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