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