We believe that true hap­pi­ness can be had when peo­ple have con­trol over their finances and a clear roadmap to achieve their per­son­al and mon­ey goals. Real­ly smart mon­ey peo­ple are the core of our staff, includ­ing expert accoun­tants, invest­ment advi­sors, and book­keep­ers. They’ve all been hand-picked for their cre­ativ­i­ty, resource­ful­ness, and ded­i­ca­tion.

Mackey McNeill, CPA, PFS, IAR

Chief Prosperity Person

Sarah Grace Mohr

VP, Operations & Communications

Natalie Linstruth

Senior Small Business Controller

Adam Reynolds, CPA

Director of Client Engagement

Lisa Henry

Client Experience Coordinator

Tom Ferkinhoff, CPA

Tax Services Director

Robert LaMonthe

Director of Client Engagement

Joe O’Gorman

Goals Manager