we are

strategic financial minds ready to reduce complexity, deliver solutions and optimize outcomes.

Brian Sarkis
Founder + Executive Director
Brad Barone
Director
Adam Caccamise
Senior Client Advisor
Patti Catania
Administrator
Greg Miocic
Managing Director
Valuation Practice Lead
Nathan Mizla
Director
Kate O'Toole
Senior Manager
Josh Schaeffer
Director
Glen Turner
Director