Our Team: NCH Tax & Wealth Advisors

Call us: (800) 748-4159

Check our background on FINRA's BrokerCheck

Meet Our Team

Click on any photo or name to view a brief bio.

Nick Hodges

Nick Hodges, CPA, MBA
Founder (Retired)

Matthew Apodaca

Matthew Apodaca,
CPA, CGMA, RFC®
Managing Partner
Tax & Wealth Advisor

Tim Higgins

Tim Higgins,
CFP®, CPA/PFS, CGMA
Managing Partner
Tax & Wealth Advisor

Wendi Hall

Wendi Hall
Managing Partner

Ken Blake

Kenneth Blake, CPA, EA
Senior Tax Advisor

Paul Apodaca

Paul Apodaca, EA, RFC®
Tax & Wealth Advisor
Assistant Controller

Sam Osborne

Sam Osborne, EA, RFC®
Tax & Wealth Advisor
Tax Operations Manager

Jean Kwon

Jean Kwon, CPA, RFC®
Tax & Wealth Advisor

Betty Ludeke

Betty Ludeke, CPA, RFC®
Tax & Wealth Advisor

Travis Cramer

Travis Cramer, CPA
Tax Advisor

Amanda Juarez

Amanda Juarez, EA
Tax Advisor

Bryan Dang

Bryan Dang, EA
Tax Associate

Rashi Vora

Rashi Vora, CFS®, CES®
Vice President, Operations
Financial Planning Division

Robin Fulton

Robin Fulton, AIF®, CDFA
Client Services Associate
Financial Planning Division

Sarah Bevins

Sarah Bevins
Registered Admin Assistant
Financial Planning Division

Marissa Harris

Marissa Harris
Administrative Assistant
Financial Planning Division
California Notary Public

Donna Wright

Donna Wright
Relationship Manager
Consulting Division

Craig Lester

Craig Lester
Accounting Consultant
Consulting Division

Kevin Osako

Kevin Osako
Staff Accountant
Consulting Division

Stacey Putney

Stacey Putney
Staff Accountant
Consulting Division

Ana Plasencia-Garcia

Ana Plasencia-Garcia
Data Entry Specialist
Consulting Division

Jeanette Readinger

Jeanette Readinger
Senior Staff Accountant, Team Lead
Accounting Division

Jyoti Parashar

Jyoti Parashar
Senior Staff Accountant
Accounting Division

Diana (Dee) Cortez

Diana (Dee) Cortez
Office Coordinator

Suzy Geli

Suzy Geli
Admin & Assembly Team
California Notary Public

Diana McElroy

Diana McElroy
Admin & Assembly Team
California Notary Public

Sakura Mok

Sakura Mok
Receptionist & Admin Team

Christy Medina

Christy Medina
Admin Team

Sakura Mok

Kady Williams
Admin Team

BDO Alliance USA

Member of CalCPA