As the Practice Leader for the firm’s Cybersecurity and IT Advisory Group, Brad provides solutions that enhance clients’ technology systems, while adhering to strict compliance, thus bolstering the security of organizational data assets.
Early in his career, Brad gained a comprehensive background in performing audit, assurance and internal controls assessments as an auditor for a diverse sector of privately held businesses. He later discovered his true passion lied within the technology realm, helping clients unravel the complexities of their information systems and identifying ways to protect them. Today, Brad specializes in providing assurance and advisory services to address risks associated with cybersecurity and IT resilience for businesses, credit unions and community banks. His professional experience includes performing IT audits, IT strategic development, IT compliance assessments, System and Organization Controls (SOC) reporting, information security risk assessments, ethical hacking and vulnerability management services.
Staying ahead of the evolving cybersecurity landscape, Brad’s clients benefit from his ability to holistically help them align their IT ecosystem, risk management and compliance initiatives to achieve organizational goals, while protecting data integrity.
With more than 15 years of experience, David specializes in delivering merger, acquisition and strategic advisory services to financial institutions and related companies.
Starting his career in public accounting with Ernst & Young and hedge fund services with JP Morgan, David shifted focus to investment banking where he spent nearly a decade providing strategic advice to financial institutions and investment management organizations. In addition, he also spent time leading the strategic finance function and ultimate sale of a technology start-up company.
Today, David serves as a trusted advisor to clients providing strategic, financial and operational knowledge. His deep understanding of industry trends and current market activity helps clients overcome challenges and identify opportunities for growth. Fueled by his passion to see clients succeed today and beyond, he guides them through complex mergers and acquisitions, ownership restructures and business valuations, as well as developing succession, strategic business, financial and operational plans.
Committed to helping institutions strategize and identify opportunities, David frequently presents at various industry associations where he provides valuable insights into current market activity, ways to enhance services, drive member value and capitalize on opportunities.
With over 30 years in public accounting, John has a deep understanding of accounting and auditing standards enabling him to provide quality assurance and advisory services to clients.
A highly technical advisor, John serves as the Practice Leader of the firm’s Quality Control Group, where he dedicates his time to ensuring audit and assurance engagements conducted by the firm meet the required auditing standards to further ensure our clients are protected. John has spent the majority of his career applying his expertise to help credit unions and community banks maintain financial integrity, mitigate risks and strengthen their businesses. He is proficient in overseeing external audits, commercial loan portfolio reviews, internal control reviews, and consulting on recent regulatory and technical pronouncements. John’s unrivaled expertise fosters his ability to guide financial institutions through unique challenges, making him a trusted advisor to his clients within the industry.
John plays an instrumental role in breaking down the intricacies of financial controls and reporting for the firm’s clients, helping them meet regulatory compliance and achieve measurable goals. Furthermore, he applies this expertise to the firm, offering accounting guidance to the firm’s professionals.
Drawing on more than 15 years of public accounting experience, Jeanine oversees and executes a variety of audit engagements for the firm’s credit union clients.
Jeanine is relied on by clients to ensure they meet complex accounting, auditing and regulatory standards, while providing financial visibility into the organization. Her professional background includes performing financial statement audits and consulting services, including current expected credit loss model (CECL) implementation advisory. Jeanine’s deep understanding of complex accounting standards enables her to work alongside clients through the adoption of new audit standards and provide valuable guidance in post-implementation phases. She also has extensive experience in the intricacies of employee benefit plan accounting and auditing, conducting over 30 401(k) and defined benefit plan audits each year.
Jeanine is dedicated to helping clients unravel the complexities of financial statement and plan reporting to help them confidently navigate a path forward and uphold their fiduciary responsibilities.
For over 15 years, Stephen has dedicated his career to delivering exceptional audit and advisory services tailored to meet the needs of financial institutions.
Stephen serves as a year-round trusted advisor for many financial institutions, leveraging his valuable insight gained from leading opinion audits, current expected credit losses (CECL) validations, accounting implementation projects and internal audits. Collaborating with clients, he carefully addresses concerns, provides valuable recommendations, and executes a thorough and efficient engagement. A highly technical professional, Stephen specializes in interpreting and advising his clients on critical accounting standards updates. Since the inception of the CECL model, he has worked alongside institutions to help take them from concept to implementation. Now post-implementation, he diligently performs independent CECL validations, pointing out model limitations and recommending best practice fixes and internal controls.
A nationally recognized speaker and author, Stephen is often called on by technical and industry associations. His commitment to delivering valuable financial guidance makes him an invaluable asset to his clients in their pursuit of financial clarity.
Dedicating nearly 30 years to serving the credit union industry, Dean is a trusted industry leader providing a range of audit, internal audit and advisory services to institutions across the nation.
A seasoned pro and past credit union internal auditor, Dean thrives on assisting clients face challenges of all types to position their financial institution for success. He focuses his time on providing risk management solutions related to financial statements, internal controls, business lending, regulatory compliance, unrelated business income tax, and asset and liability oversight. He also works with several large credit unions on strategic issues such as board governance, product pricing and enterprise risk management.
Joshua is Board Certified in Tax Law by the Texas Board of Legal Specialization and dedicates his practice to representing taxpayers through every phase of civil and criminal tax litigation, including high-stakes IRS audits and litigation in U.S. Tax Court and other federal courts. He regularly advocates for corporations, complex partnerships, family offices, estates and trusts, as well as high-net-worth individuals. Joshua’s experience spans a broad range of industries, with proficiency in financial services, energy, private equity, and technology companies, including those involving digital assets and artificial intelligence (AI).
In addition to his tax litigation practice, Joshua regularly advises clients on strategic business matters, such as government investigations and regulatory compliance, corporate structuring and planning, and other legal and financial matters. As co-chair of Gray Reed’s Blockchain and Digital Asset practice, Joshua is especially skilled at guiding companies through the regulatory compliance, corporate, and tax issues involving digital assets, blockchain, artificial intelligence and other emerging technologies.
Drawing on his experience as a former U.S. Department of Justice lawyer (Honors Program), Joshua offers clients valuable insight into litigation when the government is involved. This unique experience helps him design effective strategies, minimize risks and achieve client objectives. With extensive experience in both private practice and government roles—handling controversies ranging from $500,000 to over $1.5 billion—Joshua is a recognized thought leader on legal topics involving tax, finance and other business issues. He serves as the editor of the firm’s Dollars & Sense blog, and regularly contributes to articles on Forbes and other publications on tax, corporate and digital asset issues.
Jack brings over 20 years of experience to his role in the firm’s Financial Institutions Group, where he focuses on providing comprehensive audit, assurance and advisory services to institutions spanning asset sizes up to $13 billion.
A dedicated industry expert, Jack thrives on helping clients face challenges, and providing valuable insight beyond just a traditional audit. Financial institutions find confidence in his ability to identify risks and highlight areas of growth and opportunity. In tandem with financial statement audits, Jack specializes in performing Housing and Urban Development (HUD) Chapter 6 and 7 audits to ensure institutions are compliant with the requirements. Jack also has extensive experience working hand-and-hand with clients during the due diligence process gathering and verifying relevant information to help institutions make informed decisions to the path they seek.
