Who We Are

Relationships. Excellence. Service.

Committed to client relationships. Dedicated to excellence. Here to serve. 

We are committed to providing close, personal attention to our clients. You can be assured you’ll receive personalized, best-in-class assistance that comes from years of advanced training, technical experience and financial acumen. We believe that deep expertise + commitment to an ongoing, hands-on relationship = the tax advisor our clients deserve.

Barrett Penan, CPA/ABV/CFF/PFS

Senior Managing Principal and Co-Founder

Info coming soon.

James (Jim) Scott, Jr., CPA/CGMA

Senior Managing Principal and Co-Founder

Info coming soon.

Renée Kascic, CPA/ABV/CFF/PFS

Principal

Info coming soon.

Meg Mouser, CPA/PFS

Principal

Info coming soon.

Solai Nagappan, CPA

Principal

Info coming soon.

Shawn Talley, CPA

Principal

Info coming soon.

Ranjana Ramachandran, CPA

Senior Manager

Info coming soon.

Stephen Thompson, CPA

Senior Manager

Info coming soon.

John Grant, CPA

Senior Manager

Info coming soon.

Kyung Kim, CPA

Senior Manager

Info coming soon.

Chelsea Leatherwood, CPA

Senior Manager

Info coming soon.

Neil Markowitz, CPA

Senior Manager

Info coming soon.

Jia Jia Wang, CPA

Manager

Info coming soon.

Kate Budnick

Manager

Info coming soon.

Anne Inman, CPA

Manager

Info coming soon.

Brian Hellman

Manager

Info coming soon.

Ali Shamsa, CPA/MBA/MAFM

Manager

Info coming soon.

Rock Creek Advisors is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.