Armanino Executive and Leadership Team

October, 2026

Leadership Overview

Armanino has 9 executives leading key functions including executive strategy, marketing, and financial advisory services.

Committed to delivering measurable value through specialized industry expertise, Armanino empowers private and public companies with proactive guidance and personalized accounting solutions. The firm maintains a strong regional presence while providing a sophisticated alternative to traditional national accounting providers.

Leadership Roles at Armanino

  • Chief Executive Officer & Managing Partner - Matt Armanino
  • Director, Chief Financial Officer Advisory - Elizabeth McMullen
  • Chief Financial Officer, Advisory & Consulting - Bryan Plotts
  • Manager - Chief Financial Officer Advisory - Anthony Kajfasz
  • Director, Chief Financial Officer Advisory Services - Dori Daniel
  • Director, Chief Financial Officer Advisory - Dillon Boos
  • Director, Chief Financial Officer Advisory - Stacey Zimmer
  • Director, Chief Financial Officer Advisory Services - Morgan Wardrop
  • Chief Marketing Officer - Lori Colvin
  • Matt Armanino - Chief Executive Officer & Managing Partner

    Matt Armanino, the Chief Executive Officer & Managing Partner at Armanino, directs the overall strategic vision and operational growth of the firm. Overseeing the integration of audit, tax, and consulting departments, the Chief Executive Officer & Managing Partner ensures the delivery of high-value professional services across the United States. This leadership role involves cultivating a culture of excellence that supports the firm's status as a top-tier accounting provider. By championing specialized industry knowledge and partner involvement, Matt Armanino drives the firm's market differentiation. The Chief Executive Officer & Managing Partner maintains consistent focus on expanding the firm's footprint while upholding the commitment to community service and environmental sustainability. Through rigorous oversight of organizational performance, the Chief Executive Officer & Managing Partner secures long-term stability and growth for the entire enterprise, ensuring clients receive proactive guidance and personalized attention throughout every fiscal year.
    Matt Armanino

    Elizabeth McMullen - Director, Chief Financial Officer Advisory

    Elizabeth McMullen, the Director, Chief Financial Officer Advisory at Armanino, leads complex financial transformation projects for clients seeking scalable accounting solutions. Overseeing the implementation of advanced financial reporting systems, the Director, Chief Financial Officer Advisory ensures that organizations optimize their internal processes for maximum efficiency. This leadership role involves providing high-level guidance to corporate finance teams, helping businesses navigate growth phases and operational challenges. By delivering specialized expertise in financial planning and analysis, Elizabeth McMullen supports the firm's mission to provide measurable value to every client. The Director, Chief Financial Officer Advisory collaborates with audit and tax departments to offer a holistic view of financial health. Through meticulous attention to detail and deep industry knowledge, the Director, Chief Financial Officer Advisory drives significant improvements in client performance. McMullen ensures that all advisory services align with the firm's reputation for personalized attention and proactive, year-round financial support.
    Elizabeth McMullen

    Bryan Plotts - Chief Financial Officer, Advisory & Consulting

    Bryan Plotts, the Chief Financial Officer, Advisory & Consulting at Armanino, manages the strategic direction of the firm's consulting engagements related to financial operations. Overseeing the development of robust financial frameworks, the Chief Financial Officer, Advisory & Consulting ensures that clients receive actionable insights for complex business decisions. This leadership role involves bridging the gap between traditional accounting services and modern consulting needs, particularly for companies outgrowing local providers. By focusing on operational scalability, Bryan Plotts enables clients to achieve sustainable growth in competitive markets. The Chief Financial Officer, Advisory & Consulting coordinates with internal teams to deliver specialized knowledge across multiple sectors, ensuring that every engagement reflects the firm's high standards. Through rigorous analysis and strategic planning, the Chief Financial Officer, Advisory & Consulting drives efficiency and value creation. Plotts maintains a focus on long-term client success, ensuring that all consulting services remain aligned with the firm's overarching mission of excellence.

    Anthony Kajfasz - Manager - Chief Financial Officer Advisory

    Anthony Kajfasz, the Manager - Chief Financial Officer Advisory at Armanino, executes tactical financial advisory projects that support client business objectives. Overseeing the day-to-day delivery of financial consulting services, the Manager - Chief Financial Officer Advisory ensures that client needs are met with precision and speed. This leadership role involves managing specific client accounts and providing hands-on support for financial reporting and process improvement initiatives. By applying deep industry expertise, Anthony Kajfasz helps organizations navigate the complexities of financial management and regulatory compliance. The Manager - Chief Financial Officer Advisory works closely with senior leadership to ensure that all advisory outputs align with the firm's broader strategic goals. Through consistent communication and proactive guidance, the Manager - Chief Financial Officer Advisory fosters strong client relationships. Kajfasz contributes to the firm's reputation for personalized attention by delivering tailored solutions that address the unique financial challenges faced by private and public companies.

    Dori Daniel - Director, Chief Financial Officer Advisory Services

    Dori Daniel, the Director, Chief Financial Officer Advisory Services at Armanino, directs the delivery of specialized financial advisory solutions for high-growth organizations. Overseeing the strategic planning and execution of financial infrastructure projects, the Director, Chief Financial Officer Advisory Services ensures that clients possess the tools necessary for long-term success. This leadership role involves providing expert guidance on financial strategy, risk management, and operational efficiency. By leveraging the firm's deep industry knowledge, Dori Daniel helps clients navigate complex financial landscapes with confidence. The Director, Chief Financial Officer Advisory Services collaborates with cross-functional teams to ensure that all services are delivered with the personalized attention characteristic of the firm. Through proactive engagement and a focus on measurable value, the Director, Chief Financial Officer Advisory Services drives significant improvements in client financial performance. Daniel ensures that all advisory services remain consistent with the firm's commitment to providing high-quality, professional accounting and consulting support.

