Armanino Executive and Leadership Team

Dori Daniel, the Director, Chief Financial Officer Advisory Services at Armanino, spearheads critical financial advisory engagements. Overseeing a portfolio of clients, Daniel ensures the delivery of specialized knowledge and practical insights essential for organizational growth. This leadership role involves guiding companies through complex financial challenges, offering proactive guidance throughout the year. By optimizing financial strategies and maintaining consistent communication with clients, Dori Daniel directly supports Armanino's mission to provide measurable value. Ultimately, Daniel enhances the firm's reputation for delivering a high level of personalized attention to both private and public companies.

Morgan Wardrop, the Director, Chief Financial Officer Advisory Services at Armanino, drives strategic financial planning and execution for clients. Overseeing key advisory functions, Wardrop ensures the seamless integration of Armanino's deep industry expertise with client-specific needs. This leadership role involves providing proactive guidance and maintaining consistent communication, particularly for organizations seeking an alternative to national or Big Four accounting firms. By fostering strong partner involvement and delivering specialized knowledge, Morgan Wardrop directly contributes to the firm's measurable value proposition. Ultimately, Wardrop strengthens Armanino's position as a trusted advisor for companies outgrowing their local CPA providers.

Stacey Zimmer, the Director, Chief Financial Officer Advisory at Armanino, leads initiatives focused on enhancing financial operations and strategic decision-making. Overseeing client engagements, Zimmer applies practical insights and specialized knowledge to address complex business needs. This leadership role emphasizes delivering measurable value and maintaining consistent communication, ensuring clients receive proactive guidance throughout the year. By championing Armanino's commitment to personalized attention, Stacey Zimmer directly supports organizations seeking an alternative to larger accounting firms. Ultimately, Zimmer reinforces the firm's reputation for providing expert financial counsel to both private and public companies.

Anthony Kajfasz, the Manager - Chief Financial Officer Advisory at Armanino, executes critical financial advisory projects. Overseeing specific client needs, Kajfasz applies practical insights and specialized knowledge to deliver measurable value. This role involves maintaining consistent communication and offering proactive guidance, ensuring clients receive expert support throughout the year. By contributing to Armanino's commitment to personalized attention, Anthony Kajfasz directly supports organizations seeking an alternative to national or Big Four accounting firms. Ultimately, Kajfasz aids in strengthening the firm's position as a trusted advisor for companies outgrowing their local CPA providers.

Thomas Brunton, the Partner - Chief Financial Officer Advisory Lead at Armanino, directs the strategic vision and operational execution of the CFO Advisory Services department. Overseeing all partner involvement and specialized knowledge dissemination, Brunton ensures Armanino delivers deep industry expertise and practical insights. This leadership role involves setting the standard for personalized attention and consistent client communication, guiding organizations seeking an alternative to national or Big Four accounting firms. By championing proactive guidance, Thomas Brunton directly drives the firm's commitment to providing measurable value. Ultimately, Brunton solidifies Armanino's market position for companies outgrowing their local CPA providers.

Roslynn Graves, the Chief Financial Officer, Advisory Services at Armanino, oversees the financial health and strategic direction of the advisory division. Directing financial operations and resource allocation, Graves ensures the department's alignment with Armanino's overall business objectives. This leadership role involves providing critical financial insights and maintaining rigorous fiscal discipline, supporting the delivery of measurable value to clients. By championing Armanino's commitment to practical insights and specialized knowledge, Roslynn Graves directly contributes to the firm's reputation for excellence. Ultimately, Graves enhances the firm's capacity to support organizations seeking sophisticated financial guidance.

Debra Harshman, the Director, Chief Financial Officer Advisory at Armanino, leads client engagements focused on financial strategy and operational efficiency. Overseeing the application of deep industry expertise, Harshman ensures clients receive practical insights tailored to their unique business needs. This leadership role involves maintaining consistent communication and offering proactive guidance, reinforcing Armanino's commitment to personalized attention. By driving the delivery of measurable value, Debra Harshman directly supports organizations seeking an alternative to national or Big Four accounting firms. Ultimately, Harshman strengthens the firm's ability to serve companies that have outgrown their local CPA providers.

Ca Gupta, the Manager- Chief Financial Officer Advisory at Armanino, manages client projects focused on financial optimization and strategic planning. Overseeing the implementation of practical insights, Gupta ensures the delivery of specialized knowledge to address complex client requirements. This role involves maintaining consistent communication and providing proactive guidance, supporting Armanino's commitment to personalized attention. By contributing to the delivery of measurable value, Ca Gupta directly aids organizations seeking an alternative to national or Big Four accounting firms. Ultimately, Gupta enhances the firm's capacity to support companies that have outgrown their local CPA providers.

Elizabeth McMullen, the Director, Chief Financial Officer Advisory at Armanino, directs client engagements aimed at enhancing financial performance and strategic decision-making. Overseeing the application of deep industry expertise, McMullen ensures clients receive practical insights and measurable value. This leadership role emphasizes maintaining consistent communication and offering proactive guidance throughout the year, reflecting Armanino's commitment to personalized attention. By championing specialized knowledge, Elizabeth McMullen directly supports organizations seeking an alternative to national or Big Four accounting firms. Ultimately, McMullen strengthens the firm's position as a trusted advisor for companies outgrowing their local CPA providers.

Lori Colvin, the Chief Marketing Officer at Armanino, directs all marketing initiatives and brand strategy. Overseeing the marketing department, Colvin ensures alignment with the firm's growth objectives and market positioning. This leadership role involves developing and executing comprehensive campaigns that highlight Armanino's deep industry expertise and practical insights. By optimizing lead generation and nurturing client relationships, Lori Colvin directly impacts the firm's ability to attract and retain clients seeking an alternative to national or Big Four accounting firms. Ultimately, Colvin drives brand awareness and market penetration across the United States, reinforcing Armanino's reputation as a Best of the Best accounting firm.