Our team brings a mighty combination of financial expertise.
We’re a highly skilled team of independent CPAs and experts who answer the toughest financial questions and perform under pressure. With a background working at top global accounting firms, in-house with major corporations and as business owners, we apply decades of specialized experience and diverse talents to each case.
Our story started with a calling to truth and justice.
After reading Gunning for Justice in high school, written by famous trial lawyer Gerry Spence, Serena Morones was captivated by the stories and the battle to investigate, protect and reveal the truth, and bring justice to people who need it. With a desire to make that kind of impact, Serena started her career in forensic accounting over 30 years ago, founded Morones Analytics in 2002, and has built a strong practice and reputation ever since.
Experts & Associates
Kori Bogard
CPA, CFE
Kori Bogard is skilled at performing complex financial analysis and investigations leveraging several years of experience with the office of an attorney general and at a major accounting firm.
Brent Boutwell
CPA, ABV, CFE, Director
Brent Boutwell brings a unique skillset with 12+ years of combined experience in public accounting, damage analysis for litigation, business valuation, and building a business in the developing world.
Paul P. Heidt
CPA, ASA, ABV, Director of Valuation Research
Paul Heidt serves as the Director of Valuation Research, conducting business appraisals and litigation research. For 20+ years, he has performed 200+ business appraisals for litigation, gift and estate tax planning, marital dissolution, business transactions, reorganizations and succession planning.
Kevin Marold
CPA, CFE, CFF
Kevin Marold conducts forensic accounting investigations and develops damages analyses. He previously worked as an external auditor with Deloitte & Touche and Grant Thornton. He also served within Nike’s global accounting team managing financial accounting and controls.
Serena Morones
CPA, ASA, ABV, CFE
Serena Morones is a damages expert who has testified more than 100 times and helped lead large and complex litigation cases to financial resolution through expert testimony or settlement.
Jennifer J. Murphy
CPA, CFE, CFF
Jennifer Murphy specializes in individual financial damages analysis, such as lost wages and wrongful death damages, as well as fraud investigations and forensic accounting analyses. She handles cases with large quantities of data, such as wage and hour class actions, and testifies in support of her opinions.
Alina Niculita
ASA, CFA, ARM-BV, MBA, Director of Valuation Services
Alina Niculita is a valuation expert who specializes in business appraisal and appraisal review for various purposes including business transactions and litigation. Since 2004, she has appraised numerous companies in diverse industries and sizes with up to several billions of dollars in revenue.
Jennifer A. Prager
CPA, CFE, CVA, ABV, MAFF, Director
Jennifer Prager has specialized in financial damages analysis and forensic accounting for almost 20 years. She is a testifying expert who brings deep experience at CPA firms and on large forensic cases in Portland and San Francisco.
Terry G. Whitehead
CPA, ASA
Terry brings 25+ years of experience providing business valuations, financial analysis, and lost profits damage analysis for businesses and individuals covering a broad range of industries.
