Executive Leadership Council

W. Scott Balestrier, CPA

Chief Executive Officer (CEO)

Candace Caley

Candace Caley

Chief Revenue Officer

Laura Queen

Chief People Officer

Craig Jones

Craig Jones

Chief Financial Officer (CFO)

Alec Elmore

Chief Technology Officer

Marla Miller, CPA, MBA, JD, LLM

Secretary & General Counsel/Director of Expansion

Operational Leadership Team

Susan Hicks, CPA

Managing Partner, Sales & Marketing and Partner, Central Region

Diane Hartley

Diane Hartley

Senior Vice President, Strategic Growth

Michelle Phung

Michelle Phung

Managing Partner, National Banking & Financial Services

John Moerman, CPA

Managing Partner, A&F Advisory/Business Transactions and Partner, East Region Sales

Margaret Stribling, CPA, PMP

Managing Partner, A&F Transformation and Lead, Energy and Manufacturing & Industrial Supply

Jeff Wise

Practice Leader, Banking & Financial Services – Mortgage Services

Carissa Robb

Practice Leader, Banking & Financial Services – Digital Solutions

Corporate Leadership

Resource Management

Margaret Wolford

Senior Vice President, Resource Management Office (RMO) & Operational Excellence

Lito Abiva

Director, Information Technology (IT)

Heather Michelotti

Heather Michelotti

VP, Talent Acquisition

Lee Anna Will, PMP

Director, People Development


Ed Baumstein, CPA

Board Chair