Meet the Team

  • Mike Umscheid Mike Umscheid CEO

    For over 25 years, he has been providing consulting and auditing services to public and non-public companies.

  • Steven Ballagh Steven Ballagh CIO

    Is an enterprise and web-based applications software developer with over 15 years of specialized experience in the finance and insurance sectors.

  • Howard Montgomery Howard Montgomery Director of Sales

    A financial services executive with over 40 years experience in senior executive positions within the banking, regulatory and advisory industries.

  • Brett Carpenter Brett Carpenter Lead Developer

    Is a senior applications software developer with extensive experience in project management, support, code simplification, re-structure and their allied customer-service modifications, improvements, and updates.

  • Clark Zivelonghi Clark Zivelonghi Sr. Software Engineer

    17 years of development experience including client server and web development in real estate finance, insurance, and telecommunications industries.