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®
Financial Advisor
Andy Dodd, CFP®
Financial Advisor
Steve Gentzler, CFP®
Financial Advisor
Grace Lewis, CFP®
Financial Advisor
Nick Bryan, CFP®
Financial Advisor
Carol Worsham, CPA, CFP®
Financial Associate
Ron Prauner, MD, CFP®
Financial Associate
Patrick Pramas, CFP®
Financial Associate
Jonah Paul
Financial Associate
Zach Giltner
Financial Associate
James Poulsen
Financial Associate
Yochanan Hershoff
Financial Associate
Dale Holdaway, CIA, CFE
Financial Associate
Nicki Sechrist
Financial Associate
Taylor Gumm
Financial 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
The Money Guy Show
Rebecca (Rebie) Eichelberger
Creative Director
Caleb Sapp
Production Director
Nate Howard
Video Producer
Megan Green
Senior Content Developer
Nick Lyon
Content Developer
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!