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.

Elizabeth Siby

Sheila Buechel

Goals Coach

Jen DuBois, MBA

Jen DuBois, MBA

Vice President, Prosper for Business Services

Tom Ferkinhoff CPA

Gabe Ferguson

Prosper for Business Fellow

Tom Ferkinhoff CPA

Tom Ferkinhoff, CPA

Director, Tax Services

Lisa Henry

Lisa Henry

Client Excellence Coordinator

Natalie Linstruth

Vice President, Technical Services

Mackey McNeill, CPA, PFS, IAR

Chief Prosperity Person

Sarah Grace Mohr

Chief Operating Officer

Joe O'Gorman

Joe O’Gorman

Goals Manager

Adam Reynolds, CPA

Director, Client Engagement

Elizabeth Siby

Elizabeth Siby

Client Excellence Coordinator