Your Wealth Team

Our Leadership

Brian Evans, CPA / PFS

Brian Evans, CPA / PFS

CEO/President

Kristi Henderson, CPA / PFS, CFP®

Kristi Henderson, CPA / PFS, CFP®

Partner

Joel Maher, CPA

Joel Maher, CPA

Partner

Richard Himmer, PhD

Richard Himmer, PhD

Partner, Managing Director

Our Advisors

Michael Seely

Michael Seely

Advisor

Nick Smelser

Nick Smelser

Advisor

Matt Beyer, CFP®

Matt Beyer, CFP®

Advisor

Danielle Meister, CFF

Danielle Meister, CFF

Advisor

Andrew Conner

Andrew Conner

Advisor

Our CPAs

Carla Anderson, CPA

Carla Anderson, CPA

CPA

Jaspreet Gill Purewal, CPA

Jaspreet Gill Purewal, CPA

CPA

Ross Mclvor, CPA

Ross Mclvor, CPA

CPA

Sarah Land, CPA

Sarah Land, CPA

CPA

Bob Bauer, CPA

Bob Bauer, CPA

CPA

Amber Harrington, CPA

Amber Harrington, CPA

CPA

Katie King, CPA

Katie King, CPA

CPA

Our Operations

Carolyn B

Carolyn B

Director Of Operations

Nikki Mize

Nikki Mize

Administrative Assistant

Heather Boe

Heather Boe

Client Manager

Robin Snyder

Robin Snyder

Administrative Assistant

Jessica P

Jessica P

Client Manager

Jolene Steen

Jolene Steen

Client Manager