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 - Co-Founder & 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- Co-Founder & 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

  • Annie Carlon - Co-Founder, Head of Accounting

    Annie Carlon is an original Co-founder of Stage 1 and she heads our Accounting Team.  Annie comes to Stage 1 with a background in small business accounting... read more

  • Kevin Meurer - Co-Founder, Head of Business Intelligence

    Kevin Meurer is the Co-Founder, Head of Business Intelligence. He manages people and processes within the transactional accounting department... read more

  • Melissa Ciana - Partner, Tax and Technical Accounting

    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

  • Mike Tornatela - Partner, Finance

    Mike joins Stage 1 with +15 years experience in Finance and Accounting, tasked with standing up a Financial Planning & Analysis organization along with assisting the CFO in diligence... read more

  • Joelle Sy - Operations Manager

    Joelle joins the Stage 1 Team as a Operations Manager... 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

  • Kyle Meurer - Sr. Staff Accountant

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

  • Sarah McPhee - Sr. Staff Accountant Manager, A/P

    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

  • Heidi Garrett - Sr. Staff 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

  • Zackary Michek - Sr. Staff Accountant

    Zackary Michek joined Stage 1 Financial as Sr Staff Accountant... read more

  • Lacy Nitzel - Sr. Staff Accountant

    Lacy Nitzel joins the Stage1 Financial team as a Transactional Accounting Manager. She is a graduate of Regis University with a BS in Business Administration emphasis in Management... read more

  • Aaron Naley - Sr. Staff Accountant

    Aaron joins the team as a Sr. Staff Accountant having already spent three and a half years in accounting for a private, worldwide company in the... read more

  • Josh Tsend-Ayush - Sr. Staff Accountant

    I completed my bachelor of science in accountancy with a business administration minor at the National University of Mongolia, School of business... 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- Senior Business Intelligence Analyst

    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... read more

  • Matthew Crowley - Business Intelligence Analyst

    Matthew joins Stage1 Financial as a Business Intelligence Analyst. He graduated from Kennesaw State University in Information Systems with a focus on Data Science.... read more

  • Michael Tralli - Finance Intern

    Michael joins Stage 1 Financial's Finance team as a... read more

  • Kalyan Nepal - Staff 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

  • Megan Wisniewski - Staff 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

  • Joseph Calderon - Staff Accountant

    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

  • Anita Brock - Staff 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

  • Tyler Mapleback - Staff 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

  • Seleste Giron-Schilt - Staff Accountant

    Seleste joined Stage 1 as a Transactional Accountant in the Denver Office. Born and raised in Denver, CO, Seleste enjoys... read more

  • Mayra Ruiz - Staff Accountant

    Mayra Ruiz joined Stage 1 Financial as a Staff Accountant. She attended ITCH in Chihuahua, Mexico where she earned her Bachelor of Science in Electromechanical Engineering... read more

  • Nicole Giller - Staff Accountant

    Nicole joined Stage 1 as a Staff Accountant after graduating from UC Riverside. She obtained a bachelor’s degree in business administration, focusing in accounting... read more

  • Courtnee Winslow- Staff Accountant

    Courtnee is from a small town in New York but has lived on and off in Colorado since 2014. Now, she is here to stay! Courtnee previously worked in several financial institutions as a Relationship Banker... read more

  • Lan Lertpanit - Staff Accountant

    Lan started to pursue her academic degree at the University of San Diego and then graduated from the Metropolitan State University of Denver with a bachelor degree in Economics... read more

  • James Lowrey - Staff Accountant

    The origin of James Lowrey is unknown. Harvard academics say he was raised in a family of Yeti’s somewhere in Colorado... read more

  • Monique Mac Arthur- Staff Accountant

    Monique joins Stage 1 as an Staff Accountant with a focus in Payroll... read more

  • Matthew Carlon - Staff Accountant Intern

    Matthew is from Marshalltown, Iowa where he has spent nearly all of his life. He will be entering his senior year... read more

  • Jen Wilson - Marketing

    Jen joined the Stage 1 Team as the Operations Manager and has since transitioned to marketing, focusing on small business management and large business support. After graduating from AI Colorado in 2008 Cum Laude... read more

  • Michael Hayden - Executive Assistant

    An MBA Magna Cum Laude UCLA Graduate in 2005. He worked with one of the Big 4 firms in New York City... read more

Interested in Joining our Team?