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.
![Brian Preston, CPA, CFP®, PFS](https://aboundwealth.com/wp-content/uploads/2021/08/Brian-Preston-Abound-Wealth-Management.jpg)
Brian Preston, CPA, CFP®, PFS
Managing Partner
![Bo Hanson, CFA, CFP®](https://aboundwealth.com/wp-content/uploads/2021/08/Bo-Hanson-Abound-Wealth-Management.jpg)
Bo Hanson, CFA, CFP®
Partner
![Carter Thomas, CFP®](https://aboundwealth.com/wp-content/uploads/2020/01/Carter-Professional.jpg)
Carter Thomas, CFP®
Principal
![Matt Hoffner, CFP®](https://aboundwealth.com/wp-content/uploads/2020/01/Matt-Professional.jpg)
Matt Hoffner, CFP®
Principal
![Eric Hale, CPA, CFP®](https://aboundwealth.com/wp-content/uploads/2020/01/Eric-Professional.jpg)
Eric Hale, CPA, CFP®
Principal
![Eric Baer, CFP®](https://aboundwealth.com/wp-content/uploads/2020/10/Eric-Baer-Abound-Wealth-1.jpg)
Eric Baer, CFP®
Principal
![Breanne Coffey, CFP®](https://aboundwealth.com/wp-content/uploads/2020/01/Breanne-Professional.jpg)
Breanne Coffey, CFP®
Principal
![Hannah Lindsey, CFP®](https://aboundwealth.com/wp-content/uploads/2020/01/Hannah-Professional.jpg)
Hannah Lindsey, CFP®
Financial Advisor
![Andy Dodd, CFP®](https://aboundwealth.com/wp-content/uploads/2021/06/Andy-Dodd-2.jpg)
Andy Dodd, CFP®
Financial Advisor
![Steve Gentzler, CFP®](https://aboundwealth.com/wp-content/uploads/2022/11/Untitled-1.png)
Steve Gentzler, CFP®
Financial Advisor
![Carol Worsham, CPA, CFP®](https://aboundwealth.com/wp-content/uploads/2020/01/Carol-Professional.jpg)
Carol Worsham, CPA, CFP®
Financial Associate
![Ron Prauner, MD, CFP®](https://aboundwealth.com/wp-content/uploads/2020/12/Ron.jpg)
Ron Prauner, MD, CFP®
Financial Associate
![Grace Lewis, CFP®](https://aboundwealth.com/wp-content/uploads/2022/03/grace-headshot-copy.jpg)
Grace Lewis, CFP®
Financial Associate
![Nick Bryan, CFP®](https://aboundwealth.com/wp-content/uploads/2022/05/nick-headhsot-pt-2.png)
Nick Bryan, CFP®
Financial Associate
![Patrick Pramas](https://aboundwealth.com/wp-content/uploads/2023/01/pat2.png)
Patrick Pramas
Financial Associate
![Jonah Paul](https://aboundwealth.com/wp-content/uploads/2023/07/Jonah.png)
Jonah Paul
Financial Associate
![Blake Hummel](https://aboundwealth.com/wp-content/uploads/2023/07/Blake.png)
Blake Hummel
Financial Associate
![Grant Gausman](https://aboundwealth.com/wp-content/uploads/2024/01/Untitled-1-1.png)
Grant Gausman
Financial Associate
![Zach Giltner](https://aboundwealth.com/wp-content/uploads/2024/01/zach.png)
Zach Giltner
Financial Associate
![James Poulsen](https://aboundwealth.com/wp-content/uploads/2024/04/James-Poulsen-Headshot.jpeg)
James Poulsen
Financial Associate
![Yochanan Hershoff](https://aboundwealth.com/wp-content/uploads/2022/09/Untitled-2.png)
Yochanan Hershoff
Financial Associate
![Dale Holdaway, CIA, CFE](https://aboundwealth.com/wp-content/uploads/2024/06/dale.png)
Dale Holdaway, CIA, CFE
Financial Associate
![Marcie Gronberg](https://aboundwealth.com/wp-content/uploads/2020/01/Marcie-Professional.jpg)
Marcie Gronberg
Administrative Manager
![Rebecca Snipes](https://aboundwealth.com/wp-content/uploads/2022/11/snipes.png)
Rebecca Snipes
Administrative Associate
![Haley Caulkins](https://aboundwealth.com/wp-content/uploads/2024/01/Untitled-1.png)
Haley Caulkins
Administrative Associate
![Katie Landers](https://aboundwealth.com/wp-content/uploads/2022/03/Katie-McCoy-headshot-copy.jpg)
Katie Landers
Administrative Associate
![Bill Bailey, CPA](https://aboundwealth.com/wp-content/uploads/2020/12/Bill.jpg)
Bill Bailey, CPA
Financial Reporting Associate
![Clay McBroom](https://aboundwealth.com/wp-content/uploads/2024/04/Clay-McBroom-Headshot.jpeg)
Clay McBroom
Financial Reporting Associate
![Rebecca (Rebie) Eichelberger](https://aboundwealth.com/wp-content/uploads/2020/01/Rebecca-Professoinal.jpg)
Rebecca (Rebie) Eichelberger
Creative Director
![Nate Howard](https://aboundwealth.com/wp-content/uploads/2020/12/Nate.jpg)
Nate Howard
Video Producer
![Megan Green](https://aboundwealth.com/wp-content/uploads/2023/08/megan-2.png)
Megan Green
Content Developer
![Matt Smith](https://aboundwealth.com/wp-content/uploads/2023/12/matt.png)
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!