Frank is Principal at Fulcrum Tax Advisory, LLC where he manages a broad-based portfolio of national tax appeals.

Frank has practiced real estate valuation and appeals for the last 40 years throughout the US, Canada, and Puerto Rico. He concentrates his efforts in real estate appraisal, feasibility analysis, property tax consulting, and real estate litigation support. As a qualified expert witness, Frank has managed numerous property tax appeals through the litigation process throughout the years.

Kristina is responsible in cultivating and maintaining relationships within the commercial real estate industry and in growing Fulcrum’s presence across national, regional, and local communities. Kristina continually keeps abreast of current national, state, and county valuation trends that affords her with unique perspectives to provide valuation insight with respect to minimizing tax liability legally for our clients.

David is a Senior Administrator and Lead Analyst for multi-state appeals at Fulcrum. David supervises appeal workflow, direct data-gathering, and document preparation. David has re-shaped some of the processes to pursue these appeals more aggressively. David also has helped with the implementation and adaptation of the technology stack that helps us manage the details of each case.

Adriana Espinoza joined Fulcrum as the Real Property Data Manager in 2023. She coordinates data flow and manages appeal deadlines for the team. Before Fulcrum, Adriana worked in adminis-trative and technical support. At Enlace Chicago, she assisted refugee families by translating legal documents and managing resources. Adriana holds a BA in Psychology from Dominican University and is pursuing certifications in Museum Studies and Project Management at Northwestern. Beyond her professional roles, Adriana advocates for immigrant rights through her involvement with the National Immigrant Youth Alliance.

Monica is responsible for inbound client calls and information requests. Monica works with clients to address questions regarding the status of their appeals. She also helps clients to understand the appeals process and provides them information regarding the timeline for their appeals.

Piotr develops code for specific research initiatives and coordinates with database development groups that design the data platforms on which we build our research and data management platforms. Piotr works with teams at Fulcrum to develop process and workflow management tools to facilitate research and cross-communication among teams.

Jessica is the Executive Project Manager with the Business Development Group for which she organizes and manages the efforts of the executive team. Jessica also supports the team in developing market research and data analysis for projects that serve the Advisory’s focus on Industrial assets including assessment work for rail-served sites and tangible property compliance for both heavy and light manufacturing.