Sara is the general office manager and is responsible for all things client related. She received her Bachelor of Science Degree from the University of Utah. She moved to Utah in 1995 and hasn’t thought about leaving since. She enjoys reading, gardening, and spending time with her adorable nephews and niece.
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Brian is the strategic development coordinator for the firm while also assisting with income tax preparation and planning. He graduated from Brigham Young University in 1985 with a BS in finance and a minor in accounting. He was partner and CFO of a regional insurance company for 18 years until he was bought out in January 2012. He enjoys playing golf, playing guitar and spending time with his family.
Use our secure
Sarah Schoenwolf, MAcc
Sarah is the Senior Tax Associate and manages income tax preparation for our clients. Sarah received her Master’s Degree in Accounting with an emphasis in Taxation in December 2009 from the University of Utah. In 2013, she became an Enrolled Agent and is licensed to practice before the IRS. She has been with the firm since January 2010. Sarah is married to a retired ballet dancer turned stay at home dad, and they have two young daughters.
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Securities and Advisory Services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Licensed to sell securities in the Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Washington and Wyoming. Tax services provided by Vonderharr Wagner Associates, LLC, a Certified Public Accounting firm not affiliated with Independent Financial Group, LLC.
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