Click for Bio

Steve Rivers, CPA

Managing Partner

Steve Rivers, CPA

Managing Partner

Steve leads Rivers & Moorehead and has two decades of experience serving clients of and developing people. Founding Rivers & Moorehead in 2004, Steve set out to provide businesses with a highly-skilled professional services firm designed to be the perfect extension to any accounting department. Through his experience within numerous Fortune 1000 companies, Steve has developed the highly technical accounting knowledge and business sense necessary to solve some of today’s most complex compliance challenges. He is an experienced leader who believes in clear communication, accountability, and execution.

Professional Experience

  • CFO at Medistem Inc.
  • Interim Vice President of Corporate Accounting at Avnet, Inc.
  • Controller at ON Semiconductor
  • Member of the Assurance Services Staff at KPMG and Arthur Andersen
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Accounting from Indiana University Bloomington

Steve Rivers, CPA

Managing Partner

Steve leads Rivers & Moorehead and has two decades of experience serving clients of and developing people. Founding Rivers & Moorehead in 2004, Steve set out to provide businesses with a highly-skilled professional services firm designed to be the perfect extension to any accounting department. Through his experience within numerous Fortune 1000 companies, Steve has developed the highly technical accounting knowledge and business sense necessary to solve some of today’s most complex compliance challenges. He is an experienced leader who believes in clear communication, accountability, and execution.

Professional Experience

  • CFO at Medistem Inc.
  • Interim Vice President of Corporate Accounting at Avnet, Inc.
  • Controller at ON Semiconductor
  • Member of the Assurance Services Staff at KPMG and Arthur Andersen
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Accounting from Indiana University Bloomington
Click for Bio

Brian Jones

Partner

Brian Jones

Partner

Brian joined the firm in 2014 to launch the firm’s Business Valuation Services practice. Brian has over 20 years of experience performing complex valuation engagements for various public and private entities as well as many Fortune 500 companies. Brian specializes in valuing complex securities and derivative financial instruments as well as contingent liabilities.

Professional Experience

  • Partner and Financial Reporting Practice Leader at Kotzin Valuation Partners
  • Vice President, Corporate Value Consulting at Duff & Phelps
  • Member of the Valuation Staff at PwC

Education

  • Master of Science, Capital Markets & Financial Engineering at Illinois Institute of Technology
  • Bachelor of Science, Economics from Oregon State University

Brian Jones

Partner

Brian joined the firm in 2014 to launch the firm’s Business Valuation Services practice. Brian has over 20 years of experience performing complex valuation engagements for various public and private entities as well as many Fortune 500 companies. Brian specializes in valuing complex securities and derivative financial instruments as well as contingent liabilities.

Professional Experience

  • Partner and Financial Reporting Practice Leader at Kotzin Valuation Partners
  • Vice President, Corporate Value Consulting at Duff & Phelps
  • Member of the Valuation Staff at PwC

Education

  • Master of Science, Capital Markets & Financial Engineering at Illinois Institute of Technology
  • Bachelor of Science, Economics from Oregon State University
Click for Bio

Tammy Rivers, CPA, CFE

Partner

Tammy Rivers, CPA

Partner

Tammy leads the firm’s SOX consulting portion of our SEC Compliance practice and brings decades of experience in public accounting and industry. She diligently assists clients of all sizes through the complexities of Sarbanes-Oxley compliance requirements and consults on fraud prevention and internal control implementation and design.

Professional Experience

  • Internal Audit World Manager at On Semiconductor
  • Finance Special Projects Manager at On Semiconductor
  • Member of the Assurance Staff at PwC and KPMG
  • Certified Public Accountant in Arizona
  • Certified Fraud Examiner

Education

  • Bachelor of Science, Accounting from Loyola University

Tammy Rivers, CPA, CFE

Partner

Tammy leads the firm’s SOX consulting portion of our SEC Compliance practice and brings decades of experience in public accounting and industry. She diligently assists clients of all sizes through the complexities of Sarbanes-Oxley compliance requirements and consults on fraud prevention and internal control implementation and design.

Professional Experience

  • Internal Audit World Manager at On Semiconductor
  • Finance Special Projects Manager at On Semiconductor
  • Member of the Assurance Staff at PwC and KPMG
  • Certified Public Accountant in Arizona
  • Certified Fraud Examiner

Education

  • Bachelor of Science, Accounting from Loyola University
Click for Bio

Kevin Marcelo, CPA

Partner

Kevin Marcelo, CPA

Partner

With over 15 years of experience in public accounting and as a consultant to some of Phoenix’s largest companies, Kevin primarily works within the firm’s SEC Compliance, Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practice areas. Kevin specializes in U.S. GAAP and SEC reporting as well as complex research and analysis within these areas.

