Our Team

Our clients often require an objective perspective, which our professionals routinely present to senior executives, boards, and legal and regulatory authorities. Our team members have extensive experience and business knowledge. They utilize their practical experience while advising clients on how they should look at their important issues. Our clients count on our expertise and ability and find great value in our opinions. Committed to providing superior client service, our professionals respond quickly and strive to exceed expectations.

Rodger Howell
Rodger Howell
Chief Executive Officer
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Alex Pomerantz
Alex Pomerantz
Director, People Operations
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Jean Alvarez
Jean Alvarez
Chief Operating Officer
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Jules Pomerantz, CPA
Jules Pomerantz, CPA
Chief Financial Officer / Co-Founder
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Business Development & Marketing

Andy Smith, CPA/ABV
Andy Smith, CPA/ABV
President / Co-Founder
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Michael Norton
Michael Norton
Director l Business Development
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Monica Blocker
Monica Blocker
Director l Business Development
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Valuation & Financial Advisory Group

Grant Casteel, CFA
Grant Casteel, CFA
Managing Director & Practice Head
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Casey Conrad-Davis, CFA
Casey Conrad-Davis, CFA
Senior Vice President
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Daniel Sill
Daniel Sill
Vice President
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Michael Moscarelli
Michael Moscarelli
Senior Associate
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Ethan Lentz
Ethan Lentz
Associate
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Ted Frecka, CFA, CVA
Ted Frecka, CFA, CVA
Managing Director
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Nancy Shao
Nancy Shao
Senior Vice President
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Amanda Nunley
Amanda Nunley
Vice President
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Stone Agren
Stone Agren
Associate
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Austin Singh
Austin Singh
Associate
Joe Brennan, CPA
Joe Brennan, CPA
Senior Vice President
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Madeline Sniezek
Madeline Sniezek
Senior Vice President
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Ryan Martindell
Ryan Martindell
Senior Associate
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Daniel Gordon
Daniel Gordon
Associate
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Noah Skrudland
Noah Skrudland
Associate
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Investment Banking Group

Frank Martinez
Frank Martinez
Vice President
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Sam Chaffee
Sam Chaffee
Senior Associate
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Ian Dorman
Ian Dorman
Analyst
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Jacques Zureikat
Jacques Zureikat
Vice President
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Connor Fabian
Connor Fabian
Senior Associate
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Maxwell Monachino
Maxwell Monachino
Analyst
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Jake Kimpler
Jake Kimpler
Senior Associate
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Gavin Gasperov
Gavin Gasperov
Analyst

Board Members & Advisors

William Butrym
William Butrym
Board Member & Senior Advisor / Co-Founder
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Paul Clark, CFA
Paul Clark, CFA
Senior Advisor - Valuation
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Joe Lunkes, CPA
Joe Lunkes, CPA
Senior Advisor - Investment Banking
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