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.

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Richard Davey

Partner

CPA, CFP®

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Trevor Scotto

Partner

CPA, CFP®

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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

Senior Accountant

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Christopher Moore

Sr. Trading & Operations Specialist

EA

Erika Lotz

Tax & Client Services Associate

Bryce Hufford

Tax Associate

Ben Fookes

Operations Specialist

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Victor Torres

Technology Advisor

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