Meet Our Advisors
Our team of experienced CPAs, Enrolled Agents, and strategic advisors combines technical tax expertise with real-world experience serving business owners, real estate investors, and high-income professionals.
Christina Nortman, CPA
Certified Public Accountant and Partner leading the Northeast division from Maryland. Christina brings a foundation of Big Four experience from PwC and CohnReznick, combining large-firm sophistication with client-centered, accessible service.
Background: Bachelor's and Master of Science in Accounting from University of Baltimore.
Specialty: Proactive tax planning for high-income business owners and real estate investors seeking to level up from their current CPA.
Mark Simonsen, CPA
CPA and Founding Principal based in Montana with deep roots in the local business community. Mark brings a hands-on, client-first mentality focused on proactive, advanced tax planning for high-income business owners and real estate professionals.
Specialty: Advanced tax strategy for business owners, real estate investors, and entrepreneurs who need sophisticated planning to reduce their tax burden.
Adam West, EA
Enrolled Agent and Partner at both Gonser, West & Associates and AE Tax Advisors, based in Macon, Georgia. Adam leads the Southeast division, combining personalized local service with national-caliber tax planning and IRS representation.
Services: Accounting, consulting, tax compliance, and IRS representation for business owners and high-income professionals across the Southeast.
Sidhartha Sen
Strategic advisor focused on finance, operations, and business development at AE Tax Advisors. Sidhartha brings expertise in structuring complex financial arrangements and optimizing operational efficiency for tax planning success.
Focus: Financial strategy, business operations, and growth initiatives for the firm and its clients.
Brett Watts
Lending partner through Swift Line Capital specializing in real estate financing across the full spectrum: fix-and-flip projects, long-term rental properties, and new construction funding. Brett bridges tax planning and deal execution for real estate investors.
Specialty: Real estate financing coordinated with strategic tax planning to maximize returns for investors.
Avatar Tripathi
Head of Social Media at AE Tax Advisors, leading the firm's digital presence and thought leadership across platforms. Avatar manages content strategy, engagement, and brand visibility for business owners and real estate investors seeking advanced tax planning.
Focus: Digital marketing, content strategy, and community engagement.
Ashik Zaman
Head of Development and Technology at AE Tax Advisors, building and maintaining the technical infrastructure that powers the firm's tax planning, compliance, and client portal systems.
Focus: Technology infrastructure, platform development, and digital tools for tax advisory.