Meet Our Team

Meet Our Team

CEO

Since 2011, Chris has led Source Advisors, driving strategic direction for all aspects of the company and its cash generating solutions. Chris joined
Meet Our Team

Practice Leader/Managing Director

Deborah joined Source Advisors as the Managing Director of R&D Tax Credits in 2009. Formerly with PwC and another boutique R&D tax credit firm
Meet Our Team

Managing Director

Chris joined Source Advisors in 2012 as the managing director of cost segregation and §179D. Chris was a tradesman and a general contractor for many
Meet Our Team

Senior Managing Director

Greg is Senior Managing Director at Source Advisors where he is responsible for key client relationships and strategic development for the firm.
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Senior Director, R&D

Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services with primary responsibility over the quality of deliver
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Marketing Director

Leila joined Source Advisors team in 2018 and currently oversees marketing content, strategies and initiatives across the R&D, Cost Segregation, L
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Vice President of Sales

Jon joined Source Advisors as the Vice President of Sales in 2020, a position recently created to support the continued growth and development of our
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Senior Director

George joined Source Advisors in 2007 and is a Senior Director of R&D Tax Credit Consulting. His former experience includes working at PwC in the
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Tax Controversy Leader Senior Director

Moi joined Source Advisors in 2007 and currently leads the Tax Controversy Practice. He has more than 18 years’ experience working with R&D tax
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Senior Manager, Detroit

Laura joined Source Advisors in 2017 and is a Senior Manager over Quality and Content Compliance in the R&D Tax Credit department. In this role, h
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Client Services Director, Dallas/Ft. Worth

Andrea joined Source Advisors in July 2020 as the Client Services Director for the R&D Team. Her primary responsibility is leveraging her technica
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Director, Detroit

Jordan joined Source Advisors in 2015 and is a Director in the R&D Tax Credit Consulting department. His primary responsibilities include providin
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