Our Directors

Our mission is to assist privately controlled businesses and the families that own them, in building and preserving wealth (and the financial security that goes with it) by providing worldwide access to specialists, knowledge and the highest quality personal services.

Cheryl Shuffield, CPA/ABV/CFF, CVA

Director, Business Valuation and Litigation Support


John Barron, CPA, CPE

Director, Quality Control


Jay Moffat

Director, Fixed Asset Group


Jim Williams

Director, Tax Research


Jenny Massanelli

Director, Tax Research


David K. Walser, CPA/PFS

Director, Private Wealth Services


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