About Us

Please meet our team. Since beginning in 2005, with a single professional, we’ve grown to a seasoned staff of nearly one dozen valuation analysts and employees. Our varied educational and professional backgrounds ensure a balanced perspective is brought to every client project.

James W. Brockardt, CBA
President and Senior Analyst

David G. L. Moomaw
Senior Vice President / Partner

Barbara J. Merolla – Director - Operations
Barbara J. Merolla
Director – Operations

Gregory H. Coats, CFA – Senior Valuations Analyst / Partner
Gregory H. Coats, CFA
Senior Valuation Analyst / Partner

Thomas P. Kulik, CPA/ABV, ASA
Valuation Consultant

Terrel J. Lavergne, CPA/ABV, CVA
Valuation Consultant

Molly H. Mahn
Executive Assistant

Matthew R. McCranor, ASA
Senior Valuation Analyst / Partner

Alexander T. Pinho
Valuation Analyst / Partner


Did You Know?

Our internship program provides hands-on experience to finance and accounting undergraduates at area colleges and universities. Please let us know of your interest by filling out this form, and someone will be in touch shortly.

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