25+

Tristen is a respected Financial Strategist and Partner. He understands that you want to create the business that is most important to you. He listens to your needs, vision and goals and works to achieve them. He is an advocate for winning your time back without sacrificing profit.

With over 15 years of experience as a CPA, Lucy Mayer specializes in tax strategy and compliance. A graduate of the University of Illinois Urbana-Champaign with a Master’s in Taxation, Lucy has worked with a wide spectrum of clients, from publicly traded companies to closely held businesses. Her approach goes beyond tax returns—she focuses on deeply understanding her clients’ personal, professional, and long-term goals to provide tailored, strategic advice that empowers them in their financial planning.

Lucy’s dedication to building meaningful relationships sets her apart. She believes in educating her clients, helping them feel confident and informed about their financial decisions.

Outside of work, Lucy is an Army wife, proud mom of two, retired skydiver, and a self-proclaimed nerd with diverse interests beyond tax and accounting. Whether it’s exploring the outdoors or diving into new challenges, Lucy brings the same passion and curiosity to life that she does to her work.

With over 10 years of experience in accounting and tax preparation, Rachel brings a wealth of knowledge to the firm. She holds a Bachelor's Degree from the University of Dubuque in Dubuque, Iowa and an IRS Enrolled Agent (EA) license. Rachel brings extensive expertise in entity registrations, payroll, accounting, and comprehensive tax preparation services. Dedicated to helping individuals and businesses manage their financial operations efficiently, Rachel is well-versed in navigating complex regulations and ensuring clients meet their financial and compliance goals.

Savannah Vach is a highly skilled tax professional with a distinguished academic background and extensive experience in the field. She holds both a Bachelor’s degree in Accounting and a Master’s degree in Taxation from the University of Miami, where she cultivated a deep understanding of tax regulations and financial strategy.  Savannah is dedicated to providing exceptional service and is passionate about staying current with the latest tax laws and regulations. She is committed to continuing to make contributions to the tax field and providing clients with the best experience possible.

Jarem is a finance professional with a solid educational background. He holds a degree in Finance from Utah Valley University and has further honed his expertise with a degree in Finance, Business Administration, and Management, General from Brigham Young University - Idaho. 

Currently serving as a Senior Tax Consultant at EthicsPro, Jarem specializes in delivering substantial tax savings through advanced tax strategies and proactive tax planning. His comprehensive approach not only saves clients money but also reduces tax liability, infusing additional cash into businesses. Jarem's focus on growth strategies has proven resilient, standing the test of time even under IRS audit and scrutiny. With a wealth of knowledge and practical experience, Jarem is dedicated to helping businesses navigate the intricacies of taxation while optimizing financial outcomes.

With a Bachelor's degree in Accounting from Weber State University, Sarah is well-versed in general ledger accounting, month-end financials, and diverse financial tasks.

Currently pursuing her MBA, Sarah has honed leadership and management skills, emphasizing the importance of building strong client and team relationships. Passionate and driven, she thrives in a fast-paced environment, embracing challenges with enthusiasm. Sarah's journey reflects her commitment to financial excellence and her genuine love for building meaningful professional connections.

With over 20 years of experience in office administration, customer relations, and process optimization, Carrie excels at streamlining operations and managing onboarding processes. She ensures a seamless experience for both clients and staff, while consistently promoting efficiency, teamwork, and a strong commitment to operational excellence. In her spare time, Carrie enjoys camping in the mountains with her family and embarking on adventures down scenic dirt roads.