Professional Experience

  • Consultant to ON Semiconductor, Amkor Technology, The Joint and various private clients
  • Senior Manager at Deloitte
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Economics and Accounting from University of California Los Angeles

Kevin Marcelo, CPA

Partner

With over 15 years of experience in public accounting and as a consultant to some of Phoenix’s largest companies, Kevin primarily works within the firm’s SEC Compliance, Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practice areas. Kevin specializes in U.S. GAAP and SEC reporting as well as complex research and analysis within these areas.

Professional Experience

  • Consultant to ON Semiconductor, Amkor Technology, The Joint and various private clients
  • Senior Manager at Deloitte
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Economics and Accounting from University of California Los Angeles
Click for Bio

Shawn Moore

Partner

Shawn Moore

Partner

Shawn’s deep industry experience provides clients with a unique prospective into their accounting functions. Shawn works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practices. He provides outsourced controller consulting services that include general ledger setup and maintenance, consolidations, accounting department best practices, accounting software implementation and efficiency maximization, monthly financial reporting and audit preparation.

Professional Experience

  • Consultant to Bio2 Medical and Drake Cement
  • CFO Pinnacle Transportation
  • Accounting Manager at Knight Transportation
  • Controller at Roadwest Transportation
  • Regional Accountant at Fleetwood RV, Inc.

Education

  • Master of Business Administration, University of Phoenix
  • Bachelor of Science, Business/Economics with a specialization in Accounting, Eastern Oregon University

Shawn Moore

Partner

Shawn’s deep industry experience provides clients with a unique prospective into their accounting functions. Shawn works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practices. He provides outsourced controller consulting services that include general ledger setup and maintenance, consolidations, accounting department best practices, accounting software implementation and efficiency maximization, monthly financial reporting and audit preparation.

Professional Experience

  • Consultant to Bio2 Medical and Drake Cement
  • CFO Pinnacle Transportation
  • Accounting Manager at Knight Transportation
  • Controller at Roadwest Transportation
  • Regional Accountant at Fleetwood RV, Inc.

Education

  • Master of Business Administration, University of Phoenix
  • Bachelor of Science, Business/Economics with a specialization in Accounting, Eastern Oregon University
Click for Bio

Steve Rivers, CPA

Managing Partner

Steve Rivers, CPA

Managing Partner

Steve leads Rivers & Moorehead and has two decades of experience serving clients of and developing people. Founding Rivers & Moorehead in 2004, Steve set out to provide businesses with a highly-skilled professional services firm designed to be the perfect extension to any accounting department. Through his experience within numerous Fortune 1000 companies, Steve has developed the highly technical accounting knowledge and business sense necessary to solve some of today’s most complex compliance challenges. He is an experienced leader who believes in clear communication, accountability, and execution.

Professional Experience

  • CFO at Medistem Inc.
  • Interim Vice President of Corporate Accounting at Avnet, Inc.
  • Controller at ON Semiconductor
  • Member of the Assurance Services Staff at KPMG and Arthur Andersen
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Accounting from Indiana University Bloomington

Steve Rivers, CPA

Managing Partner

Steve leads Rivers & Moorehead and has two decades of experience serving clients of and developing people. Founding Rivers & Moorehead in 2004, Steve set out to provide businesses with a highly-skilled professional services firm designed to be the perfect extension to any accounting department. Through his experience within numerous Fortune 1000 companies, Steve has developed the highly technical accounting knowledge and business sense necessary to solve some of today’s most complex compliance challenges. He is an experienced leader who believes in clear communication, accountability, and execution.

Professional Experience

  • CFO at Medistem Inc.
  • Interim Vice President of Corporate Accounting at Avnet, Inc.
  • Controller at ON Semiconductor
  • Member of the Assurance Services Staff at KPMG and Arthur Andersen
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Accounting from Indiana University Bloomington
Click for Bio

Tammy Rivers, CPA, CFE

Partner

Tammy Rivers, CPA

Partner

Tammy leads the firm’s SOX consulting portion of our SEC Compliance practice and brings decades of experience in public accounting and industry. She diligently assists clients of all sizes through the complexities of Sarbanes-Oxley compliance requirements and consults on fraud prevention and internal control implementation and design.

