Jessica Wade

Darren Jossel

Chicago

Darren Jossel has been a member of the CJBS team since 2018 and currently serves as a director in the firm's Tax Department. His responsibilities include completing tax returns and compilations for clients in industries such as real estate, medical practices, and construction. He previously worked as a senior tax associate at RSM US LLP and at Global Logistics Properties. He earned a Bachelor of Science in Accounting and Management from Indiana University in 2011 and holds a Certified Public Accountant designation in Illinois.

Dawn Gilliland

Marblehead

Dawn Gilliland is the principal of Affordable Bookkeeping Services, which establishes and maintains accounting records for small businesses. She has more than a decade of bookkeeping experience and is a certified QuickBooks ProAdvisor. Before founding the firm, she owned and operated In Touch, a gift shop on Newbury Street in Boston. She holds a bachelor's degree from Northeastern University and a certificate in accounting from Salem State University. The firm's site states it is now Savvy Financial Solutions, based on the North Shore of Massachusetts and serving clients throughout the U.S.

Terrence Craddock

Philadelphia

Terrence Craddock founded Blackex Consulting in Philadelphia to advise owner-led companies with $2M to $50M in revenue. The firm works with businesses in construction and trades, professional services, and multi-site healthcare across Greater Philadelphia and the Mid-Atlantic. Its published services include profit diagnostics, pricing and organizational redesign, fractional CFO and COO leadership, advisory boards, and exit and succession readiness. The firm's site lists its phone number as (215) 240-5699.

Rick Alteri

Lake Forest

Rick Alteri is a Senior Financial Analyst at Crescent Grove Advisors, where he supports senior client advisers in implementing customized financial solutions for C-suite executives, business owners, and their families. He has over twenty years of experience in the financial services industry. Before joining the firm, he was a wealth planner for Wells Fargo for ten years and began his career at the Ayco Company as a financial analyst preparing tax projections, tax returns, and customized financial plans. He earned a BS in finance from The College of Saint Rose.