Your Wealth Team
Our Leadership

Brian Evans, CPA / PFS
CEO/President

Kristi Henderson, CPA / PFS, CFP®
Partner

Joel Maher, CPA
Partner

Richard Himmer, PhD
Partner, Managing Director
Our Advisors

Michael Seely
Advisor

Nick Smelser
Advisor

Matt Beyer, CFP®
Advisor

Danielle Meister, CFF
Advisor

Andrew Conner
Advisor
Our CPAs

Carla Anderson, CPA
CPA

Jaspreet Gill Purewal, CPA
CPA

Ross Mclvor, CPA
CPA

Sarah Land, CPA
CPA

Bob Bauer, CPA
CPA

Amber Harrington, CPA
CPA

Katie King, CPA
CPA
Our Operations

Carolyn B
Director Of Operations

Nikki Mize
Administrative Assistant

Heather Boe
Client Manager

Robin Snyder
Administrative Assistant

Jessica P
Client Manager

Jolene Steen
Client Manager