Our Team

Paul Thomas Croft

Paul Thomas Croft

Founder & Executive Chairman

Christopher R. Travis

Christopher R. Travis

Executive VP of Business Development

Meg Shepard

Meg Shepard

Marketing Director

Sarah Bivans

Sarah Bivans

Onboarding Director

Chris Albert

Chris Albert

Director of Business Development

John Bedayo

John Bedayo

Tax Senior

Wendy Blevins

Wendy Blevins

Client Experience Manager

Brandon Lee Carone

Brandon Lee Carone

Manager of Business Development

Ian Cushing

Ian Cushing

Business Development Intern

Kim Ervin

Kim Ervin

Senior Tax Manager

Michael Hall

Michael Hall

Chief Financial Officer

Jon Hoppe

Jon Hoppe

Video Production & Photography

Ina Longobardo, CPA

Ina Longobardo, CPA

Tax Planning Manager

Tim McCoy

Tim McCoy

Tax Intern

Jacob Nolen

Jacob Nolen

Advanced Planning Client Associate

Amberly Rasaphouthone

Amberly Rasaphouthone

Associate of Business Development

Emily Satterfield

Emily Satterfield

Tax Staff

Tim Stone

Tim Stone

Associate of Business Development

Daniel Trentham

Daniel Trentham

Marketing Coordinator

Cade Vice

Cade Vice

Tax Staff

J.D. Frost,  CPA/MBA

J.D. Frost, CPA/MBA

Founder & CEO

Nic Elliott

Nic Elliott

Executive VP of Operations

Claire Monar

Claire Monar

Communications Director

Reid Adams

Reid Adams

Business Development Intern

Julie Barringer

Julie Barringer

Associate of Community Engagement

Jim Beers, CPA

Jim Beers, CPA

Virtual CFO

G.G. Burkhalter

G.G. Burkhalter

Tax Senior

Andrew Collier

Andrew Collier

Tax Intern

Mitch Desbiens, MBA, EA

Mitch Desbiens, MBA, EA

Tax Resolution

Juan C. Florez

Juan C. Florez

Associate of Business Development

Luke Hamilton

Luke Hamilton

Tax Staff

LaKeiya Keese, EA, MAcc

LaKeiya Keese, EA, MAcc

Senior Tax Reviewer

Colin Longworth

Colin Longworth

Associate of Business Development

Karl Meszaros

Karl Meszaros

Tax Resolution Specialist

Emma Otting

Emma Otting

Executive Assistant to Logan Vandergriff

Katlyn Richardson

Katlyn Richardson

Onboarding Specialist

Natasha Singh

Natasha Singh

Tax Staff

Kellen Sánchez, MAcc

Kellen Sánchez, MAcc

Assurance Manager

Grace Turner

Grace Turner

Graphic Design Specialist

Molly Watson

Molly Watson

Onboarding Coordinator

Rocky Garza

Rocky Garza

Chief of Staff

Matt Dira

Matt Dira

Executive VP of Client Relations

Marah Webster

Marah Webster

Human Resources Manager

Josh Adkins

Josh Adkins

Senior Tax Reviewer

Christopher Barrow

Christopher Barrow

Tax Intern

Taylor Biesiada

Taylor Biesiada

Onboarding Coordinator

Braden Callahan

Braden Callahan

Tax Staff

Renee Coulter

Renee Coulter

Senior Tax Reviewer

Chloe Encinas

Chloe Encinas

Tax Senior

James Greiner

James Greiner

Client Relationship Manager

Chandler Hobbs

Chandler Hobbs

Tax Staff

Nathan Kirby

Nathan Kirby

Tax Senior

Federico Marsico

Federico Marsico

Client Relationship Manager

Bruce Nelson

Bruce Nelson

Tax Manager

Tarbell Patten IV

Tarbell Patten IV

Client Experience Manager

Angelo Sanchez, Jr., EA

Angelo Sanchez, Jr., EA

Tax Resolution Specialist

Colton Smith

Colton Smith

Administrative Specialist

Nick Taylor

Nick Taylor

Business Development Intern

Logan D. Vandergriff

Logan D. Vandergriff

VP of Business Development

Marilyn Webster

Marilyn Webster