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®

Financial Advisor

Andy Dodd, CFP®

Andy Dodd, CFP®

Financial Advisor

Steve Gentzler, CFP®

Steve Gentzler, CFP®

Financial Advisor

Grace Lewis, CFP®

Grace Lewis, CFP®

Financial Advisor

Nick Bryan, CFP®

Nick Bryan, CFP®

Financial Advisor

Patrick Pramas, CFP®

Patrick Pramas, CFP®

Financial Advisor

Carol Worsham,  CPA, CFP®

Carol Worsham, CPA, CFP®

Financial Associate

Ron Prauner, MD, CFP®

Ron Prauner, MD, CFP®

Financial Associate

Jonah Paul

Jonah Paul

Financial Associate

Zach Giltner

Zach Giltner

Financial Associate

James Poulsen

James Poulsen

Financial Associate

Yochanan Hershoff

Yochanan Hershoff

Financial Associate

Dale Holdaway, CIA, CFE

Dale Holdaway, CIA, CFE

Financial Associate

Nicki Sechrist

Nicki Sechrist

Financial Associate

Taylor Gumm

Taylor Gumm

Financial 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

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