About Us

Our Team

Name:
Mat Hultquist

Position:
President
 

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Name:
Jessica Moser

Position:
Client
Manager

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Name:
Diane Morelli

Position:
Senior Tax
Accountant

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Name:
Jakitta Sullivan

Position:
Advisor
 
 
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Name:
Jenny Vickers

Position:
Senior
Advisor

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Name:
Shannon Murphy

Position:
Associate
Advisor

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Name:
Carla Howell Jones

Position:
Client
Manager

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Name:
Jimmy Ferguson

Position:
Client
Manager

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Name:
Emily Prutzman

Position:
Associate
Advisor

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Name:
Joanna Mobley

Position:
Associate
Advisor

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Name:
Rachel Andrews

Position:
Advisor
 
 
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Name:
Zach Wilson

Position:
Associate
Advisor

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Name:
Allison Ritchie

Position:
Audit
Senior

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Name:
Deborah McKee

Position:
Senior Associate Advisor

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Name:
Jaclyn Walden

Position:
Office
Administrator

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Name:
Memory Ridgeway

Position:
Advisor
 
 
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Name:
Ryan Jones

Position:
Systems
Administrator

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Name:
Britta Gervais

Position:
Receptionist

 
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