Who We Are
Net Worth. Life Worth.
The Team

Paul Croft founded Croft Enterprises in 2008, during one of the worst economic times the United States has ever faced. He believed it was the perfect time to start, because if he could make it in 2008, he knew his company would be successful.
Paul has a unique ability to establish deep and impactful relationships. He always has your best interest at heart and will work very hard for you. He studied accounting & business at the University of North Dakota (UND) after having grown up in Two Harbors, Minnesota. He has done financial consulting for 17 years and is great at it—he’s a true professional.
LEADERSHIP
Paul Thomas Croft
Founder & Chief Executive Officer
Jonathan D. Frost, CPA, MBA
Chief Operating Officer
Sandeep Basran, J.D.
Attorney Liaison
Josh Lund
National Sales Director
Elizabeth Suit
Executive Assistant to Founder & CEO Paul Thomas Croft
Dan Nelsen, MBA
Director of Innovation
David Herrera
Real Estate & Fund Manager
Rocky Garza
National Culture Director
BUSINESS DEVELOPMENT
Ryan Patrick Dunn
Senior Vice President of Business Development & Operations
Brandon Lee Carone
Senior Vice President of Business Development & Strategy
LOGAN D. VANDERGRIFF
Vice President of Business Development
Gabriel Fransen
Vice President of Business Development
Matt Dira
Senior Vice President of Finance
Sean Dunn
Vice President of Business Development
GUS DIAMONDIDIS
Vice President of Business Development & Strategy
Rabia Sohail
Vice President of Business Development
Raechell Pullett
Vice President of Business Development & Strategy
Michael J. Gannon III
Vice President of Business Development
Stacey Moragne
Associate of Business Development
Russ Lalevee
Associate of Business Development
Bethany Fischer
Associate of Business Development
Alex Lawrosky
Associate of Business Development
Harry Garcia
Associate of Business Development
Enrique Algarin
Associate of Business Development
Jim Schaefer
Associate of Business Development
Jerrad Havins
Associate of Business Development
Jon Reyerson
Associate of Business Development
Yadira Kauffman
Associate of Business Development
Ryan Menocal
Associate of Business Development
Blaine Wright
Associate of Business Development
Luke Greenagel
Associate of Finance
Marcia Guaman Canar
Account Specialist
Arnaldo Sanchez
Senior Vice President of Business Development
TAX SERVICES
BRENDAN WALL, CPA
Assurance Manager
Angela L’Esperance
Senior Vice President of Accounting & Tax Director
Gary Grottke, CPA
Vice President of Accounting
JIM BEERS, CPA
Bookkeeping Manager
Ashish Rana, CFA, MBA
Vice President of Accounting & Tax Director
KIM ERVIN
Tax Manager
CANDACE LANDRY
Bookkeeping Staff
Bruce Nelson
Tax Manager
Bruce Nelson
Tax Manager
MITCHELL DESBIENS, EA/MBA
Compliance Department Manager
Parminder Kaur, MBA
Tax Manager
Scarlett Taylor
Tax Staff
MARKETING COMMUNICATIONS
Dan Loris
Chief Marketing Officer
MEG SHEPARD
Marketing Director
Matt Falk
Marketing Director
Chersti Croft
Public Relations & Communications Director
Eric Jacobs
Associate of Marketing
Allegra Rose Berger
Associate of Marketing
OPERATIONS
NIC ELLIOTT
Payroll & Firm Manager
Sarah Zouk
Operations & Tax Manager
Lauren Mills
Client On-boarding Specialist
Annalies Launderville
Client Service Manager and Executive Operations Assistant
Miriam Valeria Cortez
Communications Coordinator & Executive Assistant to Paul Thomas Croft
Stephanie Ford
Associate of Business Development & Executive Assistant to Paul Thomas Croft
Kara Williams
Client Service Manager
Rachel Bullivant
Executive Assistant & Associate of Business Development
MARAH WEBSTER
Human Resources Assistant
Luke Johnson
Client Relations Manager
Claire Monar
Executive Assistant to J.D. Frost
Our Mission
At Croft Enterprises, we help you, our goal-oriented clients, achieve your life aspirations through providing comprehensive integrated financial services with unsurpassed honesty and integrity.
Our Spirit Animals
At Croft Enterprises, we believe in the power of spirit animals.
Paul’s spirit animal for Croft Enterprises is the rhinoceros:
- The rhino is a rare find, like our special brand of integrated financial services.
- Just as the rhino’s tough skin offers protection, we guard your ideas, dreams, and finances with honesty and integrity.
- And, just as the rhino never moves backward, only forward, we help you to set meaningful goals and to move consistently toward them.
Ryan Patrick Dunn (1:35)
Learn the extraordinary way that Ryan Patrick Dunn met Paul Croft and about how Ryan values collaborating with the dynamic team at Croft Enterprises.
Brandon Lee Carone (1:28)
Hear how Brandon Lee Carone feels about how he fits into the client-focused culture at Croft Enterprises with his background in the hospitality industry.

Why We Do It
At Croft Enterprises, we care as much about your life worth as your net worth.