Professional Experience

  • Internal Audit World Manager at On Semiconductor
  • Finance Special Projects Manager at On Semiconductor
  • Member of the Assurance Staff at PwC and KPMG
  • Certified Public Accountant in Arizona
  • Certified Fraud Examiner

Education

  • Bachelor of Science, Accounting from Loyola University

Tammy Rivers, CPA, CFE

Partner

Tammy leads the firm’s SOX consulting portion of our SEC Compliance practice and brings decades of experience in public accounting and industry. She diligently assists clients of all sizes through the complexities of Sarbanes-Oxley compliance requirements and consults on fraud prevention and internal control implementation and design.

Professional Experience

  • Internal Audit World Manager at On Semiconductor
  • Finance Special Projects Manager at On Semiconductor
  • Member of the Assurance Staff at PwC and KPMG
  • Certified Public Accountant in Arizona
  • Certified Fraud Examiner

Education

  • Bachelor of Science, Accounting from Loyola University
Click for Bio

Kevin Marcelo, CPA

Partner

Kevin Marcelo, CPA

Partner

With over 15 years of experience in public accounting and as a consultant to some of Phoenix’s largest companies, Kevin primarily works within the firm’s SEC Compliance, Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practice areas. Kevin specializes in U.S. GAAP and SEC reporting as well as complex research and analysis within these areas.

Professional Experience

  • Consultant to ON Semiconductor, Amkor Technology, The Joint and various private clients
  • Senior Manager at Deloitte
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Economics and Accounting from University of California Los Angeles

Kevin Marcelo, CPA

Partner

With over 15 years of experience in public accounting and as a consultant to some of Phoenix’s largest companies, Kevin primarily works within the firm’s SEC Compliance, Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practice areas. Kevin specializes in U.S. GAAP and SEC reporting as well as complex research and analysis within these areas.

Professional Experience

  • Consultant to ON Semiconductor, Amkor Technology, The Joint and various private clients
  • Senior Manager at Deloitte
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Economics and Accounting from University of California Los Angeles
Click for Bio

Shawn Moore

Partner

Shawn Moore

Partner

Shawn’s deep industry experience provides clients with a unique prospective into their accounting functions. Shawn works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practices. He provides outsourced controller consulting services that include general ledger setup and maintenance, consolidations, accounting department best practices, accounting software implementation and efficiency maximization, monthly financial reporting and audit preparation.

Professional Experience

  • Consultant to Bio2 Medical and Drake Cement
  • CFO Pinnacle Transportation
  • Accounting Manager at Knight Transportation
  • Controller at Roadwest Transportation
  • Regional Accountant at Fleetwood RV, Inc.

Education

  • Master of Business Administration, University of Phoenix
  • Bachelor of Science, Business/Economics with a specialization in Accounting, Eastern Oregon University

Shawn Moore

Partner

Shawn’s deep industry experience provides clients with a unique prospective into their accounting functions. Shawn works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practices. He provides outsourced controller consulting services that include general ledger setup and maintenance, consolidations, accounting department best practices, accounting software implementation and efficiency maximization, monthly financial reporting and audit preparation.

Professional Experience

  • Consultant to Bio2 Medical and Drake Cement
  • CFO Pinnacle Transportation
  • Accounting Manager at Knight Transportation
  • Controller at Roadwest Transportation
  • Regional Accountant at Fleetwood RV, Inc.

Education

  • Master of Business Administration, University of Phoenix
  • Bachelor of Science, Business/Economics with a specialization in Accounting, Eastern Oregon University
Click for Bio

Ebbie Wirick, CPA

Senior Manager

Ebbie Wirick, CPA

Senior Manager

Ebbie is a senior manager and primarily works in the firm’s SEC Compliance, Pre-Audit and Financial Reporting, and Accounting Projects, Controllership Services & Staff Augmentation practices. Ebbie uses her excellent communication and technical skills, as well as her extensive experience servicing clients of multiple sizes and in multiple industries to provide excellent client service.

Professional Experience

  • Consultant to Cable One and Precision Aerospace and various public clients
  • Controller and Vice President of Finance at GlobalMed Telemedicine
  • Manager at Moss Adams LLP
  • Member of the assurance staff at Deloitte LLP
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science in Accountancy, Northern Arizona University
  • Bachelor of Science in Language Arts-Spanish, Northern Arizona University

Ebbie Wirick, CPA

Senior Manager

Ebbie is a senior manager and primarily works in the firm’s SEC Compliance, Pre-Audit and Financial Reporting, and Accounting Projects, Controllership Services & Staff Augmentation practices. Ebbie uses her excellent communication and technical skills, as well as her extensive experience servicing clients of multiple sizes and in multiple industries to provide excellent client service.

