Meet Springline
We’re the Big, Small Firm of the Future
Most accounting and advisory firms were built for one kind of client or one kind of moment. The largest firms offer global reach but rarely deliver the senior partner access that complex middle market businesses actually need. Smaller regional firms offer the personal relationship, but not always the range. The middle market has been caught in the middle. That's exactly the gap Springline was built to close.
We're a national platform of best-in-class accounting, tax, audit, advisory, and wealth management professionals who joined forces not to become bigger, but to become better. Our team brings a fierce commitment to integrity and track record of success helping mid-market businesses optimize performance, manage risk, navigate growth and maximize stakeholder value.
For clients who need more than compliance, and for people who want to build a career where their work genuinely matters, we bring the depth of a national firm and the trust, agility, and accountability of a boutique. Senior practitioners who are in the work, not just supervising it. Partners who pick up the phone. Advisors who treat every engagement as if the outcome is personal. Because for our clients, it is.
Our Culture & Values
Our GROW values are principles that define how we show up for our clients, colleagues, and communities. They aren’t aspirational. They’re operational.
Scale + SoulⓇ means we’re building a future where culture is a key lever to drive outsized impact — where we unite to offer our people extraordinary opportunities and our clients receive exceptional service.
G – GROUNDED
R – Reimagine
O – Ownership
W – Wholehearted
We’re Honored to Be Honored
We’re Built Different. On Purpose.
Scale + SoulⓇ
Our founding principle. Growth doesn't mean losing what matters. We preserve the relationships, responsiveness, and values that make each of our founding firms exceptional—while adding the resources and reach of a national platform. Every strategic decision, process change, and investment in new capabilities is evaluated through this lens. It’s not a tagline. It’s a filter.
People-First. Always.
We measure success by the depth of our relationships, not just the quality of our deliverables. Responsiveness, proactive communication, and genuine care for our clients and colleagues aren't nice-to-haves at Springline. They're the baseline.
We Don’t Talk About Culture. We Live It.
Culture isn't a talking point here. It's something we measure, protect, and take seriously in every decision we make. The firms that joined us didn't leave their cultures at the door. They brought them in — and made ours richer for it.
Local Footprint. National Identity.
From Redmond to Rochester. San Francisco to South Florida. Texas to the Tri-State — and everywhere the middle market does business. Springline’s professionals are embedded in the communities we serve. Our teams know your industry, your market, and are invested in your outcomes — backed by the full depth of a national platform. You get the relationship and the reach with senior-led, partner-engaged service that feels local, because it is.
Meet Our Leadership Team
Tim Brackney
As CEO of Springline Advisory, Tim is responsible for the overall strategic direction, leadership, and growth of the firm. Recognized for his values-driven leadership style, Tim has guided Springline since
Josh Heid
Josh oversees all financial operations at Springline Advisory, ensuring the firm’s fiscal health and aligning financial strategy with business goals. He plays a critical role in budgeting, forecasting, and financial
Erin McAuley
Erin is responsible for leading talent strategy and developing a meaningful and rewarding organizational culture for our most important asset–our people. She’s recognized as a visionary builder and talent multiplier.
Abhesh Kumar
Abhesh leads the technology strategy for Springline and drives innovation and digital transformation while focusing on initiatives that enhance efficiency, elevate client service, and foster an engaging environment for a
Anne Leal
As CAO, Anne oversees founding firm member integration, program management, internal event strategy, and serves as Springline’s compliance officer. By bringing her successful career track record of leading operations for
Brad Kuglin
Brad brings more than 15 years of professional services experience, starting his career as a CPA in public accounting before diving into consulting and advisory services. He’s led business development
Hiral Rao
Hiral brings more than 23+ years of experience across audit and advisory services from EY. At Springline, she’s responsible for establishing and managing the firm’s global operations including client facing
Bryan Leuszler
Bryan is responsible for acquisition and partnership development activities, defining the M&A strategy, deal sourcing and identification, and managing overall transaction execution. He brings extensive M&A experience from prior career
Kevin Russell
Kevin is responsible for acquisition and partnership development activities, defining the acquisition strategy, deal sourcing and identification, and managing overall transaction execution. He brings extensive M&A experience from prior career
Brian Cox
Brian oversees finance and accounting operations at Springline Advisory, supporting the firm’s financial health and day-to-day rigor while aligning execution with broader business goals. He leads budgeting, forecasting, and
Anthony Laria
Anthony leads the firm’s integration strategy, partnering with leadership and acquired teams to ensure smooth transitions and strong execution as the organization grows. He works closely across the business to
Mike McGuire
Mike McGuire serves as an independent board director for Springline Advisory. From January 2015 to July 2019, he served as CEO at Grant Thornton LLP, the U.S. member firm of
Josh Beck
Josh is responsible for leading the MarksNelson Advisory team that joined Springline in 2023. A future-focused, servant leader, he’s passionately dedicated to supporting the success of – what he calls
Shelley Mattaliano
As BGBC Advisory Managing Partner, Shelley leads the development and execution of the firm’s business strategy, guiding the direction and growth initiatives to ensure sustainable success. With 25 years of
Susan Adams
As HM&M’s Managing Partner, Susan oversees the day-to-day operations and strategic direction of one of Dallas-Fort Worth’s fastest-growing full-service accounting and advisory firms. With nearly 40 years of industry experience,
Ed Clark
Clark, Raymond & Company Advisory
In 1991, Ed co-founded Clark, Raymond & Company, where he serves as the executive professional. During his years in public accounting, Ed is the managing partner of Clark, Raymond &
Sheri Fiske Schultz
Sheri Fiske Schultz is the Managing Partner of Fiske Advisory, LLC, a South Florida business advisory firm consistently ranked as one of the top litigation support and valuation firms in
Jim Marasco
Jim is the Managing Partner of EFPR Advisory, LLC and one of the founding members of StoneBridge Business Partners, an affiliated consulting firm. He’s a member of the firm’s
Vivek Shah
Vivek Shah is a triple-credentialed accounting professional holding CPA licenses in both the USA and Australia, along with his Chartered Accountant designation from India. With more than 20 years of
Brenna Gardino
Brenna has over 25 years of experience in the life insurance industry, including a wide range of topics. Her recent activities have included leading the implementation of GAAP LDTI financial
Christy Paddock
Christy Paddock is the Founder and Managing Partner of Christy Paddock Advisors. In her role, she guides client service delivery, mentors team members, and drives business development to support growth,
Steve Mayer
Stephen (Steve) Mayer is the founder and Managing Partner of SD Mayer & Associates, a San Francisco-based accounting, tax, consulting, and wealth management firm. A licensed CPA with nearly 50
Deborah Sundermann
As Cg’s Managing Director, and Shareholder-in-Charge of the firm’s Healthcare Service Group, Deb brings three decades of accounting, tax, and profitability consulting experience to the firm. Her proven track record
Ted Blodgett
Ted’s public accounting experience spans a variety of areas, including tax planning for businesses and high-net-worth individuals, preparation of business valuations for estate and gift tax purposes, and litigation
Built to Grow. Wired to Care.
