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Meet the Sagemont Advisors Team

Bringing together a seasoned ensemble of CPAs, JDs, and industry leaders, our team proudly holds a wealth of collective experience in the realms of tax and regulatory advisory. At Sagemont Advisors, we go beyond providing services – we build lasting partnerships. Consider us more than consultants; we’re your dedicated allies, providing the confidence and clarity you need for informed decisions and growth.

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Meet Our Team

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Kenneth Dettman, CPA

Executive Chairman & Managing Director
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Tim Parrish

Chief Executive Officer
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Maxwell Burns, CPA

Managing Director
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Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
Kenneth Dettman, CPA

Kenneth Dettman, CPA

Executive Chairman & Managing Director
Kenneth (“Kenny”) Dettman, CPA, Executive Chairman and Managing Director, leads Sagemont Advisors with 15 years of complex tax advisory experience. He is considered a pioneer and innovator in the tax industry, having both worked extensively as a client-focused tax advisor, as well as launching early stage tax and compliance technology companies. Kenny was previously a tax partner at a global top 25 consulting firm, Alvarez & Marsal...
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Tim Parrish

Tim Parrish

Chief Executive Officer
Tim Parrish is the CEO of Sagemont and a licensed attorney with more than 12 years of experience building and leading end-to-end tax credit and incentive services. Prior to joining Sagemont, Tim co-led the tax credits practice at Ernst & Young LLP, where he advised companies of all sizes on complex tax savings opportunities and served as a member of EY’s National Tax practice. In 2020, he was recognized as a finalist for EY’s Mike Boldasaro...
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Maxwell Burns, CPA

Maxwell Burns, CPA

Managing Director
Maxwell Burns is a highly technical CPA with over ten years of public accounting and M&A tax experience. As a Managing Director at Sagemont Advisors, Maxwell leads Sagemont's team of tax, payroll, and accounting professionals and supervises the entire accounting process from start to finish. Maxwell also supervises Sagemont's tax controversy practice, with specific focus on Employee Retention Credit resolution. Along with tenure at KPMG...
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Kyle Morabito, Esq.

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages Sagemont Advisors' internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience. Kyle spent the first decade of his legal career as a corporate attorney at DLA Piper, McDermott Will & Emery, and Bilzin Sumberg, where he advised private equity...
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Matt Davenport

Director of R&D Tax Credit Services
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Jesse Brown

Chief Revenue Officer
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Victoria Beck, Esq.

General Counsel - Regulatory Compliance
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Casey Finigan Dettman

Chief Marketing Officer
Matt Davenport

Matt Davenport

Director of R&D Tax Credit Services
Matt Davenport is a seasoned tax and accounting professional serving as the Director of R&D Tax Credit Services at Sagemont. As the leader of the Sagemont’s R&D Tax Credit practice, Matt specializes in helping businesses identify, quantify, and substantiate complex tax credit and incentive opportunities that drive innovation and enhance financial performance. He previously served as Director of Tax Credits & Incentives at Omega Accounting...
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Jesse Brown

Jesse Brown

Chief Revenue Officer
Jesse Brown is the Chief Revenue Officer at Sagemont, where he leads growth strategy and client engagement across the firm’s tax credit and advisory services. He brings a proven track record of building and scaling high-performing teams focused on helping companies navigate complex tax credit programs and related tax services. Under Jesse’s leadership, Sagemont has combined deep technical expertise with a client-first approach to deliver...
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Victoria Beck, Esq.

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Victoria Beck, Esq. is Compliance Counsel at Sagemont Advisors. She brings a unique perspective to her work at Sagemont Tax and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Her years of experience advocating for clients as a civil litigator helped her develop and fine-tune critical thinking and communication skills. Victoria works...
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Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
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Andrew Brock, CPA

Controller
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Marcela Budzik

Senior Analyst
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Diana Caban

Senior Analyst
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Patrick Christmas

Senior Advisor
Andrew Brock, CPA

Andrew Brock, CPA

Controller
Prior to Sagemont Advisors, Drew worked in public accounting as an External Auditor for 9 years specializing in the Employee Benefit Plan, Private Equity, and Manufacturing sectors. Throughout his career, Drew has consistently demonstrated strong analytical skills, attention to detail, and a commitment to delivering exceptional results for clients. He majored in Accounting at Lourdes University and also received his MBA there specializing in...
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Marcela Budzik

