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

Joe Holbrook

CEO

Andrew Stolle

Andrew Stolle

Director

Dan mcneil

Dan mcneil

Director of Specialty Tax Services

MIke Nowak

MIke Nowak

Director of Cost Segregation

Skip Schenck

Skip Schenck

Senior Manager of Strategic Partnerships

Josh Cole

Josh Cole

Manager - Strategic Partnerships

Oakely Sengchan

Oakely Sengchan

Manager - Specialty Tax Services

Charie Guzman

Charie Guzman

Specialty Tax Senior Associate

Vince Buongiovanni

Vince Buongiovanni

Data Scientist

Allyza Dipasupil

Allyza Dipasupil

Technical Writer

Haley Tomich

Haley Tomich

Office Manager

Laice O'Malley

Laice O'Malley

Executive Asisstant