Meet our team
David K. Sanford, CPA
Managing Partner
Adam Sterling, CPA
Tax & Outsourced Accounting Manager
Crystal Cozad
Director of Payroll Services
Kenna Corum
Senior Accountant
Katrina Tang
Senior Accountant
Casey Shayne
Senior Accountant
Grant Harris, CPA
Tax Senior Accountant
Sherry Werner, EA
Account Manager
Sharon Faulkner, EA
Registered Investment Advisor
Terry Shaw
Registered Investment Advisor
Tracy Bevel
Registered Investment Advisor
LeAnn Long
Director of Client Services
Paige Mindock
Administrative Director