Sorren Executive and Leadership Team

Joshua Tyree, the Chief Executive Officer at Sorren, directs the overarching strategy and vision for the firm. Tyree guides the organization through the complexities of the modern financial sector, ensuring that client needs remain paramount across all service areas. This leadership involves fostering a collaborative environment where diverse expertise converges to address intricate client challenges. Joshua Tyree champions the firm's commitment to providing personalized attention, a hallmark of its legacy, while expanding service offerings in tax, assurance, advisory, accounting, and private client services. The CEO's focus remains on strengthening the firm's position as a Top 50 national entity, driving growth through enhanced resources and specialized knowledge, and ensuring the continued trust of clients who rely on established professional relationships.

Preston Davis, the Chief Financial Officer, Fractional at Sorren, provides strategic financial guidance and oversight for clients requiring flexible, high-level financial management. Davis focuses on optimizing financial operations and delivering expert insights that support client objectives within a dynamic economic climate. This role involves leveraging deep financial acumen to navigate complex fiscal landscapes, ensuring clients receive tailored solutions that align with their specific business needs and growth aspirations. Preston Davis contributes to the firm's ability to offer comprehensive advisory services, enhancing the financial health and strategic planning capabilities for a diverse client base. The fractional CFO model ensures that specialized financial leadership is accessible, reinforcing Sorren's commitment to serving clients of all sizes with precision and dedicated support.

Samuel Miller, the Chief Financial Officer, Outsourced at Sorren, directs the comprehensive financial operations and reporting for clients utilizing the firm's outsourced accounting services. Miller ensures that clients receive accurate, timely financial data and strategic insights, enabling informed decision-making in an ever-changing financial environment. This position involves managing the intricacies of outsourced financial functions, providing clients with the specialized expertise typically found in larger organizations, regardless of their size. Samuel Miller's leadership enhances Sorren's capacity to deliver deep resources and specialized accounting services, reinforcing the firm's legacy of personal attention and trusted professional relationships. The outsourced CFO function is integral to Sorren's mission of supporting clients through every stage with robust financial management and strategic guidance.

Jim Hickey, the Chief Human Resources Officer at Sorren, architects the firm's talent strategy and cultivates a robust organizational culture. Hickey oversees all human capital initiatives, ensuring that Sorren attracts, develops, and retains top-tier professionals who embody the firm's values of collaboration and client dedication. This leadership role is critical in maintaining the strong relationships clients have with their trusted advisors, fostering an environment where specialized expertise can flourish. Jim Hickey drives initiatives that support employee engagement, professional development, and the overall well-being of the Sorren team. By focusing on human resources, Hickey ensures the firm's internal strength mirrors its external commitment to providing exceptional service across tax, assurance, advisory, accounting, and private client services, reinforcing the 'stronger together' philosophy.