Tadd McKinsey, CFO

Mr. McKenzie is a licensed Certified Public Accountant with a Bachelor of Art in Business Economics, with an Accounting emphasis, from the University of California in Santa Barbara. He also attended the Michigan Technological University, Houghton, Michigan.


Our people make the difference.

Our highly effective team is dedicated to providing award-winning service to our clients. We take the time to research your situation completely and bring about the most effective opportunities ensuring you get the successful outcome you deserve. We're proud that so many of our clients have repeatedly turned to us for advice and consultancy. We are determined to work hard to earn our clients loyalty every day. We're here to help you succeed.

Our Advisors

We offer the best advisors and consultants in the business, hands down. We pride ourselves on maintaining a small-firm feel by treating each case with care and consideration. We’ve hand-picked a high-quality team of professionals qualified to provide expert advice or assistance. No challenge is too big or too small. If you have a problem, our experts can help you find a solution.

Gary Kucher, CEO

Mr. Kucher is a successful investor and impact-driven CEO / CIO / Managing Partner. He advises entrepreneurs, funds, companies and investors across a variety of strategic, financial and operational matters. He's been investing in listed securities, private companies and real estate development for over 30 years with a solid track record. 

Heather Lindsey, President

Ms. Lindsey is a member of the California Bar. She earned her masters degree in business administration from Harvard Business School, her juris doctorate from Harvard Law School, and her bachelors degree from the University of California, Los Angeles. Heather is a Milken Young Leader and co-chairs groups within Conservation International, and the Los Angeles County Museum of Art, among other charitable organizations.