The diversity and expertise of our team are our greatest strengths.
Together, we’ll put our decades of proven, diverse operational experience to work, providing solutions to your most complex business challenges.



With over three decades of CPA and consulting experience, Chris Stratton has pushed the limits of how we think and deliver financial services…
With a remarkable mathematical and computational background, and deep experience in finance and commodities and energy trading…
Ken has over 25 years experience in finance, risk management, derivatives, asset valuation and transactions, and portfolio management…
With uncommon Big Four Professional Service Management experience, Thad brings insight and inspiration to help create Vine Advisors’ advisory…
With expertise and a knowledge base courtesy of working for many of the largest global organizations, Sandra Reid is that rare…
With diverse experience in Big Four, internal audit, financial reporting, and consulting, Veronica Zarate offers adaptability and…
Carlos is a Partner, and his focus areas are in accounting, consulting and financial reporting. Carlos has extensive experience in…
Pragnya’s areas of interest include the application of Machine Learning and new–age techniques to solve problems in Risk…
Brenda has held senior management roles in local and regional public accounting firms and was previously a Director of Accounting…
Venie has over thirty years of experience in accounting and finance, Venie has had the opportunity to work in several different industries…
William has held manager and senior tax roles for local and regional firms and is a licensed attorney in the State of Texas…
Paul’s areas of practice include data analytics, process mapping, risk and control assessment…
With former experience in an education setting that includes overseeing the whole school process, statement of account, and document preparations…
Arvee is dedicated to constantly developing my skills in the business industry and growing professionally…
With over 10 years of experience as a Virtual Executive Assistant, Dorothy has worked in different industries including Health & Fitness…
Montgomery holds a Bachelor of Business Administration from the University of Houston and is a Certified Public Accountant (CPA)…
Whether you are a recent graduate on the cusp of a new career or an established professional seeking a firm that appreciates your storied past, we would love to start a conversation.