Professional Experience

  • Consultant to Cable One and Precision Aerospace and various public clients
  • Controller and Vice President of Finance at GlobalMed Telemedicine
  • Manager at Moss Adams LLP
  • Member of the assurance staff at Deloitte LLP
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science in Accountancy, Northern Arizona University
  • Bachelor of Science in Language Arts-Spanish, Northern Arizona University
Click for Bio

Alex Manuel, CPA

Senior Manager

Alex Manuel, CPA

Senior Manager

With over seven years of experience in public accounting, Alex works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects practice areas. Alex has worked in a wide variety of industries through his public accounting career, bringing U.S. GAAP and SEC reporting experience as well as research and analysis within these areas.

Professional Experience

  • Manager at Ernst and Young
  • Certified Public Accountant in Arizona
  • Member of the Board of Directors and Treasurer of an Arizona based Not-for-Profit

Education

  • Bachelor of Science, Accounting from University of Arizona

Alex Manuel, CPA

Senior Manager

With over seven years of experience in public accounting, Alex works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects practice areas. Alex has worked in a wide variety of industries through his public accounting career, bringing U.S. GAAP and SEC reporting experience as well as research and analysis within these areas.

Professional Experience

  • Manager at Ernst and Young
  • Certified Public Accountant in Arizona
  • Member of the Board of Directors and Treasurer of an Arizona based Not-for-Profit

Education

  • Bachelor of Science, Accounting from University of Arizona
Click for Bio

Lori Meinhardt

Manager

Lori Meinhardt

Manager

Lori is a manager and works in the firm’s SEC Compliance and Accounting Projects, Controllership Services & Staff Augmentation practices. She had 10 years of experience and her background includes public accounting with a Big Four firm and internal audit with a large consulting firm, which gives her the requisite experience to provide excellent service to our clients. She manages multiple public client filings as well as performs monthly controllership duties for private clients.

Professional Experience

  • Consultant to The Joint, Nanoflex, and Stem Cell Institute
  • Manager at Protiviti
  • Member of the Assurance Staff at Arthur Andersen

Education

  • Bachelor of Science, Accounting from University of Arizona

Lori Meinhardt

Manager

Lori is a Manager in our SEC Reporting Practice and leads SEC filing engagements for companies of all size. Her background with Big Four and national consulting firms gives her a great framework for assisting clients with their accounting and reporting needs. She is well versed in closing processes, internal control design and evaluations, financial reporting and audit preparation.

Professional Experience

  • Consultant to The Joint, Nanoflex, and Stem Cell Institute
  • Manager at Protiviti
  • Member of the Assurance Staff at Arthur Andersen

Education

  • Bachelor of Science, Accounting from University of Arizona
Click for Bio

Austin Kupper, CPA

Manager

Austin Kupper, CPA

Manager

With over ten years of experience in public accounting, Austin primarily works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practice areas. Austin specializes in U.S. GAAP and financial reporting as well as complex research and analysis within these areas.

Professional Experience

  • Consultant to AR500 Armor, FasPsych and root9B
  • Supervisor at RSM US LLP
  • Member of assurance staff at PWC LLP
  • Member of assurance staff at Mayer Hoffman McCann P.C.
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science – Accountancy, Arizona State University, Phoenix, Arizona

Austin Kupper, CPA

Manager

With over ten years of experience in public accounting, Austin works within the firm’s Consulting and Accounting Services practice areas. Austin specializes in U.S. GAAP and financial reporting as well as complex research and analysis within these areas. Austin is a Certified Public Accountant and a member of the AICPA.

Professional Experience

  • Consultant to AR500 Armor, FasPsych and root9B
  • Supervisor at RSM US LLP
  • Member of assurance staff at PWC LLP
  • Member of assurance staff at Mayer Hoffman McCann P.C.
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science – Accountancy, Arizona State University, Phoenix, Arizona
Click for Bio

Agata Steenken, CPA

Consultant

Agata Steenken, CPA

Consultant

Agata has over 15 years of public accounting and industry experience and is a manager at our firm. Agata specializes in SEC reporting and external reporting for private companies.She is also a member of the adjunct faculty at Grand Canyon University. Agata is a Certified Public Accountant.

