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...
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...
Chief Revenue Officer
Eric Steele joined Source Advisors as Chief Revenue Officer in 2023. Eric is a proven B2B revenue leader who spent the last 14+ years of his...
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...
Senior Director
Greg has over 35 years in the construction industry, including project estimating, senior project manager, and owning successful firms. He is a...
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
Director
Andy originally joined Source Advisors in 2004. He is currently a senior manager in the cost segregation department. He has extensive experience...
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...
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...
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...
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 ...
Vice President of Marketing
Leila joined Source Advisors team in 2018 and currently oversees marketing content, strategies and initiatives across the R&D, Cost Segregation...
VP Revenue Operations
Josh Henry brings to the table an impressive track record in the technology sector, boasting extensive expertise in operations management. A proud...
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...
Director of Engineering Services
Laura joined Source Advisors in 2017 and is a Director of Engineering Services over Quality and Content Compliance in the R&D Tax Credit...
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...
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...
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...
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...
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...
Director, Tucson, AZ
As a Director of Business Development, Jeff works with the very best and brightest CPAs, attorneys, wealth planners, lenders, builders, and...
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...
Director, Detroit
Jordan joined Source Advisors in 2015 and is a Director in the R&D Tax Credit Consulting department. His primary responsibilities include...
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...
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...
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 leading...
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...
Director
Patrick joined Source Advisors in 2019 as a senior manager in the cost segregation department. Prior to joining Source Advisors, Patrick gained...
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..
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...
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...
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..
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...
Director Business Development
Marco Hermez is a Director of Business Development in Dallas, TX. Marco brings a combined experience of 15 years in Finance, Real Estate and...
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...
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...
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...
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 Seg...
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...
Regional Sales Director
Dave comes to Source Advisors from Forrester where he spent the last 10 years working across a number of different business units. He started in...
Director of Business Development
Meghan is a Business Development Director on the Source Advisors Team. Her focus is building relationships with businesses and CPA’s, identifying...
Director of Business Development
With a background in finance, Lisa brings a unique perspective to Source Advisors as Director of Business Development. She has 25+ years’ experience
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 exp...
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.
Senior Director
Since 2005, Debbie has worked to cultivate relationships with CPA firms, commercial real estate developers and investors, asset/portfolio managers...
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.
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..
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...
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..
Regional Sales Director
Joseph Sullivan joined Source Advisors as a Sales Manager with over 16 years of sales experience across the finance, technology, research, and...
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, dev.
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 incent...
Director, Southeast Region
Stephen joined Source Advisors in 2013 as Southeast Director Business Development. Stephen’s background includes 16 years in the financial services.
Director of Tax Controversy
Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has worked in tax incentives such as the R&D tax credit, disaster rel...
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 tax credit, 179D...
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 join..
Senior Project Engineer
Marcus has more than 32 years of experience in the construction industry, including senior project management, CPM scheduling, project estimating...
Project Engineer
Robyn is responsible for performing asset management and cost segregation studies for commercial and residential properties in the Southeast region...
Senior Project Engineer
Jennifer has completed over 1600 cost segregation projects since joining Bedford Cost Segregation, LLC in 2005, with property types including multi...
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