CEO
The Menke Group, Inc
Newport Beach, CA
Joined Menke in 2015 as the CFO. In 2024, became the CEO and senior West Coast partner of the firm, focusing on ownership transitions through ESOPs. He created the Menke ESOP Success Score to assess long term sustainability for ESOP companies.
Previously 6 years as Director of Private Equity (Moss Adams/Baker Tilly).
Previous 6 years as business consultant and co-founder of a green building product manufacturer.
Licensed CPA (California) and ABV.
Masters in Tax from GGU.
FINRA Series 24, 63, and 79 licenses.
Board member - WRA Environmental and Catapult Growth Funds
Disclosure information not submitted.
Making Your ESOP a Success, Now and Forever
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