Our Team
Unmatched Professionalism with a Personal Touch
Our dedicated team of auditors, analysts, accountants and advisors are here to offer dedicated financial service in the form of engaging and ongoing relationships, providing you with future focused solutions that produce present peace of mind.
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Filter by:
Category
- Advisory Services
- Advisory Solutions
- Agriculture
- Audit and Assurance
- Auto Dealerships
- Business Solutions
- Cannabis
- Contractors and Construction
- Estate and Trust Services
- Family Office Services
- Family Office Solutions
- Franchising
- Health Care
- Law Firms
- Manufacturers and Distributors
- Manufacturers and Distributors Professional Services
- Medical Devices
- Outsourced Accounting Services
- Outsourced Accounting Solutions
- Professional Services
- Professional Services Real Estate Developers
- Professional Staff
- Real Estate Developers
- Tax Services
- Technology
- Transportation and Logistics
- Trust and Estate
- Wealth Management
Michael Andrews, CPA, PFS, ABV
Principal
John Barghini, CPA, MBT
Principal
Andrew G. Benedict, CPA
Principal
Dane J. Boeckermann, CPA
Principal, Chief Executive Officer
Daniel A. Boeckermann, CPA
Principal, Personal Finance Specialist
Mark Cossette, CPA
Principal
Lisa Curtis, FPQP™
Senior Client Service Associate, Wealth Management
Spencer Davies, CFP®
Financial Advisor, Wealth Management
Michael P. Deegan, CPA
Principal
Kurt Dingmann, CPA
Principal
Corey W. Edmunds, CPA, MBT
Principal
Katie Frazier, CFP®
Financial Advisor, CCO, COO, Wealth Management
Bill Friederichs, CFP®
Financial Advisor, Wealth Management
Ross Gobel
Paraplanner, Wealth Management
Daniel Hurtado, CPA
Cost Segregation and R&D Practice Leader