Professional Experience

  • Certified Public Accountant in Arizona
  • US Chief Accountant at ASML
  • Controller at Mobile Mini, Inc.
  • Manager at Arthur Andersen and Deloitte

Education

  • Bachelor of Science – Accountancy, Arizona State University, Phoenix, Arizona

Agata Steenken, CPA

Consultant

Agata has over 15 years of public accounting and industry experience and is a manager at our firm. Agata specializes in SEC reporting and external reporting for private companies.She is also a member of the adjunct faculty at Grand Canyon University. Agata is a Certified Public Accountant.

Professional Experience

  • Certified Public Accountant in Arizona
  • US Chief Accountant at ASML
  • Controller at Mobile Mini, Inc.
  • Manager at Arthur Andersen and Deloitte

Education

  • Bachelor of Science – Accountancy, Arizona State University, Phoenix, Arizona
Click for Bio

Steve Rivers, CPA

Managing Partner

Steve Rivers, CPA

Managing Partner

Steve leads Rivers & Moorehead and has two decades of experience serving clients of and developing people. Founding Rivers & Moorehead in 2004, Steve set out to provide businesses with a highly-skilled professional services firm designed to be the perfect extension to any accounting department. Through his experience within numerous Fortune 1000 companies, Steve has developed the highly technical accounting knowledge and business sense necessary to solve some of today’s most complex compliance challenges. He is an experienced leader who believes in clear communication, accountability, and execution.

Professional Experience

  • CFO at Medistem Inc.
  • Interim Vice President of Corporate Accounting at Avnet, Inc.
  • Controller at ON Semiconductor
  • Member of the Assurance Services Staff at KPMG and Arthur Andersen
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Accounting from Indiana University Bloomington

Steve Rivers, CPA

Managing Partner

Steve leads Rivers & Moorehead and has two decades of experience serving clients of and developing people. Founding Rivers & Moorehead in 2004, Steve set out to provide businesses with a highly-skilled professional services firm designed to be the perfect extension to any accounting department. Through his experience within numerous Fortune 1000 companies, Steve has developed the highly technical accounting knowledge and business sense necessary to solve some of today’s most complex compliance challenges. He is an experienced leader who believes in clear communication, accountability, and execution.

Professional Experience

  • CFO at Medistem Inc.
  • Interim Vice President of Corporate Accounting at Avnet, Inc.
  • Controller at ON Semiconductor
  • Member of the Assurance Services Staff at KPMG and Arthur Andersen
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Accounting from Indiana University Bloomington
Click for Bio

Kevin Marcelo, CPA

Partner

Kevin Marcelo, CPA

Partner

With over 15 years of experience in public accounting and as a consultant to some of Phoenix’s largest companies, Kevin primarily works within the firm’s SEC Compliance, Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practice areas. Kevin specializes in U.S. GAAP and SEC reporting as well as complex research and analysis within these areas.

Professional Experience

  • Consultant to ON Semiconductor, Amkor Technology, The Joint and various private clients
  • Senior Manager at Deloitte
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Economics and Accounting from University of California Los Angeles

Kevin Marcelo, CPA

Partner

With over 15 years of experience in public accounting and as a consultant to some of Phoenix’s largest companies, Kevin primarily works within the firm’s SEC Compliance, Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practice areas. Kevin specializes in U.S. GAAP and SEC reporting as well as complex research and analysis within these areas.

Professional Experience

  • Consultant to ON Semiconductor, Amkor Technology, The Joint and various private clients
  • Senior Manager at Deloitte
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science, Economics and Accounting from University of California Los Angeles
Click for Bio

Shawn Moore

Partner

Shawn Moore

Partner

Shawn’s deep industry experience provides clients with a unique prospective into their accounting functions. Shawn works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practices. He provides outsourced controller consulting services that include general ledger setup and maintenance, consolidations, accounting department best practices, accounting software implementation and efficiency maximization, monthly financial reporting and audit preparation.

Professional Experience

  • Consultant to Bio2 Medical and Drake Cement
  • CFO Pinnacle Transportation
  • Accounting Manager at Knight Transportation
  • Controller at Roadwest Transportation
  • Regional Accountant at Fleetwood RV, Inc.

Education

  • Master of Business Administration, University of Phoenix
  • Bachelor of Science, Business/Economics with a specialization in Accounting, Eastern Oregon University

Shawn Moore

Partner

Shawn’s deep industry experience provides clients with a unique prospective into their accounting functions. Shawn works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practices. He provides outsourced controller consulting services that include general ledger setup and maintenance, consolidations, accounting department best practices, accounting software implementation and efficiency maximization, monthly financial reporting and audit preparation.

