our team

Daniel Thompson, CPA, CMI

Daniel Thompson, CPA, CMI

President

Nicole Brown

Nicole Brown

Vice President, Chief Financial Officer

Adam Giera, CMI

Adam Giera, CMI

Vice President, Chief Information Officer

Shaila Patel

Shaila Patel

Vice President, Compliance Director

Jeff Baldwin

Jeff Baldwin

Manager

Pat Baldwin

Pat Baldwin

Director

Roy Hui, CMI

Roy Hui, CMI

Managing Director

James Speed

James Speed

Managing Director - IT

 

    Let’s connect!
    Say Hello!

    We want to help. Get in touch today with any questions you may have. We look forward to hearing from you.