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Our Team2018-06-20T19:29:45+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

Director of Client Engagement

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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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Lisa Henry

Lisa Henry

Client Experience Manager

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