2021 Honorees

Gabriel Andrada, CVA, CSAF, CHBC

Healthcare Management Consultant

Carson, CA

Gabriel Andrada is a manager at Root Valuation with nearly a decade of experience in valuation and healthcare consulting. Mr. Andrada’s areas of expertise include business valuations of healthcare entities, compensation valuations of physician contractual arrangements, advisory services in support of mergers and acquisitions of healthcare entities, physician practice assessments, and other physician-hospital collaborative arrangements. Mr. Andrada became a Certified Valuation Analyst (CVA) when he was only 22 years old, and also has credentials as a Certified Specialist: Accounting and Finance (CSAF) and as a Certified Healthcare Business Consultant (CHBC).

Mr. Andrada earned his Master of Health Administration from the University of Southern California’s executive program under the Sol Price School of Public Policy. He also earned his undergraduate Health Administration degree with a minor in finance and honors as summa cum laude from California State University, Long Beach.

Other areas of professional focus include hospital/health system alignment with physicians, strategy, outpatient facilities, and multi-specialty medical groups.

Brittany D. Arnold, CPA, CVA, CFE

Aronson LLC

Rockville, MD

Ms. Arnold is a Certified Public Accountant (CPA) with approximately eight years of assurance and financial advisory services experience serving clients in the government contracting, construction, and real estate industries. She assists clients with valuation projects, financial disputes, accounting investigations, and financial/accounting due diligence.

Ms. Arnold is a graduate of Salisbury University, where she received Bachelor degrees in Accounting and Finance. She is also a graduate of Stevenson University, where she received a Master in Forensic Studies, with an Accounting concentration. In addition to being a CPA, she holds the Certified Valuation Analyst (CVA) and Certified Fraud Examiner (CFE) designations.

Michael Calabrese, CVA

DiGabriele, McNulty, Campanella & Co., LLC

Bayonne, New Jersey

Michael Calabrese is a Forensic and Tax Accountant at DiGabriele, McNulty, Campanella & Co., LLC. Mr. Calabrese has graduated from Montclair State University with a Master in Accounting and is a Certified Valuation Analyst (CVA). Mr. Calabrese is quickly becoming a great asset. He is a hard worker that will go the extra mile to understand concepts and ensures that each engagement is done with a high standard. He collaborates very well with others and is great with managing tight deadlines. Mr. Calabrese also does work to assist with the company’s tax practice. As Mr. Calabrese continues to gain more experience in the accounting field, he is sure to have a bright future ahead. Mr. Calabrese is producing outstanding work in forensic accounting cases and is becoming an invaluable employee to the firm.

Mary Fernandez, CPA, CVA

Bodine Perry

Dade City, Florida

Mary Fernandez is an audit manager with Bodine Perry Tampa and an active member of the AICPA and FICPA. She has nearly a decade of accounting experience including audit management. She graduated from Saint Leo University with a Master in Accounting. She began her career with Baggett Reutimann & Associates, which served the Tampa Bay area for nearly 30 years. In 2019, the company merged with Bodine Perry and Ms. Fernandez took on a larger role as an audit manager. One of her many tasks include overseeing the firm's inhouse training by being on the Accounting and Attestation Committee. In 2021, she became a CVA. This step gave her the opportunity to expand her work in the accounting field.

Ms. Fernandez is passionate about giving back to the accounting community. She works with helping new interns join the field by being a part of the Bodine Perry internship committee and through speaking engagements at her Alma Mater. She hopes to inspire many more potential accountants through her work.

Chase Gibbon, CPA, CFF, CVA, CFE

Gibbon Financial Consulting, LLC

Marietta, GA

Chase Gibbon is a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), Certified Valuation Analyst (CVA), and is Certified in Financial Forensics (CFF). Previously, he worked as a senior forensic accountant in EY’s Forensic and Integrity Services sector where he assisted companies and their legal counsel to investigate facts, resolve disputes, and manage regulatory challenges. In his current role, he assists clients and attorneys in determining budgets, preparing marital balance sheets, tracing of assets, discovery, and fact finding, as well as assisting in the preparation of business valuations. Mr. Gibbon graduated from Lee University with a Bachelor of Accountancy and received his Master of Forensic Accountancy from Georgia Southern University, where he received multiple scholastic awards and was the president and founding member of Georgia Southern’s Student Center for the Public Trust chapter.

