About Us

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.

Charmaine’s professional career in public accounting initially focused on auditing and reviewing clients’ financials, which allowed her to gain a vast variety of experience in numerous businesses and financial reporting. It is there she cultivated strong client relationships, seeing all her clients as VIPs by providing unmatched client services. Charmaine is a Certified Public Accountant with a Bachelor of Business Administration degree, Accounting major from Baruch College of the City University of New York. Her passion for the tax code and her goal of providing her clients with the opportunity for growth through tax planning, refocused her career on tax compliance and strategies. She enjoys researching the tax laws, ultimately seeking to provide strategic tax planning to her clients that aligns with their business goals.

As a valued member of the firm, Ben brings a strong academic and professional background, holding a Bachelor's degree in Accounting & Finance, a Master of Accounting with an emphasis in Taxation, and a Master of Business Administration. Currently, he is pursuing the Enrolled Agent (EA) credential to further enhance his ability to represent clients in matters related to taxation. Ben’s attention to detail and dedication to client service underpin the strategic financial counsel he will provide, helping clients navigate complex tax structures and achieve favorable outcomes.

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.

Ibrahima's journey in accounting showcases his unwavering dedication to precision and expertise. He earned a Bachelor of Science in Business Administration, majoring in Accounting and Finance, from the University of Montana Western. Furthering his education, he obtained a Master of Accounting from Western Governors University, solidifying his expertise.

Recognized as a leader, his passion for basketball and travel reflects his dynamic nature. Driven by his genuine passion and pursuit of excellence, Ibrahima Keita inspires others with his dedication and expertise.

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.