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, CFP®
Advisor
Yochanan Hershoff, CPA, CFP®
Advisor
James Poulsen, CFP®
Advisor
Zach Giltner
Associate
Dale Holdaway, CIA, CFE
Associate
Nicki Sechrist, CFP®
Associate
Taylor Gumm
Associate
Nick Kyburz
Associate
Jordan Rehkow, CFP®
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!