Our Team

Our team of experienced professionals focuses on startup, early growth stage, and faster growing companies. Our industry specialties include consumer, retail, manufacturing, media, entertainment, nonprofit, and service-based companies.

More importantly, we focus on hiring individuals who understand the challenges you and your organization face.

We structure our teams and tailor our services to meet our clients’ needs.

Stage 1 Financial – Client Teams

  • Katy Triefenbach - CEO

    Katy Triefenbach is the Co-Founder of Stage 1 Financial. She manages Business and Marketing Strategy, Business Development, Operations and Strategic Partnerships.. read more

  • Jeremy Triefenbach- Engagement Leader - CFO

    Jeremy Triefenbach is the Co-Founder of Stage 1 Financial. Jeremy heads all of Client Services, which serves as Stage 1 Financial’s “product.” read more

  • Kevin Meurer - VP of Technologies

    Kevin Meurer is the VP of Technologies. He manages people and processes within the transactional accounting department... read more

  • Annie Carlon - VP of Transactional Accounting

    Annie Carlon is the VP of Transactional Accounting. She oversees the team of transactional accountants, which builds and manages the data that create our clients’ financials... read more

  • Melissa Ciana-Principal, Engagement Leader (CFO)

    Melissa joins the Stage 1 team as a seasoned finance and operations executive with 20+ years of experience helping start-up and growth companies create the financial infrastructure to influence decision-making and maximize sales in highly competitive spaces. read more

  • Matt Mckane- Sr. Staff Accountant

    Matt Mckane is one of Stage 1 Financial's staff accountants. Matt works on the Southern California team focusing on clients in Orange County, Los Angeles and Denver. Matt provides various services... read more

  • Natalie Wilson- Business Intelligence/ Finance Manager

    Natalie Wilson is Stage 1’s recnet MBA graduate with a special focus in Finance. Natalie supports all aspects of the business with a primary focus on financial reports, special projects/ analytics... read more

  • Emad Sarlak- Business Intelligence Intern

    Pursuing his dreams made Emad Sarlak come to the United States. He studied hard to get accepted into one of the top universities in the U.S. Now he is enrolled in Pepperdine University as one of the top universities not only in California but also nationwide where he is obtaining his Master of Business Administration (MBA) with a concentration in finance.
    read more

  • DeAundra Battle-Staff Accountant

    DeAundra graduated from the University of California Riverside with a B.S. in Business Administration with an accounting concentration. After an internship with the Orange County government DeAundra later took an accounting position at a wedding.... read more

  • Danny Delgado- Staff Accountant

    Danny joins the Stage 1 team as recent graduate from the University of San Diego with a BS in Accounting. While in University Danny was part of the Division 1 soccer team from 2009 to 2012. After his senior season, Danny was picked 33rd overall by the San Jose Earthquakes in the MLS Superdraft in 2013. read more

  • Jonathan Menendez- Staff Accountant

    Jonathan joins the team as a Staff Accountant in our California Offices. Prior to joining Stage 1 Jonathan was a store manager at the Chevron Corporation. During this time he also completed an Accounting Internship for Applied Instruments Technology. read more

  • Amy Lee- Staff Accountant

    Amy graduated from the University of California, Santa Cruz with a Bachelor’s Degree in Business Management Economics with an emphasis in Accounting. While in Santa Cruz, she interned as an Accounts Payable Intern at Cruzio Internet.

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  • Melissa Armstrong- Sr. Transactional Accountant

    Melissa Joins the Stage 1 Financial family all the way from Puerto Rico, where she obtained her bachelors in Accounting as well as her CPA license... read more

  • Sarah McPhee- Sr. Transactional Accountant

    Sarah is a graduate of Metropolitan State University of Denver with a BS in Accounting. She has worked in patient services for a prominent hospital and as an in-house bookkeeper and general ledger accountant for nonprofit businesses. read more

  • Kalyan Nepal- Sr. Transactional Accountant

    Kalyan joined the Stage 1 Team as a Sr. Transactional Accountant. Kaylan attended the University of Colorado Denver where he graduated with a degree in.... read more

  • Kyle Meurer - Sr. Transactional Accountant

    Kyle Meurer is one of Stage 1 Financial's Transactional Accountants. read more

  • Megan Wisniewski- Sr. Transactional Accountant

    Megan Wisniewski joined Stage 1 as a Sr. Transactional Accountant. Megan went to the University of Wisconsin-Madison and graduated with degrees in Economics with a Mathematical Emphasis and English Literature. read more

  • Jen Wilson- Transactional Accountnat

    Jen joins the Stage 1 Team as a Operations Manager focusing on small business management and large business support. After graduating from AI Colorado in 2008 Cum Laude, Jen has worked with companies ranging in size from global corporations... read more

  • Heidi Garrett- Transactional Accountant

    Heidi Garrett joined Stage1 Financial as a Transactional Accountant. She attended Fort Lewis College in Durango, Colorado where she earned her Bachelor of Arts in Finance with a minor in Accounting.
    Prior to joining Stage 1, read more

  • Zachary Keilwitz Transactional Accounting Manager

    Zachery graduated with his Bachelors of Science in Accounting from Metropolitan State University of Denver in 2015 and is currently in the process of getting his Masters in Accounting. He has been under the mentorship of several CPA’s since graduation. read more

  • Joseph Calderon- Operational Accoutant

    Joseph Calderon is kicking off his professional Accounting career by joining the Stage 1 team in our Denver offices. Prior to Stage 1 Joseph was obtaining his degree in Accounting at the University of Texas. read more

  • Tyler Mapleback- Operational Accountant

    Born and raised in Golden, CO, Tyler enjoys spending his free time outdoors, whether that’s taking his little dog Hank for walks, going on hikes through the foothills, or playing tennis on summer evenings. Tyler previously attended San Diego State University... read more

  • Nicole Mac Arthur- Payroll Clerk

    Nicole Mac Arthur joined the Stage 1 Financial team as a Payroll Clerk in our California offices. Nicole is currently pursuing a Bachelor’s Degree in Business Management.. read more

  • Anita Brock- Transactional Accountant

    Anita Brock is one of Stage 1’s Transactional Accountants. Anita focuses her day on accounts receivable, accounts payable, scheduled payments, end of month bank reconciliations... read more

  • Kathryn Jacks- Controller

    Kathryn Jacks joins the team as a part-time Controller. Kathryn comes from a long career of US and International Finance and Accounting... read more

  • Kelli Frenchmore- Transactional Accountant

    Kelli is Stage 1 Financial's Transactional Accountant focuses solely on small businesses. Stage 1 wants to ensure that even our smallest clients are receiving the expert attention they deserve.... read more

  • Nicole Giller- Intern

    Nicole joins Stage 1 as an intern while finishing up her degree. Nicole is currently pursuing a degree in Business Administration with a concentration in accounting at UC Riverside. She is graduating this June. Before joining the Stage 1 Financial Team.. read more


Interested in Joining our Team?