Trey Baggett
Partner, Data & Innovation
Trey leads data strategy and AI automation initiatives at Linked Accounting, helping the firm and Alliance member firms harness technology to deliver better client outcomes.
Our Team
The People Behind the Numbers
Our team of experienced CPAs, advisors, and specialists is built around one principle: your financial success is our professional mission.
Martin Pierce
Managing Partner
Martin founded Linked Accounting on the belief that small and mid-size businesses deserve the same caliber of financial advice as the Fortune 500. He leads client relationships and firm strategy.
Sarah Chen
Partner, Tax Services
Sarah specializes in complex individual and business tax planning, with particular expertise in multi-state compliance and real estate transactions.
David Okafor
Senior Manager, Audit & Assurance
David leads the firm's audit practice, delivering independent assurance services to non-profit organizations, employee benefit plans, and closely-held businesses.
Jennifer Walsh
Manager, Tax Services
Jennifer brings deep expertise in individual and small business taxation, with a focus on helping clients minimize their tax burden through proactive planning.
Marcus Rojas
Senior Associate, Advisory
Marcus advises early-stage and growth-stage companies on financial modeling, fundraising readiness, and strategic planning.