Our Team

Meet the individuals behind our winning team.

James A. Rogers Jr.

Managing Partner | CPA, MAFF, CFF

James R. Haefele

Partner | CPA, ABV, CVA, CFF, MAFF

David J. Gill, Jr.

Partner | MST, CPA/PFS, CFP®

Hal Levenson

Partner | Chief Visionary Officer

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

Jeff Bacon

Senior Accountant

Hannah Bogdan

Administrative Assistant

Julia Brines

Director of Strategic Relationships

Jurgen Bocaj

Staff Accountant

Francesca Bowe

Senior Accountant

Roseanne Buckley

Human Resources Director | SHRM-CP

Chanté Crawley

AP/AR Admin

Keosha Daniels

Accounting Tech

Amanda Decker

Staff Accountant

Justin Decker

Staff Accountant

Patrick Ennis

Senior Accountant

Maureen Ezzo

Staff Accountant

Bridget K. Fee, LSSGB

Processes Manager | LSSGB

Agnes Frishberg

Senior Accounting Tech | QuickBooks Certified ProAdvisor

Michelle Gelinas

Director, Client Financial and Operational Strategy | CPA

Peter Gubler

Tax Manager | CPA, CVA

Jill Hall Sanders

Administrative Assistant

Tyler Hamblin

Senior Accountant

Cheryl Haswell

Executive Administrator

Robert Homa

Senior Accountant | CPA

Brian Irvine

Finance Manager

Serge Jean-Charles

Staff Accountant

Harsh Kamath

Staff Accountant

Phil Kramarski

Manager | CPA

Brian Maloney

Manager | CPA

Marissa Moreno

Project Manager

Daniel Nagy

Senior Accountant

Matt Overman

Senior Accountant

Alexa Pacilli

Staff Accountant

Tamie Palatine

Executive Assistant

Anthony Princiotta

Senior Accountant

Amber Ravenkamp

Senior Accountant

Beth Renga

Director of Consulting Services

Andrew Romani

Tax Senior

Frank P. Salerno

Tax Manager | CPA

Frederick P. Schutz

Director of the Tax Department | CPA, MST

Cristopher A. Sefransky

Manager | CPA, CFE, LSSGB

Kevin Simpson

Staff Accountant

Josh Smith

Head of Information Technology | MBA

Stefanie Summers

Manager of Outsourced Client Accounting Services

Cole Tranchida

Staff Accountant

Jennifer Trueland

Administrative Assistant

Matthew Walsh

Staff Accountant

DeVon Watson

Staff Accountant

Timothy Watts

Senior Accountant