800.676.9076

Our Team

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

E. Edward Carman, OD, MBA

Vice President of Practice Transitions

Connor DeBusk

Financial Controller

Sonny Gonzalez

Accountant

Tyler Grindstaff

Accountant

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

Accountant

Nathan Schmunk

Tax Accountant

Kim Wilnes

Senior Office Assistant

Steven Wright

Accountant

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Performance

Analytics

Others