Meet the Team
Our Values
- Focused, high-energy execution
- Build from a foundation of strength
- Pursue the win-win
- Focus on impact and contribution to what matters
- Efficiency is beautiful; waste is tragic
- Make life good for our people and our customers

Joe Holbrook
CEO

Andrew Stolle
Director

Dan mcneil
Director of Specialty Tax Services

Skip Schenck
Senior Manager of Strategic Partnerships

MIke Nowak
Director of Cost Segregation

Josh Cole
Manager - Strategic Partnerships

Oakely Sengchan
Manager - Specialty Tax Services

Vince Buongiovanni
Data Scientist

Allyza Dipasupil
Technical Writer

Haley Tomich
Office Manager

Charie Guzman
Specialty Tax Senior Associate