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Executive Leadership
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All
Executive Leadership
Mergers and Acquisitions
Consulting
Financial Analysis
Member Services
Legal Consulting
Business Development
Marketing
Business Operations
Business Intelligence
Executive Leadership
Brad Bueermann
CEO / Principal
Eric Leeper, CFA
CFO / Principal
James Fisher, JD
VP of Mergers & Acquisitions / Principal
Elise Rogers
VP of Marketing
Scott Leak, CFP®, CEPA®
Director of Business Development & Senior Consultant
Marcus Hagood
EMS™ Director
Lisa King
Director of Operations
Travis Piotrowski
Director of Digital Programs & Business Intelligence
Mergers and Acquisitions
James Fisher, JD
VP of Mergers & Acquisitions / Principal
Jeanie O'Reilly Northcutt
Senior M&A Consultant
Eric Godes
Senior M&A Consultant
Benjamin Willis, JD, MBA
M&A Consultant
Lance Clayton
M&A Consultant
Kiki Linsday
M&A Operations Manager
Alex Cordial
M&A Coordinator
Consulting
Eric Leeper, CFA
CFO / Principal
Stuart Smith, JD
Senior Consultant
Ross Neher, JD
Senior Consultant
Eric Godes
Senior M&A Consultant
Cindy Prater
Senior Consultant
Eric Fettig
Business Consultant
Randi Ford
Program Manager
Claudia Bueermann
Program Manager
Laura Tarrant
Program Coordinator
Financial Analysis
Kevin Goserud, CFA
VP of Financial Analysis
Aaron Wells, CVA
Director of Financial Analysis
Siena Halpin
Senior Financial Analyst
Ethan Walker
Senior Financial Analyst
Sam Kennedy
Financial Analyst
John McClory
Financial Analyst
Cole Bauge
Financial Analyst
Josh Harrington
Financial Analyst
Mel Tan
Financial Analyst
Justice Dutton
Financial Analyst
Jon Nehring
Project Coordinator
Member Services
Marcus Hagood
EMS™ Director
Mike McKennon
EMS™ Consultant
Liz Milacek
EMS™ Consultant
Andrew Gaskill
EMS™ Consultant
Keoni Conlu
EMS™ Coordinator
Legal Consulting
Stuart Smith, JD
Senior Consultant
Stephen Riley, JD
Legal Consultant
Miko Santos, JD, LLM
Legal Consultant
Anthony Adams, JD
Legal Consultant
Kim Paulus
Senior Paralegal
Ailish Duff
Paralegal
Allison Thompson
Paralegal
Jonah Eller-Isaacs
Paralegal
Business Development
Scott Leak, CFP®, CEPA®
Director of Business Development & Senior Consultant
Douglas Kreft
SVP of Business Development
Seth Davis
Business Development Consultant
Leslie Smith
Business Development Consultant
Gaia Borgias, MBA
Business Development Consultant
Paula Williams
Business Development Associate
Steven Hoppe
Business Development Associate
Buffy Fletcher
Program Manager
Marketing
Elise Rogers
VP of Marketing
Kayla Mahar
Content Marketing Strategist
Shelby Wells
Graphic Designer
Tyler Manthe
Marketing Specialist
Natalie Jones
Event Marketing Specialist
Business Operations
Lisa King
Director of Operations
Jessica Mann
Director of Accounting
Caleb Herzberg
Business Analyst
Rachelle Cater
Office Coordinator
Rianna Reed
HR Generalist
Business Intelligence
Travis Piotrowski
Director of Digital Programs & Business Intelligence
Michele Griffin
Business Intelligence Analyst
Jean-Christophe Zobel
Solutions Architect
Dave Writz
Developer
