Meet the Team
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Shane Cormier, CPA, MAcc
FOUNDER, CEO
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Brian Chalmers
M&A ADVISORY
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Nathan Howze
ACCOUNTANT
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Brock Howze
DATA ANALYST
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Stephanie Reneé Cormier
DATA ANALYST
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Hannah Cormier
EXECUTIVE ASSISTANT
Shane Cormier, CPA, MAcc
FOUNDER, CEO
Shane Cormier is a seasoned financial executive with 25 years of leadership experience across Northeast Florida, distinguished by his ability to guide organizations through complex financial, operational, and strategic inflection points. His career spans CFO roles in construction, software and technology, insurance and underwriting, and aerospace—supporting companies from emerging $500K enterprises to multi‑billion‑dollar organizations generating up to $3.9B in revenue.
A licensed Certified Public Accountant in Florida, Shane brings the analytical discipline and ethical rigor of the profession alongside advanced expertise as a member of the AICPA’s Forensic and Valuation Services section. His leadership excellence was recognized in 2016 when he received the Jacksonville Business Journal’s “Ultimate CFO” award, underscoring his impact on regional business growth and financial governance.
Shane’s advisory work extends throughout Florida and across the United States, where he is known for a rare combination of strategic foresight, operational clarity, and practical execution. His breadth of experience enables him to drive value creation, strengthen organizational resilience, and support long‑term transformation for clients navigating uncertainty, expansion, or transition.
M&A ADVISORY
Brian Chalmers
Brian Chalmers is an accomplished M&A advisory professional with deep expertise in pre‑ and post‑sale readiness, due diligence, transitional leadership, and strategic financial and operational consulting. He brings a strong combination of technical financial acumen and practical deal execution, reinforced by a Private Equity Certification from Wharton Online in partnership with Wall Street Prep.
In addition to his advisory work, Brian serves on the Board of the National Christian Foundation, where he contributes to strategic direction and national‑level philanthropic initiatives. He is committed to helping organizations navigate pivotal financial decisions with clarity, integrity, and long‑term strategic focus.
Outside of his professional leadership, Brian is a devoted husband to Ashley and father to three boys—Will, Gavin, and Caleb—who embody his dedication to excellence both personally and professionally.
ACCOUNTANT
Nathan Howze
Nathan Howze is a detail-oriented accounting professional with a strong foundation in financial analysis and reporting. As both an accountant and data manager, he brings a disciplined, analytical approach to solving complex business challenges and delivering accurate, reliable results.
Nathan is committed to continuous learning and helping organizations make informed financial decisions that support long-term growth. In his free time, Nathan collects vinyl's & weightlifts.
DATA ANALYST
Brock Howze
Brock Howze is a data-driven analyst with advanced expertise in Power BI, specializing in building dynamic dashboards for both financial and operational reporting. He leverages strong skills in Excel, data modeling, and accounting principles, and is currently training in accounting to further strengthen his financial foundation and analytical rigor.
Known for his creativity, Brock transforms complex datasets into clear, impactful visual narratives that make decision-making intuitive and actionable.
Stephanie Reneé is a detail-oriented Data Analyst who transforms complex data into clear, actionable insights that support strategic decision-making. With a strong foundation in data management, reporting, and business operations, she contributes to a deeper understanding of performance and growth opportunities.
She specializes in organizing and analyzing data, building reports, and delivering accurate, timely insights to support leadership and team initiatives. With a proactive mindset, Stephanie streamlines processes and ensures data is communicated clearly and effectively across the organization.
Stephanie Reneé Cormier
DATA ANALYST
EXECUTIVE ASSISTANT
Hannah Cormier
Hannah is a strategic and highly organized Executive Assistant who provides high-level administrative support to senior leadership. She serves as a trusted partner to executives, ensuring their time, priorities, and communications are managed with precision and discretion.
With a proactive approach, Hannah coordinates complex calendars, arranges detailed travel itineraries, and acts as the primary point of contact between leadership, staff, and external partners. She handles confidential company, board, and personal information with integrity while managing special projects and anticipating needs before they arise.
Known for her professionalism and ability to manage multiple competing priorities, Hannah plays a key role in supporting strategic business goals and enhancing executive efficiency across the organization.