Your C-SUITE

Team

Greg Sloan, CFP®, CEPA

Chief Financial Officer

Chris Nedza, MBA

Chief Strategy Officer

Sarah Farol

FP&A Director

Rich Delmerico

Chief Strategy Officer

Jan Paul Ostendorf

Chief Brand Officer

Edie Woelfle

Chief Technical Officer

Bill Collins, EA

Tax Partner

Tommy Ferguson, CFA

Family CFO

Katherine Sloan

Tax Manager | Executive Assistant

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your ultimate aim

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your ultimate aim