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 McManus, CFP®
Principal
Hannah Lindsey, CFP®, EA
Principal
Andy Dodd, CFP®
Principal
Steve Gentzler, CFP®
Principal
Grace Lewis, CFP®
Primary Advisor
Nick Bryan, CFP®
Primary Advisor
Patrick Pramas, CFP®
Primary Advisor
Jonah Paul, CPA, CFP®
Primary Advisor
Yochanan Hershoff, CPA, CFP®
Primary Advisor
James Poulsen, CFP®
Primary Advisor
Ron Prauner, MD, CFP®
Advisor
Nicki Sechrist, CFP®
Advisor
Taylor Gumm, CFP®
Advisor
Jordan Rehkow, CFP®
Advisor
Eli Weber
Advisor
Rogelio Vazquez
Advisor
Greg Mech Paz
Advisor
Katie McConkey
Associate
Luke Fisher
Associate
Paul Lynch
Associate
Jose Meza III
Associate
Jaxson Scown
Associate
Julie Underwood
Hiring & HR Manager
Marcie Gronberg
Administrative Manager
Rebecca Snipes
Administrative Associate
Haley Caulkins
Administrative Associate
Meghan Littrell
Administrative Associate
Ellie Baker
Administrative Assistant
Lukas Lindgren, CFA
Compliance Associate
Bill Bailey, CPA
Financial Reporting Associate
Clay McBroom
Financial Reporting Associate
Evan Johnson
Financial Reporting Associate
Money Guy
Rebecca (Rebie) Eichelberger
Creative Director
Caleb Sapp
Production Director
Joshua Toler
Technical Producer
Ken Knight
Video Editor
Justin Tardiff
Content Developer
Will Smith
Content Developer
Kristen Mahy
Marketing Specialist
Guiding people to financial success is our life’s work!
Learn simple financial strategies, apply them, and watch your finances grow!