• Felix Danciu

    Chief Executive Officer

    We take personal ownership in each of our engagements, supporting the services our clients have entrusted us to deliver with their long-term goals and objectives in mind.

  • Kimberly Schmidt

    Chief Operating Officer & Chief Compliance Officer

    We strive to excel across all functions of our firm, from work product, employee morale, adherence with regulations, and treatment of our clients.

  • Katelyn Hritcko

    Vice President

    We are committed to maintaining a culture of strong ethics of honesty, integrity, and efficiency while ensuring that our clients’ interests are put first.

  • Through building a deep understanding of your business and industry, we provide our clients a full-spectrum of services specialized for each stage of their business cycle.

  • Danielle Thomsen

    Administrative Assistant & Compliance Coordinator

    Maintaining our relationships is the core of what we do. We understand that long-term relationships are founded on trust, integrity, and honesty.