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, MBA

Jeff Bacon

Senior Accountant

Ed Bottone

Tax Director | CPA, MT

Roseanne Buckley

Human Resources Director | SHRM-CP

Keosha Daniels

Accounting Tech

Bridget K. Fee

Administrative Director | MBA, LSSGB

Agnes Frishberg

Senior Accounting Tech | QuickBooks Certified ProAdvisor

Jill Hall Sanders

Administrative Assistant

Tyler Hamblin

Senior Accountant

Robert Homa

Senior Accountant | CPA

Brian Irvine

Client Accounting Services Manager

Serge Jean-Charles

Staff Accountant

Harsh Kamath

Staff Accountant

Phil Kramarski

Manager | CPA

Robert Mangold

Finance Manager

Brian Maloney

Manager | CPA

Marissa Moreno

Project Manager

Daniel Nagy

Manager | CPA

Dylan Nguyen

Staff Accountant

Laura Nguyen

Staff Accountant

Matt Overman

Senior Accountant

Tamie Palatine

Marketing & Sales Support Manager | SHRM - CP

Christine Pasquarello

Senior Accounting Tech | MBA

Anthony Princiotta

Senior Accountant

Amber Ravenkamp

Senior 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

Manager | CPA, CFE, LSSGB

Josh Smith

Director of Innovation | MBA

Cole Tranchida

Staff Accountant | MAcc

Jennifer Trueland

Administrative Assistant

Matthew Walsh

Senior Accountant

Timothy Watts

Senior Accountant

Brian Weldin

Senior A&A Manager | CPA, MBA