About Us

Our Team

coming-soon

Emily Prutzman

Tax Manager

coming-soon

Ian Paradis

Director of Customer Experience & Operations Manager

coming-soon

Deborah McKee

Accounting Manager

Tyler Bruce

Associate Advisor

Rachel Andrews

Accounting Manager

Shannon Murphy

Associate Advisor

Ryan Jones

Systems Administrator

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Lisa Wagner

Associate Advisor

Britta Gervais

Production Coordinator

Hannah Frederick

First Impressions Coordinator

Mindy Murphy

Senior Associate Advisor

coming-soon

Melina Rodelo

Associate Advisor

Terri C. Owen

Senior Tax Manager

Jaclyn Walden

Office Administrator

Jenny Vickers

Senior Accounting Manager