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
Timothy K. Whipple
CFP®, CPWA®, EA, CAP
Wealth Advisor
Adam N. Taylor
CFP® Wealth Advisor
Kenneth G. Bown
CFP®, MBA, CPWA®
Wealth Advisor
Bryant Armstrong
CEO
Jason L. McMullin
EA
Wealth Advisor
Jim Spainhower
ChFC®
Wealth Advisor
Rob Strasburg
CFP®, EA
Wealth Advisor
Sam Deaver
CFP®
Wealth Advisor
Scott Carlson
Operations Manager
Greg Caldwell
CFP®, MBA
Wealth Advisor
Alex Haviland
CFP®
Wealth Advisor
Alex Long
CFP®
Wealth Advisor
Lauren Loucks
CFP®, EA
Wealth Advisor
Taylor Olsen
Tax Advisor, EA
Wealth & Tax Advisors
Annie Johnson
EA
Tax Services Advisor
Kelby McMullin
Director of Client Service
Trina Vidolin
EA
Tax Advisor
Scott Stratton
J.D. MS, CFP®
Wealth Advisor
Landon Wray
Associate Advisor
Chris Ward
Wealth Advisor
Ana Jovel
CFP®
Paraplanner
Andy Perkins
Associate Advisor
Celeste Kennard
CFP®
Wealth Advisor
Marc Russell
MFPA
Associate Advisor
Tanner Anderson
Family Office Associate
David Sullivan
Consulting CFO
Sarah Hindmarsh
Associate Advisor
Nate Larsen
Consulting CFO
Derek Farley
Wealth Advisor
Levi Port
Associate Advisor
Support Staff
Cindy Nelson
Executive Assistant
Heidi Ward
FPQP®
Client Services Manager
Thomas Felt
Accountant
Claire Brown
Office Administrator
Carrie Boren
Tax Associate
Lana Johnson
Client Services Associate
Marcii Palmer
Client Services Associate
Adrian Perez
Bookkeeper
Stewart Sheely
Tax Associate
Maleena Potter
Tax Department Administrator
Morgan Schrodt
Client Services Associate
Carmen Crisanto
Client Services Associate
Cody Platt
Tax Associate
Nick Martell
Accountant
