Our Team

Say hello
to our team.

Our award-winning team is a family of big-picture thinkers and creators. We’re innovative, interdisciplinary experts who draw on both left-brain data and right-brain instinct to yield winning insights; financial services wizards who truly get to know you – and your business; visionaries who keep one eye on the nitty gritty, and the other on the macro, long-term picture.

We’re pioneers who come together to make numbers into wonders. Get to know some of us below or learn how you can join our growing team.

Say hello to our team.

David Bennett, AFP® Financial Adviser

Peta Collins, CA Manager (Business Advisory)

Matt Englund Chief Operating Officer & Partner

Lachlan Ezard, CPA Partner - Integrated Advice (Business Advisory)

Jen Farnaus, CA Senior Manager (Business Advisory)

Kale Foulds, CPA Partner - Integrated Advice (Business Advisory)

Anne Graham, CPA, CFP® Partner - Integrated Advice (Private Wealth)

Jeromy Gratian, AFP® Financial Adviser

Alisdair Jackson, MFAA Relationship Manager (Strategic Lending)

Paul Kearney, CPA, CFP® Founder & CEO

Julie Kohler Senior Manager (Bookkeeping)

Annie Lewis Head of Storytelling & Brand Strategy

James Lewis Chief Technology Officer & Partner

Kevin Ly, CFP® Financial Adviser

Andrew Mackenzie, CFP® Partner - Integrated Advice (Private Wealth)

Beau Mifsud Integrated Systems & Technology Partner

Stephen Nesbitt Group Finance Partner

Matt O'Hanlon, CA Director CFO Advisory Services

Jen Purnell Business & People Partner

Harjot Sahni, CA Partner - Integrated Advice (Business Advisory)

Sam Sturgess, CA Senior Manager (Business Advisory)

Jane Vanden Boom Partner, Business Operations & Commons

Jessica Wallis Payroll & Accounts Payable

Dare to be a pioneer.

From revolution to recognition.

Business Advisory.

Private Wealth.

Strategic Lending.

Speak to the team.

Our
Team

Say hello
to our team.

Dare to be
a pioneer.

From revolution
to recognition.