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.
What started as a firm rooted in the Pacific Northwest has grown over the last 20 years with cases and professionals in the Midwest, Southwest, and across the country. We have professionals in Grand Rapids, MI; Cleveland, OH; San Jose, CA; and Austin, TX.
Experts & Associates
Kori Bogard
CPA, CFE, CFF
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.
Paul P. Heidt
CPA, ASA, ABV, Director of Valuation Research
Paul Heidt is a testifying business valuation expert. In the last 25 years, he has performed 250+ business appraisals for litigation, gift and estate tax planning, marital dissolution, business transactions, reorganizations and succession planning.
Kevin Marold
CPA, ABV, 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 and testifying expert who has specialized in business appraisal and appraisal review for litigation cases and business transactions for two decades. She has appraised hundreds of companies in diverse industries and sizes up to several billion dollars in revenue and testified in support of her opinions.
Jennifer A. Prager
CPA, CFE, CVA, ABV, MAFF, Director
Jennifer Prager has specialized in financial damages analysis and forensic accounting for 20+ years. She is a testifying expert who brings deep experience at CPA firms and on large forensic cases in Portland and San Francisco.
Archita Shah
CPA, CVA, CFF
Archita Shah has more than 20 years of experience in forensic accounting with an extensive background in complex litigation.
Tyson Slesnick
CPA, CFE, Forensic Data Analyst
Tyson Slesnick is a versatile problem solver with 12+ years of progressive experience performing data analytics and developing business intelligence solutions in financial services.
Abraham Smith
CFE, Director of Criminal Investigation
Abe Smith served as a Special Agent with the Criminal Division of the IRS for 20 years, uncovering complex financial crimes. With this unique background, he offers valuable perspective throughout the litigation process.
Terry G. Whitehead
CPA, ASA, ABV
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.
Administration
Julie Wilson
CPA, Director of Finance & Administration
- [email protected]
- 503-718-0370
Ewelina Kajak
Litigation Presentation & Marketing Communications Consultant
- [email protected]
- 503-223-5168
Nick Deccio
CPA, Director of Operations
- [email protected]
- 503-718-0373
Julie Wilson
CPA, Director of Finance & Administration
- [email protected]
- 503-718-0370
Ewelina Kajak
Litigation Presentation & Marketing Communications Consultant
- [email protected]
- 503-223-5168
Nick Deccio
CPA, Director of Operations
- [email protected]
- 503-718-0373