Meet Our Team
Leadership

Rachel Phillips
Chief Executive Officer

Chris Giorgio
President

Heidi Cake
Director of Operations

Kenneth Rohr
Chief of Staff

Travis Loudin
Chief Information Officer
Get to Know FA
Chief Financial Officers

Corey Niggel
Chief Financial Officer

Ashley Tadla
Chief Financial Officer

Natalie Adams
Chief Financial Officer

Tyler Kitchens
Chief Financial Officer

Amy Shepker
Chief Financial Officer
What Are Outsourced CFO Services?
Finance Crew

Sandy Talbert
Onboarding Accountant Manager

Denise Miller
Controller

Allison Hurley
Controller

Amy Stanley
Controller

Ashley Riggan
Controller

Julie Godwin
Controller

Kelli DeRoy
Lead Controller

Lorena Turner
Controller

Stephanie Kirkpatrick
Controller

Susan Moseley
Controller

Robin Bicksler
Controller

Stacy Martinez
Controller

Kristy Meyer
Controller

Stacie Noteboom
Controller

Melena Revel
Controller

Diane Midcap
Staff Tax Accountant

Lauren Rohr
Sales Tax Accountant

Joel Niemi
Staff Accountant

Marissa Koach
Sales Tax Accountant
What is Outsourced Accounting?
Operational Team

Maureen Greany
Account Executive

Luke Levesque
Lead Data Engineer

Robert Alanen
Data Engineer

Emma Sitko
Data Analyst

Becky Green
Marketing Director

Cameron Haught
Data Analyst

Nicki Ruiz-Bueno
Data Analyst

Kendal Kovacs
Executive Assistant