Leadership Team

Zephrina Cazaubon, CPA, EA, MBA

Founder & CEO

Ehaab Bakeer

Director of Operations & EOS Integrator

Blakelyn Diaville, EA

Tax Manager

Lea Bracknell

Accounting Manager

Nathan A. Madill, APA, CFP®, IAR

Wealth Management Manager

Shanta Maximin

Human Resources Manager