Over the years, we have found that a team approach can effectively help clients with various needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. It has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No strategy fits everyone, so every client gets our undivided attention—from planning to execution to follow-up. We proactively help you develop a strategy to address your financial goals and objectives using the most efficient methods available.
David Mendenhall, CPA, PFS
Partner
Bill Heck, CPA
Partner
Robert Barry, CPA
Partner
Zeb Elkinton
Chief Operating Officer
Kristin Krivoshein, CPA
Senior Accountant
Jessica Obrist, CPA
Senior Accountant
Mimi Koza, CPA
Senior Accountant
Caroline Erickson, LTC
Staff Accountant
Rose Beers-Saxwold
Staff Accountant
Lisa Maxwell, LTC
Payroll Services Administrator
Michelle Wilson
Investment Assistant
Apply Today!
Senior Accountant
Seasonal Tax Preparer
Seasonal Tax Preparer
Bob Nash
Intern Director
Dani Lack
Bookkeeper
Kady Allen
Administrative Assistant
Kendra Zollman
Staff Accountant
Ryan Mendenhall
Staff Accountant
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.