Associates
-
Paul Backer, EA
Senior Accounting Associate
-
Josiah Berry, JD, LLM
Senior Tax Associate
-
A'lice Ehlen
Senior Tax Associate
-
Travis Ehlen, CFP®
Director of Wealth Management and Partner
-
Douglas B. Ehlen, CPA/PFS, CFP®, CGMA
Managing Partner
-
Laura Ehlen, MS
Investment Coordinator
-
Tiffany Garl
Operations Manager
-
Samantha Gillespie, CPA
Senior Accounting Associate
-
Gregory E. Heldman, CPA/PFS, CFP®, CGMA
Non-Equity Partner
-
Michelle Hudson
Client Services Assistant
-
Anna Leaman
Payroll Associate
-
Jackie McSheridan
Accounting Associate
-
Andrew Nemetz
Investment Coordinator
-
Erica R. Palmisano, EA, NTPI Fellow®
Tax Associate
-
Michelle Pitzer
Business Services Associate
-
Diane Rorick, CPA, EA
Tax Associate
-
Jennifer Sosbe
Production Associate
-
Dan Wagner, CPA
Senior Tax Manager
-
Christina Weiner
Accounting Supervisor