800.676.9076

Our Team

Brad Rourke, CPA

President and Chief Executive Officer

Bill Nolan

President of Practice Transitions

Robin Elliott

President of Consulting

Tammi Sufficool, MBA

President of Practice Start-Ups

Gilan Cockrell, OD, FAAO

Special Advisor

Thomas Beckmann

Accountant & Onboarding Specialist

Cody Bowers

Accountant & Onboarding Specialist

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

Rick Larose

Chris Lynch

Coordinator of Practice Transitions

Patrick McReynolds

Operations Manager

Bess Ogden

Director of Operations and Education - Consulting

Jodi Remington

Accountant

Nathan Schmunk

Tax Accountant

Sarah Skirry

Sales Director

Kim Wilnes

Senior Office Assistant

Steven Wright

Accountant

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