Associates

 

  • Isaiah Bennett

    Wealth Management Coordinator

  • Michelle Berns

    Wealth Management Coordinator

  • Tina Davis

    Tax Specialist

  • Rita Dillow

    Practice Manager

  • Travis Ehlen, CFP®

    Advisor

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

    Partner & Shareholder

  • Tiffany Garl

    Wealth Management Coordinator

  • Kristi Hackett

    Account Specialist

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

    Partner & Shareholder

  • Anna Leaman

    Account Specialist

  • Ashley Mackin

    Account Specialist

  • Jackie Robbins

    Practice Management Assistant

  • Christina Weiner

    Account Manager

  • Jessica Westfall

    Practice Management Assistant