Practice CFOs

Greg Maravilla, MBA, CPA, CFP® CFO Advisor
Paul Lipcius, CPA CFO Advisor
Drew Phillips, CPA CFO Advisor
Justin Read, CPA CFO Advisor
Nick Daugherty, CPA Co-CFO Advisor
Aaron Watkins, CPA Co-CFO Advisor
Lawrence Rand Co-CFO Advisor

Operations Team

Wes Read, CPA, CFP® CEO
Richard Ybarra Director of Client Integration
David Knittel, CPA Director of Tax
David Biroscak Director of Accounting
Brandon Hobson, CFA®, CPA Chief Investment Officer
Janine Leveille Director of Operations
John Hale Director of Practice Brokerage
Maya Kosa, CPA Tax Senior
Sydney Woolery Office Manager
Marissa Ferraro Training Manager
Kayla Henry Administrative Assistant
Liana Manasyan Administrative Assistant
Eric Arbulante Senior Accountant
Ryan Lewis Senior Accountant
Soledad Batuhan Senior Accountant
Cameron Smith Senior Accountant
Jeremy Burgess, CPA Staff Accountant
Brandon Rodriguez Staff Accountant
Stephen Biroscak Staff Accountant
Jaspreet Thind Tax Accountant
Mark Rivera Senior Retirement Plan Specialist
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