Brad Rourke, CPA

President and Chief Executive Officer

Bill Nolan

President of Practice Transitions

Gilan Cockrell, OD, FAAO

Special Advisor

Tammi Sufficool, MBA

Vice President of Practice Transitions

Robin Elliott

President of Consulting
Thomas Beckmann
Accountant & Onboarding Specialist
Cody Bowers
Accountant & Onboarding Specialist
Connor DeBusk
Financial Controller
    Sonny Gonzalez
    Tyler Grindstaff
    Sheila Hayes
    Executive Management Coach
    Archie Keebler
    Tax Manager, CPA
    Brittney Kelshaw
    Director of Marketing
    Michele Korth
    Practice Management Coordinator
    Patrick McReynolds
    Operations Manager
    Bess Ogden
    Director of Operations and Education - Consulting
    Jodi Remington
    Nathan Schmunk
    Tax Accountant
    Kim Wilnes
    Senior Office Assistant
    Steven Wright
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