Meet Our Team

  • Thomas Holt

    ALM, MPAcc, CPA, PFS™ 
    Managing Partner/President

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  • Ryan Shore

    CPA, CFP®
    Partner

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  • Shawn Teufel

    SE-AWMA™
    Partner

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  • Sarah St. Surin

    Client Relationship Manager

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  • Nancy Salib

    CPA
    Investment Associate

  • Julie Keuler

    Receptionist