Meet Our Team

Greg Sloan, CFP®, CEPA

Chief Financial Officer
 

Expertise:
Finance, Legal, HR
 

Experience:
28 Years

Davy Wallach

Director of Growth Strategy & Capital Markets

Expertise:
Capital Markets, M&A, Revenue Growth

Experience:
8+ Years

Sarah Farol

Director of Accounting
 

Expertise:
FP&A, Budgeting, Cash Flow Management

Experience:
25 Years

Bill Collins, EA

Tax Partner

Expertise:
Tax Strategy, Account Management

Experience:
29 Years

Thomas H. Ferguson, CFA

Family CFO

Expertise:
Investment Management, Wealth Planning

Experience:
35+ Years

Katherine Sloan

Tax Coordinator

Expertise:
Tax process, bookkeeping, coordination

Experience:
30 Years