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Financial Expertise

Drive next-stage financial results.

Industry-wide, diverse accounting and consulting solutions from a trusted, strategic partner.

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Financial Solutions
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Cryptocurrency? A Commodity or a Security – and why that makes all the difference!

Cryptocurrency? A Commodity or a Security – and why that makes all the difference!

A cryptocurrency is defined as a 100% digital asset that can be bought, sold, or traded. Its value is based […]

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How Enterprise Risk Management paints a fuller picture and ensures a strong and stable future.

How Enterprise Risk Management paints a fuller picture and ensures a strong and stable future.

Introducing Enterprise Risk Management  Enterprise Risk Management (ERM) is a framework of processes, systems, and trained individuals that identifies, measures, […]

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Senior Accountant – Assurance and Auditing

Senior Accountant – Assurance and Auditing

Vine Advisors was created in 2018 by a diverse, experienced team of CPAs, CFAs, and a PhD. We are an […]

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Our Numbers Speak for Themselves

4

Years in Business

200+

Clients served

#1

Houston Firm

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Fortune 500 Clients
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Who Are Vine Advisors

Every business deserves the opportunity to realize next-stage results.

But not all are equipped to meet the operational needs of a burgeoning (or struggling) enterprise. Vine Advisors provides businesses, from startups to Fortune 500s, a nimble, innovative approach to overcoming the diverse challenges of today’s business environment.

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The Vine Advisors
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Chris Stratton

With over three decades of CPA and consulting experience, Chris Stratton has pushed the limits of how we think and deliver financial services…

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Stephen Naehr

With a remarkable mathematical and computational background, and deep experience in finance and commodities and energy trading…

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Kenneth Gustafson

Ken has over 25 years experience in finance, risk management, derivatives, asset valuation and transactions, and portfolio management…

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Thad Malit

With uncommon Big Four Professional Service Management experience, Thad brings insight and inspiration to help create Vine Advisors’ advisory…

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Sandra Reid

With expertise and a knowledge base courtesy of working for many of the largest global organizations, Sandra Reid is that rare…

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Veronica Zarate

With diverse experience in public accounting, internal audit, financial reporting and consulting, Veronica Zarate offers adaptability and…

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Carlos Lopez

Carlos is a Partner, and his focus areas are in accounting, consulting and financial reporting. Carlos has extensive experience in…

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