Mirissa Harrison, CPA, CVA

Dufour Tax Group LLC

Portland, ME

Mirissa Harrison began her career as an intern at a reputable Portland firm while finishing her Bachelor degree at University of Southern Maine. There she learned the fundamentals of accounting, preparing income tax returns, and assisting with correspondence to Federal and State jurisdictions. Her experience has grown to providing thorough Federal and State tax compliance and income tax planning for individuals with a wide variety of backgrounds and businesses across many industries. In her previous role she also provided business valuation and litigation support services.

Since beginning her career in January 2013, Ms. Harrison has earned her Certified Valuation Analyst (CVA) and Certified Public Accountant (CPA) designations. She is a member of the National Association of Certified Valuators and Analysts (NACVA), the American Institute of Certified Public Accountants (AICPA), and The Maine Society of Certified Public Accountant (MECPA).

Eric Haverkamp, CVA, CDFA

Hancock Firm, LLC

Houston, TX

Eric Haverkamp is a partner at Hancock Firm, LLC. He served as a senior valuation analyst for six years at Hancock Firm prior to becoming partner in January 2021.

Mr. Haverkamp is a Certified Valuation Analyst (CVA) and a Certified Divorce Financial Analyst (CDFA). He is a member of the National Association of Certified Valuators and Analysts (NACVA), Institute for Divorce Financial Analysts (IDFA), Collaborative Divorce Texas, and Collaborative Divorce Houston. Mr. Haverkamp provides complex analyses and is responsible for the execution of a variety of valuation, litigation, and other financial advisory engagements such as business valuations, goodwill valuations, purchase price allocations, economic damage opinions, inventory and appraisements, and tracings. He has provided expert witness testimony in Harris County courts and regularly assists in financial disputes in mediation. He also mentors young professionals pursuing the CVA designation.

In 2013, Mr. Haverkamp earned summa cum laude honors from Texas State University while pursuing his BBA in Business Management with a concentration in Entrepreneurial Studies. He earned his MBA with a focus in Corporate Finance from Rice University.

He was appointed to NACVA’s Houston State Chapter Leadership Team in August 2020 as Vice President. Mr. Haverkamp has played a pivotal role in the chapter’s first year, which was newly formed in May 2020.

Outside of Hancock Firm, Mr. Haverkamp serves as team captain of the Commercial Exhibits Committee at the Houston Livestock Show and Rodeo. He is also involved in various other local events and causes, including his support of Houston Young Lawyers Association.

Jaxon Hill

RSI & Associates, Inc.

Corpus Christi, Texas

Jaxon Hill has built up a very impressive working history ranging from ESOP, estate planning, and buy/sell valuations in such a short amount of time since graduating from Texas A&M in 2019. He very well could be one of the rising stars of the younger generation of valuation experts.

Education:

• BBA in Accounting, May 2019; Texas A&M University-Corpus Christi, Corpus Christi, TX

Professional Experience:

• Analyst/Project Manager; RSI & Associates, Inc.; October 2018–Present
• Financial Intern; Corpus Christi Regional Transportation Authority; January 2018–June 2018

Memberships/Affiliations:

• Member of the National Association of Certified Valuators and Analysts (active member since 2019 - #1019909)
• Member of the National Association of Government Guaranteed Lenders
• Member of the Houston Association of Government Guaranteed Lenders
• Member of the North Texas Association of Government Guaranteed Lenders
• Member of the Central Texas Association of Government Guaranteed Lenders
• Member of the Texas A&M University; Corpus Christi President’s Ambassadors; May 2016–May 2019
• Member of the Texas A&M University; Corpus Christi Student Accounting Society; August 2018–May 2019

Dalton Hopper CFE, CVA

BMSS, LLC

Gadsden, AL

Dalton Hopper is a supervisor at BMSS, LLC, working in the Gadsden, Alabama office. He is the firm’s practice leader for the Valuation and Forensic Practice as well as the Business Turnaround and Restructuring Practice. Mr. Hopper works with business owners, attorneys, and advisors in valuation, litigation, and transaction matters.

