickBooks Certified ProAdvisor

Jill Hall Sanders

Administrative Assistant

Robert Homa

Senior A&A Accountant | CPA

Serge Jean-Charles

Experienced Tax Associate

Wyatt Jones

Senior Accounting Tech

Harsh Kamath

Experienced A&A Associate

Isaac Knipel

Associate

Phil Kramarski

M&A Manager | CPA

Robert Mangold

Finance Manager

Brian Maloney

A&A Manager | CPA

Marissa Moreno

Resource Manager

Daniel Nagy

A&A Manager | CPA

Dylan Nguyen

Associate

Laura Nguyen

Associate

Matt Overman

Senior Tax Accountant

Tamie Palatine

Marketing & Sales Support Manager | SHRM - CP

Christine Pasquarello

Senior Accounting Tech | MBA

Gabbi Polat

Experienced A&A Associate

Jillian Polinsky

Senior HR Director | MBA | SHRM-CP

Anthony Princiotta

Senior Tax Accountant

Amber Ravenkamp

Senior A&A Accountant

Beth Renga

Director of Consulting Services | MSW

Frank P. Salerno

Tax Manager | CPA

Sean S. Sands

Director of Mergers & Acquisitions | MBA

Frederick P. Schutz

Tax Director | CPA, MST

Cristopher A. Sefransky

A&A Manager | CPA, CFE, LSSGB

Vivek Sharma

Associate

Josh Smith

Director of Innovation | MBA

Jennifer Trueland

Administrative Assistant

Matthew Walsh

Senior A&A Accountant

Timothy Watts

Senior Analyst

Brian Weldin

Senior A&A Manager | CPA, MBA