Marcela Budzik

Senior Analyst
As a Senior Analyst, Marcela Budzik processes key financial data to determine client’s employee retention credit. In addition, she uses her engineering background to automate portions of Sagemont Advisors' operations, including its calculation platform and output. Prior to Sagemont Advisors, Marcela worked as a structural engineer designing high-rise buildings in South Florida.  Her ten plus years of engineering experience make her a...
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Diana Caban

Diana Caban

Senior Analyst
As a Senior Analyst, Diana Caban supports the sales, intake, and analyst teams with organizing, reviewing, and inputting client data associated with ERC eligibility. She is instrumental in preparing and finalizing ERC calculations as well as maintaining a positive, professional experience for clients throughout their ERC journey. Diana has over fifteen years of combined experience in payroll management, human resources management, and...
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Patrick Christmas

Patrick Christmas

Senior Advisor
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Stephanie Cornwell

Director of Business Development & Sales Enablement
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Joe DePeder, CPA

Director of Finance
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Derek Dettman

Sales Representative
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Eugene Dinkelis

VP of Strategy/Senior Account Executive
Stephanie Cornwell

Stephanie Cornwell

Director of Business Development & Sales Enablement
As Sagemont Advisors' Director of Business Development and Sales Enablement, Stephanie Cornwell is a key player and driver behind marketing initiatives encompassing public relations, events, webinars, and client facing resources. Stephanie started her career in sales but found her passion in sales enablement and business development. With experience in financial services and healthcare technology, she has deep knowledge in proposal writing,...
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Joe DePeder, CPA

Joe DePeder, CPA

Director of Finance
Joseph DePeder is Sagemont Advisors' Controller. He oversees all accounting and finance operations, including client collections, vendor payables, payroll, and financial statements. He plays a key role in the company's strategic financial decision-making. Prior to Sagemont Advisors, Joe worked in public accounting at Crowe LLP as an External Auditor for seven years before starting his own business as an accounting consultant. He majored in...
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Derek Dettman

Derek Dettman

Sales Representative
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Eugene Dinkelis

Eugene Dinkelis

VP of Strategy/Senior Account Executive
With nearly a decade of experience as a Registered Nurse (BSN) and a strong background in healthcare operations, Eugene Dinkelis brings a unique and practical perspective to his work in tax advisory and business development. For the past 3.5 years at Sagemont Advisors, Eugene has helped organizations across all industries identify and maximize tax credits, enhance operational efficiency, and strengthen financial performance. While...
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Ty Evans

Senior Client Services Manager
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Ryan Foote

VP of Client Partnerships
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Kaitlin Fuglestad

Director of Human Resources
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Carrie Hipwell

VP of Business Development
Ty Evans

Ty Evans

Senior Client Services Manager
As Senior Client Services Manager, Ty is responsible for the client-facing portion of Sagemont Advisors' services, including: prospecting, outreach, qualifying, onboarding, project completion and delivery. He ensures that each client receives the unique, white-glove service required by Sagemont Advisors' high level of standards. Previously, Ty worked in Medical device sales in Miami, FL. He has a BS from University of Tennessee at Chattanooga...
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Ryan Foote

Ryan Foote

VP of Client Partnerships
Ryan Foote is the VP of Client Partnerships at Sagemont, where he helps technology-driven organizations accelerate growth and scale innovation. He brings a high-impact track record from industry leaders including Indeed, Coursera, Udemy, ADP to Sagemont. In his role at Sagemont, Ryan leverages his tech pedigree to help companies navigate the R&D tax credit and related services. By aligning technical development with strategic growth, he...
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Kaitlin Fuglestad

Kaitlin Fuglestad

Director of Human Resources
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Carrie Hipwell

Carrie Hipwell

VP of Business Development
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Taylor Justesen

Business Analyst
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Nick Lewandowski

Director of Client Services
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Donovan Niles, CPA

Tax Controversy Manager, IRS
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Marcela Romero

