Meet the Team

Accredited experts. Proven guidance. One team on your side.

Behind every successful transition is a team you can trust. SRG’s accredited, field-tested experts provide consultant-led guidance—no handoffs, no generic advice—to help financial professionals navigate valuation, M&A, and succession planning with clarity and confidence. Meet our team below.

Leadership

David Grau Jr., MBA

Founder/CEO

Kristen Grau, CPA, CVA, CEPA

Executive Vice President

Nicole Frey,
CFP®

Director of Team Solutions

Ryan Grau, CVA, CBA

Director of
Valuations

Nicole Sinclair

Business Development Manager

Parker Finot

Director of
Transaction
Advisory Services

Julia Sexton, CVA

Director of Strategic Organizational Planning

Mikaela Devine

Office Manager &
HR Coordinator

Valuations

Ryan Grau, CVA, CBA

Director of
Valuations

John Roxburgh

Project Coordinator

Julianne Bigornia

Project Administrator

Strategic Organizational Planning

Julia Sexton,
CVA

Director of Strategic Organizational Planning

Courtney Sobkow

Project
Coordinator

Team Solutions

Nicole Frey,
CFP®

Director of Team Solutions

Jessica Otero

Senior Project Coordinator

Transaction Advisory Team

Parker Finot

Director of
Transaction
Advisory Services

Brenden Lapierre

Associate

Seller Advocacy

Kristen Grau, CPA, CVA, CEPA

Executive Vice
President

Aliza Perry

Project Coordinator

Jordon Segura

Project Coordinator

Legal/General Counsel

Todd Fulks, JD

General Counsel

Sarah Farmer

Legal Analyst/Paralegal

Client Solutions/Sales

Nicole Sinclair

Business
Development
Manager

Craig Chanti

Business
Development
Representative

Sabrina Powell

Business Development Representative

Marketing

Kristen Grau, CPA, CVA, CEPA

Executive Vice
President

Guy Littlefield

Marketing Specialist

Gun Park

Digital Content & Social Media Coordinator

IT Development

Cliff Weiler

Applications Engineer

Administration
HR, Operations

Kristen Grau, CPA, CVA, CEPA

Executive Vice President

Mikaela Devine

Office Manager &
HR Coordinator

Robin Tippie

Administrative/
Accounting
Assistant

Join our team

Succession Resource Group is a local Portland, Oregon based consulting firm specializing in helping financial service professionals and other small business owners with acquisition, mergers, valuation and succession planning. We are always looking for driven professionals who are eager to learn, committed to excellent client service, and excited the work they do. We are a fast growing company and are always looking for talent that is eager to learn and grow. If you are interested in learning more about the employment or internship opportunities at SRG, please email your cover letter and resume  to careers@successionresourcegroup.com or visit our Careers page for current openings.