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Ehlen Heldman

Our Team

Douglas B. Ehlen, CPA/PFS, CFP®, CGMA

Douglas B. Ehlen, CPA/PFS, CFP®, CGMA

Managing Partner

Gregory E.  Heldman, CPA/PFS, CFP®, CGMA

Gregory E. Heldman, CPA/PFS, CFP®, CGMA

Non-Equity Partner

Christina  Weiner

Christina Weiner

Accounting Supervisor

Travis Ehlen, CFP®

Travis Ehlen, CFP®

Director of Wealth Management and Partner

Tiffany Garl

Tiffany Garl

Operations Manager

Michelle Hudson

Michelle Hudson

Client Services Assistant

Anna Leaman

Anna Leaman

Payroll Associate

Jennifer Sosbe

Jennifer Sosbe

Production Associate

Jackie McSheridan

Jackie McSheridan

Accounting Associate

Dan Wagner, CPA

Dan Wagner, CPA

Senior Tax Manager

A'lice Ehlen

A'lice Ehlen

Senior Tax Associate

Michelle Pitzer

Michelle Pitzer

Business Services Associate

Laura Ehlen, MS

Laura Ehlen, MS

Investment Coordinator

Josiah Berry, JD, LLM

Josiah Berry, JD, LLM

Senior Tax Associate

Diane Rorick, CPA, EA

Diane Rorick, CPA, EA

Tax Associate

Samantha Gillespie, CPA

Samantha Gillespie, CPA

Senior Accounting Associate

Erica R. Palmisano, EA, NTPI Fellow®

Erica R. Palmisano, EA, NTPI Fellow®

Tax Associate

Paul Backer, EA

Paul Backer, EA

Senior Accounting Associate

Andrew Nemetz

Andrew Nemetz

Investment Coordinator

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