CompanyOur Team Our Team Relationships are the cornerstone of our business. SERVICES Accounting and Financial Outsourcing Accounting Software Audit and Assurance Bankruptcy Business Valuation Consulting & Advisory Cybersecurity Family Office Forensic Accounting Individual Tax Litigation Support Litigation Support – Family Law Medical Billing & Credentialing Merger & Acquisition Risk Management Succession & Estate Planning Tax Technology Wealth Management INDUSTRY Construction Equine Financial Institutions Government Healthcare Higher Education Life Sciences Manufacturing and Distribution Natural Resources Nonprofit Professional Services Real Estate LOCATION Cincinnati, OH Fort Wright, KY Indianapolis, IN Lexington, KY Louisville, KY Raleigh, NC David Bundy, CPA Retired Chief Executive Officer & Strategic Advisor Learn More Mark Campisano, MBA, CFP® Family Office Services Director Learn More Keith Carlson Director of M&A Services Learn More Allison Carter, CPA Tax Director Learn More Zach Castleman, CPA Tax Associate Director Learn More David Cooper, MBA Chief Financial Officer Services Director Learn More Nikki Corbett, CPC Healthcare Services Director, Dean Dorton Healthcare Solutions Learn More Kevin Cornwell, CPA, CISA, CITP, CMMC RP Cybersecurity Risk & Compliance Associate Director Learn More Gui Cozzi Cybersecurity Risk & Compliance Director Learn More Megan Crane, CPA Assurance Director Learn More 1 2 3 … 11 Today Let’s Redefine Your Success, Together. LET’S TALK
