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Team

Executive Leadership

Mergers and Acquisitions

James Fisher, JD

James Fisher, JD

VP of Mergers & Acquisitions / Principal
Jeanie O'Reilly Northcutt

Jeanie O'Reilly Northcutt

Senior M&A Consultant
Benjamin Willis, JD, MBA

Benjamin Willis, JD, MBA

M&A Consultant
Alex Cordial

Alex Cordial

M&A Administrative Assistant
Kiki Linsday

Kiki Linsday

M&A Operations Manager

Consulting

Eric Leeper, CFA

Eric Leeper, CFA

CFO / Principal
Stuart Smith, JD

Stuart Smith, JD

Senior Consultant
Ross Neher, JD

Ross Neher, JD

Senior Consultant
Eric Godes

Eric Godes

SVP, Senior Consultant
Andrew Town

Andrew Town

Senior Consultant
Kathryn

Kathryn "Kem" Taylor, CBEC

Senior Consultant
Eric Fettig

Eric Fettig

Business Consultant
Cindy Prater

Cindy Prater

Consultant
Randi Ford

Randi Ford

Program Manager
Claudia Bueermann

Claudia Bueermann

Program Manager
Laura Tarrant

Laura Tarrant

Project Coordinator

Financial Analysis

Kevin Goserud, CFA

Kevin Goserud, CFA

VP of Financial Analysis
Aaron Wells, CVA

Aaron Wells, CVA

Director of Financial Analysis

Siena Halpin

Siena Halpin

Senior Financial Analyst
Ethan Walker

Ethan Walker

Senior Financial Analyst
Sam Kennedy

Sam Kennedy

Financial Analyst
John McClory

John McClory

Financial Analyst
Cole Bauge

Cole Bauge

Financial Analyst
Josh Harrington

Josh Harrington

Financial Analyst
Mel Tan

Mel Tan

Financial Analyst
Justice Dutton

Justice Dutton

Financial Analyst
Jon Nehring

Jon Nehring

Project Coordinator

Member Services

Marcus Hagood

Marcus Hagood

EMS™ Director
Mike McKennon

Mike McKennon

EMS™ Consultant
Mallory Boutin, MBA

Mallory Boutin, MBA

EMS™ Consultant
Parker Trelstad

Parker Trelstad

EMS™ Consultant
Liz Milacek

Liz Milacek

EMS™ Consultant
Andrew Gaskill

Andrew Gaskill

EMS™ Consultant
Keoni Conlu

Keoni Conlu

EMS™ Coordinator 
Stephanie Legge

Stephanie Legge

EMS™ Coordinator
Geoff Schiveley, JD

Geoff Schiveley, JD

VP of Legal
Stuart Smith, JD

Stuart Smith, JD

Senior Consultant
Stephen Riley, JD

Stephen Riley, JD

Legal Consultant
Miko Santos, JD, LLM

Miko Santos, JD, LLM

Legal Consultant
Anthony Adams, JD

Anthony Adams, JD

Legal Consultant
Sydney Dương Holmes, JD

Sydney Dương Holmes, JD

Legal Consultant
Kim Paulus

Kim Paulus

Senior Paralegal
Ailish Duff

Ailish Duff

Paralegal
Allison Thompson

Allison Thompson

Paralegal

Business Development

Scott Leak, CFP®, CEPA®

Scott Leak, CFP®, CEPA®

Director of Business Development & Senior Consultant
Douglas Kreft

Douglas Kreft

SVP of Business Development
Seth Davis

Seth Davis

Business Development Specialist
Leslie Smith

Leslie Smith

Business Development Consultant
Gaia Borgias

Gaia Borgias

Business Development Consultant
Paula Williams

Paula Williams

Business Development Associate
Steven Hoppe

Steven Hoppe

Business Development Associate
Buffy Fletcher

Buffy Fletcher

Business Development Coordinator

Marketing

Elise Rogers

Elise Rogers

VP of Marketing
Kayla Mahar

Kayla Mahar

Marketing Strategist
Shelby Wells

Shelby Wells

Graphic Designer
Tyler Manthe

Tyler Manthe

Marketing Assistant
Natalie Jones

Natalie Jones

Marketing Assistant

Business Operations

Lisa King

Lisa King

Director of Operations
Jessica Mann

Jessica Mann

Director of Accounting
Caleb Herzberg

Caleb Herzberg

Business Analyst
Rachelle Cater

Rachelle Cater

Office Coordinator
Rianna Reed

Rianna Reed

HR Generalist

Business Intelligence

Travis Piotrowski

Travis Piotrowski

Director of Digital Programs & Business Intelligence
Michele Griffin

Michele Griffin

Business Intelligence Analyst
Jean-Christophe Zobel

Jean-Christophe Zobel

Solutions Architect

Dave Writz

Dave Writz

Developer