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
Managing Partner

Bo Hanson, CFA, CFP®
Partner

Carter Thomas, CFP®
Principal

Matt Hoffner, CFP®
Principal

Eric Hale, CPA, CFP®
Principal

Eric Baer, CFP®
Principal

Breanne Coffey, CFP®
Principal

Hannah Lindsey, CFP®, EA
Principal

Andy Dodd, CFP®
Primary Advisor

Steve Gentzler, CFP®
Primary Advisor

Grace Lewis, CFP®
Primary Advisor

Nick Bryan, CFP®
Primary Advisor

Patrick Pramas, CFP®
Primary Advisor

Carol Worsham, CPA, CFP®
Advisor

Ron Prauner, MD, CFP®
Advisor

Jonah Paul, CPA
Advisor

Yochanan Hershoff, CPA
Advisor

James Poulsen, CFP®
Advisor

Zach Giltner
Associate

Dale Holdaway, CIA, CFE
Associate

Nicki Sechrist
Associate

Taylor Gumm
Associate

Nick Kyburz
Associate

Marcie Gronberg
Administrative Manager

Rebecca Snipes
Administrative Associate

Haley Caulkins
Administrative Associate

Lukas Lindgren
Compliance Associate

Bill Bailey, CPA
Financial Reporting Associate

Clay McBroom
Financial Reporting Associate
Money Guy

Rebecca (Rebie) Eichelberger
Creative Director

Caleb Sapp
Production Director

Megan Green
Senior Content Developer

Matt Smith
Social Media Producer

Nick Lyon
Content Developer

Joshua Toler
Video Editor
Guiding people to financial success is our life’s work!
Learn simple financial strategies, apply them, and watch your finances grow!