ProVision Team

Our Team of Strategists

Meet our strategists! Our strategists are highly motivated and love the challenge of working with clients to reduce their taxes and create wealth.

Listed alphabetically by last name

Deni BaldwinDeni Baldwin
Baldwin, Deni - Kolbe A

Scott DykshornScott Dykshorn
Tax Manager
Michael EddenMichael Edden
Tax Staff
Jeff EngstromJeff Engstrom
Tax Senior
Bryce EsplinBryce Esplin
Tax Senior
Esplin, Bryce - Kolbe
Tim GertzTim Gertz
Gertz, Tim - Kolbe

Jonathan HadidaJonathan Hadida
International Tax Manager
Patricia MeisterPatricia Meister
Tax Staff
Casey MeyeresCasey Meyeres
Meyeres, Casey - Kolbe
Gabi NeboyiaGabi Neboyia
Tax Senior
Neboyia, Garbielle - Kolbe

Jim RossJim Ross
Tax Manager
Ross, James - Kolbe
Todd SmithTodd Smith
Tax Manager
Smith, Todd - Kolbe

Scott SnowScott Snow
Snow, Scott - Kolbe
Jason SymJason Sym
Tax Senior
Sym, Jason - Kolbe
Tom WheelwrightTom Wheelwright
Founder and CEO
Wheelwright, Tom - Kolbe

Our Administrative Team

Just as we tell our clients, leverage is key. Our talented administrative staff enables our strategists to spend more time focused on results for our clients.

Listed alphabetically by last name

Laurie GilbertLaurie Gilbert
Firm Administrator
Megan PachecoMegan Pacheco
Client Service RepresentativePacheco, Megan - Kolbe
Aida SabicAida Sabic
Tax Operations Coordinator
Sabic, Aida - Kolbe
Talia WilliamsTalia Williams
Accounting Administrative Assistant

Our Client Services Team

Have a question? Whether your question is about what we do, how we can best work together to achieve your goals, how to schedule a free consultation or a question about one of the many resources available on Wealth Strategy U, you’ll get a fast and accurate response from our client services team.

Listed alphabetically by last name

Irene DenteIrene Dente
Executive AssistantDente, Irene - Kolbe A
Brad DoranBrad Doran
Client Relations Manager
Ann MathisAnn Mathis
Mathis - Kolbe
Manuel PerezManny Perez
Client Service ManagerPerez, Manuel - Kolbe
Clinton PotterClinton Potter
Senior Marketing Specialist
Alice SorensenAlice Sorensen
Client Service Representative
Loren SweigartLoren Sweigart
Client Relations ManagerSweigart, Loren - Kolbe
Clarissa UrquidezClarissa Urquidez
Vice President of Operations
Urquidez, Clarissa - Kolbe

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