Our Team

FFG has a deep roster of professionals with decades of investment, tax, accounting, & legal experience who can deliver an unmatched value proposition. We serve high net worth retirees, executives, tech professionals, & successful business owners & strive to ensure they are maximizing their financial efforts. Our comprehensive advice spans across financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, & more. We earn no trade or financial product sales commissions & only have a fiduciary duty to our clients. This model, coupled with our partners’ spotless records, reinforces a relationship built on trust & transparency.

richarddjan21

Richard Davey

Partner

CPA, CFP®

TS Updated

Trevor Scotto

Partner

CPA, CFP®

tom-lowrez

Tom Vogelheim

Partner

CPA, JD

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Shayne Cooper

Partner

CPA, MS Tax

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Samantha Bleeck

Senior Tax Manager

EA

Carine Arend

Tax Manager

CPA

Lacey Mortensen

Lacey Mortensen

Tax Manager

2021-Chris-Moore

Christopher Moore

Senior Manager, Trading, Operations, and Compliance

EA

Braxton Parish

Tax Manager

CPA, MS Tax

Jacquie

Jacquie Rowe

Senior Operations Specialist

Bryce Hufford

Tax Associate

Ben Fookes

Operations Specialist

Tax professionals employed by Cooper & Vogelheim LLP, an affiliated entity. These services are only provided to clients who sign a separate tax engagement agreement.