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Matthew Patrick, CPA
President, Founder
Mike Shaeffer
Chief Operating Officer
Kim Pope, EA
Director of Accounting
Sandy Ledbetter, CPA
Director of Tax
Amy Taylor
Director of Home Care
Shelby Betts
Director of Business Development
Chance Baker
Sales and Business Development
Patricio Sotomayor
Sales and Business Development
Alex Liu, CPA
Accounting and Tax Manager
Asher Silbermann, EA
Accounting and Tax Manager
Carolyn R. Pugh, CPA
Accounting and Tax Manager
Debbie Warren, EA
Accounting and Tax Manager
Jennifer Gann, EA
Accounting and Tax Manager
Madison Dearing, CPA
Accounting and Tax Manager
Robert Peiffer, EA
Accounting and Tax Manager
Tucker Stock, EA
Accounting and Tax Manager
Amber Alexander
Senior Accountant
Ashley Bailine
Senior Accountant
JC Jordann
Senior Accountant
Kevin A Flores
Senior Accountant
Leilani Pavao
Senior Accountant
Shayla Menefee
Senior Accountant
Allyson Simmons
Staff Accountant
Andrew White
Staff Accountant
Cornel van Bosch
Staff Accountant
Jaxon Ammons
Staff Accountant
Mallory Patrick
Staff Accountant
Reinart Botha
Staff Accountant
Chantay Williams
CAPS Coordinator
John Northenor
Client Journey Specialist
Michelle Neary
Client Experience Manager
Kacie Salsbury
Director of Operations
Robbie Bryant, PHR, MSHRM
Director of Benefit Services
Tomarro Cowan, FPC
Implementation Specialist
Tara Larson, SHRM-CP
People Services Manager
Alex Tate
Payroll Tax Specialist
Julianne Louchren
Payroll Tax Specialist
Cassie Ahlrichs
Client Success Specialist
Keishia Kearney
Client Success Specialist
Melissa Langehennig
Client Success Specialist
Moravia Keller
Client Success Specialist
Ta'Nala Lance
Client Success Specialist
Melody Steelman
Marketing Manager
Kelli Lewis
Digital Marketing Specialist
Mason Patrick
Marketing Intern
Mandy Patrick
Firm Administrator
Cheri Ahlrichs
Client Care Coordinator
Lacey Washburn
Client Care Coordinator
Maddie Patrick
Client Care Coordinator
Rose Heckendorf
Client Care Coordinator
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