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

CEO

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

AlexLong

Alex Long

CFP®
Wealth Advisor

Wealth & Tax Advisors

AnnieJohnson

Annie Johnson

EA
Tax Services Advisor

LaurenLoucks

Lauren Loucks

CFP®, EA
Wealth Advisor

KelbyMcMullin

Kelby McMullin

Director of Client Service

TrinaVidolin

Trina Vidolin

EA
Tax Advisor

TaylorOlsen

Taylor Olsen

Tax Advisor

ScottStratton

Scott Stratton

J.D. MS, CFP®
Wealth Advisor

LandonWray

Landon Wray

Associate Advisor

Chris Ward

Chris Ward

Paraplanner

ana

Ana Jovel

Paraplanner

Andy Perkins

Andy Perkins

Associate Advisor

kennard

Celeste Kennard

CFP®
Wealth Advisor

cole

Cole Einerson

CFP®, MFPA
Wealth Advisor

marc

Marc Russell

MFPA
Associate Advisor

tanner

Tanner Anderson

Family Office Associate

david

David Sullivan

Consulting CFO

Sarah Hindmarsh

Sarah Hindmarsh

Associate Advisor

nate

Nate Larsen

Consulting CFO

Support Staff

Cindy Nelson

Cindy Nelson

Executive Assistant

HeidiWard

Heidi Ward

Client Services Manager

MaraleePage

Maralee Page

Client Services Associate

TommyFelt

Thomas Felt

Accountant

ClaireBrown

Claire Brown

Office Administrator

CarrieBoren

Carrie Boren

Tax Associate

LanaJohnson

Lana Johnson

Client Services Associate

MarciiPalmer

Marcii Palmer

Client Services Associate

Adrian Perez

Adrian Perez

Bookkeeper

stewart

Stewart Sheely

Tax Associate

maleena

Maleena Potter

Tax Department Administrator

roberta

Roberta Riley

Bookkeeper

alyssa

Alyssa Giles

Client Services Associate

morgan

Morgan Schrodt

Client Services Associate

carmen

Carmen Crisanto

Client Services Associate

Melissa

Melissa Hendricks

Tax Associate

Cody

Cody Platt

Tax Associate

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