    Dillon Boos - Director, Chief Financial Officer Advisory

    Dillon Boos, the Director, Chief Financial Officer Advisory at Armanino, leads initiatives focused on optimizing financial performance for mid-market and enterprise clients. Overseeing the implementation of strategic financial controls, the Director, Chief Financial Officer Advisory ensures that organizations maintain accurate and efficient reporting structures. This leadership role involves providing expert advice on capital allocation, budgeting, and financial forecasting to support business growth. By integrating the firm's specialized industry knowledge into every engagement, Dillon Boos delivers practical insights that drive measurable value. The Director, Chief Financial Officer Advisory works to ensure that all client interactions are characterized by consistent communication and proactive guidance. Through a focus on operational excellence, the Director, Chief Financial Officer Advisory supports the firm's mission to provide a superior alternative to traditional accounting providers. Boos ensures that all advisory services are tailored to the specific needs of each client, fostering long-term partnerships built on trust and professional expertise.

    Stacey Zimmer - Director, Chief Financial Officer Advisory

    Stacey Zimmer, the Director, Chief Financial Officer Advisory at Armanino, manages the delivery of comprehensive financial advisory services for clients undergoing significant organizational change. Overseeing the integration of financial systems and processes, the Director, Chief Financial Officer Advisory ensures that clients achieve seamless transitions during periods of growth or restructuring. This leadership role involves providing strategic oversight on financial reporting and compliance, ensuring that all client operations meet the highest standards of accuracy. By applying the firm's deep industry expertise, Stacey Zimmer delivers practical solutions that address the unique challenges of each business. The Director, Chief Financial Officer Advisory collaborates with other firm leaders to ensure a cohesive approach to client service. Through proactive guidance and personalized attention, the Director, Chief Financial Officer Advisory supports the firm's commitment to excellence. Zimmer ensures that all advisory engagements contribute to the overall success and financial health of the firm's diverse client base.
    Stacey Zimmer

    Morgan Wardrop - Director, Chief Financial Officer Advisory Services

    Morgan Wardrop, the Director, Chief Financial Officer Advisory Services at Armanino, directs the firm's efforts in providing high-level financial advisory support to complex organizations. Overseeing the development and implementation of financial strategies, the Director, Chief Financial Officer Advisory Services ensures that clients receive the guidance necessary to navigate competitive markets. This leadership role involves managing the delivery of specialized consulting services that enhance financial transparency and operational efficiency. By leveraging the firm's extensive resources and industry knowledge, Morgan Wardrop provides actionable insights that drive measurable value for clients. The Director, Chief Financial Officer Advisory Services works to maintain consistent communication and proactive support throughout the year, reinforcing the firm's reputation for personalized attention. Through a focus on strategic alignment and professional excellence, the Director, Chief Financial Officer Advisory Services supports the firm's mission to provide superior accounting and consulting services. Wardrop ensures that all advisory engagements are executed with precision and a commitment to client success.

    Lori Colvin - Chief Marketing Officer

    Lori Colvin, the Chief Marketing Officer at Armanino, architects the firm's brand identity and market positioning strategies. Overseeing all external communications and lead generation initiatives, the Chief Marketing Officer ensures the firm's value proposition reaches target audiences effectively. This leadership role involves aligning marketing campaigns with the specific needs of clients across diverse industries, from private enterprises to public corporations. By leveraging data-driven insights, Lori Colvin enhances the firm's reputation as a premier accounting and consulting partner. The Chief Marketing Officer manages the firm's digital presence and regional outreach programs to maintain a competitive edge in the professional services landscape. Through strategic collaboration with other C-suite leaders, the Chief Marketing Officer amplifies the firm's commitment to personalized attention and proactive client engagement. Ultimately, Colvin strengthens the brand's market impact, ensuring consistent growth and visibility for the firm's comprehensive range of audit, tax, and consulting services.
    Lori Colvin

    Frequently Asked Questions Regarding Armanino Top Executives and Leadership Team

    Who leads Armanino?
    Armanino is led by Matt Armanino (Chief Executive Officer & Managing Partner), along with executives such as Elizabeth McMullen (Director, Chief Financial Officer Advisory) and Bryan Plotts (Chief Financial Officer, Advisory & Consulting).
    Who is part of Armanino’s executive team?
    The executive team of Armanino includes leaders such as Matt Armanino (Chief Executive Officer & Managing Partner), Elizabeth McMullen (Director, Chief Financial Officer Advisory), Bryan Plotts (Chief Financial Officer, Advisory & Consulting) and other senior executives.
    How many executives does Armanino have?
    Armanino has 9 executives leading key business areas.
    What roles are included in Armanino’s leadership team?
    The leadership team of Armanino includes roles such as Chief Executive Officer & Managing Partner, Director, Chief Financial Officer Advisory, Chief Financial Officer, Advisory & Consulting, Manager - Chief Financial Officer Advisory, Director, Chief Financial Officer Advisory Services.