About Us

SERVING TRIAL LAWYERS ACROSS AMERICA

We are the experts that experts turn to.

Truepoint Analytics is a highly respected and experienced financial litigation support firm whose clients reside in multiple states with cases in numerous jurisdictions. Our firm provides litigation support services to some of America’s best trial lawyers in the areas of case strategy, causation and liability assessment, economic damage analysis, forensic accounting, business valuation, “Big data” analytics, accounting malpractice, and expert witness testimony.

With decades of experience in public accounting, private industry (public companies) and federal government (IRS), our experts have served as plaintiff and defense counsel consultant, subject matter and damage expert in complex national litigation cases involving accountants’ professional liability, anti-trust, “Big data” analytics, bankruptcy, class action lawsuits, commercial contract disputes, construction matters, criminal defense (“white-collar” crime), embezzlement, employment matters, intellectual property, personal injury, securities fraud, and shareholder rights and oppression.

Truepoint Analytics’ team of experts have an array of knowledge, credentials, and commitment to credibility to assist in the most complex litigation matters.

Our Team

William Holmes

Senior Managing Director

About Bill

William Holmes

Bill has approximately 35 years of experience in public and private industry accounting, financial and public reporting, financial analysis, forensic accounting, commercial economic damages, business valuation, and family law matters. Mr. Holmes is also a subject matter expert in claims involving accountants’ liability.

Bill began his career in Portland, OR at an international “Big-4” public accounting firm and was a corporate controller and principal accounting officer for a publicly traded international manufacturing and technology company.

Credentials & Education

• Certified Public Accountant – Arizona, California, Oregon, Washington, California
• Certified Fraud Examiner (CFE)
• Certified Valuation Analyst (CVA)
• Accredited in Business Valuation (ABV)
• Bachelor of Science – Business Administration & Accounting, Oregon State University

Professional Associations

• American Institute of Certified Public Accountants (AICPA)
• Association of Certified Fraud Examiners (ACFE)
• National Association of Certified Valuators and Analysts (NACVA)
• State Societies of Certified Public Accountants
• Vice-Chair – Accountants’ Specialized Litigation Group, Defense Resource Institute (DRI)
• Oregon Board of Accountancy Complaints Committee (Former)

Notable Case Experience

DOWNLOAD CV

Ask Bill about:

His daughters, time on non-profit boards, real estate, and boating

Ryan Smith

Managing Director –
Litigation and Business
Valuation Services

About Ryan

Ryan Smith

Ryan has approximately 25 years of experience in financial and public reporting, financial analysis, auditing, financial forensics, economic damages and business valuation. Ryan began his career in accounting and finance at Evergreen International Aviation, a world-wide aviation company located in McMinnville, OR. He served the company for approximately 14 years and was the company’s Vice President of Finance and Chief Financial Officer.

Ryan has provided litigation support services in various matters, including commercial contract disputes, embezzlement / misappropriation, employment disputes, professional malpractice and accountants’ liability, and personal injury and lost wages.

Credentials & Education

• Certified Valuation Analyst (CVA)
• Bachelor of Science -Finance, Linfield College

Professional Associations

• National Association of Certified Valuators and Analysts (NACVA)
• Accountants’ Specialized Litigation Group
• Defense Resource Institute, (DRI)

Notable Case Experience

Ryan’s CV

Ask Ryan about:

Golfing, fishing, Dallas Cowboys and his side-by-side

Zach Brumbelow

Managing Director –
Data Science

About Zach

Zach Brumbelow

Zach brings 20+ years of experience in accounting and finance to his role as the Managing Director of Data Science. With a deep expertise in analyzing big data, employing statistical methods, and extracting insights from both structured and unstructured data sets, Zach develops complex algorithms using Business Intelligence tools including the Microsoft “Power” suite of Power BI, Power Query and Power Pivot to solve complex problems.

His career has spanned both publicly-traded international consulting firms and small, family-owned boutique firms, providing a unique perspective on financial analysis and data science. Throughout his career, Zach has assisted legal counsel and corporate clients in a variety of high-stakes situations. His work includes analyzing post-acquisition disputes, Ponzi schemes, governmental kickback allegations, construction cost disputes, class-action certification and damages, financial restatements, securities fraud, cryptocurrency disputes, labor disputes, lost profit analyses, securities litigation, and high-stakes commercial disputes.

In every role, Zach’s commitment to thorough analysis and insightful problem-solving has made him a trusted advisor in the field of data science and financial analysis.

Credentials & Education

• Certified Public Accountant (CPA)
• Certified in Financial Forensics (CFF)
• Certified Fraud Examiner (CFE)
• MSFA, Portland State University
• Bachelor of Science – Business Administration, University of Portland

Professional Associations

• American Institute of Certified Public Accountants (AICPA)
• Association of Certified Fraud Examiners (ACFE)

Notable Case Experience

DOWNLOAD CV

Ask Zach about:

Raising daughters, baseball, and why Power BI tools are so valuable

Robert LaVanway

Managing Director –
Tax Litigation

About Robert

Robert LaVanway

Rob was an executive leader in the Tax field where he served as an industry expert specializing in federal taxation. As a member of the Senior Executive Service, Rob led tax administration activities for global enterprises with assets greater than $10 million. As an executive leader and subject matter expert, he was responsible for the publishing of multiple training curriculums covering a range of subject matters including fraud, auditing techniques, advanced auditing techniques, and corporate reorganization and consolidations.