Professional Experience

  • Consultant to Bio2 Medical and Drake Cement
  • CFO Pinnacle Transportation
  • Accounting Manager at Knight Transportation
  • Controller at Roadwest Transportation
  • Regional Accountant at Fleetwood RV, Inc.

Education

  • Master of Business Administration, University of Phoenix
  • Bachelor of Science, Business/Economics with a specialization in Accounting, Eastern Oregon University
Click for Bio

Ebbie Wirick, CPA

Senior Manager

Ebbie Wirick, CPA

Senior Manager

Ebbie is a senior manager and primarily works in the firm’s SEC Compliance, Pre-Audit and Financial Reporting, and Accounting Projects, Controllership Services & Staff Augmentation practices. Ebbie uses her excellent communication and technical skills, as well as her extensive experience servicing clients of multiple sizes and in multiple industries to provide excellent client service.

Professional Experience

  • Consultant to Cable One and Precision Aerospace and various public clients
  • Controller and Vice President of Finance at GlobalMed Telemedicine
  • Manager at Moss Adams LLP
  • Member of the assurance staff at Deloitte LLP
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science in Accountancy, Northern Arizona University
  • Bachelor of Science in Language Arts-Spanish, Northern Arizona University

Ebbie Wirick, CPA

Senior Manager

Ebbie is a senior manager and primarily works in the firm’s SEC Compliance, Pre-Audit and Financial Reporting, and Accounting Projects, Controllership Services & Staff Augmentation practices. Ebbie uses her excellent communication and technical skills, as well as her extensive experience servicing clients of multiple sizes and in multiple industries to provide excellent client service.

Professional Experience

  • Consultant to Cable One and Precision Aerospace and various public clients
  • Controller and Vice President of Finance at GlobalMed Telemedicine
  • Manager at Moss Adams LLP
  • Member of the assurance staff at Deloitte LLP
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science in Accountancy, Northern Arizona University
  • Bachelor of Science in Language Arts-Spanish, Northern Arizona University
Click for Bio

Alex Manuel, CPA

Senior Manager

Alex Manuel, CPA

Senior Manager

With over seven years of experience in public accounting, Alex works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects practice areas. Alex has worked in a wide variety of industries through his public accounting career, bringing U.S. GAAP and SEC reporting experience as well as research and analysis within these areas.

Professional Experience

  • Manager at Ernst and Young
  • Certified Public Accountant in Arizona
  • Member of the Board of Directors and Treasurer of an Arizona based Not-for-Profit

Education

  • Bachelor of Science, Accounting from University of Arizona

Alex Manuel, CPA

Senior Manager

With over seven years of experience in public accounting, Alex works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects practice areas. Alex has worked in a wide variety of industries through his public accounting career, bringing U.S. GAAP and SEC reporting experience as well as research and analysis within these areas.

Professional Experience

  • Manager at Ernst and Young
  • Certified Public Accountant in Arizona
  • Member of the Board of Directors and Treasurer of an Arizona based Not-for-Profit

Education

  • Bachelor of Science, Accounting from University of Arizona
Click for Bio

Lori Meinhardt

Manager

Lori Meinhardt

Manager

Lori is a manager and works in the firm’s SEC Compliance and Accounting Projects, Controllership Services & Staff Augmentation practices. She had 10 years of experience and her background includes public accounting with a Big Four firm and internal audit with a large consulting firm, which gives her the requisite experience to provide excellent service to our clients. She manages multiple public client filings as well as performs monthly controllership duties for private clients.

Professional Experience

  • Consultant to The Joint, Nanoflex, and Stem Cell Institute
  • Manager at Protiviti
  • Member of the Assurance Staff at Arthur Andersen

Education

  • Bachelor of Science, Accounting from University of Arizona

Lori Meinhardt

Manager

Lori is a Manager in our SEC Reporting Practice and leads SEC filing engagements for companies of all size. Her background with Big Four and national consulting firms gives her a great framework for assisting clients with their accounting and reporting needs. She is well versed in closing processes, internal control design and evaluations, financial reporting and audit preparation.

Professional Experience

  • Consultant to The Joint, Nanoflex, and Stem Cell Institute
  • Manager at Protiviti
  • Member of the Assurance Staff at Arthur Andersen

Education

  • Bachelor of Science, Accounting from University of Arizona
Click for Bio

Austin Kupper, CPA

Manager

Austin Kupper, CPA

Manager

With over ten years of experience in public accounting, Austin primarily works within the firm’s Pre-Audit and Financial Reporting and Accounting Projects, Controllership Services & Staff Augmentation practice areas. Austin specializes in U.S. GAAP and financial reporting as well as complex research and analysis within these areas.

