Our Team
Dr. Jake Latimer, MST, MBA
Founder and Managing Partner
Doctorate in Business - Finance
Robyn Brown
Receptionist Office Coordinator
Matthew Cantrelle, CPA
Senior Tax Advisor | Certified Public Accountant (TX & LA)
Leslie Collins
Senior Tax Advisor
Anna Cornine
Tax Supervisor
Dylan Delgatto
Marketing Assistant
(Part-Time)
Jenni Elliston
Tax Manager Karbon Specialist
April Hicks
Tax Supervisor
Allie Kretsinger
Marketing ManagerEntity Formation ManagerClient Onboarding Specialist
Heather Nelson
Office ManagerHuman Resources ManagerBilling Specialist
