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Meet the 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.
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.
- James TurnerFounder & CEO
- John MoffittCo-Founder &
President - Scott Williams, CPAManaging Partner, Financial Services
- McKenzie ClarkSVP of
Operations - 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
- Tyler RobinsonBusiness Intelligence
- Florencia FustinoniVice President,
Client Operations - Paz PinaRelationship Manager
- Chris RichardsonAnalyst
- Peter BendorisAdvisor
- Tom RaccaAdvisor
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