Meet the Experts Behind Your Success
Dedicated Tax Attorneys and Financial Consultants Committed to Your Future
For more than three decades, Wilson Hand has been built on a foundation of deep expertise and genuine commitment to our clients. Our team of experienced tax attorneys and advisors brings together sophisticated knowledge with a practical understanding of what individuals and businesses truly need.
Located strategically across the country, our professionals don’t just offer tax solutions—we create customized strategies designed for your unique situation. We’ve earned our reputation one client at a time, delivering thoughtful tax mitigation approaches that make a real difference in helping you achieve your goals.
At Wilson Hand, we combine technical excellence with a straightforward approach. Because when it comes to your financial well-being, you deserve both expertise you can trust and advice you can understand.
KEY PERSONNEL
Richard Warren
Chief Operating Officer
Richard, an accomplished CEO and COO, leverages deep expertise in law, operations, and strategic growth to build high-performing teams and lead organizations through complex challenges with integrity and lasting impact.
Philip Danielson
Managing Director
Philip, a Harvard-trained negotiator, former U.S. Air Force officer, and seasoned legal strategist, leads Wilson Hand in helping clients protect, preserve, and grow their wealth through expert tax planning and business execution.
Gregory Sacks
Chief Financial Officer
Gregory is a seasoned financial executive with over 15 years of progressive leadership experience serving as CFO and Controller across banking, construction, and healthcare management sectors.
Jason Kopish
Chief Revenue Officer
Jason is a proven sales leader who has driven record-breaking revenue growth across SaaS and professional services industries, bringing strategic planning, team development, and a disciplined “ask, listen, solve” approach.
Matthew Pack
Systems Executive
Matt is a Senior Project Manager who combines technical expertise and strategic vision to lead cross-functional teams in delivering innovative, efficient solutions for complex enterprise initiatives.
David Proctor
Administrative Director
As Director of Talent Acquisition, David leverages 25+ years of military and federal contracting leadership—including combat deployment, university-level officer recruitment, and executive-level strategic planning for USAF programs
TAX ATTORNEYS AND ADVISORS
Andrej Kandus
Tax Advisor
Andrej individuals and businesses transform their finances through innovative, legally compliant strategies that unlock lasting financial growth.
David Olivencia, JSM, CPA, MLM
Tax Attorney and Advisor
David is a seasoned legal and financial professional who helps businesses navigate complex tax challenges and achieve long-term growth through strategic tax solutions.
Dennis Olmstead, JSM, CPA
Tax Attorney
A seasoned tax lawyer and former Big 4 partner, Dennis leverages global experience in law, finance, and operations to deliver strategic, growth-focused solutions.
Jared Berg, JD
Attorney
Jared drives growth and profitability by combining strategic insight, financial expertise, and a commitment to helping clients navigate complex financial decisions with confidence.
Jeff Kurpiel, JD, MBA, CPA, CFA
Tax Attorney and Advisor
Jeff brings decades of leadership in financial services, uniting expertise in tax, law, and investment strategy to deliver innovative, global solutions that protect and grow client wealth.
Phillip Mancino, JD, LL.M
Attorney
Phillip is a seasoned tax strategist specializing in wealth mitigation for high-net-worth individuals and closely held businesses, with expertise in global tax planning, M&A transactions and transfer pricing.
Seth Rabe, JD, LL.M
Tax Attorney
Founder of Rabe State & Local Tax, Seth brings decades of hands-on experience navigating audits, restructuring, and multistate SALT strategy for complex clients across industries.
James Roach, JD
Attorney and Advisor
A former law firm partner, James has decades of experience advising high-net-worth clients and businesses on tax disputes, M&A structuring, estate planning, and securities law.
William Crow, Esq., JD
Attorney
William has built a distinguished tax career spanning Fortune 100 corporations, top-tier firms (Ryan, PwC, KPMG), and founding multiple tax advisory practices for Fortune 500 clients.
