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 almost 25 years ago, founded Morones Analytics in 2002, and has built a strong practice and reputation ever since.

Experts & Associates

Brent Boutwell

CPA, Director of Client Services

Lost Profits Damages

Forensic Accounting & Fraud Investigation

Brent Boutwell serves as Director of Client Services, performing quality review and monitoring process controls. He brings a unique combination of experience in operations management to complement our team. Brent also serves clients by conducting financial analysis and document review on forensic accounting and damages matters.

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Jeffrey Cone

CPA

Forensic Accounting & Fraud Investigation

Data Analytics

Jeff Cone is a data expert who has been conducting both forensic accounting and data investigations for 30+ years after serving as an auditor with two international accounting firms. He has worked on a wide variety of both civil and criminal matters and testifies in federal and state courts.

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Paul P. Heidt

ASA, Director of Valuation Research

Business Valuation

Paul Heidt serves as the Director of Valuation Research, conducting business appraisals and litigation research. For 20+ years, he has performed 180+ business appraisals for litigation, gift and estate tax planning, marital dissolution, business transactions, reorganizations and succession planning.

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Kevin Marold

CPA, CFE, CFF

Forensic Accounting & Fraud Investigation

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.

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Serena Morones

CPA, ASA, ABV, CFE

Lost Profits Damages

Intellectual Property Damages

Forensic Accounting & Fraud Investigation

Business Valuation

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.

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Jennifer J. Murphy

CPA, CFE, CFF

Lost Wages & Wrongful Death Damages

Lost Profits Damages

Intellectual Property Damages

Forensic Accounting & Fraud Investigation

Data Analytics

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.

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Alina Niculita

ASA, CFA, MBA, Director of Valuation Services

Business Valuation

Alina Niculita is a valuation industry expert who specializes in business appraisal and appraisal review for business transactions and litigation. Since 2014, she has appraised hundreds of companies in diverse industries and sizes with up to several billions of dollars in revenue.

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