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

Sarah Grace Mohr

VP, Operations & Communications

John Nunan, IAR

Portfolio Manager

Natalie Linstruth

Senior Small Business Controller

Andy Pulsfort, CFP, IAR

Personal Services Director

Adam Reynolds, CPA

Director of Client Engagement

Tom Ferkinhoff CPA

Tom Ferkinhoff, CPA

Tax Services Director

Shirley Yoshida CPA

Shirley Yoshida, CPA

Business Prosperity Coach

Matt Lobaugh, IAR

Matt Lobaugh, IAR

Financial Analyst and Client Service Guru

Lisa Henry

Lisa Henry

Client Experience Manager