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Our Team
Our team comprises dedicated professionals who bring a diverse range of skills and expertise to the table. We collaborate seamlessly to achieve our clients' goals. Each team member contributes unique insights and perspectives, fostering a dynamic and creative environment where ideas flourish. Together, we are committed to driving success, delivering high-quality results, and exceeding expectations to propel our company forward.
Meet the Team
The smartest people work every day to provide the best service and make our clients happy
- James TurnerFounder & CEO
- John MoffittCo-Founder & President
- Scott Williams, CPAManaging Partner, Financial Services
- McKenzie ClarkOperations
- Chandler MinaldiSVP of Growth
- Teresa WymanManaging Director, Debt Consulting & Advisory
- Niki HeikaliAssociate Director, Debt Consulting & Advisory
- Kris LawlessSenior Manager, Financial Services
- Val ZinchenkoHead of Technology
- Hayden KrugProduct Management
- Marc VaccaroProject Manager, Technology
- Tyler RobinsonBusiness Intelligence
- Florencia FustinoniVice President,
Client Operations - Paz PinaVice President
- Sophia WalkerVice President
- Alex BranchAnalyst
- Chris RichardsonAnalyst
- Peter BendorisAdvisor
- Tom RaccaAdvisor
Contact Us