Check the background of this financial professional on FINRA's BrokerCheck.

Our CPA Team

Douglas B. Ehlen, CPA/PFS, CFP
®, CGMA

Partner & Shareholder
Bio | Email

Gregory E. Heldman, CPA/PFS, CFP
®, CGMA

Partner & Shareholder
Bio | Email 

Accounting

 
Christina Weiner
Account Manager
Bio | Email 
Kristi Hackett
Account Specialist
Bio | Email
Ashley Mackin 
Account Specialist
Bio | Email 
 

Practice Management

 
Rita Dillow
Practice Manager
Bio | Email 
Jessica Westfall
Practice Management Assistant
Bio | Email 
Jackie Robbins
Practice Management Assistant
Bio | Email 
Karol Emmick
Practice Management Assistant
Bio | Email 

Tax

 
Tina Davis
Tax Specialist
Bio | Email 
 




What is a CGMA?

The Chartered Global Management Accountant (CGMA) is a global management accounting designation that recognizes the unique role played by men and women at organisations around the world who combine accounting and financial expertise with strategic insight to guide better business decisions.

The CGMA designation is the global designation for management accountants.  It is powered by the resources and expertise of the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA), two of the world’s leading accounting organizations.



 
 
 
130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030


Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC

 


Check the background of this financial professional on FINRA's BrokerCheck.