OUR COMPANY

Executive Team
‍Driving our vision

Meet our team of financial advisors, CPAs and company leadership.

John Harman CPA

Managing Partner

Daniel Rogowski

CEO & Managing Partner

Kevin Dias CPA MBA

Chief Operations Officer

Miranda Crowell MS MBA

Chief Financial Officer

Partner, Sr. VP

Wendy Steinkamp

Senior Tax Manager

Susan Elliott CPA

Senior Accounting Associate

Wealth Management Associate

Retirement Plan Associate

Senior Accountant

Bethany Frazier EA

Wealth Management Associate

Stephanie Marchionda

Senior Accountant

Senior Tax Associate

Senior Tax Associate

Accounting Associate

Advice for every stage.

INVEST

TAX

INSURE

PLAN