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, CDFA®
Advisor
Andrew Conner
Advisor
Nick Wold, CPA/PFS
Advisor/CPA
Our CPAs
Carla Anderson, CPA
CPA
Sarah Land, CPA
CPA
Ross Mclvor, CPA
CPA
Amber Harrington, CPA
CPA
Bob Bauer, CPA
CPA
Katie King, CPA
CPA
Our Operations
Carolyn B
Director Of Operations
Nikki Mize
Administrative Assistant
Heather Boe
Client Manager
Jolene Steen
Client Manager
Jessica P
Client Manager