Our Team

We combine industry expertise and insight to help you turn your ambitious goals into reality.

Meet Our Leadership Team

Managing Partner

Brett Pierce

Managing Partner

Christy Ratcliff, CPA, CVA

Chief Development Officer

Brian Christensen, CFA

SVP, Business Development

Michael Jarvie, CPA, CFP®

Director, Transition Success

Madi Little, CPA

Director, Strategic Partnerships and Client Success

Michelle Skene

Transaction Success Analyst

Lyndsey Candido

Client Success Coordinator

Rebekah Dodson

Transaction Success Analyst

Brooks Yeilding

Marketing Specialist

Gracen Zucha

Join Our Team

Interested in joining a fast-paced, fun, hard working and smart group of professionals? Send us a message about yourself!