Edward Davis is a Senior Partner with PP&Co. Ed joined the firm in 1985 as a staff accountant, immediately following his graduation from San Jose State University with a Bachelor of Science degree in Accounting. He became a Partner at PP&Co in 1997, and served as Managing Partner from 2018 through 2023.

As a senior partner, Ed is responsible for providing tax and business consulting for closely held businesses, their owners and families, and foreign businesses entering the US market, as well as audit and accounting services. He is an active member of the Firm’s International Tax, Construction, and Real Estate practice groups and holds both Life Insurance and Securities licenses (Series 66 and 7).

Ed has long been an active member of PrimeGlobal, one of the largest associations of independent accounting firms in the world. He has served on multiple committees and boards, having been named Chairman of first the PrimeGlobal North American Board and, subsequently, Chairman of the World Board. As part of his duties and travels, Ed has developed business and personal relationships with members from around the world.

Gale Crosley, CPA, CGMA, is a well-known strategic revenue growth consultant, who has helped almost 500 CPA firms over the past 20+ years. She has worked with their managing partners and other leaders to transform their firms to high growth environments, achieving exceptional organic growth. Nine of the top 20 fastest organically growing firms recently are, or have been, her clients. For 18 consecutive years she’s been recognized as one of the Top 100 Most Influential People in Accounting by Accounting Today, and for 16 years selected one of the Top 10 Most Recommended Consultants in Inside Public Accounting’s Best of the Best. Early in her career Gale spent several years in executive level management in sales, marketing and product management at IBM and tech start-ups, after beginning her journey as an auditor at Arthur Andersen and PwC. She brings all these experiences to the current transformation facing the accounting profession.

In serving as REDW’s Managing Principal since 2016, Steve has always been an enthusiastic team, client, and community champion. He has also been recognized as one of the Southwest’s top technical experts on internal audit, fraud prevention and investigation, and risk management.

Steve merges his strong technical expertise and dedication to client service with the leadership skills required to help the firm meet the growing demand for highly specialized accounting and financial services. By guiding an extraordinary financial services team through the integration of technology, business acumen, and forward-thinking strategy, and with a focus on humility, respect, and kindness, Steve is helping team members engage in new and exciting ways to share ideas and gain client insight. He views REDW – the firm he and so many others helped to shape and expand – as something unique in the markets it serves: an unusually diverse blend of professionals and service lines able to meaningfully assist clients across a broad spectrum of complex financial and business advisory needs.

As REDW increases in size and geographic reach, Steve is poised to build on the firm’s already strong reputation for integrity and technical expertise by also ensuring that the compassionate side of the business flourishes. Steve has been an integral part of some of the largest community-oriented projects REDW has tackled for clients in recent years, including helping Native American Tribes transition from Indian Health Services to run their own healthcare facilities.

A Certified Public Accountant (CPA) in New Mexico and Arizona, Steve represents REDW in the Major Firms Group of the American Institute of CPAs (AICPA) and as an independent member of the PrimeGlobal association of advisory and accounting firms. Reflecting his passion for the profession and entrepreneurship, he was also instrumental in forming the GR8 Affinity, a collaboration of eight peer advisory and CPA firms committed to helping each other succeed in a rapidly changing business climate. What’s more, Steve is a founding board member and serves on the operating committees of GR8 Global and Spiirall, both of which are dedicated to building strong teams and providing outstanding career opportunities, as well as extraordinary client experiences. He is also a member of and actively involved with New Mexico Angels, the state’s premier organization of angel investors who support start-up and high-growth companies.

Ellen Choi is a serial entrepreneur with a passion for driving innovation in the accounting profession. She is the CEO and Founder of Edgefield Group, a consultancy that offers services at the intersection of AI, technology, and business transformation to solve Top 500 CPA firms’ biggest challenges.

A Stanford Engineering alumna, she began her career at Google, where she automated finance processes and optimized business performance. Her experience with outdated software in the back office ignited her passion for creating delightful, frictionless, high-powered, fully secure, cutting-edge technology solutions that empower the back-office staff.

After earning her Harvard MBA, product leadership roles in Silicon Valley, and selling her b2b SaaS HR tech startup LarkApps, she co-founded Aiwyn, a technology company helping accounting firms streamline their practice management. Aiwyn has been recognized with Forbes 100 Rising Stars, Boomer Visionary Award, and Accounting Today’s Award.

Jin Chang is the CEO and Co-founder of Fieldguide, the leading AI platform for advisory and audit services. As a former EY practitioner, Jin is passionate about helping audit and advisory firms grow faster and more profitably, which led him to found Fieldguide and build the software he wished he had in the field. Fieldguide is a four-time winner of CPA Practice Advisor’s Technology Innovation Award and three-time winner of Accounting Today’s Top New Products. Jin has been named one of CPA Practice Advisor’s 20 Under 40 Most Influential People in Accounting for 3 years in a row and Accounting Today’s “Ones to Watch ” in 2023 based on his leadership and vision for AI-powered technology within the CPA profession. He holds an MBA from UC Berkeley’s Haas School of Business, and a Bachelors of Science from the University of Southern California. Based in San Francisco, he enjoys mentoring startup founder-operators and is passionate about sampling coffee from around the globe.

As Audit Partner, Bryan works primarily with government contracting/DOD, manufacturing, including the craft beer industry, as well as employee benefit plans. He identifies opportunities to improve internal controls and accounting processes. Bryan also identifies clients’ specific needs and helps them make connections with people who can address those needs.

Bryan graduated Magna Cum Laude from the University of San Diego, receiving a Bachelor of Accountancy with an emphasis in Real Estate and a Bachelor of Business Administration with an emphasis in Finance and Information Technology.

In addition, Bryan obtained a Professional Certificate in the Business of Craft Beer from San Diego State University. Since 2016, he has served as Treasurer of the San Diego Brewers Guild. Bryan participates in the CalCPA’s mentorship programs, which provide guidance and advice to college students and young professionals. He also teaches financial literacy to second graders in economically disadvantaged areas via Junior Achievement.

Bryan enjoys trekking on glaciers, climbing volcanos and discovering waterfalls and hot springs around the world, as well as visiting his hometown of Jackson Hole, Wyoming, to hike and kayak with his parents. He joined LevitZacks in 2008.

Tim Brackney serves as CEO of Springline Advisory, a financial and business advisory firm dedicated to reshaping the mid-market accounting and advisory landscape. Tim has guided Springline since its public launch toward the goal of building a top-tier, middle-market business advisory leader and one of the most irresistible, people-first firms in the industry. Prior to Springline, Tim had a successful 20-year career with Resources Global Professionals (NASDAQ: RGP), where he most recently served as President and Chief Operating Officer, leading RGP’s global operations which included full P&L and operational responsibilities across North America, the UK and EU, and Asia Pacific region. He earned his MBA from Stanford University Graduate School of Business and holds a BBA from the University of Notre Dame.

2024 revenue: $42.3 mn
Growth rate: 23.68%

Headquarters: Raleigh, NC