We brought together smart, talented thinkerstaught them concepts most CPAs don’t get… and unleashed their combined passion on the world.

Each member of the ProVision team is selected for the passion they have to create success for clients, and they are all intensely trained in ProVision methodologies. You will be struck by the responsive, personal service you receive. Even more, you will notice that ProVision is always thinking ahead of the curve, anticipating your needs and the hurdles that might arise.

All
Administration
Partners
Tax Services
Accounting Services

Aida Sabic

Tax Operations Coordinator
Aida Sabic

Tax Operations Coordinator

Aida is the Tax Operations Coordinator at ProVision. Her responsibilities include processing tax returns, keeping track of all of our clients to ensure tax returns are timely filed and assisting with making sure our clients are compliant with their tax filing requirements. In addition, she assists with the day-to-day operations of ProVision to ensure that clients are well served.

Her prior experience includes 15 years with two of the largest worldwide accounting firms, most recently Deloitte & Touche and Arthur Anderson processing several hundred returns each deadline.

She enjoys working in the tax operations to make sure each busy season runs smoothly while striving to serve our clients and meet each deadline.

kolbeaidasabic

Tempe, AZ

Antoinette Marshall, CPA

Senior Tax Manager
Antoinette Marshall, CPA

Senior Tax Manager

Ashley Henderson

Partner's Assistant
Ashley Henderson

Partner's Assistant

Tempe, AZ

Bryce Esplin

Tax Supervisor
Bryce Esplin

Tax Supervisor

Bryce began his journey in accountancy at Southern Utah University where he graduated with his Bachelors Degree in Accounting. While attending SUU, he participated in the school’s Professional Accountancy Club where he was able to network with many different firms and great people. He also worked as a site supervisor for the Volunteer Income Tax Assistance program where he was able to help many families accurately prepare their tax returns at no cost.

Following his time at SUU, he headed further south to Arizona State University where he obtained his Masters Degree in Taxation. His time there helped him develop a vast knowledge of tax concepts and prepared him for an exciting career in tax accounting.

Directly out of school he came into contact with ProVision. He learned of the unique services provided by the firm and saw the tremendous opportunity it was and could not pass on the offer to join the team. Seeing others achieve success in their journey to financial freedom has made every minute at ProVision an unforgettable experience.

kolbebryceesplin

Saint George, UT

Cameron Olivier

Tax Associate
Cameron Olivier

Tax Associate

Tempe, AZ

Casey Meyeres, CPA

Partner
Casey Meyeres, CPA

Partner

Casey is a Partner with ProVision serving successful business owners, entrepreneurs, professionals, and investors with tax and wealth planning to help achieve their goal of financial freedom.

Casey has over 16 years of experience in public accounting, ranging from tax and audit compliance and consulting for a broad range of public and privately held companies, business owners, and high net worth individuals.

Prior to joining ProVision, his role as a Tax Senior Manager for Deloitte Tax LLP in the Private Company Service and Private Client Advisor groups contributed to his experience in working with small business owners, entrepreneurs, and high net worth individuals and the complexities they face.

Casey has wide Industry experience including real estate, construction, retail, manufacturing, communications, information technology, media publication, home building, and professional services. He holds a B.S.B.A in accounting and finance from The University of Arizona and is an active member of the AICPA and ASCPA. Casey most recently served a three year term as treasurer for the Phoenix Civitan Foundation.

kolbecaseymeyeres

Tempe, AZ

Deni Baldwin, CPA

Partner
Deni Baldwin, CPA

Partner

Deni joined ProVision with more than 11 years of experience with two of the largest accounting firms in the world, most recently Deloitte & Touche where she worked with top level executives including Tax Directors, controllers, CEOs and CFOs providing comprehensive tax consultation and compliance services.

During her tenure at Deloitte & Touche, she completed four short-term assignments in India. She served all types of client ranging from large publicly held corporations to closely held partnerships and LLCs. She has experience in many different industries including real estate, manufacturing, technology and education.

