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Meet Our Team

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

Nick Hodges
Nick Hodges, CPA, MBA

Chairman & Founder
Matthew Apodaca
Matthew Apodaca, CPA, CGMA

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

Managing Partner
Tax & Wealth Advisor
Senior Vice President
Wendi Hall
Wendi Hall

Managing Partner
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
Betty Ludeke
Betty Ludeke, CPA

Tax & Wealth Advisor
Amanda Juarez
Amanda Juarez

Tax Support Intern
Rashi Vora
Rashi Vora, CFS®

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

Client Services Specialist
Financial Planning Division
Margo Schlotfelt
Margo Schlotfelt

Administrative Assistant
Financial Planning Division
Marissa Harris
Marissa Harris

Administrative Assistant
Financial Planning Division
California Notary Public
Toni Nurnberger
Toni Nurnberger

Special Projects Manager
Donna Wright
Donna Wright

Relationship Manager
Consulting Division
Michael Gregg
Michael Gregg

Senior Financial Analyst
Consulting Division
Craig Lester
Craig Lester

Accounting Consultant
Consulting Division
Adam Milbes
Adam Milbes

Staff Accountant
Consulting Division
Shannon Terry
Shannon Terry

Bookkeeper
Consulting Division
Ana Plasencia-Garcia
Ana Plasencia-Garcia

Data Entry Specialist
Consulting Division
Jeanette Readinger
Jeanette Readinger

Senior Staff Accountant, Team Lead
Accounting Division
Sharon Stadlmayr
Sharon Stadlmayr

Senior Staff Accountant
Accounting Division
Nikki Osborne
Nikki Osborne

Office Coordinator, Admin Team
California Notary Public
Diana (Dee) Cortez
Diana (Dee) Cortez

Administrative Team
Natalie Amaro
Natalie Amaro

Administrative Team
Suzy Geli
Suzy Geli

Admin & Assembly Team
Diana McElroy
Diana McElroy

Admin & Assembly Team