Team Role: Senior Associates

Steven Kotz Email Steven 253-852-8500 x352 LinkedIn profile Steven Kotz Senior Associate Tax “I love helping clients simplify their tax challenges and achieve their financial goals with confidence and clarity.”…..

Nick Beck Email Tyler 253-852-8500 x345 LinkedIn profile Nick Beck Senior Associate “There are multiple ways to solve a problem or complete a task, let`s find the most efficient and…..

Cris Mejia Email Cris 253-852-8500 x344 LinkedIn profile Cris Mejia Senior Associate “I measure the amount of my success with the satisfaction of my client and plan on succeeding with…..

Kelli Wood Email Kelli 253-852-8500 x332 LinkedIn profile Kelli Wood Senior Associate “I aspire to become a trusted advisor.   My clients success is important to me and I will do…..

Brian Shirey Email Brian 253-852-8500 x325 LinkedIn profile Brian Shirey Senior Associate “I strive to exceed client expectations by providing superior service that leads to long-term client relationships.” Experience and…..

Bethany Hulbert, CPC Email Bethany 253-852-8500 x331 Bethany Hulbert, CPC Employee Benefits Consultant/Senior Associate Experience and Expertise Bethany has over 17 years experience working with retirement plans, focusing on defined…..