Meet Our Team

Dedicated professionals committed to empowering law, architecture, and engineering firms with strategic financial solutions

Paul Carlson, CPA

Managing Partner, Founder

Jane Phillips

Director of Accounting

Steph Austin

Marketing Coordinator

Jackie Latorre

Fractional CFO

Sara Jilek

Manager

Jessika Minczuk

Manager

Dakota Wynn

Manager

Adrienne Harris, CPA, MBA

Manager