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Our Team 2017-05-08T21:22:09+00:00

We’ve put together a team with a diverse skill set and a wide range of work experience. The result is a dynamic group of people who work together to develop financial plans that help our clients achieve their desired results. We’re creative, resourceful and hardworking—and we really enjoy what we do.

Mackey McNeill, CPA, PFS, IAR

Chief Prosperity Person

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Sarah Grace Mohr

VP, Operations & Communications

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John Nunan, IAR

Portfolio Manager

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Natalie Linstruth

Senior Small Business Controller

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Andy Pulsfort, CFP, IAR

Personal Services Director

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Adam Reynolds, CPA

Business Prosperity Coach

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Tom Ferkinhoff CPA

Tom Ferkinhoff, CPA

Tax Services Director

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Shirley Yoshida CPA

Shirley Yoshida, CPA

Business Prosperity Coach

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Matt Lobaugh, IAR

Matt Lobaugh, IAR

Financial Analyst and Client Service Guru

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Mandi Ball

Mandi Ball

Small Business Bookkeeper

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Lisa Henry

Lisa Henry

Client Experience Manager

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