Jacob Farnsworth
Associate Consultant – Analyst Education Brigham Young University – Marriott School of Business – Accounting Major, Music Minor Junior pursuing both Bachelor and Master of Accountancy Degrees – 2026 Experience Orion Advisor Solutions, Inc. Accounting Revenue Intern Jun – Sept 2023 […]
Jonathan Farnsworth
Consultant & Advisory Board Member – Technology Experience Lucid Lucid is the parent company of two cloud-based visual productivity solutions: Lucidchart, a diagramming application, and Lucidpress, a design solution. Together, they are utilized in over 180 countries by more than 15 million users, including Amazon, Delta, Visa, Toyota, Uber, and 96 percent of the […]
Kristin Swearingen-Keller, MAcc
Senior Consultant – Tax, Treasury, Forensic Accounting, Cash Management & Systems EDUCATION: WEBER STATE UNIVERSITY, Ogden, Utah Degree: Master of Professional Accounting, May 2003 Concentration: Cost Accounting and Information Systems WEBER STATE UNIVERSITY, Ogden, Utah Degree: Bachelor of Science, May 2001 Major: Accounting Major: Information Systems & Technology PROFESSIONAL EXPERIENCE: May 1993 to Present SWEARINGEN […]
Erik Farnworth, MBA, CPA
Advisory Board Member – Strategy & Financial Services Experience Education Certification Languages
Douglas Metcalf, MBA
Senior Consultant – Family Offices, Asset Management Experienced CFO Team Builder Certifications and Education
Dan Kuester, Ph.D.
Advisory Board Member – Engineering, Spectrum Sharing & Wireless Coexistence Summary I work in theoretical and system design problems for electromagnetic signaling. Experience Skills Education
In Memoriam – Kirsten Farnsworth, MM, MBA
Honorary Advisory Board Member – Healthcare, Mergers & Acquisitions Kirsten was a key part of the Early Technologies Strategy & Portfolio team as Principal, Strategic Marketing of Medtronic. Concurrently, she was an integral Advisory Board Member of CFO International for strategic M&A transactions until her death on May 30th, 2018, after a long battle with […]
Jake Lewis, MBA
Senior Consultant – Finance, Financial Modeling & Reporting, Systems Implementations FINANCE DIRECTOR Intelligent, inquisitive, deliberate and hardworking finance professional. Takes initiative and personal ownership to meet critical timelines and to produce deliverables with exceptional quality. Listens to others and believes that everyone deserves respect. Emphasizes identifying the real issue and then collaborating on a process-driven […]
Lantz C. Allen, MBA
Senior Consultant – Energy, SaaS, technology, manufacturing, and service sector corporations FINANCIAL AND BUSINESS MANAGEMENT EXECUTIVE A dynamic executive with over 25 years of experience in operations, finance, supply chain, banking relationships, strategic planning, sales/marketing and human capital development in a wide variety of industries. Collaboration on company policy development, internal controls, and treasury management. […]
Ben Coppin
Consultant – Accounting, Bookkeeping, Administration Mr. Coppin, Co-Founder and CEO of Alta Bookkeeping, has experience working with start-ups with an emphasis on Accounting/Bookkeeping. He has worked with over 10 companies since graduating from the Huntsman School of Business at Utah State University with a B.A. in Accounting in early 2020. He also speaks Spanish. EXPERIENCE […]
