Meet the Team

Meet Abound’s smart, yet down-to-earth team members who want to come alongside you on your financial journey and put your mind at ease. Collectively, this team has been creating smart financial plans across the country for over 2 decades. 

 

Now you can put faces with names and meet the incredible Abound Wealth team! We’re excited to get to know you. 

Abound Wealth

Brian Preston, CPA, CFP®, PFS

Brian Preston, CPA, CFP®, PFS

Managing Partner

Bo Hanson, CFA, CFP®

Bo Hanson, CFA, CFP®

Partner

Carter Thomas, CFP®

Carter Thomas, CFP®

Principal

Matt Hoffner, CFP®

Matt Hoffner, CFP®

Principal

Eric Hale, CPA, CFP®

Eric Hale, CPA, CFP®

Principal

Eric Baer, CFP®

Eric Baer, CFP®

Principal

Breanne Coffey, CFP®

Breanne Coffey, CFP®

Principal

Hannah Lindsey, CFP®

Hannah Lindsey, CFP®

Principal

Andy Dodd, CFP®

Andy Dodd, CFP®

Primary Advisor

Steve Gentzler, CFP®

Steve Gentzler, CFP®

Primary Advisor

Grace Lewis, CFP®

Grace Lewis, CFP®

Primary Advisor

Nick Bryan, CFP®

Nick Bryan, CFP®

Primary Advisor

Patrick Pramas, CFP®

Patrick Pramas, CFP®

Primary Advisor

Carol Worsham,  CPA, CFP®

Carol Worsham, CPA, CFP®

Advisor

Ron Prauner, MD, CFP®

Ron Prauner, MD, CFP®

Advisor

Jonah Paul, CPA

Jonah Paul, CPA

Advisor

Yochanan Hershoff, CPA

Yochanan Hershoff, CPA

Advisor

James Poulsen

James Poulsen

Advisor

Zach Giltner

Zach Giltner

Associate

Dale Holdaway, CIA, CFE

Dale Holdaway, CIA, CFE

Associate

Nicki Sechrist

Nicki Sechrist

Associate

Taylor Gumm

Taylor Gumm

Associate

Nick Kyburz

Nick Kyburz

Associate

Marcie Gronberg

Marcie Gronberg

Administrative Manager

Rebecca Snipes

Rebecca Snipes

Administrative Associate

Haley Caulkins

Haley Caulkins

Administrative Associate

Lukas Lindgren

Lukas Lindgren

Compliance Associate

Bill Bailey, CPA

Bill Bailey, CPA

Financial Reporting Associate

Clay McBroom

Clay McBroom

Financial Reporting Associate

The Money Guy Show

Rebecca (Rebie) Eichelberger

Rebecca (Rebie) Eichelberger

Creative Director

Caleb Sapp

Caleb Sapp

Production Director

Nate Howard

Nate Howard

Video Producer

Megan Green

Megan Green

Senior Content Developer

Nick Lyon

Nick Lyon

Content Developer

Matt Smith

Matt Smith

Social Media Producer

Guiding people to financial success is our life’s work!

Learn simple financial strategies, apply them, and watch your finances grow!

Explore The Money Guy Show!