Graduating from the University of Alabama, Mr. Hopper holds both the Certified Fraud Examiner (CFE) and Certified Valuation Analyst (CVA) credentials.

Prior to joining BMSS, he was employed by EY within the Forensic and Integrity Services Practice. In his spare time, he enjoys spending time with his family and can be found outside at the lake or hiking.

Harold Lee

Schwartz Associates

Houston, TX

Harold Lee spent the early part of his career in intelligence in the South Korean army, where he learned the basics of data collection and analysis. After attending school in Florida, he joined Schwarz Associates where he performs data analysis for litigation, valuation, and bankruptcy matters, applying not only his practical skills but advanced theories such as Benford's Law to uncover the hidden. Mr. Lee has written articles on forensic topics, is taking a series of business development classes, as well as presentation skills as he knows these skills will be valuable as he grows in his career. Mr. Lee is "up for anything" and never shirks from a new assignment, even if its out of his comfort zone. Few forensic accountants take the time to develop such skills, and it is even more remarkable for a newly minted American to demonstrate such passion to excel.

Matthew Lore, CVA

Reliant Business Valuation

Cranbury, NJ

Matthew Lore is a Business Appraiser at Reliant Business Valuation, a nationwide valuation firm that specializes in third party certified business valuations and equipment appraisals for Small Business Administration (SBA) lenders. Mr. Lore started his career with Reliant Business Valuation in 2014, after graduating from The College of New Jersey with a Bachelor of Science in Economics. Throughout his career, he has performed over a thousand business valuations, primarily for financing purposes, across numerous industries, including professional services, retail, construction, and manufacturing, among others.

In addition to performing business valuations, Mr. Lore works with other team leads in the business valuation department to review the work of analysts, mentor and train junior analysts, and interview analyst candidates. Furthermore, Mr. Lore’s experience and knowledge with SBA-compliant business valuations make him a unique resource to clients who have questions regarding general business valuation requirements, deal structure, or other issues related to valuations for SBA loans. Mr. Lore is a member of the Leadership Team at Reliant Business Valuation, where he assists in setting and achieving company goals and promoting company culture.

Alisha Muzik, CPA, ABV

Vantage Point Advisors

Los Angeles, CA

Alisha Muzik, as a vice president at Vantage Point Advisors, Inc., advises clients on valuation related matters, including intangible assets and financial instruments (e.g., equity and debt) for the purposes of financial and tax reporting, succession planning, merger and acquisition planning, reorganizations, restructurings, and litigation. Her industry experience includes entertainment/media/communications, pharma/life sciences, construction, car dealerships, cannabis, and financial institutions. During her tenure in the valuation profession, Ms. Muzik has performed valuations of business entities for gift and estate tax planning purposes, purchase price allocations (ASC 805), goodwill impairment testing (ASC 350), succession planning, and share based compensation (IRC 409A and ASC 718).

Prior to joining Vantage Point Advisors, Ms. Muzik was a manager at Weaver in the Valuation Services group where she extensively valued various enterprises primarily for gift tax reporting purposes. Ms. Muzik is a member of the Association of Corporate Growth in Orange County, Provisors, and Women’s Business Initiative with Fischer & Phillips. She earned her Bachelor in Financial Economics with a minor in Accounting from the University of Redlands in California where she graduated magna cum laude.

Carlos B. Ortiz, CPA, CVA

On Point Strategy LLC

Dorado, PR

Carlos Ortiz is currently a senior manager at On Point Strategy, a management consulting firm. He has five years of experience working in public accounting, more recently as a manager of the Business Advisory division of BDO, one of the international accounting firms. Mr. Ortiz specializes in business and asset valuations and transfer pricing analysis. He has also performed anti-diversion audits and forensic accounting, including litigation support and fraud prevention and investigation projects, to clients in multiple industries.

