Associates
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Sara Adkins
Client Services Associate
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Josiah Berry
Senior Tax Associate, JD
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A'lice Ehlen
Senior Tax Associate
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Laura Ehlen
Wealth Management Coordinator
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Travis Ehlen, CFP®
Director of Wealth Management and Partner
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Douglas B. Ehlen, CPA/PFS, CFP®, CGMA
Managing Partner
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Tiffany Garl
Wealth Management Coordinator and Compliance Supervisor
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Kristi Hackett
Accounting Supervisor
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Gregory E. Heldman, CPA/PFS, CFP®, CGMA
Non-Equity Partner
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Kristina Hornaday-Alberts
Tax Associate
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Michelle Hudson
Wealth Management and Marketing Coordinator
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Anna Leaman
Payroll Associate
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Jackie McSheridan
Accounting Associate
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Michelle Pitzer
Business Services Associate
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Seth Plantenga
Wealth Management Coordinator
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Diane Rorick
Tax Associate and CPA
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Faith Sosbe
Production Associate
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Jennifer Sosbe
Production Associate
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Dan Wagner, CPA
Senior Tax Manager
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Christina Weiner
Accounting Supervisor
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Layne Wiedl
Tax Associate