Meet Our Team

The Rocky Mountain Advisory team comprises seasoned professionals with extensive expertise in areas such as expert witness testimony, data analysis, financial accounting and reporting, and business turnaround strategies. Our collective experience spans fraud investigations, complex business valuations, bankruptcy and business restructuring, dispute analysis, receiverships, and more.

We are actively engaged with prominent organizations such as the Association of Certified Fraud Examiners, American Institute of Certified Public Accountants, and the Association of Certified Insolvency and Restructuring Advisors. Our team includes accomplished certified public accountants (CPAs), certified fraud examiners, certified insolvency and restructuring advisors, and accredited senior appraisers specializing in business valuation.

With decades of navigating high-stakes scenarios, we assist our clients in achieving optimal outcomes efficiently. Upholding integrity, professionalism, and technical expertise, we’ve earned recognition as one of Salt Lake City’s premier forensic accounting firms.

Our services cater to various needs, including:

• Providing expert witness testimonies for legal proceedings.
• Assisting CPA candidates in navigating licensure requirements and education prerequisites.
• Offering comprehensive data analysis for businesses of all sizes.
• Guiding clients through state-specific CPA license requirements and financial planning.
• Supporting small businesses in managing cash flow and adhering to state regulations.
• Helping individuals who have passed the CPA exam meet educational and licensing obligations.

We take pride in our ability to deliver tailored solutions, ensuring that each case is approached with precision and a commitment to achieving the best possible results for our clients.