Meet Your Team

100+ Years of Combined Experience

Rockerbox helps small business owners and employers execute employer-based tax credit programs. From Federal programs like the Work Opportunity Tax Credit program to State-specific programs like the Indian Tax Credit, our goal is to optimize these tax credit programs so that our clients may improve their cash flow.

The end result? Having more cash on hand to sustain and grow.

Four Pillars of Rockerbox


Our tax incentive experts possess more than 100 years of combined experience.


We provide technology platforms that automate the execution of tax credit programs. What good is a tax credit if the effort is more than the benefit?


Our client success teams will educate your team on how to leverage best practices to optimize each tax credit program. We will create and execute custom-curated programs that efficiently automate the capturing of tax credits.


Our goal is to outproduce every tax credit provider/administrator in the marketplace today. If you do not like the results, you are free to work with another provider, at any time.

Our Technology Stack

  • WOTC Optimization Platform
  • Applicant Tracking System (ATS)
  • New Hire Onboarding
  • Automated Payroll
  • FICA Tip Credit Automation
  • Employee Portal
  • Insta-Pay & Paycards
  • Employment Verification
  • Drug Screening
  • Background Checks
  • Income Verification
  • E-verify
  • ACA Compliance & Reporting
  • Empowerment Zones Automation

The Rockerbox Team

  • Adam Ramage
    Adam Ramage
  • Brenda Keating
    Brenda Keating, MBA, PhD
    Chief Financial Officer
  • David Young
    David Young
    Co-Founder and Chief Credit Officer
  • Fram Abarrientos
    Fram Abarrientos
    Client Success Manager, ERTC
  • Jeanne Grant
    Jeanne Grant
    Director of Operations
  • Karen Bianchi
    Karen Bianchi
    Client Success Manager
  • Kyle Whelan
    Kyle Whelan
    Director of Business Development
    Lewis Smoak
  • Macky Macapagal
    Macky Macapagal
    Client Success Manager, WOTC
  • Michael McClure
    Michael McClure
    Chief Marketing Officer
  • Philip Wentworth, Jr.
    Philip Wentworth, Jr.
    Co-Founder and CEO
  • Pickens Calhoun
    Pickens Calhoun
    Director of Processing

Advisory Board

  • Adam Kidan
    Adam Kidan
    CEO & Founder
    Empire Workforce Solutions
  • Billy Giordano
    Billy Giordano
    CEO & Founder
  • Bryon Morrison
    Bryon Morrison
    Founder Proxxy
  • Collin Gutman
    Collin Gutman
    Co-Founder & Managing Partner SaaS Ventures,
    Co-Founder & Partner Acceleprise
  • David Mendenhall
    David Mendenhall
    Chief Technology Officer
    John Peter Smith Health Network
  • Jeffrey Pawlow
    Jeffrey Pawlow
    CEO & Co-Founder
    The Growth Partnership
  • Julio Gonzalez
    Julio Gonzalez
    Engineered Tax Services
    The Growth Partnership
    ABLE: CRM for CPAs
  • Maan Hamdan
    Maan Hamdan
    CEO & Founder
    Hexa Ventures
    Former Founder and CEO: HR Smart
  • Mark Liston
    Mark Liston
    Former President Glass Doctor,
    Former President IFA (International Franchise Association)