Our Talent

Stacey J. Relton
John S. Relton
Daryoush Niknejad
Kris McGahey
Kyle Wagner, CPA
Audrey McDermott, CPA
Nicholas Lusso, CPA
Zain Lalani, CPA
Petrina Kotov
Maria Von Horvath, CPA
Stacey J. Relton
John S. Relton
Daryoush Niknejad
Over 150 Years of Combined Experience
Kris McGahey
Kyle Wagner, CPA
Nicholas Lusso, CPA
Over 50% annual growth
$19+ Billion Assets Under Administration
Audrey McDermott, CPA
Zain Lalani, CPA
Petrina Kotov
Maria Von Horvath, CPA
SOC 1 Type II Certified