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

Chief Operating Officer

Natalie Linstruth

VP, Technical Services

Adam Reynolds, CPA

Director, Client Engagement

Lisa Henry

Lisa Henry

Client Experience Coordinator

Tom Ferkinhoff CPA

Joe O’Gorman

Goals Manager

Deborah Frederick

Deborah Frederick

Executive Assistant

Elizabeth Siby

Elizabeth Siby

Client Excellence Coordinator

Tom Ferkinhoff CPA

Tom Ferkinhoff, CPA

Director, Tax Services