Associates
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Isaiah Bennett
Financial Analyst
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Michelle Berns
Wealth Management and Marketing Coordinator
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Justice Carmichael
Accounting Associate
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A'lice Ehlen
Senior Tax Associate
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Travis Ehlen, CFP®
Advisor
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Douglas B. Ehlen, CPA/PFS, CFP®, CGMA
Partner & Shareholder
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Tiffany Garl
Wealth Management Coordinator
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Kristi Hackett
Accounting Supervisor
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Gregory E. Heldman, CPA/PFS, CFP®, CGMA
Partner & Shareholder
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Kristina Hornaday-Alberts
Tax Associate
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Bry Howard, CPA
Senior Tax Associate
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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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Jackie Robbins
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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Nichole Wenzlick
Client Services Associate