Jeremy Neilson

CEO

JD/MBA-Movie-line slayer.

Katie Neilson

COO

Master juggler and believer that quality never goes out of style.

Kristine Rasmussen

Sr. Finance Manager

CPA/CGMA/SPHR-Tennis Queen.

Blair Janis

Sr. Technology Manager

JD coder and automation guru.

Adam Beasley

Tax Manager

MPrA/CPA that knows how to rock.

Dustin Smith

Dir. of Fund Administration

MBA/PMP monopoly guru that is 5'6" on a good day.

Richard Thoms

Dir. of Special Projects

Boston Strong, math loving PE administrator, Go Pats.

Blake Richards

Dir. of Outsourced Acct

JD/CPA-Closet Jane Austen fan with four kids under the age of five.

Mateo Johnson

Sr. Associate

JD-Half-marathon Man of Steel and mild-mannered comic book connoisseur.

Will Hearne

Associate

SoCal longboarding extraordinaire.

Erin Rosenthal

Associate

JD/MBA- Philosopher anthropologist from the East and West Coast.

Ade Ojo

Associate

JD Fresh Prince of SLC-Go Eagles

Jared Snow

Sales Associate

So Cal and No Cal D1 baseball and sales talent.

Tanner Olsen

Tax Associate

MBA/CPA- Tax Pro and Meme Expert.

Ishleen Singh

Analyst

Psychologist turned analyst that prefers variety over routine.

Natalie Smith

Accounting Assistant

Dance mom who always "has a guy for that".

Donald Thulin

Technology Analyst

Tabletop gaming thespian geek.

Josh Waite

Technology Analyst

Tagalog speaking full stack baller.

Judi Williams

Administrative Assistant

Disney loving history buff with wood chips in her hair.