A Force of Expertise and Dedication

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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Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
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Casey Finigan Dettman

Chief Marketing 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

Chief Executive Officer & Managing Director
Kenneth (“Kenny”) Dettman, CPA, CEO 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 (“A&M”),...
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Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
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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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Brent Rager

Chief Technology Officer
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Victoria Beck, Esq.

General Counsel - Regulatory Compliance
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Ayanah Brennan

Systems Administrator
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Marcela Budzik

Senior Analyst
Brent Rager

Brent Rager

Chief Technology Officer
Brent Rager is Sagemont Advisors' Chief Technology Officer and lives in Fishers, IN. He is responsible for all things technology at the company including strategic planning for designing, improving, and optimizing company processes, full-stack software and infrastructure development, system administration and integration, data security, IT service support, and more. Brent was previously a software development manager at Genesys, a privately...
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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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Ayanah Brennan

Ayanah Brennan

Systems Administrator
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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

Senior Analyst
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Stephanie Cornwell

Director of Business Development & Sales Enablement
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Joe DePeder, CPA

Controller
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Derek Dettman

Sales Representative
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...
Learn More
Close
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,...
Learn More
Close
Joe DePeder, CPA

Joe DePeder, CPA

Controller
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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Close
Derek Dettman

Derek Dettman

Sales Representative
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Ty Evans

Senior Client Services Manager
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Kaitlin Fuglestad

Director of Human Resources
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Nick Lewandowski

Director of Client Services
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Donovan Niles, CPA

Tax Controversy Manager, IRS
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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Kaitlin Fuglestad

Kaitlin Fuglestad

Director of Human Resources
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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...
Learn More
Close
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Marcela Romero

Senior Operations Coordinator
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Shawna Summerford

Client Onboarding Manager
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Josh Teitelbaum

Director of Sales
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Kristen Utterback

Director of Operation
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...
Learn More
Close
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...
Learn More
Close
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...
Learn More
Close
Kristen Utterback

Kristen Utterback

Director of Operation
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...
Learn More
Close
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Kimberly Young

Senior IRS Tracking Specialist
Kimberly Young

Kimberly Young

Senior IRS Tracking Specialist
Close
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Marcela Budzik

Senior Analyst
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Diana Caban

Senior Analyst
Photo

Joe DePeder, CPA

Controller
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...
Learn More
Close
Joe DePeder, CPA

Joe DePeder, CPA

Controller
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...
Learn More
Close
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...
Learn More
Close
Photo

Nick Lewandowski

Director of Client Services
Photo

Shawna Summerford

Client Onboarding Manager

Close
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...
Learn More
Close
Photo

Kaitlin Fuglestad

Director of Human Resources
Kaitlin Fuglestad

Kaitlin Fuglestad

Director of Human Resources
Close
Photo

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
Photo

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Photo

Donovan Niles, CPA

Tax Controversy Manager, IRS
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...
Learn More
Close
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...
Learn More
Close
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...
Learn More
Close
Photo

Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Photo

Casey Finigan Dettman

Chief Marketing Officer
Photo

Maxwell Burns, CPA

Managing Director
Photo

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
Kenneth Dettman, CPA

Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Kenneth (“Kenny”) Dettman, CPA, CEO 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 (“A&M”),...
Learn More
Close
Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
Close
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...
Learn More
Close
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...
Learn More
Close
Photo

Brent Rager

Chief Technology Officer
Photo

Victoria Beck, Esq.

General Counsel - Regulatory Compliance

Close
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...
Learn More
Close
Photo

Casey Finigan Dettman

Chief Marketing Officer
Photo

Stephanie Cornwell

Director of Business Development & Sales Enablement

Close
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,...
Learn More
Close
Photo

Marcela Romero

Senior Operations Coordinator
Photo

Kristen Utterback

Director of Operation
Photo

Kimberly Young

Senior IRS Tracking Specialist
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...
Learn More
Close
Kimberly Young

Kimberly Young

Senior IRS Tracking Specialist
Close
Kristen Utterback

Kristen Utterback

Director of Operation
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...
Learn More
Close
Photo

Derek Dettman

Sales Representative
Photo

Ty Evans

Senior Client Services Manager
Photo

Josh Teitelbaum

Director of Sales
Derek Dettman

Derek Dettman

Sales Representative
Close
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...
Learn More
Close
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...
Learn More
Close
Photo

Brent Rager

Chief Technology Officer
Photo

Ayanah Brennan

Systems Administrator

Close
Ayanah Brennan

Ayanah Brennan

Systems Administrator
Close