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
Senior Accountant
Jack Anderson
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Staff Accountant
Administrative Staff
Kate Lunn
Administrative Assistant
Rick Tulloss
Back Office Manager
