Our Team


 Partners, Shareholders & Directors


Matt Adams, CFP®, CLU, ChFC

Matt Adams, CFP®, CLU, ChFC

Partner & CERTIFIED FINANCIAL PLANNER™

Bio

Jim Christian, CPA, CCIFP

Jim Christian, CPA, CCIFP

Partner & Shareholder

Bio
Mark Coombe, CFP®

Mark Coombe, CFP®

Partner & CERTIFIED FINANCIAL PLANNER™

Bio

Bryan Decker, CFP®

Bryan Decker, CFP®

Partner & CERTIFIED FINANCIAL PLANNER™

Bio

Evan Dickens, CPA

Evan Dickens, CPA

Partner & Shareholder

Bio

Fritz Duncan, CPA

Fritz Duncan, CPA

Partner & Shareholder

Bio
Tricia Duncan, CPA

Tricia Duncan, CPA

Director of Operations

Bio

Sara Hummel, CPA

Sara Hummel, CPA

Director of Quality Control

Bio
Robin Matthews, CPA

Robin Matthews, CPA

Partner & Shareholder

Bio
Jon Newport, CPA

Jon Newport, CPA

Partner & Shareholder

Bio
Brian Newton, CPA

Brian Newton, CPA

Partner & Shareholder

Bio
Jeremy Prickel, CPA

Jeremy Prickel, CPA

Partner & Shareholder

Bio

 Team Members


Robert Adrian

Robert Adrian

Client Services Advisor

Julie Ballard, CPA

Julie Ballard, CPA

Senior Accountant

Bio

Jason Bolt, CFA, ASA

Jason Bolt, CFA, ASA

Business Valuation Manager

Bio

Karen Clark

Karen Clark

Senior Accountant

Danielle Ewing, QPA

Danielle Ewing, QPA

Retirement Plan Administrator

Bio
Sarah Fantazia, CPA

Sarah Fantazia, CPA

Senior Manager

Bio

Carrie Fortier, CPA

Carrie Fortier, CPA

Senior Manager

Bio
Thomas Germaine, MCITP EA, MCSE/MCSA 2003

Thomas Germaine, MCITP EA, MCSE/MCSA 2003

Information Technology Manager

Bio
Mathew Hamlin, CPA

Mathew Hamlin, CPA

Senior Manager

Bio

Kori Kapihe

Kori Kapihe

Staff Accountant

Bio
Colleen Kronebusch, CPA

Colleen Kronebusch, CPA

Senior Accountant

Bio
Kimberly Lyon, CPA

Kimberly Lyon, CPA

Senior Accountant

Bio
William V. Mason, ASA, CPA/ABV, CFF

William V. Mason, ASA, CPA/ABV, CFF

Managing Senior Financial Analyst

Bio
Nicole McOmber, CPA

Nicole McOmber, CPA

Senior Manager

Bio
Michael Moomaw, CPA

Michael Moomaw, CPA

Senior Manager

Bio
Erica Moore, CPA

Erica Moore, CPA

Senior Accountant

Bio
Dan Mueller, CPA

Dan Mueller, CPA

Senior Manager

Bio

James Norbeck, CPA

James Norbeck, CPA

Manager

Bio

Nadia Oliveira, CPA

Nadia Oliveira, CPA

Manager

Bio
Daniel Olson

Daniel Olson

Staff Accountant

Bio
Cheryl Opperman, QPA

Cheryl Opperman, QPA

Senior Manager

Bio
Mark Reynolds, CPA

Mark Reynolds, CPA

Senior Manager

Bio
Danny Richârd, CPA

Danny Richârd, CPA

Senior Accountant

Bio
Aaron Sachs, CPA

Aaron Sachs, CPA

Senior Accountant

Bio
Sarah Shaw-Stahlke

Sarah Shaw-Stahlke

Senior Accountant

Bio
Elliott Tracy, CPA

Elliott Tracy, CPA

Manager

Bio

Sam Van Rooy

Sam Van Rooy

Staff Accountant

Bio
Claudia Womack

Claudia Womack

Accounting & Payroll Advisor

Bio
Jim Wyatt

Jim Wyatt

Business Advisor

Bio
Kari Young, CPA

Kari Young, CPA

Senior Manager

Bio
Jamie Zolezzi, CPA

Jamie Zolezzi, CPA

Senior Manager

Bio