Her passion is working with entrepreneurs to help them create a wealth strategy that will provide financial freedom throughout their life and for future generations. Her extensive experience in tax enables her to assist clients in establishing tax efficient structures and believes a proactive approach to tax planning is essential.

kolbedenibaldwin

Tempe, AZ

Gabi Neboyia

Tax Senior
Gabi Neboyia

Tax Senior

Gabi graduated from the University of Arizona with a Bachelor of Science in Accountancy. She enjoys assisting in developing strategies for individuals who have very different backgrounds and who are passionate about achieving their personal and financial goals.

She especially likes to see the final product of a strategy during the tax preparation process to bring everything into perspective. It has been very rewarding for her to be able to connect with various clients and feels that it adds value to the work performed.

In her free time, Gabi enjoys spending time with her family, playing and watching sports, and hiking.

kolbegabbyneboyia

Tempe, AZ

George Renfrew, CPA

Tax Associate
George Renfrew, CPA

Tax Associate

Tempe, AZ

Jackie Cook

Accounting Assistant
Jackie Cook

Accounting Assistant

Jim Ross, CPA

Senior Tax Manager
Jim Ross, CPA

Senior Tax Manager

Having spent the first few years of his career working for large corporations, Jim decided to make a transition to public accounting and found the perfect opportunity with ProVision. He developed a knack for customer service in college, working part-time for Wells Fargo Bank, and also had a desire to interface with clients in his professional career and stive to meet their needs.

Most recently, Jim worked in the tax department of Fortune 500 company, Insight Enterprises, where he obtained valuable experience. During that time, Jim continued his education by obtaining a master’s degree in accounting by taking night classes. When Jim came in contact with ProVision, he knew that his experience, education and ability to meet the needs of clients would make him a great fit.

kolbejimross

Tempe, AZ

John Lewis

Tax Associate
John Lewis

Tax Associate

Tempe, AZ

Jonathan Hadida, JD

Consultant
Jonathan Hadida, JD

Consultant

With over a decade of tax experience with stops in Canada, Belgium, India and Switzerland, Jonathan joined Provision in 2014. Prior to joining ProVision, Jonathan worked as a Tax Manager for one of the top accounting firms in the world as well as a Tax Policy Officer for the Canadian government. During this time, Jonathan has become extremely well versed in the US tax consequences for high net worth individuals living both in the US and abroad.

A lawyer by trade but an accountant at heart, Jonathan works closely with his clients to develop wealth and tax strategies which help clients achieve their financial freedom. Jonathan holds a Masters’ Degree in International Business Law from McGill University, a J.D. from Osgoode Hall Law School and a LL.B. from Universite de Montreal.

Originally from Canada, Jonathan read the siren call of Tax-Free Wealth and endeavored to learn more of the unique services provided by ProVision. Seeing the tremendous opportunity it was he could not pass on the offer to join the team. He moved his young family to the desert and has not regretted it for a moment.

Seeing others achieve success in their journey to financial freedom has made every minute at ProVision an unforgettable experience even during Arizona’s blistering summer.

kolbejonathanhadida

Tempe, AZ

Josh McClellan

Tax Associate
Josh McClellan

Tax Associate

Tempe, AZ

Kaitlyn Perry

Accounting Associate
Kaitlyn Perry

Accounting Associate

Keira Orrala

Accounting Associate
Keira Orrala

Accounting Associate

Kerstin Hancock, MBA, CMA

Partner
Kerstin Hancock, MBA, CMA

Partner

Kevin Silva

Tax Supervisor
Kevin Silva

Tax Supervisor

kolbekevinsilva

Tempe, AZ

Kyle Bauman, CPA

Tax Manager
Kyle Bauman, CPA

Tax Manager

Tempe, AZ

Laurie Shannon

CFO
Laurie Shannon

CFO

kolbelauriegilbert

Tempe, AZ

Matt Nunn, CPA

Senior Tax Manager
Matt Nunn, CPA

Senior Tax Manager

Megan Pacheco

Administrative Account Assistant
Megan Pacheco

Administrative Account Assistant

As a Client Service Representative for ProVision, Megan is responsible for providing excellent client service. She responds to requests via phone, fax and email and facilitates the monthly Ask Tom Live sessions with our CEO Tom Wheelwright. She works with our Client Relations Managers to schedule complimentary consultations and provides support for our Wealth Strategy U website.

