Story Values Team
About Merit

Built by operators. Staffed like a company.

Every department, every discipline — one team built to deliver from people who've lived inside the problems they solve.

We started as operators. We still are.

Merit Management Group was founded in 2023 with a simple thesis: the best professional services come from people who've actually run the businesses they serve.

Our team was built inside operating environments — solving financial problems, rolling out technology, hiring teams, and scaling revenue in real time.

Today, Merit is a 50+ person firm headquartered in Johnston, Iowa. We provide fractional access to finance, technology, marketing, HR, advisory, and skilled trades — all under one roof.

We're not theorists. We're the team that's done it.

Founded2023
Team50+
Disciplines7
ERP Rollouts50+
HQJohnston, IA
What drives us.

Operators First

We've built, run, and scaled the same functions we deliver.

One Roof

Finance talks to marketing talks to IT. No silos, no handoffs.

Enterprise Value

Everything we build is worth more tomorrow.

Real Results

Revenue growth and financial clarity — not hours billed.

Midwest Roots

Iowa-based. We know this market and these industries.

Legacy Minded

We respect what owners built and grow it the right way.

Meet the team.
50+ professionals across every function.

Partners

4
Ryan Pudenz

Ryan Pudenz

Partner

Mike Heilman

Mike Heilman

Partner

Nick Grossman

Nick Grossman

Partner

Adam Humlicek

Adam Humlicek

Partner

Finance

9
Tim Carson

Tim Carson

CFO

Travis Tollari

Travis Tollari

Asst CFO

Kayden Minton

Kayden Minton

Acct Mgr

Cara Hulne

Cara Hulne

Acct Spec III

David Grayson

David Grayson

Acct Spec II

Summer Bianchi

Summer Bianchi

Acct Spec II

Abby Clark

Abby Clark

Acct Spec I

Operations & Sales

10
Lindsay Drew

Lindsay Drew

Ops Director

Seth Fridley

Seth Fridley

Ops Manager

Bob Murphy

Bob Murphy

Biz Dev Mgr

Bronson Thompson

Bronson Thompson

Ops Manager

Andrew Potthoff

Andrew Potthoff

Ops Manager

Josh Currie

Josh Currie

Acct Dev Mgr

Ashley Rinehart

Ashley Rinehart

Design Spec

Katelyn Lackore

Katelyn Lackore

Sales Rep

Ryan Renfro

Ryan Renfro

HVAC Sales Dir

Randi Isaacson

Randi Isaacson

Ops Support

Marketing

7
Chandler Faldet

Chandler Faldet

Marketing Dir

Grace Crain

Grace Crain

Account Mgr

Maddy Pattschull

Maddy Pattschull

Digital Mkt

Jessi Webb

Jessi Webb

Content Spec

Tracy Kendzora

Tracy Kendzora

Sr Web Design

Admin & HR

4
Sara Clayton

Sara Clayton

HR Spec

Madison Tounsley

Madison Tounsley

HR Asst

Paola Vergara

Paola Vergara

Office Mgr

Trinity Houseman

Trinity Houseman

Receptionist

Deal Team

4
Kevin Lease

Kevin Lease

VP of M&A

Colin Kasperbauer

Colin Kasperbauer

Investor Rel

Maddy Michaud

Maddy Michaud

M&A Analyst

Joe Schaefer

Joe Schaefer

M&A Analyst

Technology

1
Troy Hofmockel

Troy Hofmockel

Dir IT

Jonny Rodriguez

Jonny Rodriguez

IT Admin

Events

1
Kellie Ulrich

Kellie Ulrich

Events Coord

Talent

1
John Myers

John Myers

Talent Dir

Skilled Trades

9
Ket Phongsavanh

Ket Phongsavanh

Maint Dir

Nick Mayberry

Nick Mayberry

Field Svc

Will Faguado

Will Faguado

Field Svc

Shonedrick Freeman

Shonedrick Freeman

Field Svc

Riley McClaskey

Riley McClaskey

Field Svc

Dominick Clausi

Dominick Clausi

Field Svc

Chris Aburas

Chris Aburas

Field Svc

Jake Rubis

Jake Rubis

Field Svc