Rob successfully completed a distinguished 34-year career with the Internal Revenue Service and focuses on litigation matters related to federal and state taxes and forensic accounting.

Credentials & Education

• Certified Valuation Analyst (CVA)
• U.S. Office of Personnel Management – Senior Executive Service
• Bachelor of Science – Social Science & Accounting

Professional Associations

• Association of Certified Fraud Examiners (ACFE)

Notable Case Experience

DOWNLOAD CV

Ask Rob about:

His experience working in Washington, D.C.

Sloan Kimball, CFA, MBA

Managing Director –
Banking and Agriculture

About Sloan

Sloan Kimball, CFA, MBA

Sloan has nearly 30 years of senior corporate financial leadership experience. He has served as Chief Financial Officer in Financial Institutions, Agribusiness, Food Distribution, Restaurant and Manufacturing businesses. Sloan was the leader in starting a commercial bank and served as it’s CFO and as a board director. He has significant personal entrepreneurial experience as well in the areas of Real Estate, 1031 exchange facilitating and institutional investment advisory services. He is a subject matter expert in the areas of investments, valuations, risk management, real estate, financial statements, banking, agribusiness, lending and pension plans.

Sloan has served as an adjunct university professor in Finance, Accounting, International Business and Risk Management.

Credentials & Education

• Chartered Financial Analyst (CFA)
• Master of Business Administration – Finance (MBA) Seattle University – with Honors
• Bachelor of Arts – Agricultural Economics – University of Idaho

Professional Associations

CFA Institute
• 20-year Exam Grader of the global CFA exam
• Disciplinary Review Committee (2010-12)

Notable Case Experience

DOWNLOAD CV

Ask Sloan about:

His boys, sailing in exotic locations and anything regarding business strategy.

John Irwin

Managing Director –
Aviation and Corporate Finance

About John

John Irwin

John has approximately 45 years of experience in accounting, auditing, financial forensics and damages analysis. Experience includes 28 years at Evergreen International Aviation, Inc, a world-wide aviation company located in McMinnville, Oregon. Positions held at Evergreen include Controller of the parent company, Vice-President of Finance for multiple subsidiary companies and Chief Financial Officer of the parent company.

John has provided litigation support services in various matters, including commercial contract disputes, embezzlement / misappropriation, employment disputes, professional malpractice and accountants’ liability, and personal injury and lost wages.

Credentials & Education

• Oregon State University
• Bachelor of Science in Business Administration
• Concentrations in Accounting and Finance

Ask John About:

Laura Saxton

Litigation Support
Manager

About Laura

Laura Saxton

Laura has approximately 30 years of experience in accounting, including financial reporting and analysis utilizing multiple accounting platforms such as SAGE, CCH, and QuickBooks. Laura is proficient in financial analysis and spreadsheets, electronic document management, forensic accounting, and litigation support management.

Laura began her career in finance and accounting in publicly traded high-tech companies in Portland, Oregon.

Credentials & Education

• Bachelor of Science – Business Administration & Accounting, Portland State
University

Notable Case Experience

• Numerous Commercial & Family Law Matters

Ask Laura about:

Horseback trail riding, dogs and her daughters

Susan Kelley

Senior Associate –
Accounting and Forensic Services

About Susan

Susan Kelley

Susan has extensive experience working with financial institutions and law firms in various roles over the last 20 years. Susan is proficient in forensic analysis and income tracing.

Susan has spent 5 years volunteering as an advocate for abused and neglected children in the foster care system.

Credentials & Education

• Bachelor of Science – Business Administration (Marketing and Management), University of Oregon
• Bachelor of Science – Psychology, University of Oregon

Notable Case Experience

• Various Family Law & Shareholder Dispute Matters

Ask Susan about:

Pickleball and Hiking

About Us

We are the experts that experts turn to.

Our Team

William Holmes Senior Managing Director

Ryan Smith Managing Director – Litigation and Business Valuation Services

Zach Brumbelow Managing Director – Data Science

Robert LaVanway Managing Director – Tax Litigation

Sloan Kimball, CFA, MBA Managing Director – Banking and Agriculture

John Irwin Managing Director – Aviation and Corporate Finance

Laura Saxton Litigation Support Manager

Susan Kelley Senior Associate – Accounting and Forensic Services

William Holmes

Senior Managing Director

Ryan Smith

Managing Director –
Litigation and Business
Valuation Services

Zach Brumbelow

Managing Director –
Data Science

Robert LaVanway

Managing Director –
Tax Litigation

Sloan Kimball, CFA, MBA

Managing Director –
Banking and Agriculture

John Irwin

Managing Director –
Aviation and Corporate Finance

Laura Saxton

Litigation Support
Manager

Susan Kelley

Senior Associate –
Accounting and Forensic Services