Meet Our Team

Our diverse team of knowledgeable individuals is ready to help you achieve your goals.

Our Team

Alan Braun

MANAGING PARTNER

Holden Smetana

MANAGING PARTNER

Ryan Saathoff

MANAGING PARTNER

Joanna Tan

Fractional COO

Gretchen Stewart-Disch

Business Intelligence Agent

Lona Zaretki

Business Intelligence Agent

Adam Rivera

Chief Technology Office

Leela Ottombrino

General Manager

Matt Niemiec

Territory Manager – Bay Area

Janette Moreno

Office Manager / Marketing

Aaron Mintoft

Business Intelligence Agent

Nicole Martin

Office Manager / Administration

Cydney Lucas

Territory Manager – Los Angeles Area

Alyson Hoffa

Business Intelligence Agent

Danielle Galante

Business Intelligence Agent

Tlaloc Rodriguez

Data Specialist

Jake Cavanagh, CPA

Business Intelligence Agent, CPA

Heather Brown

Business Intelligence Agent

Hannah Brietzke

Business Intelligence Agent

Request a Free Assessment

Together, we’ll review your systems, identify your needs, and assess the state of your organization.