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Meet Our Team

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Nick Hodges
Nick Hodges, CPA/PFS, MBA, CFP

Chairman & Founder
Matthew Apodaca
Matthew Apodaca, CPA, CGMA

Tax & Wealth Advisor
Executive Vice President
Tim Higgins
Tim Higgins, CFP®, CPA/PFS, CGMA

Tax & Wealth Advisor
Senior Vice President
Wendi Hall
Wendi Hall

Senior Vice President
Ken Blake
Kenneth Blake, CPA, EA

Senior Tax Advisor
Paul Apodaca
Paul Apodaca, EA

Tax & Wealth Advisor
Assistant Controller
Sam Osborne
Sam Osborne, EA

Tax & Wealth Advisor
Jean Kwon
Jean Kwon, CPA

Tax & Wealth Advisor
Rashi Vora
Rashi Vora, CFS®

Vice President, Operations
Financial Planning Division
Robin Fulton
Robin Fulton, AIF®, CDFA

Client Services Specialist
Financial Planning Division
Alyssa Salas
Alyssa Salas

Administrative Assistant
Financial Planning Division
Margo Schlotfelt
Margo Schlotfelt

Administrative Assistant
Financial Planning Division
Toni Nurnberger
Toni Nurnberger

Special Projects Manager
Donna Wright
Donna Wright

Relationship Manager
Consulting Division
Maryann Buster
Maryann Buster

Staff Accountant
Consulting Division
Jeanette Readinger
Jeanette Readinger

Senior Staff Accountant, Team Lead
Accounting Division
Julie Malik
Julie Malik

Senior Staff Accountant
Accounting Division
Nikki Osborne
Nikki Osborne

Office Coordinator, Admin Team
California Notary Public
Marissa Harris
Marissa Harris

Administrative Team
California Notary Public
Suzy Geli
Suzy Geli

Admin & Assembly Team
Diana McElroy
Diana McElroy

Admin & Assembly Team
Diana (Dee) Cortez
Diana (Dee) Cortez

Administrative Team