Senior Operations Coordinator
Taylor Justesen

Taylor Justesen

Business Analyst
Taylor Justesen is a Business Analyst at Sagemont Advisors focused on improving operations, refining processes, and using data to drive informed decision-making. She holds a Business Intelligence Analytics certificate and served as a BIA tutor for one year, helping others strengthen their analytical and technical skills. Taylor attended Idaho State University and began her professional career in door-to-door sales, where she developed strong...
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Nick Lewandowski

Nick Lewandowski

Director of Client Services
Nick Lewandowski is the Director of Client Services at Sagemont Advisors. In this role Nick and his team are responsible for helping clients throughout the entire ERC process. From signing an engagement letter to informing clients of a check on the way, Nick and his team track all documentation in order to finalize a client’s package and answer questions along the way. Nick has a diverse background which includes working in accounting at...
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Donovan Niles, CPA

Donovan Niles, CPA

Tax Controversy Manager, IRS
As the Tax Controversy Manager, Donovan Niles is the first line of defense in all matters with the IRS and taxpayers. He provides solutions for refund claim issues so there is little delay in processing. Duties include standard profile changes, drafting of returns as well as more complex audit defenses/protests of audit assessments. His favorite part of his job is working with his Sagemont Advisors colleagues, meeting new clients and learning...
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Marcela Romero

Marcela Romero

Senior Operations Coordinator
As Operations Coordinator, Marcela Romero serves a vital role providing communication between the management team and other staff members to maintain productivity within the organization. With extensive experience supporting C-level executives and over 15 years of administration in public accounting, Marcela has advanced knowledge of tax returns and IRS filing processes. She is also an expert with onboarding new hires. A positive individual...
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Robert Shriver

Senior Account Executive
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Shawna Summerford

Client Onboarding Manager
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Josh Teitelbaum

Director of Sales
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Kevin Thompson

Accounting Manager
Robert Shriver

Robert Shriver

Senior Account Executive
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Shawna Summerford

Shawna Summerford

Client Onboarding Manager
As a Client Onboarding Specialist, Shawna Summerford expertly guides clients through the onboarding and intake process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Shawna has over fifteen years of experience in management, supervisory, lead roles in Mortgage, Consumer Finance, Client Relations, Client Services, and Sales. She enjoys evaluating...
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Josh Teitelbaum

Josh Teitelbaum

Director of Sales
Josh Teitelbaum is Director of Sales and Business Development. He sources new opportunities and educates and advises prospective clients on ERC eligibility. Josh has been involved with various companies in a sales/business development capacity, ranging from tech to financial services. He also has also made various entrepreneurial endeavors in real estate, fitness and music. Josh has a Bachelor of Arts in Jazz and Improvisational Studies...
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Kevin Thompson

Kevin Thompson

Accounting Manager
Kevin Thompson, CPA, is the Accounting Manager at Sagemont Advisors, where he plays a pivotal role in delivering exceptional client-facing services. In his capacity, Kevin is responsible for qualifying and onboarding new clients, overseeing client engagements, and ensuring that the work product delivered to each client meets the high standards set by Sagemont Advisors. His dedication to maintaining these standards has been instrumental in...
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Kristen Utterback

Director of Operations
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Kassandra Webb

Senior Accountant
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Kimberly Young

Senior IRS Tracking Specialist
Kristen Utterback

Kristen Utterback

Director of Operations
Kristen Utterback is the Operations Manager for Sagemont Advisors' Post-Calc team. In this role, she primarily oversees and reviews the client package and 941-X filing processes, refund tracking, and IRS troubleshooting. Kristen is a detail-oriented, goal-driven leader who consistently evaluates ways for operations to run more efficiently. Kristen has over 20 years of management experience across numerous different industries since graduating...
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Kassandra Webb

Kassandra Webb

Senior Accountant
Kassandra Webb is an accounting and finance professional at Sagemont Advisors, where she manages accounts payable and receivable, invoicing, commissions, collections, and financial reporting. She began her career in the staffing industry before transitioning to private equity, bringing a diverse perspective to her work. Kassandra holds a Bachelor’s degree in Accounting and a Master’s in Business Administration from Iona College. She lives in...
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Kimberly Young

Kimberly Young

Senior IRS Tracking Specialist
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