Wealth Team

Douglas B. Ehlen, CFP®, CPA/PFS
Managing Partner
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Gregory E. Heldman, CFP®, CPA/PFS
Managing Partner
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Wealth Management

Travis Ehlen, CFP®
Wealth Management Advisor 
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Tiffany Garl 
Wealth Management Coordinator 
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Michelle Berns 
Wealth Management and Marketing Coordinator 
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Isaiah Bennett  
Financial Analyst 
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What is a PFS?

The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA members who have experience and expertise in that area.

A CPA must meet certain requirements before becoming a CPA/PFS and meet re-credentialing requirements every three years to maintain the certification.

What is a CFP® Professional?

The CERTIFIED FINANCIAL PLANNER™ certification is awarded exclusively to those that have met the CFP Board’s requirements and abides by the terms and conditions specified by the CFP Board.

Every two years, a CFP® Professional must meet complete the continuing education requirements determined by the Certified Financial Planner Board to maintain certification.

Learn more on the CFP Let’s Make A Plan website.