Guest User 1/24/22 Guest User 1/24/22

Ralph Nelson, JD, CPA

Partner, CEO

Guest User 1/23/22 Guest User 1/23/22

Michael Frost

Partner, President

Guest User 1/19/22 Guest User 1/19/22

Brent Emch, CFP®

Director of Wealth Management

Guest User 1/10/22 Guest User 1/10/22

Tyler Karl, CFA

Chief Investment Officer

Guest User 1/3/22 Guest User 1/3/22

Brooke Fox

Controller

Guest User 12/30/21 Guest User 12/30/21

Jessica Solis

Legal Administrative Assistant

Guest User 12/22/21 Guest User 12/22/21

Brian Boll

Financial Advisor

Guest User 12/1/21 Guest User 12/1/21

Marianna Falco CPA, CFE

Senior Tax Manager

Guest User 11/29/21 Guest User 11/29/21

John Hessling, JD, CPA

CPA

Guest User 10/1/21 Guest User 10/1/21

Rikki Nunley

Client Relations Associate

Guest User 1/1/21 Guest User 1/1/21

Jigna Patel, EA

Tax Preparer

Guest User 12/31/20 Guest User 12/31/20

Mohit Longwani

Tax Preparer