Armanino Executive and Leadership Team

Anthony Kajfasz, the Manager - Chief Financial Officer Advisory at Armanino, executes financial transformation projects for mid-market organizations. Overseeing the implementation of scalable financial systems, the Manager - Chief Financial Officer Advisory ensures that clients receive practical insights for improved fiscal performance. This leadership role involves managing day-to-day advisory engagements and supporting the broader consulting department in delivering measurable value. By streamlining accounting processes and financial reporting, Anthony Kajfasz directly impacts the operational efficiency of the firm's clients. The Manager - Chief Financial Officer Advisory also coordinates with internal audit teams to maintain compliance and accuracy. Through a focus on regional market needs, the Manager - Chief Financial Officer Advisory supports the firm's goal of providing an alternative to Big Four accounting providers. Ultimately, Kajfasz drives financial clarity and stability for businesses navigating complex growth phases.

Dillon Boos, the Director, Chief Financial Officer Advisory at Armanino, architects strategic financial roadmaps for high-growth companies. Overseeing complex financial planning and analysis, the Director, Chief Financial Officer Advisory ensures that clients optimize cash flow and capital allocation. This leadership role involves managing high-level advisory teams and providing executive-level guidance on fiscal strategy. By integrating specialized industry knowledge into client operations, Dillon Boos directly impacts the long-term financial health of the firm's partners. The Director, Chief Financial Officer Advisory also collaborates with the tax department to ensure comprehensive financial oversight. Through a focus on North American market expansion, the Director, Chief Financial Officer Advisory supports the firm's mission of delivering personalized attention to organizations that have outgrown local providers. Ultimately, Boos secures sustainable growth for clients by implementing robust financial frameworks and proactive management practices.

Stacey Zimmer, the Director, Chief Financial Officer Advisory at Armanino, manages complex accounting infrastructure projects for diverse corporate clients. Overseeing the transition of financial operations, the Director, Chief Financial Officer Advisory ensures that businesses maintain accurate records while scaling. This leadership role involves providing technical accounting support and guiding clients through regulatory changes. By delivering practical insights into financial reporting, Stacey Zimmer directly impacts the transparency and reliability of client data. The Director, Chief Financial Officer Advisory also works closely with the audit department to facilitate seamless year-end processes. Through a focus on regional operational excellence, the Director, Chief Financial Officer Advisory supports the firm's reputation as a Best of the Best accounting firm. Ultimately, Zimmer secures client trust by providing consistent communication and proactive guidance throughout the fiscal year, ensuring that every business need receives dedicated attention.

Morgan Wardrop, the Director, Chief Financial Officer Advisory Services at Armanino, leads specialized consulting engagements focused on financial process improvement. Overseeing the deployment of advanced accounting software and reporting tools, the Director, Chief Financial Officer Advisory Services ensures that clients achieve operational efficiency. This leadership role involves managing cross-functional teams to deliver tailored financial solutions. By identifying bottlenecks in client accounting departments, Morgan Wardrop directly impacts the speed and accuracy of financial decision-making. The Director, Chief Financial Officer Advisory Services also collaborates with the tax team to align financial strategy with tax planning. Through a focus on national market reach, the Director, Chief Financial Officer Advisory Services supports the firm's commitment to providing high-level personalized attention. Ultimately, Wardrop secures improved financial performance for clients by implementing best-in-class accounting practices and providing ongoing strategic support.

Tom Brunton, the Partner - Chief Financial Officer Advisory Lead at Armanino, directs the overall strategy for the firm's financial advisory practice. Overseeing the development of new service offerings, the Partner - Chief Financial Officer Advisory Lead ensures that the firm remains at the forefront of the accounting industry. This leadership role involves managing partner-level relationships and driving the firm's growth initiatives. By fostering a culture of excellence and specialized knowledge, Tom Brunton directly impacts the quality of service delivered to clients. The Partner - Chief Financial Officer Advisory Lead also coordinates with the firm's leadership to ensure alignment with the broader mission of being a Best Places to Work. Through a focus on national market expansion, the Partner - Chief Financial Officer Advisory Lead supports the firm's goal of providing comprehensive professional services. Ultimately, Brunton secures the firm's market position by delivering measurable value and deep industry expertise.

Bryan Plotts, the Chief Financial Officer, Advisory & Consulting at Armanino, oversees the financial health and strategic direction of the firm's consulting division. Overseeing the integration of advisory services with traditional accounting functions, the Chief Financial Officer, Advisory & Consulting ensures that the firm provides a holistic approach to client needs. This leadership role involves managing the financial performance of the consulting department and ensuring resource allocation supports client growth. By driving innovation in service delivery, Bryan Plotts directly impacts the firm's ability to provide high-level personalized attention. The Chief Financial Officer, Advisory & Consulting also collaborates with the Board to set long-term financial goals. Through a focus on national operations, the Chief Financial Officer, Advisory & Consulting supports the firm's commitment to being a Green Certified business. Ultimately, Plotts secures the firm's financial stability while enabling the delivery of specialized knowledge to clients.

Elizabeth McMullen, the Director, Chief Financial Officer Advisory at Armanino, manages strategic financial advisory engagements for public and private companies. Overseeing the implementation of financial controls and reporting standards, the Director, Chief Financial Officer Advisory ensures that clients meet regulatory requirements while optimizing performance. This leadership role involves providing expert guidance on complex accounting issues and supporting the firm's consulting initiatives. By delivering practical insights into financial management, Elizabeth McMullen directly impacts the operational success of the firm's clients. The Director, Chief Financial Officer Advisory also works with the audit department to ensure seamless service delivery. Through a focus on regional market presence, the Director, Chief Financial Officer Advisory supports the firm's mission of providing an alternative to national accounting firms. Ultimately, McMullen secures client satisfaction by maintaining consistent communication and offering proactive guidance throughout the year.

Dori Daniel, the Director, Chief Financial Officer Advisory Services at Armanino, leads financial transformation initiatives for organizations seeking to modernize accounting operations. Overseeing the design and execution of financial reporting frameworks, the Director, Chief Financial Officer Advisory Services ensures that clients gain actionable insights from their data. This leadership role involves managing advisory teams and providing specialized knowledge to support client growth. By streamlining financial processes, Dori Daniel directly impacts the efficiency and scalability of the firm's clients. The Director, Chief Financial Officer Advisory Services also collaborates with the tax and consulting departments to provide comprehensive financial solutions. Through a focus on national market reach, the Director, Chief Financial Officer Advisory Services supports the firm's commitment to delivering measurable value. Ultimately, Daniel secures long-term success for clients by implementing robust financial systems and providing ongoing strategic support.

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 firm's commitment to personalized client service, Lori Colvin directly impacts the growth of the client base. The Chief Marketing Officer also collaborates with the consulting and audit departments to showcase the firm's specialized knowledge. Through data-driven analysis of market trends, the Chief Marketing Officer optimizes brand visibility across the United States. Ultimately, Colvin secures a competitive advantage for the firm by maintaining a consistent and professional market presence that resonates with both private and public companies.