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Who We Are
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Our Team
Executive Leadership
Anju Agrawal
MBA, MST, CPA
Partner
Monique Bourgeois Arias
CPA, MSA
Senior Tax Manager and Assistant Tax Director
Mary Bren C. Borja
CPA, MST
Senior Tax Manager
Bryan Carpenter
CPA, CGMA
Partner
Michael C. Friedman
CPA
Partner
Daniel I. Lavis
MPA
Principal
Cristanne M. Leitner
CPA, MST, AEP®, CEPA™
Partner and Senior Vice President
Joseph Messer
MST, CPA
Senior Tax Manager
Nick Palmer
CPA, CVA
Partner and Director of Audit
Keisha Price
CPA, MST, CFP®
Senior Tax Manager
Victor G. Ramsauer
CPA
CEO, President & Partner
Steve Root
CFE, CPA, MAFM
Partner
James Schappler
Chief Growth Officer
Bruce A. Strumlauf
MST, CPA
Partner
Kim Ufford
CPA, ABV, CFF, ASA
Principal
Rosa Valdez
CPA
Senior Tax Manager
Josh van de Vrugt
CPA
Senior Audit Manager
Sue Watson
ARM
COO & Partner
Jared P. Werner
CPA, JD, LL.M.
Partner and Director of Tax
Ann R. Zapach
CPA
Senior Tax Manager
Tax
Alexandra Dollard
CPA
Senior Tax Associate
Dylan Griffin
CPA
Tax Manager
Yun Li
Tax Manager
Alexander Luciano
CPA
Senior Tax Associate
Mark C. Morris
J.D., LL.M.
Senior Tax Counsel
Jordan Reed
Senior Tax Associate
Lauren Rushford
CPA, MAT
Tax Manager
Marci Simonson
Tax Supervisor
Brittany Skeels
CPA
Tax Manager
Allison Taeger
Tax Manager
Thanh Tang
CPA
Tax Supervisor
Cynthia Torres
CPA, MSA
Tax Manager
Emily C. Yamate
Senior Tax Associate
Client Accounting Services
Jamie Devera
CPA
CAS Supervisor
Harla Wood
Bookkeeper
Christina Xu
CPA
Senior Associate
Audit
Kendra Marie Correia
Audit Supervisor
Nicholas Marinelli
CPA
Audit Manager
Carlos Mora
Audit Manager
Thien Nguyen
CPA, CFE, MSA
Audit Supervisor
Stephanie Pfaff
MSA, CPA
Audit Manager
Hannah Samman
Senior Audit Associate
Malcolm Shearer
Senior Audit Associate
Ronnie Smith
Audit Associate
David Wilber
Audit Manager
Admin
Melody Bakhshandeh
CAP, OM, PM
Executive Assistant
Alexa Baughn
Administrative Associate
Angie Bigelow
Administrative Assistant
Natalie De La Torre
Billing Specialist
Liberty Griffin Carlin
Executive Assistant
Marcela Torres
Billing Manager
Lelah Walters
Office Administrator