Built by someone who’s sat on both sides of the table.
Quattro Research Group was founded on a simple conviction: small and mid-size business owners deserve the same quality of financial infrastructure that Fortune 500 companies take for granted — without the Fortune 500 price tag or the institutional indifference.
The firm's founder brings a background that doesn't fit a typical accounting mold. A United States Marine Corps veteran with a graduate degree in accounting from NYU Stern School of Business, a former tax professional, and an endurance athlete who understands that discipline, systems, and preparation are what separate outcomes from intentions.
The financial operations most businesses need aren't complex — they're just rarely executed with precision. Quattro exists to execute with precision.
“Quattro's founder is currently completing CPA licensure requirements, with full examination completion targeted for Q3/Q4 2026. Tax returns prepared by Quattro are reviewed and signed by an independent licensed CPA. All services are delivered in full compliance with applicable professional standards.”
Precision over Speed
“Every number tells a story. We make sure it’s the right one.”
Systems over Heroics
“We build infrastructure that works without us in the room.”
Ownership over Service
“We treat your business like we have equity in it. Because that’s the standard we’d want.”
Credentials & Background
- ◆Master of Science in Accounting — NYU Stern School of Business (May 2026)
- ◆Bachelor of Science, Economics — University of Houston
- ◆CPA Candidate — Examination in Progress, Target Completion Q3/Q4 2026
- ◆U.S. Marine Corps Veteran
- ◆Endurance Athlete — Marathon & Ironman Competitor
- ◆Tax Professional — Multi-year preparation experience