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Our Team

Peter Koutroulakis

Peter Koutroulakis

CFP, CFA, CPA, CGA

Partner

Saurab Mehta

Saurab Mehta

MBA, CPA. CPA In-Depth Tax

Managing Partner

Deepak Mehta

Deepak Mehta

BComm, GDipPA

Director

 Karen Pittens

Karen Pittens

CPA, CGA

Senior Advisor

Delaney Doerfler

Delaney Doerfler

Advisor - Controllership

Emily Shi

Emily Shi

BBA

Advisor - Payroll & Benefits

Bessie Koutroulakis

Bessie Koutroulakis

BAA

Customer Success

Rene Malanao

Rene Malanao

Technology Implementation Specialist

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