Trey Baggett
Partner, Data & Innovation
Our People
The People Behind the Numbers
Every client relationship starts with the right advisor. Meet our team of experienced CPAs, analysts, and strategists.
All Team Members
Our Full Team
Martin Pierce
Managing Partner
Sarah Chen
Partner, Tax Services
David Okafor
Senior Manager, Audit & Assurance
Jennifer Walsh
Manager, Tax Services
Marcus Rojas
Senior Associate, Advisory
How We Work
Our Commitments to You
Responsiveness
We return calls and emails within one business day — no exceptions.
Transparency
Clear fees, honest timelines, and no surprises at filing.
Expertise
Our team maintains rigorous continuing education in tax law and advisory.
Long-Term Thinking
We plan for your future, not just this year's return.