Leadership
Steering our excellence in tax, investment advisory, and planning.
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Executive Officers

Meet the expert leaders steering our innovative and client-focused approach.
John Harman CPA
Chief Executive Officer
Visionary tax and financial planner, founder of Harman CPAs, and seasoned world traveler.
Daniel Rogowski MBA
Chief Investment Officer
Texas-raised Harvard & Rice graduate, Eagle Scout, data scientist, and award-winning investment manager.
Kevin Dias CPA MBA
Chief Operations Officer
Leading operational excellence in tax practice with a blend of tech expertise and Six Sigma mastery.
Donna Bokaie
Vice President Client Service
Bringing 25+ years of management expertise to lead client service
Susan Elliott CPA
Vice President Accounting
Trusted CPA leading accounting and tax filing services with precision and care.
Wendy Steinkamp
Vice President Tax
Leader of our tax team with over 15 years of dedicated experience.
Rita Willey
Vice President Small Business
Specializing in exceptional accounting, payroll, and client satisfaction.
Stephanie Marchionda
Vice President Payroll Services
Bringing 30+ years of expertise in accounting and payroll.