Meet our financial consultants and find out why we love this job so much.
Jason Terry, CPA
Partner and Co-Founder Director of Fractional Services
Jennifer Thomas, CPA
Partner and Co-Founder Director of Financial Readiness
Meredith Widlaski, CPA
Director of Financial Consulting
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Kristen Hughes, CPA
Senior Manager, Non-Profit Services
John Hunt, CPA
Senior Manager, Financial Consulting
Lorraine Beste
Manager, Financial Consulting
Karina Parlato
Catherine Poehl
Aleta Brochue
Senior Consultant, Financial Consulting
Nora Sugar
Jasmin Ramos
Consultant, Financial Consulting
Reahanna Parker
Rochelle Jones
Blair Pounds
Lucy Mendez
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