Mr. Ortiz has managed and assisted in numerous valuations of business enterprises, interests, and intangible assets for various valuation needs such as strategic planning, mergers and acquisitions (M&A) analysis, financing, transaction negotiation support, tax and regulatory compliance, and dispute resolution. In addition, Mr. Ortiz has completed various buy-side and sell-side financial due diligence and quality of earnings projects that help clients identify potential business risks and take advantage of potential gains in M&A transactions.

Mr. Ortiz has assisted in various litigation support assignments regarding accounting and financial matters such as loss of income analysis, commercial damages, contract disputes, and losses under Puerto Rico’s Act 75 breach of contract. He also has experience assisting in the investigation and alleged fraud schemes in private entities related to asset misappropriations or employee fraud.

Prior to joining On Point Strategy and BDO, he spent two years in an investment holding company. During that time, Mr. Ortiz was in charge of the financial accounting of the company which included preparation of GAAP financial statements, reconciliations, payroll, investor statements, and consolidation of financial statements, among others.

Robert S. Powell, Jr., ASA, CVA

Acclaro Valuation

Valley, Nebraska

Mr. Robert S. Powell, Jr. joined Acclaro in 2018 as an analyst and added internal controller responsibilities in 2020. He conducts company, industry, and economic research; develops valuation models and reports for employee stock ownership plan purposes, which constitutes the majority of Acclaro’s client work; and manages the firm’s accounting and administrative functions. He earned a Bachelor in Business Administration with an emphasis in Accounting and Finance from the University of Nebraska-Lincoln and a Master in Accountancy with an emphasis in Forensic Accounting from the Keller Graduate School of Management. Mr. Powell is an active member of The ESOP Association, the National Association of Certified Valuators and Analysts, and the American Society of Appraisers.

Amy Shaw, CPA, CVA

Soukup, Bush & Associates, P.C.

Fort Collins, CO

Amy Shaw, a Wyoming native, graduated with a Bachelor in Accounting, and a double-major in Business Administration with a concentration in Operations Management from Western Washington University in Bellingham, in 2014. She also pole-vaulted collegiately for Western’s track and field team.

In 2014, Ms. Shaw joined the local CPA firm, Soukup, Bush & Associates, P.C. in Fort Collins, Colorado, and has been a part of their team ever since. She obtained her CPA in 2016 and also became a Certified Valuation Analyst (CVA) in 2018. Ms. Shaw specializes in business and individual tax, business valuations, and firm training.

In her spare time, Ms. Shaw enjoys running, photography, and spending time with her family.

Heng Siang (Jeff) Tan, AFM, FMVA

Baker Tilly Malaysia

Kuala Lumpur, Malaysia

Jeff Tan is currently a corporate finance consultant in Baker Tilly Malaysia. He has many years of experience in corporate finance and various types of engagements, which cover business and company valuations, financial due diligence, financial modelling, independent advisory, and business strategy projects for both public and private sectors.

Mr. Tan graduated from Universiti Tunku Abdul Rahman (UTAR) with honours and a Bachelor of Finance. He is currently pursuing Master of Business Administration (MBA) at Quantic School of Business and Technology. He holds a Capital Market Services Representative License (CMSRL) to advise in corporate finance. He has been awarded Financial Modelling and Valuation Analyst (FMVA) certification and Advanced Financial Modeller (AFM) designation issued by Corporate Finance Institute (CFI) and Financial Modelling Institute.

Mr. Tan is currently serving as board of directors in CFA Society Malaysia (CFAM). He has been an active volunteer with CFAM since 2018 in the various initiatives for the development of future finance professionals. Notwithstanding the above, he has won the global 2nd place in the 2020 CFI Financial Modelling Case Competition and World Championship and was ranked fourth in the 2021 Financial Modelling World Cup.

Zachary Wellmer

Ennerate

San Francisco, CA

Zac Wellmer is a co-founder of Ennerate. Ennerate is a software startup changing the way small businesses are bought and sold, starting with SBA Valuations. While typical SBA Valuations are done manually and take weeks, Ennerate’s are largely automated and take 48 hours. Prior to Ennerate, Mr. Wellmer led the Machine Learning team at a Silicon Valley-based startup, and his AI research has been published at conferences around the globe.