FirstPurpose Wealth

OUR
TEAM

We're here to help you find and fund your purpose.

FirstPurpose Wealth helps business owners, executives, retirees and others clarify their purpose and create the financial means to fulfill it. Because achieving purpose-driven goals is more satisfying than chasing empty numbers, we first help clients clarify their purpose, so they know their why. Then we create and execute an integrated financial plan including traditional and private investments, tax strategies, estate planning, and charitable giving. We work best with clients who will collaboratively create and co-pilot a long-term financial plan. Working together, we strive to build wealth, minimize taxes, optimize transactions, manage outlier years, plan for financial independence and implement successful retirement income strategies.

FirstPurpose Wealth:
Live your life on purpose.

Partners

TimWhipple

Timothy K. Whipple

CFP®, CPWA®, EA, CAP
Wealth Advisor

AdamTaylor

Adam N. Taylor

CFP®
Wealth Advisor

KenBown

Kenneth G. Bown

CFP®, MBA, CPWA®
Wealth Advisor

BryantArmstrong

Bryant Armstrong

CFO

JasonMcMullin

Jason L. McMullin

EA
Wealth Advisor

JimSpainhower

Jim Spainhower

ChFC®
Wealth Advisor

RobStrasburg

Rob Strasburg

CFP®, EA
Wealth Advisor

SamDeaver

Sam Deaver

CFP®
Wealth Advisor

ScottCarlson

Scott Carlson

Operations Manager

GregCaldwell

Greg Caldwell

CFP®, MBA
Wealth Advisor

AlexHaviland

Alex Haviland

CFP®
Wealth Advisor

Wealth & Tax Advisors

AlexLong

Alex Long

CFP®
Wealth Advisor

AnnieJohnson

Annie Johnson

EA
Tax Services Advisor

LaurenLoucks

Lauren Loucks

CFP®, EA
Wealth Advisor

KelbyMcMullin

Kelby McMullin

Associate Advisor

TrinaVidolin

Trina Vidolin

EA
Accounting Department Manager

TaylorOlsen

Taylor Olsen

Tax Advisor

ScottStratton

Scott Stratton

J.D. MS, CFP®
Wealth Advisor

derek

Derek Tanuvasa

Associate Advisor

LandonWray

Landon Wray

Paraplanner

Chris Ward

Chris Ward

Paraplanner

ana

Ana Jovel

Paraplanner

Andy Perkins

Andy Perkins

Paraplanner

Celeste Kennard

Celeste Kennard

Wealth Advisor

Support Staff

Cindy Nelson

Cindy Nelson

Executive Assistant

HeidiWard

Heidi Ward

Client Services Associate

MaraleePage

Maralee Page

Client Services Associate

TommyFelt

Thomas Felt

Accountant

ClaireBrown

Claire Brown

Client Services Associate

CarrieBoren

Carrie Boren

Tax Associate

LanaJohnson

Lana Johnson

Client Services Associate

MarciiPalmer

Marcii Palmer

Client Services Associate

Adrian Perez

Adrian Perez

Tax Associate

Abraham Mendez

Abraham Mendez

Tax Associate

stewart

Stewart Sheely

Tax Associate

maleena

Maleena Potter

Tax Associate

roberta

Roberta Riley

Tax Associate

Sarah Hindmarsh

Sarah Hindmarsh

Client Service Associate

This website uses cookies to ensure you get the best experience on our website.