What Our Clients Say About C&A

Jackie Cunningham is a seasoned professional serving as the Manager of Valuation & Estate Services at Cunningham & Associates. With her wealth of experience and diverse skill set, Jackie plays a vital role in providing comprehensive transactional support to clients and ensuring their financial success.

With a keen eye for detail and a deep understanding of tax regulations, Jackie excels in assisting clients with complex transactions, such as valuations, mergers, acquisitions, and divestitures. Her expertise lies in conducting meticulous financial analyses, assessing the value of assets and businesses, and formulating strategic recommendations to optimize tax efficiency.

One of Jackie's notable credentials is her designation as a Certified Valuation Analyst (CVA), which further enhances her ability to evaluate the worth of businesses and assets accurately. This distinction underscores her commitment to delivering precise and reliable valuation services, enabling clients to make informed financial decisions with confidence.

In addition to her role as Manager, Jackie actively contributes to the professional growth of her team at Cunningham & Associates. She is known for her exceptional leadership skills, fostering collaboration, and nurturing a culture of excellence within the organization.

Derek Morrison is an accomplished professional serving as the Manager of Strategic Alliances at Cunningham & Associates, LLC. With a focus on expanding the firm's platform through strategic partnerships, Derek plays a crucial role in providing advisors with access to advanced tax strategies, enabling them to serve their clients better.

Before this role, Derek was the leader of the firm's executive training practice, providing valuable insights and guidance to organizations seeking to optimize their operational efficiency, strategic planning, and overall business performance. His expertise in analyzing complex business challenges, developing innovative solutions, and implementing effective strategies has helped numerous companies achieve sustainable growth and competitive advantage. 

Building on his experience, Derek understands the diverse demands client's have of their professionals and works diligently to forge alliances with key advisors in the industry. By cultivating and nurturing these relationships, he aims to create mutually beneficial collaborations that enhance advisor value and increase client retention.

Jeff is an accomplished marketer with over two decades of dynamic leadership in digital marketing. Specializing in driving transformative growth, spearheading innovative campaigns, and fostering high-performance teams.

With an extensive agency background, Jeff has worked in various industries, from tech startups to global corporations, with a focus on financial services. He brings a proven track record of developing and executing comprehensive marketing strategies that elevate brand visibility, engage target audiences, and significantly impact the bottom line.

Jeff is a recognized thought leader in the marketing industry, frequently invited to share his expertise at industry conferences and lend his insights to publications.

Mike Morphy is an accomplished professional serving as the Business Development Manager at Cunningham & Associates, LLC. With a diverse background that spans professional experience, athletics, coaching, and mentorship, Mike brings a unique blend of skills and experiences to his role. His exceptional management and leadership abilities are instrumental in guiding the team toward achieving its goals and driving business growth.

Prior to a successful 10+ year career in business development, Mike distinguished himself as a former NCAA Division One athlete, where he honed his skills in teamwork, discipline, and perseverance. Drawing upon his athletic and academic background, Mike understands the importance of setting goals, working collaboratively, and maintaining a winning mindset.

As the Business Development Manager, Mike utilizes his extensive skill set to identify new business opportunities, forge strategic partnerships, and nurture client relationships. His keen market insights and ability to build strong connections enable him to expand Cunningham & Associates' reach and solidify the firm's position as a leader in the specialty tax industry.

Brian Fisher is a highly skilled technology engineer serving as the Manager of Quality Assurance & Technology at Cunningham & Associates. With his extensive infrastructure & software background, Brian brings a unique blend of technical expertise and a quality-driven mindset to his role. His deep understanding of cutting-edge technologies and commitment to exceeding industry standards make him invaluable in driving the firm's quality and efficiency initiatives.

Drawing upon his experience, Brian plays a pivotal role in ensuring that Cunningham & Associates goes beyond the status quo regarding quality assurance and technology implementation. He is responsible for developing and implementing robust quality control processes, conducting thorough testing and analysis, and continuously improving the firm's infrastructure to enhance efficiency and client satisfaction.

In addition to his technical expertise, Brian is a natural problem-solver with a keen eye for detail. He collaborates closely with cross-functional teams, providing guidance and support to ensure that the firm's technology systems are secure, reliable, and optimized for peak performance.

Morgan Macchiarulo is a highly skilled professional serving as an Estate Tax Consultant  at Cunningham & Associates, LLC. With an impressive academic background and a wealth of expertise, Morgan plays a pivotal role in providing estate planning analysis and support to the firm and its clients.

Morgan's educational journey began at Harvard University, where she excelled academically and athletically as a Division 1 softball team member. Her time as a student-athlete instilled in her a strong work ethic, discipline, and the ability to thrive in high-pressure environments.

Building upon her undergraduate success, Morgan went on to earn her law degree from Boston College. Her legal education equipped her with a solid foundation in tax law, business transactions, and regulatory compliance, which she utilizes to navigate complex estate and tax challenges.

As an Estate Planner at Cunningham & Associates, Morgan leverages her comprehensive understanding of tax regulations to ensure compliance and mitigate risks. She plays a critical role in analyzing and interpreting tax laws, audit support, and conducting thorough research.

Ryan Gibbons is a highly skilled team member serving as a Senior Financial Analyst at Cunningham & Associates. With his strong analytical acumen and comprehensive understanding of financial principles, Ryan plays a crucial role in driving informed decision-making and ensuring the financial success of the firm and its clients.

Drawing upon his extensive background in finance and accounting, Ryan possesses a deep knowledge of financial analysis, budgeting, and forecasting. He leverages this expertise to conduct in-depth financial assessments, evaluate market trends, and provide accurate insights that enable the firm to make strategic financial decisions.

Ryan's exceptional attention to detail and ability to analyze complex financial data make him an invaluable asset to the firm. He conducts comprehensive financial modeling, assesses risk factors, and identifies opportunities for improvement, helping clients optimize financial performance and support overarching strategies. 

Meghan Lincoln-Fletcher is a highly efficient and organized professional serving as the Project Coordinator at Cunningham & Associates. With her exceptional coordination and communication skills, Meghan plays a pivotal role in ensuring the smooth execution of projects and the seamless collaboration of team members.

Meghan's experience and exceptional communication skills make her an invaluable asset in facilitating collaboration among various stakeholders, both internally and externally. She serves as a central point of contact, fostering effective communication channels and ensuring that all project participants are well-informed and aligned.

With a proactive approach and a strong sense of ownership, Meghan consistently goes above and beyond to exceed expectations. She is adept at identifying potential roadblocks and implementing proactive measures to mitigate risks, enabling projects to stay on track and achieve desired outcomes.