The Latest

Kristin Orrell is a managing director in the accounting advisory group at Crowe. She specializes in complex technical accounting topics including revenue recognition, consolidation and accounting for financial instruments. She also advises on a variety of issues in the mergers and acquisitions space.

Alicia McKnight is a principal in the consulting group at Crowe. She specializes in governance, risk and compliance programs and technology-enabled business initiatives. She has experience providing GRC project management, advisory, solution design and software design services.

Michael Lucas is a principal in the consulting group at Crowe. He has spent his career providing cybersecurity, privacy and third-party risk management services and solving challenges on these topics for regulated industries, focusing on large global organizations.

Tracey Orman is the health and wellness administrator at Businessolver. She is a certified health coach and has been in the industry for 36 years. Her passions around employee wellbeing are in her daily work but also in her personal life where she strives to remain healthy and active for her four grandkids and counting. 

A report by Advisor Growth Strategies delves into key concepts the dealmaking advisory firm says the industry doesn't discuss enough.

Crafting financial plans can be challenging when your client has more than one life partner. Here's how advisors can best serve people in throuples, polycules and other types of relationships.

Sandy Torchia is vice chair of talent and culture at KPMG.

Shaun is a director at Kotter, a global consulting firm that helps organizations achieve faster and more sustainable results through change leadership. With more than 15 years of experience in this field, Shaun has led large-scale transformation initiatives for clients across technology, aerospace, pharmaceuticals, and financial services industries, delivering measurable outcomes and lasting impact.

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

Benjamin Kluwgant is a director at Source Advisors  who is a state and local tax expert.