Brent P. Thomas

CPA/PFS Emeritus

“We treat the whole client, not just some of the pieces. Monitoring earning potential helps with wise saving and investing, which drives the engine of true financial independence. Ignore a part of the cycle, and it might spin out of control. We put it all together: earning, investing and ultimately spending your wealth.”

Phone: (925) 280-5702

A member of our affiliated firms since 1978, Brent gained prior experience in corporate accounting, specializing in auditing. He also has co-authored numerous articles to help medical and dental professionals grow and manage their wealth and businesses. He holds an MBA from the University of Utah. In his free time, Brent enjoys spoiling his grandchildren, mentoring area youth and participating in a “microfranchising” charitable program that helps South American small business owners become self-sufficient.

Learn More About Us

J. Haden Werhan

CPA/PFS

Barry W. Oliver

CPA/PFS

Jared M. Nelson

CPA/PFS

David K. Harlow

CPA/PFS

Nick Gizzarelli

CPFA/QPA/QKA

Shannon Blackmon

CFP®/RLP®/CFT-I™

Todd Rouleau

CFA, CFP®