Partners
Two CPAs who run wallets.
The person who scopes your work is the person who does it.
CPA · Partner
CJ has been a CPA since 2016, with a background in public accounting, financial reporting, M&A and advisory work. He is proud of a client retention rate built on trust and long relationships, which says everything about one of his core values: people over profits.
On the digital asset side he is not a spectator. CJ runs wallets and provides liquidity himself, and he spends time inside the communities where these strategies are actually taught. He knows what a liquidity provider is doing before a return is ever built from it, because he is doing it too. That is the difference between reading about a swap and understanding why someone made it.
He is a husband, a father of three, and an active member of his church where he leads in the kids ministry. He volunteers at his kids' school and helps coach his son's select baseball team. Faith and family come first, and it shows in how he does business.
CPA · Partner
Brandon is a licensed CPA with a strong background in accounting, tax strategy, financial reporting and M&A. Before moving into firm ownership he was AVP and Controller at a Fortune 1000 company. He holds an MBA and a bachelor's in accounting, and a track record of streamlining operations, improving profitability and building foundations for long term growth.
He brings the controls side to digital assets. High transaction volume, messy source data and reconciliations that have to survive real scrutiny are the same problems he solved at scale in a Fortune 1000 finance function. They are also exactly what a serious crypto portfolio produces, which is why this work suits him.
He is a proud girl dad to two daughters, ages 10 and 4. Between Girl Scouts, dance and cheer his wife and girls keep the calendar full, and Brandon stays fully present for all of it. Grounded in faith and integrity, he is committed to building lasting value for the people he works with.
Two families, one set of rules.
