Meet The Team      

Decades of Proven Financial Expertise Driving Your Success

  • Portrait of an older man with white hair and a mustache wearing a light blue collared shirt, standing against a textured gray wall.

    Guy Williams, CPA

    CEO - Chief Executive Officer

  • A man with light brown hair and beard, wearing a dark suit, white shirt, and red tie, standing against a plain beige background.

    Greg Poole

    COO - Chief Operating Officer

  • A woman with blonde hair smiling and leaning against a wall, wearing a white top and earrings.

    Laurie Giebeig

    CBO - Chief Business Officer

  • Smiling elderly woman with short blonde hair wearing glasses and a teal ribbed sweater, standing against a plain light gray wall.

    Davida Hartley

    Senior Accounting Associate

  • A woman with blonde hair, wearing glasses and a black cardigan over a blue shirt, standing with arms crossed and smiling against a plain beige wall.

    Sheri Danielson

    Administrative Coordinator & Accounting Associate

  • A smiling elderly man with white hair and a mustache, wearing a blue and white checkered shirt, standing against a plain light-colored wall.

    Dale Williams

    Consulting Manager

Let’s Work Together