Welcome, New Members!

Karen Kocvara

karen.kocvara@53.com

Fifth Third Bank

Chris Collins

chris@ardentadvisorygroup.com

Ardent Advisory Group

Patrick Davern

pdavern@westernalliancebank.comWestern Alliance Bank

Julia Allman

julia.allman@nxtcapital.com

NXT Capital, LLC

Natalie Dundas

natalie.dundas@procopio.com

Procopio Cory Hargreaves & Savitch

Brian Kittredge

brian.kittredge@rsmus.com

RSM

Reena Patel

reena.patel@mossadams.com

Moss Adams

Seo Kim

sgkim@cbbank.com

Citizens Business Bank

David Nakamura

dn@talaragroup.com

Talara Group

Bill Garcia

wgarcia@eidebailly.com

Eide Bailly LLP

Brandon Harrison

bharrison@eidebailly.com

Eide Bailly LLP

Jeremy Linehan

jeremy.linehan@prpllc.com

Profit Recovery Partners

Julie Irving

jirving@sullicurt.com

SullivanCurtisMonroe

Rick Arcaro

patrick.arcaro@53.com

Fifth Third Bank

Steve Nosenchuck 

steve.nosenchuck@pnc.com

PNC Financial Services

Brian Allen 

brian.allen@bakertilly.com

Baker Tilly

Krupa Patel 

krupa.patel@bakertilly.com

Baker Tilly

Paul Wirth

paul.d.wirth@gmail.com

Rydell Financial

Ryan Cruz

ryan.cruz@bakertilly.com

Bakertilly

Ryan Siroky 

ryan.siroky@bernstein.com

Bernstein Private Wealth Management

Shane Loidolt

shane.loidolt@gmail.com

Henry James Consulting

Connor Foreman 

cforeman@alignba.com

Align Business Advisory Services

Lawrence Hu 

lhu@windjammercapital.com

Windjammer Capital

Johanna Rojas 

jrojas@rdincentivesgroup.com

R&D Incentives Group

Lane Timian

lane@brandtuitionco.com

Brandtuition

Traci Tran 

traci.tran@claconnect.com

CliftonLarsonAllen LLP

Matthew Grossbard

matthew.grossbard@usbank.com

U.S. Bank Private Wealth Management