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 Fractional CFO 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 Ben Barden, CPA Tax Associate Director Learn More Mark Campisano, MBA, CFP® Family Office Services Director Learn More Adam Davey, CPA Managing Director of Tax Services Learn More Daniel Kraft, CPA, CCIFP Tax Director Learn More David Dick, CPA Tax Director Learn More Jami Vallandingham, CPA Tax Director Learn More Lisa Riccardi, CPA, CFTA Tax Director Learn More Emir Hodzic, CPA Assurance Director Learn More Kerri Richardson, CPA, CCIFP Assurance Director Learn More Abby Riggs, CPA Tax Associate Director Learn More 1 … 7 8 9 10 Today Let’s Redefine Your Success, Together. LET’S TALK