Our Team
Guided by Our Values
Our clients often require an objective perspective, which our professionals routinely present to senior executives, boards, and legal and regulatory authorities. Our team members have extensive experience and business knowledge. They utilize their practical experience while advising clients on how they should look at their important issues. Our clients count on our expertise and ability and find great value in our opinions. Committed to providing superior client service, our professionals respond quickly and strive to exceed expectations.
Meet Our Team
Leadership
Rodger Howell
Chief Executive Officer
Jean Alvarez
Chief Operating Officer
Business Development & Marketing
Andy Smith
President / Co-Founder
Monica Blocker
Director | Business Development
Michael Norton
Director | Business Development
Paul Stefunek
Director | Business Developmen
Marlee Gutierrez
Sales & Marketing Manager
Alexander Torres
Marketing & Operations Associate
Valuation & Financial Advisory
Ted Frecka
Managing Director & Head of Valuation
Joe Brennan, CPA
Director
Nancy Shao, CFA
Director
Amanda Nunley
Senior Vice President
Daniel Sill
Senior Vice President
Madeline Sniezek
Senior Vice President
Sasha Deihimi
Vice President
Ryan Martindell
Vice President
Michael Moscarelli
Vice President
Stone Agren
Senior Associate
Jessica Balock
Senior Associate
Connor Golembeski
Senior Associate
Daniel Gordon
Senior Associate
Ethan Lentz
Senior Associate
Austin Singh
Senior Associate
Tyler Bihun
Associate
Momin Haque, CFA
Associate
Investment Banking
Frank Martinez, CFA
Director
Sam Chaffee, CFA
Vice President, Chief Compliance Officer
Jake Kimpler
Vice President
Jacques Zureikat
Vice President
Connor Fabian
Senior Associate
Gavin Gasperov
Associate
Maxwell Monachino
Associate
Liam Radomski
Analyst
Board of Directors
William Butrym
Board Member
Scott Loe
Board Member
Jules Pomerantz
Board Member
Andy Smith
Board Member
Advisors
Joe Lunkes, CPA
Senior Advisor | Investment Banking
How We Work
Objective Expertise, Responsive Service
Every engagement draws on senior-level expertise across our valuation, investment banking, and business development groups. Clients work directly with experienced professionals from the first conversation through final delivery.