Professional Experience

  • Consultant to AR500 Armor, FasPsych and root9B
  • Supervisor at RSM US LLP
  • Member of assurance staff at PWC LLP
  • Member of assurance staff at Mayer Hoffman McCann P.C.
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science – Accountancy, Arizona State University, Phoenix, Arizona

Austin Kupper, CPA

Manager

With over ten years of experience in public accounting, Austin works within the firm’s Consulting and Accounting Services practice areas. Austin specializes in U.S. GAAP and financial reporting as well as complex research and analysis within these areas. Austin is a Certified Public Accountant and a member of the AICPA.

Professional Experience

  • Consultant to AR500 Armor, FasPsych and root9B
  • Supervisor at RSM US LLP
  • Member of assurance staff at PWC LLP
  • Member of assurance staff at Mayer Hoffman McCann P.C.
  • Certified Public Accountant in Arizona

Education

  • Bachelor of Science – Accountancy, Arizona State University, Phoenix, Arizona
Click for Bio

Lori Sottile, CPA

Consultant

Lori Sottile, CPA

Consultant

Lori has over 20 years of experience with medium to large companies in accounting and tax. She specializes in our SEC Compliance and Accounting Projects, Controllership Services & Staff Augmentation practices.

Professional Experience

  • Controller at Veebow, Inc.
  • Senior Finance Manager at General Dynamics
  • Division Controller and Financial Manager at Motorola, Inc.

Education

  • Master of Business Administration, Arizona State University
  • Bachelor of Science, Business Finance and Accounting, Central Michigan University

Lori Sottile, CPA

Consultant

Lori has over 20 years of experience with medium to large companies in accounting and tax. She specializes in our SEC Compliance and Accounting Projects, Controllership Services & Staff Augmentation practices.

Professional Experience

  • Controller at Veebow, Inc.
  • Senior Finance Manager at General Dynamics
  • Division Controller and Financial Manager at Motorola, Inc.

Education

  • Master of Business Administration, Arizona State University
  • Bachelor of Science, Business Finance and Accounting, Central Michigan University
Click for Bio

Dale Heitlauf, CPA

Consultant

Dale Heitlauf, CPA

Consultant

Dale is a manager in our Accounting Consulting practice area. Dale has an extensive background as a CFO/Controller and consultant. His diverse background allows him to quickly assess clients’ needs and become productive on client engagements. He is well-versed in financial accounting and reporting, internal controls, audit preparation and SOX testing.

Professional Experience

  • CFO of World Wide Stone
  • CFO of HMX, LLC
  • Controller for several enterprises
  • Member of the assurance staff at Moss Adams

Education

  • Bachelor of Arts – Business Administration/Accounting, University of Washington
  • Certified Public Accountant

Dale Heitlauf, CPA

Consultant

Dale is a manager in our Accounting Consulting practice area. Dale has an extensive background as a CFO/Controller and consultant. His diverse background allows him to quickly assess clients’ needs and become productive on client engagements. He is well-versed in financial accounting and reporting, internal controls, audit preparation and SOX testing.

Professional Experience

  • CFO of World Wide Stone
  • CFO of HMX, LLC
  • Controller for several enterprises
  • Member of the assurance staff at Moss Adams

Education

  • Bachelor of Arts – Business Administration/Accounting, University of Washington
  • Certified Public Accountant
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Agata Steenken, CPA

Consultant

Agata Steenken, CPA

Consultant

Agata has over 15 years of public accounting and industry experience and is a manager at our firm. Agata specializes in SEC reporting and external reporting for private companies.She is also a member of the adjunct faculty at Grand Canyon University. Agata is a Certified Public Accountant.

Professional Experience

  • Certified Public Accountant in Arizona
  • US Chief Accountant at ASML
  • Controller at Mobile Mini, Inc.
  • Manager at Arthur Andersen and Deloitte

Education

  • Bachelor of Science – Accountancy, Arizona State University, Phoenix, Arizona

Agata Steenken, CPA

Consultant

Agata has over 15 years of public accounting and industry experience and is a manager at our firm. Agata specializes in SEC reporting and external reporting for private companies.She is also a member of the adjunct faculty at Grand Canyon University. Agata is a Certified Public Accountant.

