Armanino Executive and Leadership Team

Bryan Plotts, the Chief Financial Officer, Advisory & Consulting at Armanino, manages the financial health and strategic direction of the advisory and consulting divisions. Overseeing complex financial operations, the Chief Financial Officer, Advisory & Consulting ensures that the firm maintains its competitive edge while delivering high-value insights to clients. This leadership role involves coordinating with other senior leaders to refine service offerings and improve operational efficiency across the organization. By analyzing fiscal performance and market demands, Plotts supports the firm's commitment to providing proactive guidance to companies that have outgrown local providers. The Chief Financial Officer, Advisory & Consulting drives initiatives that enhance the firm's ability to offer specialized knowledge in audit, tax, and consulting. Through rigorous financial oversight, Bryan Plotts secures the resources necessary for the firm to continue its expansion and maintain its reputation as a premier accounting and consulting partner.

Elizabeth McMullen, the Director, Chief Financial Officer Advisory at Armanino, architects scalable financial strategies for clients seeking high-level accounting support. Overseeing the delivery of specialized advisory services, the Director, Chief Financial Officer Advisory ensures that client organizations receive actionable insights tailored to specific industry needs. This leadership role involves managing complex engagements that require deep technical knowledge and a regional perspective on financial management. By providing personalized attention to each client, McMullen helps businesses navigate the transition from local providers to more robust, national-level accounting solutions. The Director, Chief Financial Officer Advisory collaborates with the broader consulting team to integrate tax and audit expertise into comprehensive financial plans. Through meticulous attention to detail and proactive communication, Elizabeth McMullen supports the firm's mission of delivering measurable value. Ultimately, McMullen drives client success by optimizing financial processes and ensuring long-term fiscal stability for organizations across the United States.

Dillon Boos, the Director, Chief Financial Officer Advisory at Armanino, focuses on the implementation of advanced financial reporting systems for mid-market and enterprise clients. Overseeing the technical execution of advisory projects, the Director, Chief Financial Officer Advisory ensures that all financial data remains accurate and compliant with industry standards. This leadership role involves bridging the gap between complex accounting requirements and practical business applications. By leveraging the firm's deep industry expertise, Boos assists clients in streamlining their internal financial functions to support rapid growth. The Director, Chief Financial Officer Advisory works closely with the tax and audit departments to provide a holistic view of the client's financial landscape. Through strategic planning and consistent communication, Dillon Boos helps organizations improve their operational efficiency and decision-making capabilities. Ultimately, Boos strengthens the firm's advisory portfolio by delivering high-impact financial solutions that address the unique challenges faced by modern businesses.

Dori Daniel, the Director, Chief Financial Officer Advisory Services at Armanino, leads the development of strategic financial frameworks for clients requiring sophisticated accounting support. Overseeing the integration of advisory services with existing client operations, the Director, Chief Financial Officer Advisory Services ensures that all financial guidance aligns with the firm's commitment to personalized attention. This leadership role involves managing complex client relationships and providing expert insights into financial planning and analysis. By focusing on the specific needs of companies that have outgrown local CPA providers, Daniel facilitates the adoption of more robust financial management practices. The Director, Chief Financial Officer Advisory Services collaborates with internal teams to deliver comprehensive solutions that span audit, tax, and consulting. Through proactive guidance and a deep understanding of market dynamics, Dori Daniel supports the firm's goal of providing measurable value. Ultimately, Daniel drives client growth by optimizing financial structures and enhancing overall fiscal performance.

Morgan Wardrop, the Director, Chief Financial Officer Advisory Services at Armanino, manages the delivery of high-level financial advisory services to a diverse portfolio of clients. Overseeing the execution of complex financial projects, the Director, Chief Financial Officer Advisory Services ensures that all services meet the firm's rigorous standards for quality and value. This leadership role involves providing expert guidance on financial strategy, risk management, and operational efficiency. By utilizing the firm's specialized industry knowledge, Wardrop helps clients navigate the complexities of financial reporting and compliance. The Director, Chief Financial Officer Advisory Services works to maintain consistent communication with clients, ensuring that all financial advice remains relevant and actionable throughout the year. Through a focus on personalized service and strategic alignment, Morgan Wardrop supports the firm's mission of being a trusted partner for growing organizations. Ultimately, Wardrop enhances the firm's reputation by delivering consistent, high-quality financial advisory services that drive measurable business outcomes.

Stacey Zimmer, the Director, Chief Financial Officer Advisory at Armanino, directs the firm's efforts in providing comprehensive financial advisory support to organizations seeking to scale their operations. Overseeing the development of customized financial strategies, the Director, Chief Financial Officer Advisory ensures that clients receive the necessary tools to manage growth effectively. This leadership role involves coordinating with cross-functional teams to deliver integrated solutions that address both immediate financial needs and long-term strategic goals. By leveraging the firm's deep industry expertise, Zimmer helps clients optimize their financial processes and improve overall performance. The Director, Chief Financial Officer Advisory maintains a strong focus on client communication, ensuring that all guidance is proactive and tailored to the specific challenges of each business. Through meticulous planning and execution, Stacey Zimmer supports the firm's commitment to delivering measurable value. Ultimately, Zimmer drives client success by providing the financial clarity and strategic direction required for sustainable growth.

Anthony Kajfasz, the Manager - Chief Financial Officer Advisory at Armanino, coordinates the day-to-day delivery of financial advisory services to clients across various industries. Overseeing the operational aspects of advisory engagements, the Manager - Chief Financial Officer Advisory ensures that all projects remain on track and meet the firm's high standards for excellence. This leadership role involves managing client interactions and providing technical support for complex financial reporting and analysis tasks. By working closely with senior directors, Kajfasz helps translate strategic goals into actionable financial plans for clients. The Manager - Chief Financial Officer Advisory plays a vital role in maintaining the firm's reputation for personalized attention and consistent communication. Through a focus on efficiency and accuracy, Anthony Kajfasz supports the firm's mission of providing practical insights that drive measurable value. Ultimately, Kajfasz contributes to the firm's success by ensuring that all advisory services are delivered with precision and a deep understanding of client needs.

Lori Colvin, the Chief Marketing Officer at Armanino, directs all brand strategy and market positioning initiatives. Overseeing the firm's national outreach, the Chief Marketing Officer ensures that the unique value proposition of the accounting and consulting practice reaches target audiences effectively. This leadership role involves managing complex digital campaigns and content strategies that highlight the firm's deep industry expertise. By aligning marketing efforts with the broader business goals of the organization, Colvin drives brand awareness and client acquisition across diverse sectors. The Chief Marketing Officer collaborates with internal departments to maintain a consistent voice that reflects the firm's status as a top-tier professional services provider. Through data-driven analysis of market trends, Lori Colvin optimizes outreach efforts to support long-term growth objectives. Ultimately, Colvin strengthens the firm's market presence by communicating the measurable value provided to clients throughout the United States.