Our Team

Daniel Thompson, CPA, CMI

Daniel Thompson, CPA, CMI

President

San Francisco Bay Area Office

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Nicole Brown

Nicole Brown

Vice President, Chief Financial Officer

Sacramento Area Office

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Adam Giera, CMI

Adam Giera, CMI

Vice President, Chief Information Officer

Chicagoland Office

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Shaila Patel

Shaila Patel

Vice President, Compliance Director

Sacramento Area Office

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James Speed

James Speed

Director, Consulting

Sacramento Area Office

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Phuong Nguyen

Phuong Nguyen

Sales Tax Manager, Compliance

Sacramento Area Office

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Ryan Barnes

Ryan Barnes

Director of Technology Services

Portland Area Office

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Jeff Baldwin

Jeff Baldwin

Manager, Consulting

Chicagoland Office

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Pat Baldwin

Pat Baldwin

Director, Consulting

Chicagoland Office

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Ross Peters

Ross Peters

Sales Tax Manager, Compliance

Chicagoland Office

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