Partners

Greg Sloan

Greg Sloan, CFP®, CEPA®

Managing Partner / Family CFO
 Tommy Ferguson

Tommy Ferguson, CFA

Family CFO
 Hal Cooley

Hal Cooley

Strategic CFO / M&A Advisory
 Saul Mateos

Saul Mateos

Strategic CFO / AI Implementation
 Sarah Farol

Sarah Farol

VP of Accounting
 Bill Collins

Bill Collins

Tax Partner

Support

Katherine Sloan

Katherine Sloan

Business Manager
 Alyssa Ross

Alyssa Ross

EA / Client Experience
 Karen Allen

Karen Allen

Asst. Controller
 Monica Fullerton

Monica Fullerton, MPA

Staff Accountant / Payroll / Sales Tax
 Andrea Hanks

Andrea Hanks

Staff Accountant / Tax Preparer
 Dianne Ash

Dianne Ash

Staff Accountant