cropper
OUR TEAM

Derick Van Ness

 

CEO & Founder 

Justin Maxwell 

 

Senior Tax & Wealth Strategist

Robin Williams

 

Scale & Exit Expert 

Brandon Allen

Transformational
Leadership Coach

Victor Pribyl

 

Tax & Wealth Strategist

William Larsen

 

Tax & Wealth Strategist

Michael Glowacki

 

Tax & Wealth Strategist

SUPPORT STAFF

Stephanie Menzies

 

Director of
Operations

Brittney Nudge

 

R&D & Operations Specialist

Kassidy Barajas


Merchant Processing & Operations Specialist

Carissa Koehler


Executive Assistant & Operations Specialist

Jennifer
Almquist


Client Excellence & Operations Specialist

MARKETING TEAM

Julie Nybakken

 

Head of Design

James Funk


Marketing & Technology Specialist

TAX STRATEGY TEAM

Brecken Bunnell

 

Managing Partner

Brayden Bunnel


Staff Accountant

Marcos Molina


Staff Accountant

Branden Edelmayer


Staff Accountant

INVESTMENT TEAM

Justin Martin

 

CEO & Managing Partner

Joseph Fisher

 

Wealth Advisor

Lincoln West

 

Wealth Advisor