Our Talent

Stacey J. Relton
John S. Relton
James Davis
Daryoush Niknejad
Kris McGahey
Zain Lalani, CPA
Kyle Wagner, CPA
Audrey McDermott, CPA
Petrina Kotov
Maria Von Horvath, CPA
Jason Kirby, CPA
Stacey J. Relton
John S. Relton
James Davis
Over 150 Years of Combined Experience
Daryoush Niknejad
Kris McGahey
Kyle Wagner, CPA
Over 50% annual growth
$20+ Billion Assets Under Administration
Zain Lalani, CPA
Audrey McDermott, CPA
Petrina Kotov
Maria Von Horvath, CPA
SOC 1 Type II Certified
Jason Kirby, CPA