Business owners do not need more disconnected advice.
They need someone looking at the business, the people, the money, the family, and the future together.
Begin With the FormOur role
We help connect the full picture.
Most established owners already have a CPA, attorney, insurance professionals, financial advisors, and internal accounting support.
Each may be doing good work. But without coordination, important decisions can remain disconnected.
Exponent acts as the business owner’s advocate—helping define priorities, connect the right professionals, evaluate alternatives, and keep the plan aligned with what the owner is actually trying to achieve.
- CPA
- Attorney
- Wealth Advisor
- CFO
- Leadership Team
- Family/ Legacy
Our approach
Five commitments that shape every engagement.
The team
A team built around the owner.
Exponent combines business-owner strategy, financial planning, risk management, operational support, and advisor coordination within one client-focused process.
George Abboud
CEO & Co-Owner
Christopher Bourgeois
President & Co-Founder
Sami Abboud
Vice President
Adela Tischina
Director Of Operations
Nicholas Prangner
Director Of Financial Planning
Leslie C.
Client Service Professional
Jose Alvarez
Client Services Coordinator
Aileen
Role?
Jason Lee
Vice President
Lauryn Wild Powell
Marketing Associate
Doug Gibson
Vice President
Tracy
Role?
Kevin Caballaro
Vice President
Aaron Hevle
Director of Finance