Meet The

Wealthquest Team

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Tax Team

Dan Larson

Vice President

Leadership
Advisory
All
Tax

Brandon Butcher

Director of Tax Planning

All
Tax
Estate Planning

Mary Kate Dee

Tax Associate

All
Tax

Jason Hass

Senior Tax Advisor

All
Tax
Financial Planning

Sherri Hitsman

Tax Administrator

All
Tax

Trishna Shah Keiser

Senior Tax Advisor

All
Tax

Courtney Murnen

Tax Advisor

All
Tax

James C. Oliger

Senior Fund Analyst

All
Tax

John Ristau

Tax Advisor

All
Tax

Harjot Singh

Tax Associate

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Tax

Shane Wilson

Tax Advisor

Tax

Jordan Yeggy

Senior Tax Advisor

Tax
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Financial Planning