Our Team

Meet the dedicated professionals ready to guide you on your financial journey. Our team’s expertise and commitment ensures your financial success is always our priority.

Dedication

Manifesting dedication in every interaction, our team is committed to not just meeting but exceeding your financial expectations. We believe that every client deserves a thorough, personalized approach to their unique financial landscape.

Comprehensive

Embracing a comprehensive approach, we delve into every financial detail to ensure a complete, holistic plan for your financial health. Your financial story is multifaceted, and so is our commitment to understanding and optimizing every aspect of it.

Our Professionals

Daniel J. Rohr

CPA/PFS, EA, M.S. Tax

Managing Shareholder

Lupita Chagolla

CPA

Tax Manager

Jack Anderson

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Staff Accountant

Administrative Staff

Kate Lunn

Administrative Assistant

Rick Tulloss

Back Office Manager

Holly Rohr, M.Ed.

Intake Specialist