About Us

We are led by Dan Bender, a CPA and seasoned executive with over 20 years of experience working with ultra-high net worth individuals, traditional asset managers, hedge funds, family offices, and start-ups across several industries. His past and current clients include capital-rich companies, venture backed start-ups, celebrities, charitable foundations, and a wide variety of small businesses.

Quinton Taylor is an accomplished CPA with a rich financial background. His track record includes catering to ultra-high net worth individuals, contributing to wealth management firms, and navigating roles in investment banking, corporate, and public accounting. Quinton’s expertise spans accounting, tax, financial planning and analysis, and consulting, positioning him as a trusted professional committed to delivering personalized solutions in the complex realm of accounting and finance. He is a proud alumnus of Virginia Tech, where he earned a bachelor's in accounting and information systems, and The College of William and Mary, where he further honed his skills with a master's in accounting.

Experienced finance professional with a successful history working in the accounting and finance field for both nonprofits and for-profit enterprises. Expertise in the areas of forecasting and budgeting, business planning, analytical reporting, and investment management.

Tami has held various positions in wealth and business management and has served on the Board of several nonprofits. An active member of her community, Tami continues to support several civic and philanthropic groups. She earned her bachelor’s degree in Finance from San Diego State University.

Erin O'Connor is a dedicated professional with a Bachelor's Degree in Accounting and Business/Management from Wilmington University. During her academic journey, she was actively involved in Sigma Beta Delta, where she cultivated leadership skills and fostered connections within her academic community. Erin finds solace in yoga and marathons, a passion that flourished while coaching during her school years. Additionally, she is an avid sports enthusiast, spending her leisure time cheering on her favorite teams. With her diverse interests and unwavering dedication, Erin continues to make meaningful contributions both in her professional field and personal pursuits.

Carrie Storey, a Johnson and Wales graduate, has embarked on a career journey that blends her culinary passion with her financial expertise. Starting from the kitchen and rising through managerial ranks, Carrie's leadership skills were honed through hands-on experience. Her ability to listen and solve problems collaboratively has been key to her success. With a background in culinary arts and finance, Carrie uniquely bridges the gap between these two worlds. Her understanding of operational intricacies, from ingredient costing to profitability, empowers businesses to thrive. Carrie's mission is to alleviate the burden of daily bookkeeping, providing tailored financial solutions so that businesses can focus on their core strengths and achieve success.

Cindy Duell, a University of North Florida graduate, holds dual Bachelor's degrees in Finance and Economics. With a solid foundation in finance and economics, Cindy has cultivated expertise across diverse sectors, including banking, insurance, and purchasing. Originally from Georgia, Cindy's adventurous spirit led her to the sunny shores of Florida for college, where she fell in love with the beach lifestyle. Beyond her professional pursuits, Cindy is a devoted Jeep enthusiast who cherishes spending her weekends exploring the great outdoors with her two young children.