Our Team

Get to know our talented team

Each of our team members has their own individualized skillset that collectively makes Tax Alpha Companies one of the most experienced and talented firms in the United States.

Tax-Alpha-Team

Our Team

John-Harvey-Tax-Alpha-min

Jacob Harvey

Chief Operating Officer

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Ross-Brannon-Tax-Alpha-min

Ross Brannon

Senior Managing Director

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James M. Nelson

Roth Conversion Consultant

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david-bauer

David Bauer

Director of Business Development

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candace-johnson

Candace Johnson

Director of Strategic Initiatives

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nicholas-troyano

Nicholas Troyano

Director of Business Development (M&A)

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Caitlyn-Harvey-Headshot

Caitlin Harvey

Administrative Assistant

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