Our Team
Your Financial Guides
Stephen Weir
CEO
Dan McDonough
COO
Lisa Camacho
Firm Administrator
Mandy Sent, CPA
Senior Manager – Tax
Kim Riculan
Supervisor – Accounting
Tyler Bodlak
Senior Advisor – Advisory Services
Doula Stathis
Senior Advisor – Accounting
Tyler McPhillips
Senior Advisor – Accounting
Arin Noble
Senior Advisor – Accounting
Gina Ali
Senior Advisor – Accounting
Misty Calvo
Senior Advisor – Accounting
Anthony Carson
Senior Advisor – Accounting
Brandon Miles
Supervisor – Accounting
Chris Ziegler
Fractional CFO and Accounting Manager
Gabriella Bouloy
Advisor – Accounting
Lily Buysse
Advisor – Accounting
Olha Budahovska
Advisor – Accounting
Eleni Stathis
Advisor – Accounting
CJ Riculan
Advisor – Accounting
Hannah Meade
Advisor – Accounting