She is excited to help others take the first step towards financial freedom. Since joining ProVision, Megan is working towards her Bachelor’s Degree in accounting.

Megan moved to Tempe, Arizona in 2007 from Tulare, California where she worked in inside sales for J.D. Heiskell LLC, one of the biggest dairy grain providers in America. In addition, she worked on her family’s dairy throughout her childhood and early adulthood until it was sold in 2006.

In her free time she enjoys going to concerts and is an avid karaoke participant. She also enjoys “giving back” and actively volunteers in different events in her community.

kolbemeganpacheco

Tempe, AZ

Mike Brandt, CPA

Partner
Mike Brandt, CPA

Partner

Palmer Eory

Accounting Associate
Palmer Eory

Accounting Associate

Quinn Mahony

Tax Associate
Quinn Mahony

Tax Associate

Tempe, AZ

Sarah Rittman

Tax Associate
Sarah Rittman

Tax Associate

Tempe, AZ

Scott Snow, CPA

Partner
Scott Snow, CPA

Partner

In January 2008 Scott became a Partner in the ProVision team after being with the firm for two years. He came to us from Idaho where he was the managing partner of his own accounting firm. He is passionate about accounting and taxes, relishing the challenge in finding the best possible solution for every client.

Scott’s ten years of experience running his own accounting firm helps him relate to and understand the problems and concerns of other business entrepreneurs. He specializes in helping clients develop their wealth strategies and using tax savings to help them accumulate wealth.

As someone who has been investing in real estate for over thirteen years, Scott enjoys working with real estate investors and professionals to accelerate their financial freedom through real estate investing. He is able to provide insight into analyzing opportunities in addition to ensuring real estate investors and professionals maximize their tax benefits while maintaining liability protection.

Scott graduated with a Bachelors degree in Accounting from Utah State University. He and his wife Amie are the proud parents of four children.

kolbescottsnow

Tempe, AZ

Talia Williams

Administrative Support Specialist
Talia Williams

Administrative Support Specialist

kolbetaliawilliams

Tempe, AZ

Taylor Martin

Tax Senior
Taylor Martin

Tax Senior

Tempe, AZ

Tim Gertz, CPA

Partner
Tim Gertz, CPA

Partner

Tim is a certified public accountant and partner of ProVision Wealth Strategist, a firm specializing in developing wealth and tax strategies for entrepreneurs, professionals, and investors

With more than 16 years of experience, Tim is a highly-trained and educated professional with a focus in public accounting, working with highly diversified market groups.

Tim received his undergraduate and Master’s degree in Accountancy from Arizona State University. There he studied accounting, tax, and business information systems.

His prior experience in public accounting includes 16 years with local CPA firms in both Arizona and North Carolina where he provided tax planning and other consulting services for privately held companies and their owners. This diversified experience has allowed Tim to be exposed to every facet of the tax code while serving his clients, whether real estate professionals, farmers or professional service groups.

Tim’s strong passion to help entrepreneurs achieve their goals through strategic tax and wealth planning continues to drive his progression in the accounting industry.

Tim was born in Marin county, CA and spent majority of his childhood there. Since that time he has called Arizona, Colorado, and North Carolina home. Tim resides in central phoenix and has a great passion for cycling and the outdoors.

kolbetimgertz

Tempe, AZ

Tran Nguyen

Tax Associate
Tran Nguyen

Tax Associate

Tempe, AZ

Will Clark

Tax Senior
Will Clark

Tax Senior

Tempe, AZ

Zhi Farn Ang

Tax Senior
Zhi Farn Ang

Tax Senior

Tempe, AZ

 

Career Opportunities

The best clients, exceptional culture, comprehensive benefits & a valuable understanding of taxes and business.

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