Professional Experience

  • Certified Public Accountant in Arizona
  • US Chief Accountant at ASML
  • Controller at Mobile Mini, Inc.
  • Manager at Arthur Andersen and Deloitte

Education

  • Bachelor of Science – Accountancy, Arizona State University, Phoenix, Arizona
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Brian Jones

Partner

Brian Jones

Partner

Brian joined the firm in 2014 to launch the firm’s Business Valuation Services practice. Brian has over 20 years of experience performing complex valuation engagements for various public and private entities as well as many Fortune 500 companies. Brian specializes in valuing complex securities and derivative financial instruments as well as contingent liabilities.

Professional Experience

  • Partner and Financial Reporting Practice Leader at Kotzin Valuation Partners
  • Vice President, Corporate Value Consulting at Duff & Phelps
  • Member of the Valuation Staff at PwC

Education

  • Master of Science, Capital Markets & Financial Engineering at Illinois Institute of Technology
  • Bachelor of Science, Economics from Oregon State University

Brian Jones

Partner

Brian joined the firm in 2014 to launch the firm’s Business Valuation Services practice. Brian has over 20 years of experience performing complex valuation engagements for various public and private entities as well as many Fortune 500 companies. Brian specializes in valuing complex securities and derivative financial instruments as well as contingent liabilities.

Professional Experience

  • Partner and Financial Reporting Practice Leader at Kotzin Valuation Partners
  • Vice President, Corporate Value Consulting at Duff & Phelps
  • Member of the Valuation Staff at PwC

Education

  • Master of Science, Capital Markets & Financial Engineering at Illinois Institute of Technology
  • Bachelor of Science, Economics from Oregon State University
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Eric Wolf

Director

Eric Wolf

Director

Eric Wolf leads the firm’s Complex Securities Valuation Services Practice and specializes in valuing complex securities, derivative financial instruments and contingent assets and liabilities.

Professional Experience

  • Manager at Kotzin Valuation Partners

Education

  • Bachelor of Science, Arizona State University

Eric Wolf

Director

Eric Wolf leads the firm’s Complex Securities Valuation Services Practice and specializes in valuing complex securities, derivative financial instruments and contingent assets and liabilities.

Professional Experience

  • Manager at Kotzin Valuation Partners

Education

  • Bachelor of Science, Arizona State University
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Dan Paulus, MAI

Real Property

Dan Paulus, MAI

Real Property

Dan is a MAI designated real estate appraiser in the firm’s Business Valuation practice. Dan has decades of real property appraisal experience and specializes in the appraisal of commercial real estate including raw land, master planned communities, high-rise office, medical offices and hospitals, retail centers, fast-food restaurants and mixed-use commercial.

Professional Experience

  • Founding Partner of RP Valuation Group
  • President of NAI Horizon Valuation Services Group
  • President of North American Appraisal Operations at Colliers International
  • Senior Appraiser at Cushman & Wakefield
  • Establishing member of the Desert Southwest Valuation Services Group of Arthur Andersen.

Education

  • Bachelor of Science, Arizona State University

Dan Paulus, MAI

Real Property

Dan is a MAI designated real estate appraiser in the firm’s Business Valuation practice. Dan has decades of real property appraisal experience and specializes in the appraisal of commercial real estate including raw land, master planned communities, high-rise office, medical offices and hospitals, retail centers, fast-food restaurants and mixed-use commercial.

Professional Experience

  • Founding Partner of RP Valuation Group
  • President of NAI Horizon Valuation Services Group
  • President of North American Appraisal Operations at Colliers International
  • Senior Appraiser at Cushman & Wakefield
  • Establishing member of the Desert Southwest Valuation Services Group of Arthur Andersen.

Education

  • Bachelor of Science, Arizona State University
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Ray Springer, AM

Personal Property

Ray Springer, AM

Personal Property

Ray Springer is a personal property appraiser in the firm’s Business Valuation practice. Ray has decades of personal property appraisal experience and specializes in valuing machinery and special purpose improvements with particular emphasis on food processing, semiconductors, forest products, health care and multi-unit retail.

Professional Experience

  • President of Springer Appraisal & Consulting
  • Senior Manager at Deloitte
  • Established the industrial valuation practice for PGP Valuations

Education

  • Bachelor of Science, Portland State University

Ray Springer, AM

Personal Property

Ray Springer is a personal property appraiser in the firm’s Business Valuation practice. Ray has decades of personal property appraisal experience and specializes in valuing machinery and special purpose improvements with particular emphasis on food processing, semiconductors, forest products, health care and multi-unit retail.

Professional Experience

  • President of Springer Appraisal & Consulting
  • Senior Manager at Deloitte
  • Established the industrial valuation practice for PGP Valuations

Education

  • Bachelor of Science, Portland State University

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