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Our Team

Dr. Jake Latimer, MST, MBA

Founder and Managing Partner
Doctorate in Business - Finance

Robyn Brown

Receptionist
Office Coordinator

Leslie Collins

Senior Tax Advisor

Anna Cornine

Tax Supervisor

Brooke Cropper

Marketing Coordinator

Dylan Delgatto

Marketing Assistant
(Part-Time)

Jenni Elliston

Tax Manager
Karbon Specialist

April Hicks

Senior Tax Advisor

Allie Kretsinger

Marketing Manager
Entity Formation Manager
Client Onboarding Specialist

Heather Nelson

Office Manager
Human Resources Manager
Billing Specialist

Ashtyn Thiebaud

Marketing Assistant
(Part-Time)