Sorren Executive and Leadership Team

Bill Long, the Chief Financial Officer at Sorren, directs the overarching fiscal strategy and capital allocation for the entire organization. Overseeing the firm's internal financial health, the Chief Financial Officer ensures rigorous compliance with national accounting standards while optimizing operational budgets. This leadership role involves constant collaboration with the executive board to refine long-term growth trajectories and risk management frameworks. By monitoring liquidity and investment performance, Bill Long directly impacts the stability of the firm's service delivery model. Long maintains a focus on scaling internal resources to support the broader expansion of tax and assurance departments. Through precise financial oversight, the Chief Financial Officer secures the necessary capital to sustain the firm's competitive position within the Top 50 national landscape, ultimately driving sustainable profitability and long-term value for all stakeholders involved in the firm's diverse service offerings.

Jeremy Nugent, the Chief Financial Officer & Client Accounting Services Consultant & Director at Sorren, manages the strategic delivery of outsourced accounting solutions for a diverse client base. Overseeing the integration of specialized accounting workflows, the Chief Financial Officer & Client Accounting Services Consultant & Director ensures that service quality remains consistent across all client engagements. This leadership role involves advising high-net-worth individuals and businesses on complex financial reporting requirements. By refining the firm's advisory methodologies, Jeremy Nugent directly impacts the accuracy and reliability of client financial statements. Nugent coordinates with internal tax and assurance teams to provide holistic support for every stage of the client lifecycle. Through the application of deep industry expertise, the Chief Financial Officer & Client Accounting Services Consultant & Director fosters long-term trust, ensuring that the firm's legacy of personal attention remains central to every client interaction and professional service provided.

Chuck Meiers, the Chief Financial Officer, Consulting at Sorren, directs the strategic expansion of the firm's advisory and consulting practice areas. Overseeing the development of specialized service lines, the Chief Financial Officer, Consulting ensures that the firm addresses the unique operational challenges faced by clients in a shifting financial landscape. This leadership role involves identifying market opportunities for growth and aligning consulting resources with the firm's broader assurance and tax capabilities. By driving innovation in service delivery, Chuck Meiers directly impacts the firm's ability to provide high-value solutions to complex business problems. Meiers manages the professional development of the consulting team to maintain a high standard of expertise. Through the execution of targeted growth initiatives, the Chief Financial Officer, Consulting strengthens the firm's market position, ensuring that clients receive comprehensive support that leverages the full breadth of the firm's national resources and specialized knowledge.

Sam Miller, the Chief Financial Officer, Outsourced at Sorren, leads the operational execution of outsourced financial management services for external partners. Overseeing the delivery of fractional financial leadership, the Chief Financial Officer, Outsourced ensures that clients receive high-level fiscal guidance without the need for full-time internal staff. This leadership role involves managing the deployment of accounting professionals to support client-side financial operations and reporting. By streamlining financial processes for external organizations, Sam Miller directly impacts the operational efficiency and scalability of the firm's client base. Miller coordinates with the broader firm leadership to ensure that outsourced services remain integrated with the firm's core tax and advisory offerings. Through the provision of consistent and reliable financial oversight, the Chief Financial Officer, Outsourced supports the firm's mission to serve clients through every stage of growth, providing the necessary expertise to navigate complex financial environments with confidence.

James DeFruscio, the Chief Information Officer at Sorren, architects the digital infrastructure required to support complex accounting and advisory services. Overseeing the firm's cybersecurity posture and data integrity, the Chief Information Officer ensures that sensitive client information remains protected across all national operations. This leadership role involves integrating advanced analytical tools into the firm's tax and assurance workflows to enhance service efficiency. By modernizing the technological stack, James DeFruscio directly impacts the firm's ability to provide real-time financial insights to clients. DeFruscio manages the deployment of secure cloud platforms that facilitate seamless collaboration between specialized teams and private clients. Through the implementation of robust IT governance, the Chief Information Officer maintains the technological edge necessary for the firm to navigate the evolving financial landscape, ensuring that digital assets remain aligned with the firm's commitment to professional excellence and data security.