BPM Financial Services Team


PROFESSIONALS FOCUS INDUSTRIES
Brad Holsworth
Brad Holsworth
Practice Group Leader
Shareholder, Assurance
Email: bholsworth@bpmcpa.com
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Assurance
Employee Benefit Plan Audit
Technology
Financial Services
Life Sciences
Consumer/Retail
Brian Finnegan
Shareholder, Assurance
Email: bfinnegan@bpmcpa.com
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Assurance
Technology
Financial Services
Vineyard/Wine
Carol Spindler O'Hara
Carol O'Hara
Shareholder in Charge of North Bay Offices.
Leader of Winery and Vineyard Industry Group.

Email: cohara@bpmcpa.com
Vineyard/Wine
Consumer/Retail
Assurance
Agriculture
Nonprofits
Financial Services
Consumer/Retail
Craig Hamm
Manager, Assurance
Email: CHamm@bpmcpa.com
Assurance
Audit Services
Reviews & Compilations
Mergers & Acquisitions
Technology
Financial Services
Consumer/Retatil
Services Industry
Daniel Figueredo
Manager, Assurance
Email: DFigueredo@bpmcpa.com
Assurance
Business Consulting
Financial Services
Nonprofits
Inna Merzheritsky
Shareholder, Tax
Email: IMerzheritsky@bpmcpa.com
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International Tax
Multinational Families
Voluntary Disclosure Program
Financial Services
Real Estate
Nonprofits
James A. Andersen
Shareholder, Consulting
Business Valuation and Litigation practices

Email: JAndersen@bpmcpa.com
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Business Consulting
Business Valuation
Litigation Consulting
Mergers & Acquisitions
Exit & Succession Planning
Vineyard/Wine
Consumer/Retail
Construction
Real Estate
Marc H. Berger
Shareholder, Tax
Email: MBerger@bpmcpa.com
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Estates, Gifts & Trusts
Individual Tax
Mergers & Acquisitions
Individual Tax Planning
Life Sciences
Technology
Financial Services
Consumer/Retail
Michael N. Teutschel
Shareholder, Consulting
Email: MTeutschel@bpmcpa.com
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Assurance
Business Consulting
Life Sciences
Manufacturing
Nonprofits
Professional Services
Real Estate
Technology
Richard Avril
Shareholder, Assurance
Email: RAvril@bpmcpa.com
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Assurance
Audit Services
SEC Services
Reviews & Compilations
Real Estate
Consumer/Retail
Technology
Financial Services
Richard Bellucci
Shareholder, Assurance
Leader of the VC group

Email: RBellucci@bpmcpa.com
Assurance
Technology
Financial Services
Sandy Murray
Shareholder, Tax
Email: SMurray@bpmcpa.com
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Individual Tax
Estates, Gifts & Trusts
Financial Services
Stephen D. Mayer
Founder, Chairman & CEO
Email: SMayer@bpmcpa.com
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Audit Services
Mergers & Acquisitions
Individual Tax Planning
Wealth Management
Consumer/Retail
Financial Services
Life Sciences
Nonprofits
Technology
Sumit Kalra
Director, Assurance
Email: SKalra@bpmcpa.com
SAS 70 Compliance
Internal Control & SOX
Consumer/Retail
Technology
Financial Services
Josh Hachadourian
Senior Manager, Assurance
Email: JHachadourian@bpmcpa.com
Assurance
Audit Services
SEC Services
Reviews & Compilations
Consumer/Retail
Technology
Vineyard/Wine
Financial Services