Leadership
CHIEF EXECUTIVE OFFICER
Ryan Leggett
DIRECTOR OF OPERATIONS
Christopher Stratton
As Founder, Avie Beaton is responsible for Financial Company's operations East and Central regions.
CHIEF OPERATING OFFICER
Brandon Thomas
CHIEF FINANCIAL OFFICER
David Echelberger
Serves as the tax technical leader for the Human Capital Services practice.
Our Experts
Financial Advisor
Patrick Burke
Serves as the tax technical leader for the Human Capital Services practice.
Accountant 1/ Business Development Coordinator 2
Katrina Leake
Serves as the tax technical leader for the Human Capital Services practice.
Buisness Development 1
Amber Sloan
Serves as the tax technical leader for the Human Capital Services practice.
Employee Resource Navigator
Jovanna Evans
Serves as the tax technical leader for the Human Capital Services practice.
Supervisor, Employee Resource Navigator/ Program Manager
Evan Aguilar
Serves as the tax technical leader for the Human Capital Services practice.
HR BUSINESS ADMIN
Anna Truman
Serves as the tax technical leader for the Human Capital Services practice.
MARKET PLANNING
Ashton Sherman
Serves as the tax technical leader for the Human Capital Services practice.
Accountant 1
Alexi Woodward
Serves as the tax technical leader for the Human Capital Services practice.
Accounting Manager
Miranda McCollum
Serves as the tax technical leader for the Human Capital Services practice.
Program Director
Matthew Rowland
Serves as the tax technical leader for the Human Capital Services practice.
Executive Assistant
Sarah Allen
Serves as the tax technical leader for the Human Capital Services practice.
Executive Assistant
Mary Erick
Serves as the tax technical leader for the Human Capital Services practice.
Financial Advisor
John Schaeufele
Serves as the tax technical leader for the Human Capital Services practice.
New Business/ Operations Manager
Amanda Danzeisen
Serves as the tax technical leader for the Human Capital Services practice.