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andy hollis

PARTNER  |  ACCOUNTING + CREATIVE

jason howard

PARTNER  |  ACCOUNTING

jake krause

PARTNER  |  WEALTH

brooke thomson

ACCOUNTANT

magda kue

ACCOUNTANT

jimi bansal

SENIOR ACCOUNTANT

charlie lang

ACCOUNTANT

rochelle morrissey

BOOKKEEPER

meegan belicka

LOAN PROCESSOR & PARAPLANNER

corey mullins

ASSOCIATE FINANCIAL ADVISOR

rickey preiser

VIDEOGRAPHER + PHOTOGRAPHER + EDITOR

jessie sandford

WEB DESIGNER + PHOTOGRAPHER + DESIGNER

allie windsor

OPERATIONS + SOCIAL MEDIA + EDITOR

jodie finlayson

CLIENT RELATIONSHIP MANAGER

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meet the team

RESPONSIBLE FOR MAKING THE MAGIC HAPPEN

We know our zones of genius inside out, and we employ top local talent to provide our services. We recognise that our clients don’t have time to waste hopping from provider to provider — instead, they need an expert team they can trust to do the job right the first time, all in one place.

We pride ourselves on our exceptional service and a network of clients who simply love working with our team. We understand that we’re working one-to-one with people, not just businesses.

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