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
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Chief Financial Officer

Jason joined Source Advisors as Chief Financial Officer in 2022. He has over twenty years of diverse industry experience with companies at multiple st
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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
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Senior Director

Greg has over 35 years in the construction industry, including project estimating, senior project manager, and owning successful firms. He is a LEED-a
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Senior Project Engineer

Hank is a Registered Professional Engineer (P.E.) in 19 states and works closely with commercial real estate owners and investors as well as accountin
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Director

Andy originally joined Source Advisors in 2004. He is currently a senior manager in the cost segregation department. He has extensive experience perfo
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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

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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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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Director

Imran joined Source Advisors in 2010 and is currently the Senior Director of Energy Services. Imran is a mechanical engineer by trade and has more tha
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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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Tax Controversy 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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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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Director of Engineering Services

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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Director, Auto LIFO

Bernitta came to Source Advisors in 1988. Over the past 32 years she has had a major role in design and developing many of the programs and processes
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Manager, IPIC Production

Cherie Brown joined Source Advisors in 2002 and serves as the Manager of IPIC Production, which utilizes a propriety software program for the IPIC met
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Client Services Director

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, LIFO Client Services

Sara joined Source Advisors in 1995 as a Customer Service Manager. She was integral in developing Source Advisors’ proprietary software program for
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Senior Manager, Team Flynn, Northeast Region

Nicole joined Source Advisors in 2020 as a Client Services Manager for the Greater New York metro region. She is responsible for developing and growin
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Director, Salem, MA

Bill Cusato is a Senior Director based in the New England region. Since 2005, Bill has initiated over 1,600 Cost Segregation and Energy Incentive stud
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Director, Tucson, AZ

As a Director of Business Development, Jeff works with the very best and brightest CPAs, attorneys, wealth planners, lenders, builders, and developers
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Director, Southern Region

For more than 18 years, David as has helped companies and business owners decrease taxes and increase cash flow by millions of dollars every year thro
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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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Director, Los Angeles

Alex joined Source Advisors in 2013 as an R&D Project Manager and in 2016 expanded his role to Director in the R&D Tax Credit Consulting depar
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Director, R&D Tax Credit

Riz Malik is the Head of Product for GOAT.tax software where he is responsible for leading the product vision, development, and roadmap along with...
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Director, Grand Rapids

Alex joined Source Advisors in 2016 and is a Director in the R&D Tax Credit Consulting department. His primary responsibilities include...
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Director of Project Management

Mike joined Source Advisors in 2008 and is now a Director of Project Management. His primary responsibilities include leading R&D tax credit proje
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Director

Patrick joined Source Advisors in 2019 as a senior manager in the cost segregation department. Prior to joining Source Advisors, Patrick gained valuab
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Director, Northern Region

David educates and consults with a large variety of business types and sizes, coordinates R&D tax credit and Cost Segregation studies, estimates a
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Senior Director, Team Flynn Lead, Northeast Region

Jennifer joined Source Advisors 2004 as a Senior Technical sales specialist. She educates and consults a large variety of business types and sizes. Pr
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Director, Western Region

Tony joined Source Advisors in Jan of 2013 and currently is the Senior Business Development Director for Southern CA and Arizona. He has more than 20
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Director, New York, NY

Frank Giudici is a Business Development Director on the Source Advisors Team. He is instrumental in fostering relationships with people who can take a
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Senior Director, Southeast Region

Brett is a welcome new addition to the team as a Senior Business Development Director over the Southeast and currently resides in Nashville. He brings
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Director, Trussville, AL

Conner Iddiols is a Business Development Director in the Southeast Region. He works closely with commercial property owners and their CPAs to find sol
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Director

With nearly 10 years of experience in professional sales and consulting, Jeff brings a passion to help clients get the most out of their experience wh
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Senior Director

Karen is a recognized expert in tax treatment of fixed assets for commercial real estate and tax incentives for energy efficient real estate, who has
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Director, Mid-Atlantic Region

Bill educates and consults with CPA firms and business of all sizes to be a value-added resource. He coordinates R&D tax credit, Cost Segregation
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Director, Northeast Region

Sean is a Director of Business Development for Source Advisors for the Northeast. Based in Connecticut, Sean works across multiple industries to help
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Director

Jon Patrono joined Source Advisors in September of 2022 as the Director of business development in the Fort Worth Region with over 15 years of experie
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Senior Director

Since 2005, Debbie has worked to cultivate relationships with CPA firms, commercial real estate developers and investors, asset/portfolio managers, an
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Director, Colorado Springs, CO

Since joining Source Advisors, Frank has spent his time explaining the tax advantages of cost segregation to his clients and their CPA’s. Frank has
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Director, Great Lakes Region

Al grew up in Cleveland and graduated from Ohio University. Shortly after graduation he got a position with IBM and moved to Dallas. Originally with t
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Senior Manager, Team Flynn, Northeast Region

Brielle joined Source Advisors in 2018 as an Account Manager for the Greater New York metro region. Her responsibilities include improving accuracy an
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Director, Charlotte, NC

Becky is the Senior Director of Business Development at Source Advisors. For over 16 years, Becky has successfully established a client list ranging f
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Director, Maitland, FL

Randy Thompson builds on Source Advisor’s excellent reputation in the Southeast region with a focus on Florida. Working closely with CPA firms, deve
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Senior Strategic Director

Michael Warady, CFP is a Regional Director at Source Advisors who has helped clients secure over $360 million in increased cash flow through incentive
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Director, Southeast Region

Stephen joined Source Advisors in 2013 as Southeast Director Business Development. Stephen’s background includes 16 years in the financial services
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Director of Tax Controversy

Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has specialized in tax incentives such as the R&D tax credit, disaster r
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Director of Tax Controversy

Lindsey joined Source Advisors as a Director of Tax Controversy in 2022. She has specialized in tax incentives such as the R&D...
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Senior Director

Greg is a mechanical engineer with more than 31 years of experience as a senior facility engineer and a senior engineering consultant. Prior to joinin
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Senior Project Engineer

Marcus has more than 32 years of experience in the construction industry, including senior project management, CPM scheduling, project estimating, and
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Project Engineer

Robyn is responsible for performing asset management and cost segregation studies for commercial and residential properties in the Southeast region. B
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Senior Project Engineer

Jennifer has completed over 1600 cost segregation projects since joining Bedford Cost Segregation, LLC in 2005, with property types including multi-fa
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Manager, Team Flynn, Northeast Region

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Senior Project Engineer

Jason is a registered professional engineer in the Commonwealth of Massachusetts with over 25 years of experience in the building construction industr
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Senior Director of Tax Accounting Methods

Brian Paul Coddington provides compliance, consultation, and audit representation services in the areas of tax accounting methods and credits. Mr. Cod
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Assistant Tax Director

Candace is Assistant Director of the Tax Accounting Methods & Credits Department at Source Advisors, where she oversees Tangible Property Regulati